PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: PETERSON FAMILY FOUNDATION (EIN 91-1746622)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-07
IRS object ID: 201131889349100403
Schema version: 2010v3.2
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
Form 990-PF
Accounting Fees Schedule
Compensation Explanation
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-07T12:14:07-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VIERCK & RAKOSKI CPAS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	606 SE 117TH AVENUE SUITE 100	AddressLine1
City	VANCOUVER	City
State	WA	State
ZIP Code	98683	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	911746622	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE PETERSON FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PETE	NameControl
Phone	3608161840	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	203 SE PARK PLAZA DRIVE	AddressLine1
Address Line2	ROOM/SUITE 270	AddressLine2
City	VANCOUVER	City
State	WA	State
ZIP Code	98684	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KENNETH D PETERSON JR	Name
Title	FOUNDATION MANAGER	Title
Phone	3608161840	Phone
Date Signed	2011-06-24	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH G RAKOSKI	Name
Phone	3603563805	Phone
Date Prepared	2011-07-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	200480	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	7	DividendsRevAndExpnss
Dividends Net Invst Incm	7	DividendsNetInvstIncm
Dividends Adj Net Incm	7	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	51468	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	104113	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	51468	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	15377	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	4318	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	15377	OtherIncomeAdjNetIncm
Total Revenue And Expenses	66852	TotalRevenueAndExpenses
Total Net Investment Income	55793	TotalNetInvestmentIncome
Total Adjusted Net Income	15384	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	1755	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	877	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	878	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	3335	TaxesRevAndExpnss
Other Expenses Rev And Expnss	12	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	12	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	5102	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	877	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	890	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	145299	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	145299	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	150401	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	877	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	146189	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-83549	ExcessOfRevenueOverExpenses
Net Investment Income	54916	NetInvestmentIncome
Adjusted Net Income	15384	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	230069	CashBOY
Cash EOY	200477	CashEOY
Cash EOYFMV	200477	CashEOYFMV
Savings And Temp Cash Invst BOY	1315	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	3	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	3	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	52645	InvestmentsCorpStockBOY
Total Assets BOY	284029	TotalAssetsBOY
Total Assets EOY	200480	TotalAssetsEOY
Total Assets EOYFMV	200480	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	284029	CapitalStockBOY
Retained Earnings EOY	200480	RetainedEarningsEOY
Total Net Assets BOY	284029	TotalNetAssetsBOY
Total Net Assets EOY	200480	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	284029	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	200480	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	284029	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-83549	ExcessOfRevenueOverExpenses
Subtotal	200480	Subtotal
Total Net Assets Fund Balances EOY	200480	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	GREENBRIER COMPANIES, INC	DescriptionOfAsset
How Acquired	D	HowAcquired
Gross Sales Price	104113	GrossSalesPrice
Cost Or Other Basis	52645	CostOrOtherBasis
Gain Or Loss	51468	GainOrLoss
Gains Minus Excess Or Losses	51468	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	51468	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	146005	QualifyingDistributionsYear1
Noncharitable Assets Year1	149937	NoncharitableAssetsYear1
Distribution Ratio Year1	0.973776	DistributionRatioYear1
Qualifying Distributions Year2	154085	QualifyingDistributionsYear2
Noncharitable Assets Year2	310942	NoncharitableAssetsYear2
Distribution Ratio Year2	0.495543	DistributionRatioYear2
Qualifying Distributions Year3	306010	QualifyingDistributionsYear3
Noncharitable Assets Year3	97591	NoncharitableAssetsYear3
Distribution Ratio Year3	3.135638	DistributionRatioYear3
Qualifying Distributions Year4	300	QualifyingDistributionsYear4
Noncharitable Assets Year4	39537	NoncharitableAssetsYear4
Distribution Ratio Year4	0.007588	DistributionRatioYear4
Qualifying Distributions Year5	1167004	QualifyingDistributionsYear5
Noncharitable Assets Year5	161166	NoncharitableAssetsYear5
Distribution Ratio Year5	7.241006	DistributionRatioYear5
Total Distribution Ratio	11.853551	TotalDistributionRatio
Average Distribution Ratio	2.370710	AverageDistributionRatio
Net Noncharitable Assets	269968	NetNoncharitableAssets
Adjusted Noncharitable Assets	640016	AdjustedNoncharitableAssets
One Percent Net Investment Income	549	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	640565	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	146189	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1098	InvestmentIncomeExciseTax
Subtotal	1098	Subtotal
Tax Based On Investment Income	1098	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1119	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1119	TotalCreditsAndPayments
Overpayment	21	Overpayment
Amount Credited To Next Year	21	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	KENNETH D PETERSON JR	BooksInCareOfPersonName
