PEPPER TREE FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER TREE FOUNDATION (EIN 95-3674794)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-01-30
- IRS object ID
- 201540309349200014
- Schema version
- 2013v4.0
- 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 | 2015-01-30T12:53:06-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680300457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST STE 1500 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900672935 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ROLLING HILLS ESTATES | City |
| State | CA | State |
| ZIP Code | 902742522 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL C WHITEHEAD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3103771577 | PhoneNum |
| Signature | 2015-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL BAUMBLATT | PreparerPersonNm |
| PTIN | P00021260 | PTIN |
| Phone | 3102773373 | PhoneNum |
| Preparation | 2015-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | MODIFIED ACCRUAL | MethodOfAccountingOtherDesc |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.CI.ROLLING-HILLS-ESTATES.CA.US | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $43,070 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,838 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $16 | InvestmentIncomeAmt |
| Fundraising Gross Income | $13,184 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $19,504 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$6,320 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $1,032 | OtherRevenueTotalAmt |
| Total Revenue | $23,566 | TotalRevenueAmt |
| Other Expenses Total | $1,379 | OtherExpensesTotalAmt |
| Total Expenses | $1,379 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,187 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$1,505 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $20,682 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,682 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,682 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,505 | BOYAmt |
| EOY | $20,682 | 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 | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| FRANK V ZERUNYAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDITH MITCHELL | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| HOPE NOLAN | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN ZUCKERMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN SEAMANS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C ADDLEMAN | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL C WHITEHEAD | ||||
| CFO | 1.00 | $0 | $0 | $0 |
| DOUGLAS R PRICHARD | ||||
| CEO | 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 | MIKCHAEL WHITEHEAD | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4045 PALOS VERDES N | AddressLine1 |
| City | ROLLING HILL ESTATE | City |
| State | CA | State |
| ZIP Code | 902742522 | ZIPCode |
| 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 | $34,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,838 | CurrentTaxYearAmt |
| Total | $151,762 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,413 | CurrentTaxYearAmt |
| Total | $48,419 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,251 | CurrentTaxYearAmt |
| Total | $200,181 | 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 | $200,181 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,251 | CurrentTaxYearAmt |
| Total | $200,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99680 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00320 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TENNIS TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $10,069 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,069 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,337 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | CROSS COUNTRY RUN | NameOfEvent2Amt |
| Gross Receipts Event2 | $19,453 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,338 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,115 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,167 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $29,522 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,338 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,184 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,504 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,504 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,320 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: OTHER INCOME. AMOUNT: 16. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER INCOME. AMOUNT: 1,032. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: CONTRACT SERVICES. AMOUNT: 194. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 589. DESCRIPTION: ADVERTISING. AMOUNT: 596. TOTAL TO FORM 990-EZ, LINE 16: 1,379. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 1,505. END OF YEAR AMOUNT: 0. |
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 |