PEPPER TREE FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER TREE FOUNDATION (EIN 95-3674794)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-03-10
- IRS object ID
- 201400699349200720
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-10T13:35:00-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680300457 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953674794 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPER TREE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PEPP | NameControl |
| Phone | 3103771577 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL C WHITEHEAD | Name |
| Title | CFO | Title |
| Phone | 3103771577 | Phone |
| Date Signed | 2014-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL BAUMBLATT | Name |
| PTIN | P00021260 | PTIN |
| Phone | 3102773373 | Phone |
| Date Prepared | 2014-03-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | MODIFIED ACCRUAL | MethodOfAccountingOther |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.CI.ROLLING-HILLS-ESTATES.CA.US | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 32568 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 15279 | ContributionsGiftsGrantsEtc |
| Fundraising Gross Income | 16874 | FundraisingGrossIncome |
| Special Events Direct Expenses | 23412 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -6538 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 415 | OtherRevenueTotal |
| Total Revenue | 9156 | TotalRevenue |
| Other Expenses Total | 8320 | OtherExpensesTotal |
| Total Expenses | 8320 | TotalExpenses |
| Excess Or Deficit For Year | 836 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | -2341 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | -1505 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2341 | BOY |
| EOY | 1505 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2341 | BOY |
| EOY | -1505 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | SPONSOR SPECIAL EVENTS & ACTIVITIES(PUBLIC BENEFIT) | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | SPECIAL EVENTS & ACTIVITIES THAT BENEFIT THE CITIZENS OF SEVERAL COMMUNITIES ON THE PALOS VERDES PENINSULA AREA OF LOS ANGELES COUNTY. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| FRANK V ZERUNYAN | ||||
| PRESIDENT | 1.00 | 0 | 0 | 0 |
| JUDITH MITCHELL | ||||
| VICE 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 | ||||
| DIRECTOR | 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 | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKCHAEL WHITEHEAD | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 3103771577 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24794 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15279 | CurrentTaxYear |
| Total | 152424 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 20132 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16874 | CurrentTaxYear |
| Total | 37006 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32153 | CurrentTaxYear |
| Total | 189430 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 189430 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 606 | CurrentTaxYearMinus4Years |
| Total | 606 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 606 | CurrentTaxYearMinus4Years |
| Total | 606 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30106 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32153 | CurrentTaxYear |
| Total | 190036 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99680 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01040 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TENNIS TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 9450 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 5450 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10563 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CROSS COUNTRY RUN | NameOfEvent2 |
| Gross Receipts Event2 | 13424 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11424 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 12849 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 22874 | GrossReceiptsTotal |
| Charitable Contributions Total | 6000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16874 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 23412 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23412 | DirectExpenseSummaryEvents |
| Net Income Summary | -6538 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: OTHER INCOME. AMOUNT: 415. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: CONTRACT SERVICES. AMOUNT: 2,569. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 5,751. TOTAL TO FORM 990-EZ, LINE 16: 8,320. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 2,341. END OF YEAR AMOUNT: 1,505. |
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. | Declaration |