Nonprofit · EIN 20-3708101
MARSHALL AND ELLEN PETERS FAMILY FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $85,591 | $65,062 | $20,529 | $788,950 | $0 | $788,950 |
| December 31, 2024 | 990-PF | $60,624 | $56,884 | $3,740 | $763,022 | $0 | $763,022 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $11,972 |
| M BOOKMAN PETERS PO BOX 4744, BRYAN, TX 77805 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $11,403 |
| M BOOKMAN PETERS PO BOX 4744, BRYAN, TX 77805 | DIRECTOR | 0 | $0 |
| MERVIN D PETERS 810 LEE HOLLOW DR, BRYAN, TX 77802 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $10,508 |
| M BOOKMAN PETERS PO BOX 4744, BRYAN, TX 77805 | DIRECTOR | 0 | $0 |
| MERVIN D PETERS 810 LEE HOLLOW DR, BRYAN, TX 77802 | DIRECTOR | 0 | $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 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
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $788,950
- Income (IRS master file)
- $328,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,591 | $65,062 | $788,950 | IRS |
| 990-PF | December 2024 | $60,624 | $56,884 | $763,022 | IRS |
| 990-PF | December 2023 | $53,089 | $57,694 | $759,403 | 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 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.
Other nonprofits in SAINT LOUIS
- STIFEL CHARITABLE INC EIN 84-2049692 · last filed 990 for 2025
- ST LOUIS COMMUNITY FOUNDATION INCORPORATED EIN 43-1758789 · last filed 990 for 2024
- UNITED WAY OF GREATER ST LOUIS INC EIN 43-0714167 · last filed 990 for 2025
- CRAWFORD TAYLOR FOUNDATION EIN 43-1790817 · last filed 990-PF for 2025
- LEONARD & BERYL BUCK FOUNDATION EIN 94-6485668 · last filed 990 for 2025
- EDWARD JONES FOUNDATION EIN 92-1435643 · last filed 990-PF for 2024
- WORLDWIDE INVENTORY NETWORK INC EIN 43-1585007 · last filed 990 for 2024
- JAMES S MCDONNELL FOUNDATION EIN 54-2074788 · last filed 990-PF for 2024
All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations