Lee And Kay Peterson Family Foundation Inc

Wilmington, DE
Tax-exempt since Dec. 2006
EIN: 20-1945029

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$9.65k (2024)

Expenses

$17.5k (2024)

Total Assets

$294k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$9,651

Expenses

$17,470

Net Income

-$7,819

Net Assets

$293,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,251	64.8%
Dividends	$3,400	35.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,256	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,712
Total Liabilities	$0
Net Assets	$293,712

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$23,760

Expenses

$17,475

Net Income

$6,285

Net Assets

$301,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,077	17.2%
Dividends	$3,594	15.1%
Sales of Assets	$16,089	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,475	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$301,531
Total Liabilities	$0
Net Assets	$301,531

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on May 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$6,015

Expenses

$10,175

Net Income

-$4,160

Net Assets

$295,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$73	1.2%
Dividends	$4,179	69.5%
Sales of Assets	$1,763	29.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,875	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,246
Total Liabilities	$0
Net Assets	$295,246

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$7,893

Expenses

$14,855

Net Income

-$6,962

Net Assets

$299,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.7%
Dividends	$4,412	55.9%
Sales of Assets	$3,424	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,625	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,406
Total Liabilities	$0
Net Assets	$299,406

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on Nov. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$12,741

Expenses

$15,001

Net Income

-$2,260

Net Assets

$306,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$199	1.6%
Dividends	$4,562	35.8%
Sales of Assets	$7,980	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,875	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$306,368
Total Liabilities	$1
Net Assets	$306,367

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on June 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$6,320

Expenses

$11,966

Net Income

-$5,646

Net Assets

$308,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$719	11.4%
Dividends	$3,591	56.8%
Sales of Assets	$2,010	31.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,825	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,628
Total Liabilities	$1
Net Assets	$308,627

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$7,074

Expenses

$17,078

Net Income

-$10,004

Net Assets

$314,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$741	10.5%
Dividends	$3,038	42.9%
Sales of Assets	$3,295	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,975	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,274
Total Liabilities	$0
Net Assets	$314,274

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$5,148

Expenses

$20,655

Net Income

-$15,507

Net Assets

$324,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$212	4.1%
Dividends	$3,126	60.7%
Sales of Assets	$1,810	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,625	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,278
Total Liabilities	$0
Net Assets	$324,278

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres, Dir, Sec)	$0	$0
Viva Katherine Peterson (Dir, Vp)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$3,012

Expenses

$54,607

Net Income

-$51,595

Net Assets

$339,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$142	4.7%
Dividends	$2,812	93.4%
Sales of Assets	$58	1.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,493	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,785
Total Liabilities	$0
Net Assets	$339,785

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres / Dir / Sec)	$0	$0
Viva Katherine Peterson (Vp / Dir)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on March 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$130,705

Expenses

$12,547

Net Income

$118,158

Net Assets

$391,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	95.6%
Interest Revenue	$80	0.1%
Dividends	$2,649	2.0%
Sales of Assets	$2,976	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,525	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,380
Total Liabilities	$0
Net Assets	$391,380

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres / Dir / Sec)	$0	$0
Viva Katherine Peterson (Vp / Dir)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$27,320

Expenses

$21,579

Net Income

$5,741

Net Assets

$273,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	91.5%
Interest Revenue	$61	0.2%
Dividends	$2,259	8.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,525	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,222
Total Liabilities	$0
Net Assets	$273,222

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres / Dir / Sec)	$0	$0
Viva Katherine Peterson (Vp / Dir)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on April 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$6,358

Expenses

$19,575

Net Income

-$13,217

Net Assets

$267,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,704	58.3%
Interest Revenue	$144	2.3%
Dividends	$2,510	39.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,537	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$267,481
Total Liabilities	$0
Net Assets	$267,481

Compensation

Key Employees and Officers	Compensation	Other
Carlton James Peterson (Dir)	$0	$0
Carlton Lee Peterson (Pres / Dir / Sec)	$0	$0
Viva Katherine Peterson (Vp / Dir)	$0	$0
Lisa Jane Rutherford (Dir)	$0	$0

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990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$3,809

Expenses

$24,149

Net Income

-$20,340

Net Assets

$280,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$599	15.7%
Dividends	$3,210	84.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,075	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$280,698
Total Liabilities	$1
Net Assets	$280,697

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,421

Expenses

$21,809

Net Income

$5,612

Net Assets

$301,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	72.9%
Interest Revenue	$157	0.6%
Dividends	$7,264	26.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,594	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$301,038
Total Liabilities	$1
Net Assets	$301,037

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Updated January 26, 2026

Lee And Kay Peterson Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $9.65k (2024)

Expenses $17.5k (2024)

Total Assets $294k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$9.65k (2024)

Expenses

$17.5k (2024)

Total Assets

$294k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004