PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-15
- IRS object ID
- 201210759349100411
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T16:53:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | PRESIDENT | Title |
| Phone | 8585512338 | Phone |
| Date Signed | 2012-03-08 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 109315 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 172800 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 45 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 45 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1463 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1463 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 685 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 143956 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 685 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 174993 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2193 | 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 | 64 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 60 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 100 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1214 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 100 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1110 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 177882 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 177882 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 179096 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 100 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 178992 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4103 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2093 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 113243 | CashBOY |
| Cash EOY | 55217 | CashEOY |
| Cash EOYFMV | 55217 | CashEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 53923 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 54098 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 113243 | TotalAssetsBOY |
| Total Assets EOY | 109140 | TotalAssetsEOY |
| Total Assets EOYFMV | 109315 | 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 | 113243 | RetainedEarningsBOY |
| Retained Earnings EOY | 109140 | RetainedEarningsEOY |
| Total Net Assets BOY | 113243 | TotalNetAssetsBOY |
| Total Net Assets EOY | 109140 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 113243 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 109140 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 113243 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4103 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 109140 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 109140 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 2,500 SHS RIDGEWORTH US GOV SEC | 2011-02-09 | 2011-11-30 | 25275 | 25168 | 107 | 107 |
| 1,057.785 SHS RIDGEWORTH US GOV SEC | 2011-02-09 | 2011-12-21 | 10684 | 10641 | 43 | 43 |
| 3,442.215 SHS RIDGEWORTH US GOV SEC | 2011-02-22 | 2011-12-21 | 34766 | 34662 | 104 | 104 |
| 1,000 SHS PRICESMART | 2011-02-02 | 2011-02-03 | 35791 | 35510 | 281 | 281 |
| 1,000 SHS PRICESMART | 2011-02-14 | 2011-02-15 | 37440 | 37290 | 150 | 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 685 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 118974 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 93700 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.269733 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 158929 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 67169 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.366106 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 114503 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 65631 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.744648 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 86656 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 66208 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.308845 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72095 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 97583 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.738807 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.428139 | TotalDistributionRatio |
| Average Distribution Ratio | 1.485628 | AverageDistributionRatio |
| Net Noncharitable Assets | 82967 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123258 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123279 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 178992 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 21 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 21 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84230 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 84230 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 84230 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1263 | CashDeemedCharitable |
| Net Noncharitable Assets | 82967 | NetNoncharitableAssets |
| Minimum Investment Return | 4148 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4148 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Total Tax | 21 | TotalTax |
| Distributable Amount Before Adj | 4127 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4127 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4127 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 178992 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 178992 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 21 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 178971 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4127 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 67216 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 83346 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 111221 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 155603 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 114293 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 531679 | TotalExcessDistriCarryover |
| Qualifying Distributions | 178992 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4127 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 174865 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 706544 | 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 | 67216 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 639328 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 83346 | ExcessFromYear4 |
| Excess From Year3 | 111221 | ExcessFromYear3 |
| Excess From Year2 | 155603 | ExcessFromYear2 |
| Excess From Year1 | 114293 | ExcessFromYear1 |
| Excess From Current Year | 174865 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CALIFORNIA WESTERN LAW | |||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $50 |
| CHILDREN'S ADVOCACY INSTITUTE | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC | ADVOCATING INTEREST OF CHILDREN | $20,000 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| PO BOX 7006 | ALBERT LEA | MN | 56307 | NONE | PUBLIC | GENERAL FUND | $1,111 |
| CVLCC | |||||||
| 590 K STREET | CHULA VISTA | CA | 91911 | NONE | PUBLIC | TO PURCHASE IPADS | $3,390 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC | GENERAL FUND | $14,960 |
| LA JOLLA COMMUNITY CHURCH | |||||||
| 10950 N TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PUBLIC | SUNRISE SERVICE | $5,300 |
| LA JOLLA COUNTRY DAY SCHOOL | |||||||
| 9490 GENESEE AVENUE | LA JOLLA | CA | 92037 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| MARINE CORP LEAGUE | |||||||
| PO BOX 3070 | MERRIFIELD | VA | 22116 | NONE | PUBLIC | GENERAL FUND | $3,000 |
| MISSION SAN JUAN CAPISTRANO | |||||||
| 26801 ORTEGA HWY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PUBLIC | GENERAL FUND | $100 |
| 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 | $275 |
| MUSIC BOX SOCIETY | |||||||
| PO BOX 10196 | SPRINGFIELD | MO | 65808 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| ORCHESTRA NOVA | |||||||
| 11772 SORRENTO VALLEY ROAD | SAN DIEGO | CA | 92121 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| RADY'S CHILDREN'S HOSPITAL | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PUBLIC | GENERAL FUND | $20,500 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC | KRINTZ INITIATIVE | $20,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC | GENERAL FUND | $30,000 |
| 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 | $5,000 |
| SAN DIEGO MODEL RAILROAD MUSEUM | |||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PUBLIC | GENERAL FUND | $500 |
| 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 YOUTH SERVICES | |||||||
| 3255 WING STREET | SAN DIEGO | CA | 92110 | NONE | PUBLIC | GENERAL FUND | $3,333 |
| SMAC - SDB | |||||||
| 8331 MONO LAKE DRIVE | SAN DIEGO | CA | 92119 | NONE | PUBLIC | MUSIC SCHOLARSHIPS | $888 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PUBLIC | GENERAL FUND | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 177882 | 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 | $45 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,463 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $685 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,193 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2193 | 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 (3 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| PETERSON BROTHERS LLC | ||||||||
| 1 | 7979 IVANHOE AVE STE 520 | LA JOLLA | CA | 92037 | 100000 | X | ||
| (no name) | ||||||||
| 2 | 7979 IVANHOE AVE STE 520 | LA JOLLA | CA | 92037 | 37290 | ROBERT AND ALLISON PRICE | X | |
| (no name) | ||||||||
| 3 | 7979 IVANHOE AVE STE 520 | LA JOLLA | CA | 92037 | 35510 | ROBERT AND ALLISON PRICE | X | |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 1,000 SHARES PRICESMART STOCK | 37290 | 2011-02-14 |
| 3 | 1,000 SHARES PRICESMART STOCK | 35510 | 2011-02-02 |
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 | 53923 | EOYBookValue |
| EOYFMV | 54098 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK SERVICE CHARGES | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| PETERSON BROTHERS LLC | |||
| 7979 IVANHOE AVE STE 520 | LA JOLLA | CA | 92037 |
| ROBERT AND ALLISON PRICE | |||
| 7979 IVANHOE AVE STE 520 | LA JOLLA | CA | 92037 |
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 | $4 | 0 | 0 |
Comments