Arnold And Margaret Peterson Family Foundation

Balboa Island, CA
Tax-exempt since March 2009
EIN: 26-2919688

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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: Human Services — Multipurpose and Other / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$117k (2024)

Expenses

$155k (2024)

Total Assets

$2.84M (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

$117,199

Expenses

$154,748

Net Income

-$37,549

Net Assets

$2,836,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$138	0.1%
Dividends	$113,600	96.9%
Sales of Assets	$3,461	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,791	81.3%
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	$2,836,287
Total Liabilities	$0
Net Assets	$2,836,287

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Nov. 14, 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

$191,679

Expenses

$139,935

Net Income

$51,744

Net Assets

$2,723,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136	0.1%
Dividends	$86,644	45.2%
Sales of Assets	$104,899	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,000	83.6%
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	$2,723,213
Total Liabilities	$0
Net Assets	$2,723,213

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Nov. 12, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$72,502

Expenses

$211,518

Net Income

-$139,016

Net Assets

$2,603,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113	0.2%
Dividends	$67,597	93.2%
Sales of Assets	$4,792	6.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,000	87.5%
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	$2,603,156
Total Liabilities	$0
Net Assets	$2,603,156

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Sept. 1, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$238,773

Expenses

$191,136

Net Income

$47,637

Net Assets

$2,861,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$72,399	30.3%
Sales of Assets	$166,360	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,995	85.8%
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	$2,861,277
Total Liabilities	$0
Net Assets	$2,861,277

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Sept. 26, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$98,659

Expenses

$170,844

Net Income

-$72,185

Net Assets

$2,770,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$53,395	54.1%
Sales of Assets	$45,240	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,500	85.8%
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	$2,770,344
Total Liabilities	$1
Net Assets	$2,770,343

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Aug. 2, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$113,058

Expenses

$243,970

Net Income

-$130,912

Net Assets

$2,863,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76	0.1%
Dividends	$60,863	53.8%
Sales of Assets	$52,119	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,635	90.0%
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	$2,863,398
Total Liabilities	$1
Net Assets	$2,863,397

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on June 7, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$263,997

Expenses

$149,703

Net Income

$114,294

Net Assets

$2,765,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$198	0.1%
Dividends	$52,302	19.8%
Sales of Assets	$211,497	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,000	86.8%
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	$2,765,655
Total Liabilities	$0
Net Assets	$2,765,655

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Aug. 7, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$108,567

Expenses

$202,358

Net Income

-$93,791

Net Assets

$2,774,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$83,250	76.7%
Sales of Assets	$25,303	23.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,400	80.7%
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	$2,774,267
Total Liabilities	$0
Net Assets	$2,774,267

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President)	$0	$0
Ronald E Peterson (Treasurer, D)	$0	$0

990-PF

Filed on Nov. 9, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$90,936

Expenses

$247,578

Net Income

-$338,514

Net Assets

$2,854,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20
Dividends	$76,851
Sales of Assets	-$167,807
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,863	87.6%
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	$2,854,887
Total Liabilities	$0
Net Assets	$2,854,887

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President And Director)	$0	$0
Ronald E Peterson (Treasurer, Secretary, Director)	$0	$0

990-PF

Filed on Nov. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$170,294

Expenses

$250,685

Net Income

-$80,391

Net Assets

$3,214,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,094	2.4%
Dividends	$96,800	56.8%
Sales of Assets	$69,400	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,860	80.5%
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	$3,214,969
Total Liabilities	$0
Net Assets	$3,214,969

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President And Director)	$0	$0
Ronald E Peterson (Treasurer, Secretary, Director)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$159,867

Expenses

$302,948

Net Income

-$143,081

Net Assets

$3,351,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,137	0.7%
Dividends	$79,400	49.7%
Sales of Assets	$79,330	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,300	72.7%
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	$3,351,937
Total Liabilities	$0
Net Assets	$3,351,937

Compensation

Key Employees and Officers	Compensation	Other
Judith G Tucker (President And Director)	$0	$0
Ronald E Peterson (Treasurer, Secretary, Director)	$0	$0

990-PF

Filed on July 22, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$453,445

Expenses

$267,087

Net Income

$186,358

Net Assets

$3,495,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171	0.0%
Dividends	$90,648	20.0%
Sales of Assets	$357,401	78.8%
Other Income	$5,225	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,800	74.8%
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	$3,495,018
Total Liabilities	$0
Net Assets	$3,495,018

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$154,030

Expenses

$273,711

Net Income

-$119,681

Net Assets

$3,308,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$107,271	69.6%
Sales of Assets	$44,730	29.0%
Other Income	$1,998	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,900	75.2%
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	$3,308,660
Total Liabilities	$1
Net Assets	$3,308,659

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$64,036

Expenses

$289,118

Net Income

-$225,082

Net Assets

$3,428,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$405	0.6%
Dividends	$104,677	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,147	71.6%
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	$3,428,341
Total Liabilities	$0
Net Assets	$3,428,341

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Arnold And Margaret Peterson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $117k (2024)

Expenses $155k (2024)

Total Assets $2.84M (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

Document Links

990-PF

Revenue

$117k (2024)

Expenses

$155k (2024)

Total Assets

$2.84M (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