Nonprofit · EIN 26-1607014
HOLLY PETERSON FOUNDATION
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $424,141 | $1,776,371 | -$1,352,230 | $3,909,215 | $0 | $3,909,215 |
| November 30, 2024 | 990-PF | $217,339 | $1,477,605 | -$1,260,266 | $5,261,445 | $0 | $5,261,445 |
| November 30, 2023 | 990-PF | $844,314 | $1,135,054 | -$290,740 | $6,521,711 | $0 | $6,521,711 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $143,434
- Interest
- $37,739
- Net gain from sales of assets
- $242,941
- Other income
- $27
Expenses
- Grants and similar amounts paid
- $1,768,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,776,371
- Excise tax on investment income
- $5,895
Balance sheet and other
- Total assets, start of year
- $5,261,445
- Total assets, end of year
- $3,909,215
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,909,215
- Fair market value of assets
- $6,068,888
- Qualifying distributions
- $1,776,371
- Net investment income
- $424,114
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, CHAIRWOMAN,PRESIDENT | 1 | $0 |
| MICHAEL A PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR & SECRETARY | 0.1 | $0 |
| MICHAEL SHANKMAN 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | TREASURER | 2 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, CHAIRWOMAN,PRESIDENT | 1 | $0 |
| MICHAEL A PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, SECRETARY | 0.1 | $0 |
| MICHAEL SHANKMAN 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | TREASURER | 2 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, CHAIRWOMAN,PRESIDENT | 1 | $0 |
| MICHAEL A PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, SECRETARY | 0.1 | $0 |
| MICHAEL SHANKMAN 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022-4614
- In care of
- % THE FOUNDATION
- Signed the 990-PF
- MICHAEL SHANKMAN, TREASURER
- Phone
- (212) 542-9243
- Return prepared by
- KPMG 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1607014
- 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
- 2008
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,909,215
- Income (IRS master file)
- $2,739,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $424,141 | $1,776,371 | $3,909,215 | XML |
| 990-PF | November 2024 | $217,339 | $1,477,605 | $5,261,445 | IRS |
| 990-PF | November 2023 | $844,314 | $1,135,054 | $6,521,711 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 26-1607014).
Questions about HOLLY PETERSON FOUNDATION
- What is the EIN of HOLLY PETERSON FOUNDATION?
- The employer identification number (EIN) of HOLLY PETERSON FOUNDATION is 26-1607014.
- Is HOLLY PETERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HOLLY PETERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLLY PETERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLLY PETERSON FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLLY PETERSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HOLLY PETERSON FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HOLLY PETERSON FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $424,141, expenses of $1,776,371 and total assets of $3,909,215 at year end.
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