PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PETERSON FAMILY FOUNDATION (EIN 91-1746622)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-26
IRS object ID
202321779349100432
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

FieldValueIRS element (for citing)
Return2023-06-26T19:22:29-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931042710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEFFEN MESHER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 SW FIFTH AVE STE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911746622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone3608161840PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 NW WALDEN DRIVEAddressLine1Txt
CityCAMASCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH D PETERSON JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3608821052PhoneNum
Signature2023-06-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETH DPersonFirstNm
Person LastPETERSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH G RAKOSKIPreparerPersonNm
PTINP00168178PTIN
Phone5032210141PhoneNum
Preparation2023-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$370,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$370,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,102AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,072AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,107TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$360,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$360,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$361,237TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$361,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,763ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,874CashBOYAmt
Cash EOY$14,637CashEOYAmt
Cash EOYFMV$14,637CashEOYFMVAmt
Total Assets BOY$6,874TotalAssetsBOYAmt
Total Assets EOY$14,637TotalAssetsEOYAmt
Total Assets EOYFMV$14,637TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,874RetainedEarningBOYAmt
Retained Earning EOY$14,637RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,637TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,637TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,763ExcessRevenueOverExpensesAmt
Subtotal$15,637SubtotalAmt
Other Decreases$1,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,637TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCLAUDIA J PETERSONIndividualWithBooksNm
Phone3608161840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW WALDEN DRIVEAddressLine1Txt
CityCAMASCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98607ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH D PETERSON JR
2401 NW WALDEN DRIVECAMASWA98607PRESIDENT1.00$0$0$0
CLAUDIA J PETERSON
2401 NW WALDEN DRIVECAMASWA98607SEC/TREAS1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,503AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$53,503TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$53,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,635MinimumInvestmentReturnAmt
Distributable Before Adj$2,635DistributableBeforeAdjAmt
Distributable Before Ded$2,635DistributableBeforeDedAmt
Distributable As Adjusted$2,635DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$361,207ExpensesAndContributionsAmt
Qualifying Distributions$361,207QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,635DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$434,048ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$378,811ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$235,936ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$122,318ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,338,728TotalExcessDistributionCyovAmt
Qualifying Distributions$361,207QualifyingDistributionsAmt
Applied To Current Year$2,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$358,572RemainingDistriFromCorpusAmt
Total Corpus$1,697,300TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$434,048ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,263,252ExcessDistriCyovToNextYrAmt
Excess From Year4$378,811ExcessFromYear4Amt
Excess From Year3$235,936ExcessFromYear3Amt
Excess From Year2$167,615ExcessFromYear2Amt
Excess From Year1$122,318ExcessFromYear1Amt
Excess From Current Year$358,572ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH PETERSONContributingManagerNm
Contributing ManagerCLAUDIA PETERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACHON UGANDA CHILDREN'S FUND
13645 NW LARIAT CTPORTLANDOR97229ON FILEEXEMPTGENERAL FUND$1,000
ADVENTIST FORUM
PO BOX 619047ROSEVILLECA95661ON FILEEXEMPTGENERAL FUND$79,000
CASCADE POLICY INSTITUTE
4850 SW SCHOLLS FERRY RDPORTLANDOR97225ON FILEEXEMPTGENERAL FUND$1,000SUITE 103
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001ON FILEEXEMPTGENERAL FUND$1,000
CLARK COUNTY FOOD BANK
6502 NE 47TH AVEVANCOUVERWA98661ON FILEEXEMPTGENERAL FUND$1,000
DISCOVERY INSTITUTE
208 COLUMBIA STREETSEATTLEWA98104ON FILEEXEMPTGENERAL FUND$10,000
FOUNDATION SUPPORTING CLIMATE SCI
5524 PEMBROKE ROADBETHESDAMD20817ON FILEEXEMPTGENERAL FUND$24,000
FREE THE PEOPLE FOUNDATION
611 PENNSYLVANIA AVE SEWASHINGTONDC20003ON FILEEXEMPTGENERAL FUND$5,000
FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507ON FILEEXEMPTGENERAL FUND$160,000
INDEPENDENT INSTITUTE
100 SWAN WAYOAKLANDCA94621ON FILEEXEMPTGENERAL FUND$1,000
INTERNATIONAL CHILDREN'S CARE
PO BOX 820610VANCOUVERWA98682ON FILEEXEMPTGENERAL FUND$1,000
LOMA LINDA UNIVERSITY
PO BOX 2000LOMA LINDACA92354ON FILEEXEMPTGENERAL FUND$35,000
OURGANDA
PO BOX 874205VANCOUVERWA98687ON FILEEXEMPTGENERAL FUND$15,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALLSACRAMENTOCA95814ON FILEEXEMPTGENERAL FUND$1,000SUITE 1290
PORTLAND CITY CENTER ADVENTIST GRP
0435 SW IOWA STREETPORTLANDOR97239ON FILEEXEMPTGENERAL FUND$5,000
PROJECT PATCH
PO BOX 820209VANCOUVERWA98682ON FILEEXEMPTGENERAL FUND$1,000
REAL RESTORATION
5919 HWY 291 1NINE MILE FALLSWA99026ON FILEEXEMPTGENERAL FUND$1,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230ON FILEEXEMPTGENERAL FUND$1,000
THE SALVATION ARMY
PO BOX 60117CITY OF INDUSTRYCA917160117ON FILEEXEMPTGENERAL FUND$1,000
UNION GOSPEL MISSION
3 NW THIRD AVEPORTLANDOR97209ON FILEEXEMPTGENERAL FUND$500
VAN CITY CHURCH
1812 MAIN STVANCOUVERWA98660ON FILEEXEMPTGENERAL FUND$4,000
WASHINGTON POLICY CENTER
PO BOX 3643SEATTLEWA98124ON FILEEXEMPTGENERAL FUND$5,000
YOUNG AMERICANS FOR LIBERTY
500 N CAPITAL OF TEXAS HWAUSTINTX78746ON FILEEXEMPTGENERAL FUND$6,600BLDG 5
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$360,100TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
KENNETH D PETERSON JR
12401 NW WALDEN DRIVECAMASWA98607$225,000Yes (X)
CLAUDIA J PETERSON
22401 NW WALDEN DRIVECAMASWA98607$145,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$1,072$1,072
BANK SERVICE FEES$30

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHECK 1465 WRITTEN 12/15/21 CLEARED 1/19/22Desc
Amt$1,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEES-SOS$10$10
STATE FEES-SOS CHARITABLE TRUST$25$25

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