Books In Care Of Phone Number	3608161840	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	203 SE PARK PLAZA DR 270	AddressLine1
City	VANCOUVER	City
State	WA	State
ZIP Code	98684	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
KENNETH D PETERSON JR
203 SE PARK PL DR SUITE 270	VANCOUVER	WA	98684	PRESIDENT	1.00	0	0	0
CLAUDIA J PETERSON
203 SE PARK PL DR SUITE 270	VANCOUVER	WA	98684	SEC/TREAS	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	56199	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	217880	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	274079	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	274079	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	4111	CashDeemedCharitable
Net Noncharitable Assets	269968	NetNoncharitableAssets
Minimum Investment Return	13498	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	13498	MinimumInvestmentReturn
Tax Based On Investment Income	1098	TaxBasedOnInvestmentIncome
Total Tax	1098	TotalTax
Distributable Amount Before Adj	12400	DistributableAmountBeforeAdj
Distributable Amount Before Ded	12400	DistributableAmountBeforeDed
Distributable Amount As Adjusted	12400	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	146189	ExpensesAndContributions
Qualifying Distributions	146189	QualifyingDistributions
Adj Qualifying Distributions	146189	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	12400	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	1159060	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	301846	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	140057	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	142212	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1743175	TotalExcessDistriCarryover
Qualifying Distributions	146189	QualifyingDistributions
Applied To Current Year	12400	AppliedToCurrentYear
Remaining Distri From Corpus	133789	RemainingDistriFromCorpus
Total Corpus	1876964	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	1159060	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	717904	ExcessDistriCyovToNextYear
Excess From Year3	301846	ExcessFromYear3
Excess From Year2	140057	ExcessFromYear2
Excess From Year1	142212	ExcessFromYear1
Excess From Current Year	133789	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	KENNETH PETERSON	ContributingManager
Contributing Manager	CLAUDIA PETERSON	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Business Name Line2RecipientBusinessName/BusinessNameLine2
ADRA INTERNATIONAL
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
ADVENTIST FORUM
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$4,500
ADVENTIST TODAY
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
AMERICANS FOR PROSPERITY
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$10,000
BOYS & GIRLS CLUB
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
CASCADE PACIFIC COUNCIL
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$100
CASCADE POLICY INSTITUTE
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$5,000
CATO INSTITUTE
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$5,000
CENTRAL CATHOLIC HS
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$100
DISCOVERY INSTITUTE
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
DOWNTOWN EMERGENCY SRVCS
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
EPIKOS CHURCH
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$26,000
EVERGREEN FREEDOM FDN
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$5,000
FREEDOM WORKS
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
FT VANCOUVER NAT'L TRUST
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,500
HEAVENLY SANCTUARYCOM
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$250
HERMISTON SDA CHURCH
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
INTERNATIONAL CHILDREN'S
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000	CARE
JUNIOR ACHIEVEMENT
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$100
LIVING HOPE CHURCH
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$12,000
LOAVES & FISHES
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
MEDICAL TEAM INT'L
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
MISSION CATALYST NETWORK
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$20,000
NAMI
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
OREGON FOOD BANK
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
OREGON HUMANE SOCIETY
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
PAA ACADEMY
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$13,549
PAA COMMUNITY SERVICE
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$15,000
PACIFIC LEGAL FDN
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
PROJECT PATCH
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
REASON FOUNDATION
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$5,000
SHARED HOPE INT'L
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
THE INDEPENDENT INSTITUTE
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$1,000
UNION GOSPEL MISSION
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$200
WA POLICY CENTER
ON FILE	CAMAS	WA	98607	EXEMPT	GENERAL FUND	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	145299	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$7	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$51,468	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
WORLDCOMM SETTLEMENT FUND	18	$4,318
WORLDCOMM VICTIM TRUST	1	$11,059

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$66,852	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	66852	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,755	Amount
Net Investment Income	877	NetInvestmentIncome
Disbursements Charitable Prps	878	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

KENNETH D PETERSON JR
CLAUDIA J PETERSON

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	6000 SHS GREENBRIER	NameOfStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK FEES	12	12

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
WORLDCOMM SETTLEMENT FUND	4318	4318	4318
WORLDCOMM VICTIM TRUST	11059		11059

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount
FEDERAL EXCISE ESTIMATED TAX PMT	$3,300
STATE FEES	$35

PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments