PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349101653
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:51:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330885895 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522255789 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETE | NameControl |
| Phone | 8585512338 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 IVANHOE AVENUE SUITE 520 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920377127 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL PETERSON | Name |
| Title | SECRETARY/CFO | Title |
| Phone | 8585512338 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK W LINDSAY | Name |
| PTIN | P00236185 | PTIN |
| Phone | 8585589200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 101633 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 220000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 21 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 259 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 259 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 107 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25275 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 107 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 220387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 387 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1050 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1050 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 81 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 60 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1151 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1110 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 227036 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 227036 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 228187 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 228146 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7800 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 367 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 55217 | CashBOY |
| Cash EOY | 71771 | CashEOY |
| Cash EOYFMV | 71771 | CashEOYFMV |
| Investments Corp Bonds BOY | 53923 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 29014 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 29307 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 555 | OtherAssetsEOY |
| Other Assets EOYFMV | 555 | OtherAssetsEOYFMV |
| Total Assets BOY | 109140 | TotalAssetsBOY |
| Total Assets EOY | 101340 | TotalAssetsEOY |
| Total Assets EOYFMV | 101633 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 109140 | RetainedEarningsBOY |
| Retained Earnings EOY | 101340 | RetainedEarningsEOY |
| Total Net Assets BOY | 109140 | TotalNetAssetsBOY |
| Total Net Assets EOY | 101340 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 109140 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 101340 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 109140 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7800 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 101340 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 101340 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 2,500 SHS RIDGEWORTH US GOV SEC ULTRA SHORT | DescriptionOfAsset |
| Date Acquired | 2011-12-31 | DateAcquired |
| Date Sold | 2012-01-17 | DateSold |
| Gross Sales Price | 25275 | GrossSalesPrice |
| Cost Or Other Basis | 25168 | CostOrOtherBasis |
| Gain Or Loss | 107 | GainOrLoss |
| Gains Minus Excess Or Losses | 107 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 107 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 178971 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 82967 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.157135 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 118974 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 93700 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.269733 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 158929 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 67169 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.366106 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 114503 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 65631 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.744648 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86656 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 66208 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.308845 | DistributionRatioYear5 |
| Total Distribution Ratio | 8.846467 | TotalDistributionRatio |
| Average Distribution Ratio | 1.769293 | AverageDistributionRatio |
| Net Noncharitable Assets | 103619 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 183332 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 183336 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 228146 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 4 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PAUL A PETERSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8585512338 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 IVANHOE AVENUE 520 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PAUL A PETERSON | ||||||||
| 7979 IVANHOE AVENUE SUITE 520 | LA JOLLA | CA | 92037 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| ANDREW G PETERSON | ||||||||
| 7979 IVANHOE AVENUE SUITE 520 | LA JOLLA | CA | 92037 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| JAMES F PETERSON | ||||||||
| 7979 IVANHOE AVENUE SUITE 520 | LA JOLLA | CA | 92037 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| MATTHEW A PETERSON | ||||||||
| 7979 IVANHOE AVENUE SUITE 520 | LA JOLLA | CA | 92037 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| DANIEL C PETERSON | ||||||||
