Nonprofit · EIN 20-8934367
LOVETT AND RUTH PETERS FOUNDATIONINC
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $583,814 | $1,058,425 | -$474,611 | $4,034,129 | $517,461 | $3,516,668 |
| December 31, 2024 | 990-PF | $693,528 | $1,193,785 | -$500,257 | $4,701,316 | $547,090 | $4,154,226 |
| December 31, 2023 | 990-PF | $394,343 | $1,172,204 | -$777,861 | $5,443,172 | $543,510 | $4,899,662 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $87,647
- Interest
- $14,179
- Net gain from sales of assets
- $415,605
- Other income
- $66,383
Expenses
- Grants and similar amounts paid
- $680,000
- Compensation of officers, directors and key employees
- $200,000
- Disbursements for charitable purposes
- $952,528
- Excise tax on investment income
- $6,669
Balance sheet and other
- Total assets, start of year
- $4,701,316
- Total assets, end of year
- $4,034,129
- Total liabilities, end of year
- $517,461
- Net assets, end of year
- $3,516,668
- Fair market value of assets
- $4,034,129
- Qualifying distributions
- $952,528
- Net investment income
- $574,165
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 | Other / benefits |
|---|---|---|---|---|
| DANIEL S PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | PRESIDENT | 40 | $195,000 | $23,523 |
| STEPHANIE SAROKI 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $5,000 | $0 |
| KATHLEEN PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 10 | $0 | $0 |
| JEFF SANDEFER 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL S PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | PRESIDENT | 40 | $195,000 |
| STEPHANIE SAROKI 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $5,000 |
| KATHLEEN PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 10 | $0 |
| JEFF SANDEFER 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL S PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | PRESIDENT | 40 | $195,000 | $21,248 |
| KATHLEEN PETERS 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 10 | $0 | $0 |
| JEFF SANDEFER 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $0 | $0 |
| STEPHANIE SAROKI 250 EAST 5TH STREET SUITE 1500, CINCINNATI, OH 45202 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 E 5TH ST STE 1500, CINCINNATI, OH 45202-4252
- In care of
- % DANIEL S PETERS
- Signed the 990-PF
- DANIEL S PETERS, PRESIDENT
- Phone
- (513) 562-1550
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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
- 20-8934367
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,034,129
- Income (IRS master file)
- $168,209
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $583,814 | $1,058,425 | $4,034,129 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $693,528 | $1,193,785 | $4,701,316 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $394,343 | $1,172,204 | $5,443,172 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 20-8934367).
Questions about LOVETT AND RUTH PETERS FOUNDATIONINC
- What is the EIN of LOVETT AND RUTH PETERS FOUNDATIONINC?
- The employer identification number (EIN) of LOVETT AND RUTH PETERS FOUNDATIONINC is 20-8934367.
- Is LOVETT AND RUTH PETERS FOUNDATIONINC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LOVETT AND RUTH PETERS FOUNDATIONINC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOVETT AND RUTH PETERS FOUNDATIONINC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOVETT AND RUTH PETERS FOUNDATIONINC 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 LOVETT AND RUTH PETERS FOUNDATIONINC 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 LOVETT AND RUTH PETERS FOUNDATIONINC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $195,000 (DANIEL S PETERS, PRESIDENT).
- How much revenue does LOVETT AND RUTH PETERS FOUNDATIONINC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $583,814, expenses of $1,058,425 and total assets of $4,034,129 at year end.
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