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PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PETERSON FAMILY FOUNDATION (EIN 91-1746622)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-02
IRS object ID
201421539349100512
Schema version
2013v3.1
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)
Return2014-06-02T13:24:20-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VIERCK & RAKOSKI CPAS PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1606 SE 117TH AVENUE SUITE 100AddressLine1
CityVANCOUVERCity
StateWAState
ZIP Code98683ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911746622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETERSON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone3608161840PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 NW WALDEN DRIVEAddressLine1
CityCAMASCity
StateWAState
ZIP Code98607ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH D PETERSON JRPersonNm
Person TitleFOUNDATION MANAGERPersonTitleTxt
Phone3608161840PhoneNum
Signature2014-05-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH G RAKOSKIPreparerPersonNm
PTINP00168178PTIN
Phone3603563805PhoneNum
Preparation2014-05-21PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,224FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,015ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$100,015TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,084AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,084AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,134TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,134TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,255ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,255ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,389TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,626ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,598CashBOYAmt
Cash EOY$19,224CashEOYAmt
Cash EOYFMV$19,224CashEOYFMVAmt
Total Assets BOY$3,598TotalAssetsBOYAmt
Total Assets EOY$19,224TotalAssetsEOYAmt
Total Assets EOYFMV$19,224TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,598RetainedEarningBOYAmt
Retained Earning EOY$19,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,598TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,224TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,626ExcessRevenueOverExpensesAmt
Subtotal$19,224SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,224TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$214,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$35,361NetVlNoncharitableAssetsYr1Amt
Distribution Yr16.060349DistributionYr1Rt
Adjusted Qlfy Distri Yr2$158,247AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$147,080NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.075925DistributionYr2Rt
Adjusted Qlfy Distri Yr3$146,189AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$269,968NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.541505DistributionYr3Rt
Adjusted Qlfy Distri Yr4$146,005AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$149,937NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.973776DistributionYr4Rt
Adjusted Qlfy Distri Yr5$154,085AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$310,942NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.495543DistributionYr5Rt
Total Distribution9.147098TotalDistributionRt
Average Distribution1.829420AverageDistributionRt
Net Vl Noncharitable Assets$63,103NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$115,442AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$115,442AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$84,389QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$121EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$121TotalPaymentsAndCreditsAmt
Overpayment$121OverpaymentAmt
Applied To ES Tax$121AppliedToESTaxAmt

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 DRIVEAddressLine1
CityCAMASCity
StateWAState
ZIP Code98607ZIPCode
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$64,064AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,064TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$64,064AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$961CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,155MinimumInvestmentReturnAmt
Distributable Before Adj$3,155DistributableBeforeAdjAmt
Distributable Before Ded$3,155DistributableBeforeDedAmt
Distributable As Adjusted$3,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,389ExpensesAndContributionsAmt
Qualifying Distributions$84,389QualifyingDistributionsAmt
Adjusted Qualifying Distri$84,389AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,155DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$140,057ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$142,212ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,789ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$150,893ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$212,532ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$779,483TotalExcessDistributionCyovAmt
Qualifying Distributions$84,389QualifyingDistributionsAmt
Applied To Current Year$3,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,234RemainingDistriFromCorpusAmt
Total Corpus$860,717TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$140,057ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$720,660ExcessDistriCyovToNextYrAmt
Excess From Year4$142,212ExcessFromYear4Amt
Excess From Year3$133,789ExcessFromYear3Amt
Excess From Year2$150,893ExcessFromYear2Amt
Excess From Year1$212,532ExcessFromYear1Amt
Excess From Current Year$81,234ExcessFromCurrentYearAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHON UGANDA CHILDREN'S FUND
ON FILEON FILEWA98607EXEMPTGENERAL FUND$2,000
ADVENTIST FORUMSPECTRUM
ON FILEON FILEWA98607EXEMPTGENERAL FUND$3,000
AMERICANS FOR PROSPERITY
ON FILEON FILEWA98607EXEMPTGENERAL FUND$250
CASCADE POLICY INSTITUTE
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
CATO INSTITUTE
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
CMFI
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
DISCOVERY INSTITUTE
ON FILEON FILEWA98607EXEMPTGENERAL FUND$1,000
EPIKOS CHURCH
ON FILEON FILEWA98607EXEMPTGENERAL FUND$16,255
FAITH AND LEARNING INTERNATIONAL
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
FREEDOM WORKS
ON FILEON FILEWA98607EXEMPTGENERAL FUND$250
MISSION CATALYST NETWORK
ON FILEON FILEWA98607EXEMPTGENERAL FUND$10,000
PAA COMMITTEE OF 100 FUND
ON FILEON FILEWA98607EXEMPTGENERAL FUND$3,000
PACIFIC LEGAL FOUNDATION
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
PAA COMMUNITY SERVICES
ON FILEON FILEWA98607EXEMPTGENERAL FUND$1,000
REASON FOUNDATION
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
SOMA COMMUNITIES
ON FILEON FILEWA98607EXEMPTGENERAL FUND$500
WA POLICY CENTER
ON FILEON FILEWA98607EXEMPTGENERAL FUND$3,000
WILLAMETTE UNIV COLLEGE OF LAW
ON FILEON FILEWA98607EXEMPTGENERAL FUND$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,255TotalGrantOrContriPdDurYrAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH CLAUDIA PETERSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW WALDEN DRIVEAddressLine1
CityCAMASCity
StateWAState
ZIP Code98607ZIPCode
FieldValueIRS element (for citing)
Total Contributions$100,015TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,084Amt
Disbursements Charitable Prps$1,084DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

KENNETH D PETERSON JR
CLAUDIA J PETERSON

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PAYPAL FEE$15$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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