PETERS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FOUNDATION (EIN 84-2497828)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-12
- IRS object ID
- 202130439349100713
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-12T10:46:42-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Kuhen & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 Von Karman Ave Suite 150 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842497828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL MUTHART | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9282467285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MUTHART | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9282467285 | PhoneNum |
| Signature | 2021-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Darlene K Beer | PreparerPersonNm |
| PTIN | P00101109 | PTIN |
| Phone | 9492089900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,661,643 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $586,753 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $669,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $539,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $43,272 | CashEOYAmt |
| Cash EOYFMV | $43,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $358,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $790,652 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $557,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $747,632 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,039,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,661,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $1,039,698 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,039,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,039,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $539,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500,299 | OtherIncreasesAmt |
| Subtotal | $1,039,698 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,039,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE & CO | P | 2013-02-26 | 2019-12-01 | $12,500 | $12,538 | -$38 | -$38 |
| GENL MILLS INC | P | 2012-12-04 | 2019-09-10 | $18,934 | $14,216 | $4,718 | $4,718 |
| QUALCOMM INC | P | 2017-09-05 | 2019-09-10 | $6,117 | $3,998 | $2,119 | $2,119 |
| PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS A | P | 2020-03-18 | $29,147 | $30,192 | -$1,045 | -$1,045 | |
| FIRST TRUST SENIOR LN ETF | P | 2014-02-03 | 2020-03-23 | $15,063 | $20,665 | -$5,602 | -$5,602 |
| GENL MILLS INC | P | 2020-04-16 | $30,241 | $8,399 | $21,842 | $21,842 | |
| NESTLE S A SPONSORED ADR REPSTG REG | P | 2013-05-31 | 2020-04-16 | $21,517 | $13,236 | $8,281 | $8,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,275 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,653 | SubtotalAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $59 | EsPenaltyAmt |
| Tax Due | $712 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MUTHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282467285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE MCLAUGHLIN | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | PRESIDENT | 0 | $0 | $0 | $0 |
| PAUL R MUTHART | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,395,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,462,828 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,462,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,440,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,653 | TotalTaxAmt |
| Distributable Before Adj | $70,391 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,391 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,391 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $70,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,609 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,609 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,609 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $59,609 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADRIENNE MCLAUGHLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADRIENNE MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 0000000000 | RecipientPhoneNum |
| Form And Info And Materials | ADRIENNE MCLAUGHLIN LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC EXTENSION | ||||||||
| 150 SOUTH WACKER DRIVE | SUITE 2000 | CHICAGO | IL | 60606 | N/A | PC | CHARITABLE | $25,000 |
| WILLIAMETTE WEST HABITAT | ||||||||
| 5293 NE ELAM YOUNG PARKWAY 140 | HILLSBORO | OR | 97124 | N/A | PC | CHARITABLE | $5,000 | |
| YUMA CATHOLIC HIGH SCHOOL | ||||||||
| 2100 W 28TH ST | YUMA | AZ | 85364 | N/A | PC | CHARITABLE | $60,000 | |
| PRIESTLY FRATERNITY ST PETER | ||||||||
| 450 VENARD ROAD | S ABINGTON TOWNSHIP | PA | 18411 | N/A | PC | CHARITABLE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,646 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PASQUINELLI PRODUCE CO | |||||||
| 1 | PO BOX 2949 | YUMA | AZ | 853662949 | $50,000 | Yes (X) | |
| GRAY EAGLE GROUP PROPERTIES LLLP | |||||||
| 2 | PO BOX 2949 | YUMA | AZ | 85366 | $536,753 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 250 SHARES DIAGEO PLC (DEO) | $42,630 | 2019-08-29 |
| 2 | 275 SHARES ILLUMINIA INC (ILMN) | $78,392 | 2019-08-29 |
| 2 | 250 SHARES MEDTRONIC (MDT) | $26,950 | 2019-08-29 |
| 2 | 200 SHARES NESTLE (NSRGY) | $22,352 | 2019-08-29 |
| 2 | 250 SHARES QUALCOMM INC (QCOM) | $19,113 | 2020-08-29 |
| 2 | 350 SHARES GENERAL MILLS (GIS) | $18,672 | 2019-08-29 |
| 2 | 400 SHARES INTEL CORP (INTC) | $18,748 | 2019-08-29 |
| 2 | 250 SHARES UNILEVER (UL) | $15,740 | 2019-08-29 |
| 2 | 7290.321 SHARES AMRMX | $305,829 | 2019-08-30 |
| 2 | 1784.767 SHARES ANCFX | $104,320 | 2019-08-30 |
| 2 | 3577.326 SHARES AWSHX | $163,877 | 2019-08-30 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ARIZONA ATTORNEY GENERAL DOES NOT REQUIRE THE ORGANIZATION TO FURISH A COPY OF FORM 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,706 | $36,572 |
| ALTRIA GROUP INC | $5,116 | $15,700 |
| AMERICAN ELECTRIC POWER CO | $15,690 | $39,820 |
| AT&T INC | $15,382 | $18,138 |
| BOEING COMPANY | $15,688 | $22,913 |
| CHEVRON CORP | $6,861 | $31,231 |
| COCA COLA | $34,969 | $44,680 |
| DIAGEO | $42,152 | $60,476 |
| EXXON MOBIL CORP | $16,630 | $17,709 |
| ILLUMINA INC | $50,268 | $101,846 |
| INTEL CORP | $7,912 | $23,932 |
| MEDTRONIC PLC | $18,917 | $22,925 |
| MICROSOFT CORP | $1,900 | $101,755 |
| MONDELEZ INTL INC | $5,891 | $25,565 |
| PEPSICO INC | $9,213 | $33,065 |
| PHILIP MORRIS INTL INC | $11,658 | $28,024 |
| PROCTER & GAMBLE CO | $15,553 | $29,893 |
| QUALCOMM INC | $8,496 | $15,506 |
| TRAVELERS COS INC | $13,127 | $28,513 |
| UNILEVER PLC AMER SHS | $9,742 | $13,720 |
| VERIZON COMMUNICATIONS | $22,918 | $44,380 |
| WELLS FARGO & CO | $6,994 | $5,120 |
| 3M CO | $8,804 | $23,399 |
| UBS GROUP AG | $6,181 | $5,770 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST MORNINGSTAR | $8,840 | $12,680 |
| INDUSTRIAL SELECT SECTOR | $13,249 | $17,175 |
| ISHARES SELECT DIVID ETF | $45,506 | $56,504 |
| ISHARE INTL SELECT DIVID | $19,168 | $12,560 |
| UTILITIES SECTOR SPDR FUND | $17,534 | $28,215 |
| VANGUARD COMMUNICATION SERVICE | $43,050 | $44,189 |
| AMERICAN FUNDS AMERICAN MUTUAL | $205,143 | $302,948 |
| AMERICAN FUNDS WASHINGTON MUTU | $126,950 | $163,094 |
| AMERICAN FUNDS FUNDAMENTAL | $78,131 | $110,267 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER OF ASSETS FROM PASQUINELLI | $500,299 |
| FOUNDATION FEIN: 86-0671214 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PASQUINELLI PRODUCE CO | |||
| PO BOX 2949 | YUMA | AZ | 853662949 |
| GRAY EAGLE GROUP PROPERTIES LLLP | |||
| PO BOX 2949 | YUMA | AZ | 85366 |