Jeffrey And Karen Peterson Family Foundation

Los Gatos, CA
Tax-exempt since June 2003
EIN: 72-1550569

Receive an email when new data is available for this organization.

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$14k (2024)

Expenses

$12.2k (2024)

Total Assets

$1.25k (2024)

Total Liabilities

$96.8k (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

$13,993

Expenses

$12,232

Net Income

$1,761

Net Assets

-$95,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,993	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,056	74.0%
Compensation of Officers*	$1,385	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,254
Total Liabilities	$96,846
Net Assets	-$95,592

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$1,385	$0
Jeffrey Peterson (President)	$0	$0
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0
Eric Peterson (Director)	$0	$0

+ View more people

990-PF

Filed on April 30, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$98,526

Expenses

$102,127

Net Income

-$3,601

Net Assets

$152,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,525	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,988	90.1%
Compensation of Officers*	$48,431	47.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,608
Total Liabilities	$100,961
Net Assets	$152,647

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$38,431	$3,346
Eric Peterson (Director)	$10,000	$2,069
Jeffrey Peterson (President)	$0	$0
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0

+ View more people

990-PF

Filed on May 2, 2024

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$86,175

Expenses

$101,839

Net Income

-$15,664

Net Assets

$151,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,174	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,852	86.3%
Compensation of Officers*	$67,008	65.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$256,112
Total Liabilities	$104,645
Net Assets	$151,467

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$38,608	$4,655
Jeffrey Peterson (President)	$18,000	$4,141
Eric Peterson (Director)	$10,400	$2,185
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0

+ View more people

990-PF

Filed on June 21, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

-$51,077

Expenses

$135,538

Net Income

-$186,615

Net Assets

$163,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,225
Interest Revenue	$1
Dividends	$0
Sales of Assets	$0
Other Income	-$171,303

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,003	90.8%
Compensation of Officers*	$69,808	51.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$268,084
Total Liabilities	$104,952
Net Assets	$163,132

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$38,608	$4,609
Jeffrey Peterson (President)	$31,200	$6,344
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0
Paul Chahin (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 2, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$332,046

Expenses

$187,407

Net Income

$144,639

Net Assets

$406,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,193	24.2%
Interest Revenue	$4	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$251,849	75.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,774	92.7%
Compensation of Officers*	$72,493	38.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,715
Total Liabilities	$76,948
Net Assets	$406,767

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$40,093	$3,635
Jeffrey Peterson (President)	$32,400	$5,111
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0
Paul Chahin (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 2, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$300,890

Expenses

$306,946

Net Income

-$6,056

Net Assets

$259,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$296,596	98.6%
Interest Revenue	$25	0.0%
Dividends	$58	0.0%
Sales of Assets	$4,211	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,906	94.4%
Compensation of Officers*	$69,808	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$265,116
Total Liabilities	$5,210
Net Assets	$259,906

Compensation

Key Employees and Officers	Compensation	Other
Erin Gates (Secretary)	$38,608	$3,654
Jeffrey Peterson (President)	$31,200	$5,240
Gary Pitchford (Treasurer)	$0	$0
Kort Peterson (Director)	$0	$0
Paul Chahin (Director)	$0	$0

+ View more people

990-PF

Filed on July 14, 2020

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$251,172

Expenses

$296,353

Net Income

-$45,181

Net Assets

$355,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$238,449	94.9%
Interest Revenue	$42	0.0%
Dividends	$58	0.0%
Sales of Assets	$12,623	5.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,874	95.1%
Compensation of Officers*	$80,870	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$360,591
Total Liabilities	$5,210
Net Assets	$355,381

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$42,262	$4,873
Erin Gates (Secretary)	$38,608	$3,355
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Sept. 19, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$255,138

Expenses

$558,497

Net Income

-$303,359

Net Assets

$474,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$176,387	69.1%
Interest Revenue	$25	0.0%
Dividends	$2,784	1.1%
Sales of Assets	$75,932	29.8%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$538,947	96.5%
Compensation of Officers*	$145,449	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,116
Total Liabilities	$3,780
Net Assets	$474,336

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$106,841	$4,023
Erin Gates (Secretary)	$38,608	$2,701
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2018

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

-$96,269

Expenses

$630,507

Net Income

-$726,776

Net Assets

$851,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,900
Interest Revenue	$69
Dividends	$9,100
Sales of Assets	-$127,344
Other Income	-$28,994

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,310	92.5%
Compensation of Officers*	$209,229	33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$852,648
Total Liabilities	$1,384
Net Assets	$851,264

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$170,510	$5,240
Erin Gates (Secretary)	$38,719	$3,543
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Nov. 8, 2017

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

-$45,994

Expenses

$422,040

Net Income

-$468,034

Net Assets

$1,561,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,067
Sales of Assets	-$7,976
Other Income	-$68,085

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,962	71.3%
Compensation of Officers*	$184,325	43.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,561,812
Total Liabilities	$0
Net Assets	$1,561,812

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$148,961	$0
Erin Gates (Secretary)	$35,364	$0
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Sept. 22, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$463,794

Expenses

$353,087

Net Income

$110,707

Net Assets

$2,063,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,190	4.6%
Sales of Assets	$39,737	8.6%
Other Income	$402,867	86.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,367	64.7%
Compensation of Officers*	$197,937	56.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,067,530
Total Liabilities	$3,879
Net Assets	$2,063,651

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$161,411	$0
Erin Gates (Secretary)	$36,526	$0
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2015

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$54,709

Expenses

$433,144

Net Income

-$378,435

Net Assets

$1,976,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,146	40.5%
Sales of Assets	$32,563	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,496	58.8%
Compensation of Officers*	$203,835	47.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,978,184
Total Liabilities	$1,322
Net Assets	$1,976,862

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peterson (Director)	$170,392	$0
Erin Gates (Secretary)	$33,443	$0
Gary Pitchford (Treasurer)	$0	$0

990-PF

Filed on Nov. 7, 2014

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$714,094

Expenses

$380,209

Net Income

$333,885

Net Assets

$2,284,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,905	3.8%
Interest Revenue	$0
Dividends	$664,067	93.0%
Sales of Assets	$23,122	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,770	63.9%
Compensation of Officers*	$102,935	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,285,026
Total Liabilities	$932
Net Assets	$2,284,094

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,136

Expenses

$160,150

Net Income

-$153,014

Net Assets

$1,950,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,917	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,395	70.2%
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	$1,980,391
Total Liabilities	$30,182
Net Assets	$1,950,209

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Jeffrey And Karen Peterson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14k (2024)

Expenses $12.2k (2024)

Total Assets $1.25k (2024)

Total Liabilities $96.8k (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

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$14k (2024)

Expenses

$12.2k (2024)

Total Assets

$1.25k (2024)

Total Liabilities

$96.8k (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

Fiscal Year Ending Dec.
2003