Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-6921836

PETERSON FAM FOUNDATION TR

Also known as MARK A PETERSON CO TTEE

Tax-exempt · ALBANY, NY 12203

Financials

$113K$137K2023$216K$137K2024$102K$171K2025
Revenue Expenses · by fiscal year end
Financials of PETERSON FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$102,352$170,639-$68,287$2,619,098$0$2,619,098
December 31, 2024990-PF$216,251$136,530$79,721$2,687,385$0$2,687,385
December 31, 2023990-PF$113,128$137,215-$24,087$2,607,664$0$2,607,664
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$46,001
Interest
$38,974
Net gain from sales of assets
$17,377

Expenses

Grants and similar amounts paid
$150,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$150,000
Excise tax on investment income
$1,245

Balance sheet and other

Total assets, start of year
$2,687,385
Total assets, end of year
$2,619,098
Total liabilities, end of year
$0
Net assets, end of year
$2,619,098
Fair market value of assets
$3,130,227
Qualifying distributions
$150,000
Net investment income
$102,352

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
ANNE M PETERSON
C/O J MITCHELL CERITY PARTNERS 15, COLUMBIA CIR 3RD FL, ALBANY, NY 12203
TRUSTEE1$0
JOSEPH D MITCHELL
CERITY PARTNERS 15 COLUMBIA CIR 3RD, FL, ALBANY, NY 12203
TRUSTEE1$0
MARK A PETERSON
C/O J MITCHELL CERITY PARTNERS 15, COLUMBIA CIR 3RD FL, ALBANY, NY 12203
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ANNE M PETERSON
C/O J MITCHELL GRAYPOINT 4 TOWER, PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0
JOSEPH D MITCHELL
GRAYPOINT 4 TOWER PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0
MARK A PETERSON
C/O J MITCHELL GRAYPOINT 4 TOWER, PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ANNE M PETERSON
C/O J MITCHELL GRAYPOINT 4 TOWER, PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0
JOSEPH D MITCHELL
GRAYPOINT 4 TOWER PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0
MARK A PETERSON
C/O J MITCHELL GRAYPOINT 4 TOWER, PLACE SUITE 1001, ALBANY, NY 12203
TRUSTEE1$0

Address and contacts

Address (IRS master file)
CO CERITY 15 COLUMBIA CIR 3RD FL, ALBANY, NY 12203-0000
In care of
% J MITCHELL GRAYPOINT
Signed the 990-PF
JOSEPH D MITCHELL, TRUSTEE
Phone
(518) 218-5495
Return prepared by
MENGEL METZGER BARR & CO 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
35-6921836
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,619,098
Income (IRS master file)
$1,211,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$102,352$170,639$2,619,098IRS
990-PFDecember 2024$216,251$136,530$2,687,385IRS
990-PFDecember 2023$113,128$137,215$2,607,664XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 35-6921836).

Questions about PETERSON FAM FOUNDATION TR

What is the EIN of PETERSON FAM FOUNDATION TR?
The employer identification number (EIN) of PETERSON FAM FOUNDATION TR is 35-6921836.
Is PETERSON FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to PETERSON FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETERSON FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PETERSON FAM FOUNDATION TR 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 PETERSON FAM FOUNDATION TR 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 PETERSON FAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PETERSON FAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,352, expenses of $170,639 and total assets of $2,619,098 at year end.

Other nonprofits in ALBANY

All nonprofits in ALBANY · New York · Philanthropy, voluntarism and grantmaking foundations