Nonprofit · EIN 26-1607047
JAMES S 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 | $344,980 | $431,917 | -$86,937 | $8,255,962 | $0 | $8,255,962 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $160,609
- Interest
- $184,371
Expenses
- Grants and similar amounts paid
- $419,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $425,417
- Excise tax on investment income
- $4,795
Balance sheet and other
- Total assets, start of year
- $8,342,899
- Total assets, end of year
- $8,255,962
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,255,962
- Fair market value of assets
- $8,229,634
- Qualifying distributions
- $425,417
- Net investment income
- $344,980
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 |
|---|---|---|---|
| JAMES S PETERSON 399 PARK AVENUE 14TH FLOOR, NEW YORK, NY 10022 | DIRECTOR, CHAIRMAN, 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
- 26-1607047
- 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 (T20)
- Assets (IRS master file)
- $8,255,962
- Income (IRS master file)
- $765,480
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $316,102 | $431,678 | $8,430,282 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JAMES S PETERSON FOUNDATION
- What is the EIN of JAMES S PETERSON FOUNDATION?
- The employer identification number (EIN) of JAMES S PETERSON FOUNDATION is 26-1607047.
- Is JAMES S PETERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JAMES S PETERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES S PETERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES S 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 JAMES S 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 JAMES S 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 JAMES S PETERSON FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $344,980, expenses of $431,917 and total assets of $8,255,962 at year end.
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