Nonprofit · EIN 20-2026404
JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION
Tax-exempt · WAIKOLOA, HI 96738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,017 | $27,934 | -$1,917 | $259,556 | $0 | $259,556 |
| December 31, 2024 | 990-PF | $67,139 | $29,239 | $37,900 | $261,473 | $0 | $261,473 |
| December 31, 2023 | 990-PF | $9,729 | $27,323 | -$17,594 | $228,722 | $0 | $228,722 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,465
- Interest
- $179
- Net gain from sales of assets
- $18,373
Expenses
- Grants and similar amounts paid
- $21,606
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,081
- Excise tax on investment income
- $284
Balance sheet and other
- Total assets, start of year
- $261,473
- Total assets, end of year
- $259,556
- Total liabilities, end of year
- $0
- Net assets, end of year
- $259,556
- Fair market value of assets
- $448,659
- Qualifying distributions
- $21,081
- Net investment income
- $25,974
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack L Peterson c/o PO Box 384973, Waikoloa, HI 96738 | President/Trustee | 1 | $0 |
| Vanessa McCoy-Peterson c/o PO Box 384973, Waikoloa, HI 96738 | Treasurer/Trustee | 1 | $0 |
| Jenna Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Secretary/Trustee | 1 | $0 |
| Blake C McCoy c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
| Jesse Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack L Peterson c/o PO Box 384973, Waikoloa, HI 96738 | President/Trustee | 1 | $0 |
| Vanessa McCoy-Peterson c/o PO Box 384973, Waikoloa, HI 96738 | Treasurer/Trustee | 1 | $0 |
| Jenna Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Secretary/Trustee | 1 | $0 |
| Blake C McCoy c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
| Jesse Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack L Peterson c/o PO Box 384973, Waikoloa, HI 96738 | President/Trustee | 1 | $0 |
| Vanessa McCoy-Peterson c/o PO Box 384973, Waikoloa, HI 96738 | Treasurer/Trustee | 1 | $0 |
| Jenna Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Secretary/Trustee | 1 | $0 |
| Blake C McCoy c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
| Jesse Eastman c/o PO Box 384973, Waikoloa, HI 96738 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 384973, WAIKOLOA, HI 96738-4973
- In care of
- % JACK L PETERSON
- Signed the 990-PF
- Jack L Peterson, Trustee
- Phone
- (702) 294-5157
- Return prepared by
- Gerety & Associates CPAs
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2026404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $259,556
- Income (IRS master file)
- $73,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,017 | $27,934 | $259,556 | IRS |
| 990-PF | December 2024 | $67,139 | $29,239 | $261,473 | XML |
| 990-PF | December 2023 | $9,729 | $27,323 | $228,722 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2026404).
Questions about JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION
- What is the EIN of JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION?
- The employer identification number (EIN) of JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION is 20-2026404.
- Is JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JACK L PETERSON AND VANESSA MCCOY-PETERSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,017, expenses of $27,934 and total assets of $259,556 at year end.
Other nonprofits in WAIKOLOA
- WINFIELD AND FRANKIE PAYNE FAMILYFOUNDATION TRUST EIN 20-8342435 · last filed 990-PF for 2024
- KOHALA COAST COMMUNITY FUND EIN 41-2756103 · last filed 990-N for 2025
- WAIKOLOA RESORT ASSOCIATION EIN 99-0209390 · last filed 990 for 2025
- HAWAII RURAL WATER ASSOCIATION EIN 27-0711752 · last filed 990 for 2024
- WAIKOLOA DRY FOREST INITIATIVE INC EIN 45-2689264 · last filed 990 for 2025
- LOKAHI TREATMENT CENTERS EIN 99-0356653 · last filed 990 for 2025
- HOUSING AND LAND ENTERPRISE OF HAWAII COUNTY EIN 82-2695304 · last filed 990 for 2025
- HAWAII KEIKI MUSEUM EIN 86-2171601 · last filed 990 for 2025
All nonprofits in WAIKOLOA · Hawaii · Philanthropy, voluntarism and grantmaking foundations