PEPPER TREE FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER TREE FOUNDATION (EIN 95-3674794)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-02-09
- IRS object ID
- 202440409349201124
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-09T20:02:45-06:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952662063 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS ANDERSON MALODY & SCOTT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 E CARNEGIE DR STE 100 | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953674794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPER TREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEPP | BusinessNameControlTxt |
| Phone | 3103771577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4045 PALOS VERDES DRIVE NORTH | AddressLine1Txt |
| City | ROLLING HILLS ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902742522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL C WHITEHEAD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3103771577 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | WHITEHEAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT MANNO CPA | PreparerPersonNm |
| PTIN | P00809914 | PTIN |
| Phone | 9098890871 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | MODIFIED ACCRUAL | MethodOfAccountingOtherDesc |
| Website Address | WWW.CI.ROLLING-HILLS-ESTATES.CA.US | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $81,043 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $60,206 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,950 | ProgramServiceRevenueAmt |
| Investment Income | $1,887 | InvestmentIncomeAmt |
| Total Revenue | $81,043 | TotalRevenueAmt |
| Other Expenses Total | $36,711 | OtherExpensesTotalAmt |
| Total Expenses | $36,711 | TotalExpensesAmt |
| Excess Or Deficit For Year | $44,332 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $62,279 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $106,611 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,279 | BOYAmt |
| EOY | $106,611 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,279 | BOYAmt |
| EOY | $106,611 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,279 | BOYAmt |
| EOY | $106,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SPONSOR SPECIAL EVENTS & ACTIVITIES (PUBLIC BENEFIT) | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SPECIAL EVENTS & ACTIVITIES THAT BENEFIT THE CITIZENS OF SEVERAL COMMUNITIES ON THE PALOS VERDES PENINSULA AREA OF LOS ANGELES COUNTY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $12,772 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,772 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| VELVETH SCHMITZ | ||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DEBBY STEGURA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRITT HUFF | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| GREG GRAMMER | ||||
| CEO | 1.00 | $0 | $0 | $0 |
| LAUREN PETTIT | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| MIKE WHITEHEAD | ||||
| CFO | 1.00 | $0 | $0 | $0 |
| FRANK Z ZERUNYAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAM BROWN SCHACHTER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C WHITEHEAD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4045 PALOS VERDES DRIVE NORTH | AddressLine1Txt |
| City | ROLLING HILLS ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902742522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103771577 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,206 | CurrentTaxYearAmt |
| Total | $246,878 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,950 | CurrentTaxYearAmt |
| Total | $56,996 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,156 | CurrentTaxYearAmt |
| Total | $303,874 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $303,874 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,887 | CurrentTaxYearAmt |
| Total | $3,478 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,887 | CurrentTaxYearAmt |
| Total | $3,478 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,043 | CurrentTaxYearAmt |
| Total | $307,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98230 | PublicSupportPY509Pct |
| Investment Income CY | 0.01130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00710 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 1,887. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: CONTRACT SERVICES. AMOUNT: 26,072. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 8,790. DESCRIPTION: ADVERTISING. AMOUNT: 971. DESCRIPTION: EQUIMENT RENTAL. AMOUNT: 878. TOTAL TO FORM 990-EZ, LINE 16: 36,711. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |