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Nonprofit · EIN 20-3708101

MARSHALL AND ELLEN PETERS FAMILY FOUNDATION

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$53K$58K2023$61K$57K2024$86K$65K2025
Revenue Expenses · by fiscal year end
Financials of MARSHALL AND ELLEN PETERS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$85,591$65,062$20,529$788,950$0$788,950
December 31, 2024990-PF$60,624$56,884$3,740$763,022$0$763,022
December 31, 2023990-PF$53,089$57,694-$4,605$759,403$0$759,403
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$30,733
Net gain from sales of assets
$54,858

Expenses

Grants and similar amounts paid
$48,500
Compensation of officers, directors and key employees
$11,972
Disbursements for charitable purposes
$53,030
Excise tax on investment income
$1,042

Balance sheet and other

Total assets, start of year
$763,022
Total assets, end of year
$788,950
Total liabilities, end of year
$0
Net assets, end of year
$788,950
Fair market value of assets
$1,118,929
Qualifying distributions
$53,030
Net investment income
$85,482

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
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$11,972
M BOOKMAN PETERS
PO BOX 4744, BRYAN, TX 77805
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$11,403
M BOOKMAN PETERS
PO BOX 4744, BRYAN, TX 77805
DIRECTOR0$0
MERVIN D PETERS
810 LEE HOLLOW DR, BRYAN, TX 77802
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$10,508
M BOOKMAN PETERS
PO BOX 4744, BRYAN, TX 77805
DIRECTOR0$0
MERVIN D PETERS
810 LEE HOLLOW DR, BRYAN, TX 77802
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK NA
Signed the 990-PF
-, TRUSTEE
Phone
(707) 590-2828
Return prepared by
PWC US TAX LLP

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
20-3708101
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$788,950
Income (IRS master file)
$328,965

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$85,591$65,062$788,950IRS
990-PFDecember 2024$60,624$56,884$763,022IRS
990-PFDecember 2023$53,089$57,694$759,403XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-3708101).

Questions about MARSHALL AND ELLEN PETERS FAMILY FOUNDATION

What is the EIN of MARSHALL AND ELLEN PETERS FAMILY FOUNDATION?
The employer identification number (EIN) of MARSHALL AND ELLEN PETERS FAMILY FOUNDATION is 20-3708101.
Is MARSHALL AND ELLEN PETERS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to MARSHALL AND ELLEN PETERS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARSHALL AND ELLEN PETERS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARSHALL AND ELLEN PETERS FAMILY 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 MARSHALL AND ELLEN PETERS FAMILY 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 MARSHALL AND ELLEN PETERS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $11,972 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does MARSHALL AND ELLEN PETERS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,591, expenses of $65,062 and total assets of $788,950 at year end.

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