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PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PETERSON FAMILY FOUNDATION (EIN 91-1746622)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-02
IRS object ID
201920929349100122
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-04-02T19:54:14-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN912016086PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VIERCK & RAKOSKI CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1606 SE 117TH AVENUE SUITE 100AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-02-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH G RAKOSKIPreparerPersonNm
PTINP00168178PTIN
Phone3603563805PhoneNum
Preparation2019-04-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.78.187.21IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-02IPDt
IP Tm19:54:14IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBA8176BB3DDC480B0A3D2E75667BEB0B6CF3C9ECAtSubmissionCreationDeviceId
At Submission Filing Device IdBA8176BB3DDC480B0A3D2E75667BEB0B6CF3C9ECAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,862FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,089AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,089AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,124TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$395,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$396,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$396,274TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$396,274ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$548,136CashBOYAmt
Cash EOY$151,862CashEOYAmt
Cash EOYFMV$151,862CashEOYFMVAmt
Total Assets BOY$548,136TotalAssetsBOYAmt
Total Assets EOY$151,862TotalAssetsEOYAmt
Total Assets EOYFMV$151,862TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$548,136RetainedEarningBOYAmt
Retained Earning EOY$151,862RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$548,136TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,862TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$548,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,862TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$548,136TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$396,274ExcessRevenueOverExpensesAmt
Subtotal$151,862SubtotalAmt
Tot Net Ast Or Fund Balances EOY$151,862TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$465,935AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$637,732NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.730613DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,035AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,557NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.325214DistributionYr2Rt
Adjusted Qlfy Distri Yr3$991AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,490NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048365DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,064AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,245NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052556DistributionYr4Rt
Adjusted Qlfy Distri Yr5$84,389AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$63,103NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.337322DistributionYr5Rt
Total Distribution2.494070TotalDistributionRt
Average Distribution0.498814AverageDistributionRt
Net Vl Noncharitable Assets$349,265NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$174,218AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$174,218AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$396,274QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$121EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$121TotalPaymentsAndCreditsAmt
Overpayment$121OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$121RefundAmt

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 BooksKENNETH D PETERSON JRIndividualWithBooksNm
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 DRIVECAMASWA98607PRESIDENT000.00$0$0$0
CLAUDIA J PETERSON
2401 NW WALDEN DRIVECAMASWA98607SEC/TREAS000.00$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$354,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$354,584TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$354,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,319CashDeemedCharitableAmt
Net Vl Noncharitable Assets$349,265NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,463MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,463MinimumInvestmentReturnAmt
Distributable Before Adj$17,463DistributableBeforeAdjAmt
Distributable Before Ded$17,463DistributableBeforeDedAmt
Distributable As Adjusted$17,463DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$396,274ExpensesAndContributionsAmt
Qualifying Distributions$396,274QualifyingDistributionsAmt
Adjusted Qualifying Distri$396,274AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,463DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,234ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$52ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$5,107ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$434,048ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$520,441TotalExcessDistributionCyovAmt
Qualifying Distributions$396,274QualifyingDistributionsAmt
Applied To Current Year$17,463AppliedToCurrentYearAmt
Remaining Distri From Corpus$378,811RemainingDistriFromCorpusAmt
Total Corpus$899,252TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$81,234ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$818,018ExcessDistriCyovToNextYrAmt
Excess From Year4$52ExcessFromYear4Amt
Excess From Year2$5,107ExcessFromYear2Amt
Excess From Year1$434,048ExcessFromYear1Amt
Excess From Current Year$378,811ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PROJECT HOPE UGANDA
3615 TAHOMA STCOLUMBIA CITYOR97018ON FILEEXEMPTGENERAL FUND$1,100
DISCOVERY INSTITUTE
208 COLUMBIA STREETSEATTLEWA98104ON FILEEXEMPTGENERAL FUND$250,000
CHILDREN'S MIRACLE NETWORK
205 W 700 SSALT LAKE CITYUT84101ON FILEEXEMPTGENERAL FUND$150
VAN CITY CHURCH
1812 MAIN STVANCOUVERWA98660ON FILEEXEMPTGENERAL FUND$20,000
OURGANDA
PO BOX 873520VANCOUVERWA98687ON FILEEXEMPTGENERAL FUND$16,500
SALEM YOUTH SYMPHONY
PO BOX 1113SALEMOR97308ON FILEEXEMPTGENERAL FUND$1,000
ADVENTIST TODAY
PO BOX 683MILTON FREEWATEROR97862ON FILEEXEMPTGENERAL FUND$1,000
CHRISTIAN YOUTH THEATER
PO BOX 1328TUALATINOR97062ON FILEEXEMPTGENERAL FUND$1,000
WASHINGTON POLICY CENTER
PO BOX 3643SEATTLEWA98124ON FILEEXEMPTGENERAL FUND$10,000
THE IRELAND FUNDS
10 POST OFFICE SQUAREBOSTONMA02109ON FILEEXEMPTGENERAL FUND$5,800
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001ON FILEEXEMPTGENERAL FUND$3,000
PACIFIC LEGAL FOUNDATION
930 G STREETSACRAMENTOCA95814ON FILEEXEMPTGENERAL FUND$2,000
FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507ON FILEEXEMPTGENERAL FUND$10,000
CLARK COUNTY FOOD BANK
6502 NE 47TH AVEVANCOUVERWA98661ON FILEEXEMPTGENERAL FUND$1,000
CASCADE POLICY INSTITUTE
4850 SW SCHOLLS FERRY RDPORTLANDOR97225ON FILEEXEMPTGENERAL FUND$1,000
ADVENTIST FORUM
PO BOX 619047ROSEVILLECA95661ON FILEEXEMPTGENERAL FUND$3,000
INTERNATIONAL CHILDREN'S CARE
PO BOX 820610VANCOUVERWA98682ON FILEEXEMPTGENERAL FUND$1,000
INDEPENDENT INSTITUTE
100 SWAN WAYOAKLANDCA94621ON FILEEXEMPTGENERAL FUND$1,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230ON FILEEXEMPTGENERAL FUND$1,000
HERMISTON JR ACADEMY FOUNDATION
PO BOX 403HERMISTONOR97838ON FILEEXEMPTGENERAL FUND$2,000
LOMA LINDA UNIVERSITY
PO BOX 2000LOMA LINDACA92354ON FILEEXEMPTGENERAL FUND$50,000
PROJECT PATCH
5139 NE 94TH AVENUEVANCOUVERWA98662ON FILEEXEMPTGENERAL FUND$1,000SUITE C
REAL RESTORATION
26908 N PTARMIGAN RDCHATTAROYWA99003ON FILEEXEMPTGENERAL FUND$1,000
CITY SANCTUARY
0425 SW IOWAPORTLANDOR97239ON FILEEXEMPTGENERAL FUND$10,000
CRASH CHURCH
3200 BRIGHTON BLVD 336DENVERCO80216ON FILEEXEMPTGENERAL FUND$600
ACHON UGANDA CHILDREN'S FUND
PO BOX 91639PORTLANDOR97219ON FILEEXEMPTGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$395,150TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,089Amt
Disbursements Charitable Prps$1,089DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FEESCategoryTxt
Amt$35Amt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

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