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Nonprofit · EIN 37-6620910

PETERSON FAM CHARITABLE TR 0414999011

Tax-exempt · CLAYTON, MO 63105

Financials

$65K$124K2023$84K$82K2024$133K$116K2025
Revenue Expenses · by fiscal year end
Financials of PETERSON FAM CHARITABLE TR 0414999011 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$132,519$116,151$16,368$1,436,725$0$1,436,725
December 31, 2024990-PF$83,866$82,447$1,419$1,420,360$0$1,420,360
December 31, 2023990-PF$65,097$123,762-$58,665$1,417,898$0$1,417,898
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$52,475
Net gain from sales of assets
$80,044

Expenses

Grants and similar amounts paid
$90,700
Compensation of officers, directors and key employees
$24,141
Disbursements for charitable purposes
$96,383
Excise tax on investment income
$1,580

Balance sheet and other

Total assets, start of year
$1,420,360
Total assets, end of year
$1,436,725
Total liabilities, end of year
$0
Net assets, end of year
$1,436,725
Fair market value of assets
$2,043,906
Qualifying distributions
$96,383
Net investment income
$132,519

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.

NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TRUSTEE1$21,291
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$2,850
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TRUSTEE1$20,828
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$2,750
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TRUSTEE1$19,693
COMMERCE TRUST
PO BOX 11356, CLAYTON, MO 63105
TAX PREPARATION1$3,000

Address and contacts

Address (IRS master file)
PO BOX 11356, CLAYTON, MO 63105-0156
In care of
% COMMERCE TRUST COMPANY TTEE
Signed the 990-PF
COMMERCE TRUST, TRUSTEE
Phone
(417) 837-5263

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
37-6620910
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,436,725
Income (IRS master file)
$222,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$132,519$116,151$1,436,725IRS
990-PFDecember 2024$83,866$82,447$1,420,360IRS
990-PFDecember 2023$65,097$123,762$1,417,898XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 37-6620910).

Questions about PETERSON FAM CHARITABLE TR 0414999011

What is the EIN of PETERSON FAM CHARITABLE TR 0414999011?
The employer identification number (EIN) of PETERSON FAM CHARITABLE TR 0414999011 is 37-6620910.
Is PETERSON FAM CHARITABLE TR 0414999011 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to PETERSON FAM CHARITABLE TR 0414999011 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETERSON FAM CHARITABLE TR 0414999011 file?
Form 990-PF. Private foundations file every year.
When is the next return of PETERSON FAM CHARITABLE TR 0414999011 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 PETERSON FAM CHARITABLE TR 0414999011 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 PETERSON FAM CHARITABLE TR 0414999011?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $21,291 (COMMERCE TRUST, TRUSTEE).
How much revenue does PETERSON FAM CHARITABLE TR 0414999011 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $132,519, expenses of $116,151 and total assets of $1,436,725 at year end.

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