| 7979 IVANHOE AVENUE SUITE 520 | LA JOLLA | CA | 92037 | SECRETARY/CFO | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 41703 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 63494 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 105197 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 105197 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1578 | CashDeemedCharitable |
| Net Noncharitable Assets | 103619 | NetNoncharitableAssets |
| Minimum Investment Return | 5181 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5181 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 5177 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5177 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5177 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 228146 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 228146 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 228142 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5177 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 83346 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 111221 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 155603 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 114293 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 174865 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 639328 | TotalExcessDistriCarryover |
| Qualifying Distributions | 228146 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5177 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 222969 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 862297 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 83346 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 778951 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 111221 | ExcessFromYear4 |
| Excess From Year3 | 155603 | ExcessFromYear3 |
| Excess From Year2 | 114293 | ExcessFromYear2 |
| Excess From Year1 | 174865 | ExcessFromYear1 |
| Excess From Current Year | 222969 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMICA INTERNATIONAL | |||||||
| 416 COLFAX DRIVE | SAN JOSE | CA | 95123 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| AMPSURF | |||||||
| PO BOX 1034 | PISMO BEACH | CA | 93448 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| ATHENAEUM | |||||||
| 1008 WALL STREET | LA JOLLA | CA | 92037 | NONE | PUBLIC | GENERAL FUND | $250 |
| CHILD ABUSE PREVENTION FOUNDATION | |||||||
| 9440 RUFFIN COURT | SAN DIEGO | CA | 92123 | NONE | PUBLIC | GENERAL FUND | $333 |
| CHILDREN'S ADVOCACY INSTITUTE | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC | ADVOCATING INTEREST OF CHILDREN | $20,000 |
| CHP 11-99 FOUNDATION | |||||||
| PO BOX 3537 | LA HABRA | CA | 90632 | NONE | PUBLIC | GENERAL FUND | $7,500 |
| COMMUNITY CAMPERSHIP COUNCIL | |||||||
| 7510 CLAIREMONT MESA BLVD SUITE 208 | SAN DIEGO | CA | 92111 | NONE | PUBLIC | KIDS TO CAMP | $1,000 |
| DOCTOR'S WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL FUND | $1,111 |
| FINCA | |||||||
| 111 14TH STREET | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL FUND | $777 |
| HESPERIA HALL SCHOLARSHIP FUND | |||||||
| 51602 HESPERIA ROAD | BRADLEY | CA | 93426 | NONE | PUBLIC | GENERAL FUND | $1,500 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC | GENERAL FUND | $15,200 |
| LA JOLLA PRESBYTERIAN CHURCH | |||||||
| 7715 DRAPER AVENUE | LA JOLLA | CA | 92037 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| MISSION SAN JUAN CAPISTRANO | |||||||
| 26801 ORTEGA HWY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PUBLIC | GENERAL FUND | $60 |
| MUSEUM OF MAN | |||||||
| 1350 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $125 |
| MUSEUM OF PHOTOGRAPHIC ARTS | |||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $140 |
| MUSIC BOX SOCIETY | |||||||
| PO BOX 10196 | SPRINGFIELD | MO | 65808 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | PUBLIC | GENERAL FUND | $5,555 |
| RADY'S CHILDREN'S HOSPITAL | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC | GENERAL FUND | $117,000 |
| REUBEN H FLEET SCIENCE CENTER | |||||||
| 1875 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES | SAN DIEGO | CA | 92110 | NONE | PUBLIC | GENERAL FUND | $260 |
| SAN DIEGO MUSEUM OF ART | |||||||
| 1450 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $175 |
| SAN DIEGO NATURAL HISTORY MUSEUM | |||||||
| 1788 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $175 |
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92112 | NONE | PUBLIC | GENERAL FUND | $175 |
| SCRIPPS HOWARD FOUNDATION | |||||||
| 2300 E EXPEDITION WAY | LA JOLLA | CA | 92037 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 2616 | FRIDAY HARBOR | WA | 98250 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC | GENERAL FUND | $700 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 227036 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $259 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $107 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $387 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 387 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON BROTHERS LLC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 IVANHOE AVE STE 520 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 220000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,050 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1050 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | RIDGEWORTH US GOV SEC | NameOfBond |
| EOY Book Value | 29014 | EOYBookValue |
| EOYFMV | 29307 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OVERPAYMENT RECEIVABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 555 | EOYBookValue |
| EOYFMV | 555 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK SERVICE CHARGES | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 20 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON BROTHERS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 IVANHOE AVE STE 520 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ATTORNEY GENERAL REGISTRATION | $50 | 0 | 50 |
| FRANCHISE TAX BOARD | $10 | 0 | 10 |
| EXCISE TAX | $21 | 0 | 0 |
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