Nonprofit · EIN 39-6566719
ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION
Also known as PETERSON ELLSWORTH & CARLA TTEES
Tax-exempt · STURGEON BAY, WI 54235
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $141,659 | $121,955 | $19,704 | $469,797 | $0 | $469,797 |
| October 31, 2024 | 990-PF | $202,123 | $200,038 | $2,085 | $450,093 | $0 | $450,093 |
| October 31, 2023 | 990-PF | $21,360 | $60,071 | -$38,711 | $448,008 | $0 | $448,008 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $23,427
- Interest
- $752
- Net gain from sales of assets
- $116,480
- Other income
- $1,000
Expenses
- Grants and similar amounts paid
- $115,540
- Disbursements for charitable purposes
- $118,760
- Excise tax on investment income
- $1,925
Balance sheet and other
- Total assets, start of year
- $450,093
- Total assets, end of year
- $469,797
- Total liabilities, end of year
- $0
- Net assets, end of year
- $469,797
- Fair market value of assets
- $1,772,273
- Qualifying distributions
- $118,760
- Net investment income
- $141,659
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA J PETERSON 3797 BAY SHORE DRIVE, STURGEON BAY, WI 54235 | TRUSTEE | 3 | $0 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA J PETERSON 3797 BAY SHORE DRIVE, STURGEON BAY, WI 54235 | TRUSTEE | 2 | $0 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA J PETERSON 3797 BAY SHORE DRIVE, STURGEON BAY, WI 54235 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3797 BAY SHORE DR, STURGEON BAY, WI 54235-2361
- In care of
- % WHYTE & HIRSCHBOECK
- Signed the 990-PF
- CARLA J PETERSON, TRUSTEE
- Phone
- (920) 743-4501
- Return prepared by
- ASHER & WOOD 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6566719
- 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
- 1993
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $469,797
- Income (IRS master file)
- $150,800
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $141,659 | $121,955 | $469,797 | XML |
| 990-PF | October 2024 | $202,123 | $200,038 | $450,093 | XML |
| 990-PF | October 2023 | $21,360 | $60,071 | $448,008 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2019 | – | – | – | IRS |
| 990-PF | October 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 39-6566719).
Questions about ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION
- What is the EIN of ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION is 39-6566719.
- Is ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $141,659, expenses of $121,955 and total assets of $469,797 at year end.
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