Nonprofit · EIN 72-1550569
JEFFREY AND KAREN PETERSON FAMILY FOUNDATION
Tax-exempt · LA GRANGE, CA 95329
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,917 | $6,944 | $3,973 | $929 | $92,548 | -$91,619 |
| December 31, 2024 | 990-PF | $13,993 | $12,232 | $1,761 | $1,254 | $96,846 | -$95,592 |
| December 31, 2023 | 990-PF | $98,526 | $102,127 | -$3,601 | $253,608 | $100,961 | $152,647 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,917
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,944
Balance sheet and other
- Total assets, start of year
- $1,254
- Total assets, end of year
- $929
- Total liabilities, end of year
- $92,548
- Net assets, end of year
- -$91,619
- Fair market value of assets
- $929
- Qualifying distributions
- $6,944
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 |
|---|---|---|---|
| JEFFREY PETERSON 7418 ALTURAS CT, MONTEREY, CA 93940 | PRESIDENT | 8 | $0 |
| GARY PITCHFORD 3037 OAK RAIDER DR, ALAMO, CA 94507 | TREASURER | 2 | $0 |
| ERIN GATES 30204 FLOTO ST 443, LE GRANGE, CA 95329 | SECRETARY | 1 | $0 |
| KORT PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $0 |
| ERIC PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN GATES 30204 FLOTO ST 443, LE GRANGE, CA 95329 | SECRETARY | 1 | $1,385 |
| JEFFREY PETERSON 7418 ALTURAS CT, MONTEREY, CA 93940 | PRESIDENT | 8 | $0 |
| GARY PITCHFORD 3037 OAK RAIDER DR, ALAMO, CA 94507 | TREASURER | 2 | $0 |
| KORT PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $0 |
| ERIC PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN GATES 30204 FLOTO ST 443, LE GRANGE, CA 95329 | SECRETARY | 1 | $38,431 | $3,346 |
| ERIC PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $10,000 | $2,069 |
| JEFFREY PETERSON 7418 ALTURAS CT, MONTEREY, CA 93940 | PRESIDENT | 8 | $0 | $0 |
| GARY PITCHFORD 3037 OAK RAIDER DR, ALAMO, CA 94507 | TREASURER | 2 | $0 | $0 |
| KORT PETERSON 77 GLEN DR, SAUSALITO, CA 94965 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 443, LA GRANGE, CA 95329-0453
- In care of
- % JEFFREY PETERSON
- Signed the 990-PF
- JEFFREY PETERSON, PRESIDENT
- Phone
- (831) 239-2010
- Website
- PETERSONFAMILYFOUNDATION.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 72-1550569 or by the name JEFFREY AND KAREN PETERSON FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 72-1550569
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $929
- Income (IRS master file)
- $10,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,917 | $6,944 | $929 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $13,993 | $12,232 | $1,254 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $98,526 | $102,127 | $253,608 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 72-1550569).
Questions about JEFFREY AND KAREN PETERSON FAMILY FOUNDATION
- What is the EIN of JEFFREY AND KAREN PETERSON FAMILY FOUNDATION?
- The employer identification number (EIN) of JEFFREY AND KAREN PETERSON FAMILY FOUNDATION is 72-1550569.
- Is JEFFREY AND KAREN PETERSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JEFFREY AND KAREN PETERSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFREY AND KAREN PETERSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFREY AND KAREN PETERSON FAMILY 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 JEFFREY AND KAREN PETERSON FAMILY 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 JEFFREY AND KAREN PETERSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JEFFREY AND KAREN PETERSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,917, expenses of $6,944 and total assets of $929 at year end.
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