Nonprofit · EIN 74-1109626
HAL & CHARLIE PETERSON FOUNDATION
Tax-exempt · KERRVILLE, TX 78029
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,076,137 | $3,289,302 | $786,835 | $64,664,023 | $196,000 | $64,468,023 |
| December 31, 2024 | 990-PF | $4,586,613 | $2,873,146 | $1,713,467 | $60,956,885 | $525,084 | $60,431,801 |
| December 31, 2023 | 990-PF | $1,879,118 | $2,105,987 | -$226,869 | $57,763,627 | $147,000 | $57,616,627 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $44,563
- Dividends
- $1,060,589
- Interest
- $589,152
- Net gain from sales of assets
- $2,379,970
- Other income
- $1,863
Expenses
- Grants and similar amounts paid
- $2,689,794
- Compensation of officers, directors and key employees
- $197,547
- Salaries, compensation and benefits (total)
- $58,709
- Disbursements for charitable purposes
- $3,311,675
- Excise tax on investment income
- $53,485
Balance sheet and other
- Total assets, start of year
- $60,956,885
- Total assets, end of year
- $64,664,023
- Total liabilities, end of year
- $196,000
- Net assets, end of year
- $64,468,023
- Fair market value of assets
- $64,664,023
- Qualifying distributions
- $3,311,675
- Net investment income
- $4,031,574
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 |
|---|---|---|---|
| BRIAN OEHLER P O BOX 293870, KERRVILLE, TX 78028 | GEN MGR/SECRETARY/TREASURER | 40 | $144,047 |
| NANCY RECTOR PO BOX 293870, KERRVILLE, TX 78028 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $58,709 |
| T KYLE PRIOUR PO BOX 293870, KERRVILLE, TX 78028 | PRESIDENT | 0.5 | $6,000 |
| WILLIAM H COWDEN JR PO BOX 293870, KERRVILLE, TX 78028 | VICE PRES. | 0.5 | $6,000 |
| ERIN MOSTY WOFFORD PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| SCOTT PARKER PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| JAMES STEHLING PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| LYNN LEMEILLEUR PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| SCOTT PESCHEL P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| RUSTIN K ZUBER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| AMY BILLEITER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $5,500 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN OEHLER P O BOX 293870, KERRVILLE, TX 78028 | GEN MGR/SECRETARY/TREASURER | 40 | $137,187 |
| NANCY RECTOR PO BOX 293870, KERRVILLE, TX 78028 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $55,912 |
| T KYLE PRIOUR PO BOX 293870, KERRVILLE, TX 78028 | PRESIDENT | 0.5 | $6,000 |
| WILLIAM H COWDEN JR PO BOX 293870, KERRVILLE, TX 78028 | VICE PRES. | 0.5 | $6,000 |
| SCOTT PARKER PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| JAMES STEHLING PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| LYNN LEMEILLEUR PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| SCOTT PESCHEL P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| AMY BILLEITER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| RUSTIN K ZUBER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 |
| ERIN MOSTY WOFFORD PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $5,500 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN OEHLER P O BOX 293870, KERRVILLE, TX 78028 | GEN MGR/SECRETARY/TREASURER | 40 | $130,625 | $9,405 |
| NANCY RECTOR PO BOX 293870, KERRVILLE, TX 78028 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $53,250 | $1,685 |
| T KYLE PRIOUR PO BOX 293870, KERRVILLE, TX 78028 | PRESIDENT | 0.5 | $6,000 | $0 |
| WILLIAM H COWDEN JR PO BOX 293870, KERRVILLE, TX 78028 | VICE PRES. | 0.5 | $6,000 | $0 |
| SCOTT PARKER PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| JAMES STEHLING PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| LYNN LEMEILLEUR PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| SCOTT PESCHEL P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| AMY BILLEITER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| RUSTIN K ZUBER P O BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $6,000 | $0 |
| ERIN MOSTY WOFFORD PO BOX 293870, KERRVILLE, TX 78028 | DIRECTOR | 0.5 | $1,000 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 293870, KERRVILLE, TX 78029-3870
- Signed the 990-PF
- BRIAN OEHLER, TREASURER
- Phone
- (830) 896-2262
- Website
- WWW.PETERSON.FOUNDATION
- Return prepared by
- MASSEY ITSCHNER & CO PC
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
- 74-1109626
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $64,664,023
- Income (IRS master file)
- $10,360,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,076,137 | $3,289,302 | $64,664,023 | XML |
| 990-PF | December 2024 | $4,586,613 | $2,873,146 | $60,956,885 | IRS |
| 990-PF | December 2023 | $1,879,118 | $2,105,987 | $57,763,627 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 74-1109626).
Questions about HAL & CHARLIE PETERSON FOUNDATION
- What is the EIN of HAL & CHARLIE PETERSON FOUNDATION?
- The employer identification number (EIN) of HAL & CHARLIE PETERSON FOUNDATION is 74-1109626.
- Is HAL & CHARLIE PETERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to HAL & CHARLIE PETERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAL & CHARLIE PETERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAL & CHARLIE PETERSON 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 HAL & CHARLIE PETERSON 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 HAL & CHARLIE PETERSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 11 received compensation from the organization, the highest $144,047 (BRIAN OEHLER, GEN MGR/SECRETARY/TREASURER).
- How much revenue does HAL & CHARLIE PETERSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,076,137, expenses of $3,289,302 and total assets of $64,664,023 at year end.
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