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PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PETERSON FAMILY FOUNDATION (EIN 91-1746622)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202611339349101876
Schema version
2025v4.1
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)
Return2026-05-13T12:01:06-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 5TH AVENUE SUITE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Phone3608161840PhoneNum
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH G RAKOSKIPreparerPersonNm
PTINP00168178PTIN
Phone5032210141PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$255,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,605AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$802AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$803AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$45TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,710TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$802TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$908TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$244,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$802TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$243,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,490ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,441CashBOYAmt
Cash EOY$12,931CashEOYAmt
Cash EOYFMV$12,931CashEOYFMVAmt
Acct Rcvbl$1,000AcctRcvblAmt
Acct Rcvbl EOY$1,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,000AcctRcvblEOYFMVAmt
Total Assets BOY$3,441TotalAssetsBOYAmt
Total Assets EOY$13,931TotalAssetsEOYAmt
Total Assets EOYFMV$13,931TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,441RetainedEarningBOYAmt
Retained Earning EOY$13,931RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,441TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,441TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,931TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,441TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,490ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,931SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,931TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CLAUDIA J PETERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3608161840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW WALDEN DRAddressLine1Txt
CityCAMASCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98607ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 DRIVECAMASOR98607SEC/TREAS1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,988AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$984MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$984MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$984DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$984DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$984DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$243,708ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$243,708QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$984DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$167,615ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$122,318ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$358,572ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$245,800ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$142,058ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,036,363TotalExcessDistributionCyovAmt
Qualifying Distributions$243,708QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$984AppliedToCurrentYearAmt
Remaining Distri From Corpus$242,724RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,279,087TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$167,615ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,111,472ExcessDistriCyovToNextYrAmt
Excess From Year4$122,318ExcessFromYear4Amt
Excess From Year3$358,572ExcessFromYear3Amt
Excess From Year2$245,800ExcessFromYear2Amt
Excess From Year1$142,058ExcessFromYear1Amt
Excess From Current Year$242,724ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASCADE POLICY INSTITUTE
4850 SW SCHOLLS FERRY RDPORTLANDOR97225NONENCGENERAL FUND$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONENCGENERAL FUND$1,000
CHRISTIAN MINISTRY ALLIANCE
875 S ESTRELLA PKWY UNIT 7735GOODYEARAZ85338NONENCGENERAL FUND$500
CLARK COUNTY FOOD BANK
6502 NE 47TH AVEVANCOUVERWA98661NONENCGENERAL FUND$1,000
COLUMBIA ADVENTIST ACADEMY
11100 NE 189TH STBATTLE GROUNDWA98604NONENCGENERAL FUND$600
COMMUNITY FOUNDATION OF SW WASHINGTON
610 ESTHER STREET STE 201VANCOUVERWA98660NONENCGENERAL FUND$1,000
DISCOVERY INSTITUTE
208 COLUMBIA STSEATTLEWA98104NONENCGENERAL FUND$100,000
FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507NONENCGENERAL FUND$10,000
INDEPENDENT INSTITUTE
100 SWAN WAYOAKLANDCA94621NONENCGENERAL FUND$1,000
LOMA LINDA UNIVERSITY
PO BOX 2000LOMA LINDACA92534NONENCGENERAL FUND$35,000
OURGANDA
PO BOX 874205VANCOUVERWA98687NONENCGENERAL FUND$15,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL SUITE 1290SACRAMENTOCA95814NONENCGENERAL FUND$1,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230NONENCGENERAL FUND$1,000
RIVERSIDE CHRISTIAN SCHOOL
463 N SHEPHERD RDWASHOUGALWA98671NONENCGENERAL FUND$7,000
THE SALVATION ARMY
111 QUEEN ANNE AVE NSEATTLEWA98109NONENCGENERAL FUND$1,000
WALLA WALLA UNIVERSITY
204 S COLLEGE AVENUECOLLEGE PLACEWA99324NONENCGENERAL FUND$50,000
YOUNG AMERICANS FOR LIBERTY
500 N CAPITAL OF TEXAS HWYAUSTINTX78746NONENCGENERAL FUND$16,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 DRCAMASWA98607$50,000Yes (X)
CLAUDIA J PETERSON
22401 NW WALDEN DRCAMASWA98607$205,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,605Amt
Net Investment Income$802NetInvestmentIncomeAmt
Disbursements Charitable Prps$803DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$16$0$16
SUBSCRIPTION$16$0$16
CHECK FEE$28$0$28

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryWA SEC OF STATECategoryTxt
Amt$45Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$45DisbursementsCharitablePrpsAmt

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