Nonprofit · EIN 41-1906360
MATRIX FOUNDATION
Tax-exempt · MENDOTA HTS, MN 55118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,581,965 | $272,204 | $1,309,761 | $2,894,368 | $0 | $2,894,368 |
| December 31, 2024 | 990-PF | $118,769 | $88,445 | $30,324 | $1,584,607 | $0 | $1,584,607 |
| December 31, 2023 | 990-PF | $87,284 | $72,006 | $15,278 | $1,554,283 | $0 | $1,554,283 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,423,800
- Dividends
- $46,573
- Interest
- $883
- Net gain from sales of assets
- $110,556
- Other income
- $153
Expenses
- Grants and similar amounts paid
- $250,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $252,150
- Excise tax on investment income
- $1,945
Balance sheet and other
- Total assets, start of year
- $1,584,607
- Total assets, end of year
- $2,894,368
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,894,368
- Fair market value of assets
- $3,752,759
- Qualifying distributions
- $252,150
- Net investment income
- $158,165
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 |
|---|---|---|---|
| DALE E PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | PRESIDENT | 0 | $0 |
| JERI L PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | VP, SEC, TREAS | 0 | $0 |
| DANA PETERSON 1748 YORKSHIRE AVE, ST PAUL, MN 55116 | ASST. VP | 0 | $0 |
| TRACY L PETERSON 17 WEST ELMWOOD PLACE, MINNEAPOLIS, MN 55419 | ASST. VP | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DALE E PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | PRESIDENT | 0 | $0 |
| JERI L PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | VP, SEC, TREAS | 0 | $0 |
| DANA PETERSON 1748 YORKSHIRE AVE, ST PAUL, MN 55116 | ASST. VP | 0 | $0 |
| TRACY L PETERSON 17 WEST ELMWOOD PLACE, MINNEAPOLIS, MN 55419 | ASST. VP | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DALE E PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | PRESIDENT | 0 | $0 |
| JERI L PETERSON 1337 RIVERSIDE LANE, MENDOTA HEIGHTS, MN 55118 | VP, SEC, TREAS | 0 | $0 |
| DANA PETERSON 1748 YORKSHIRE AVE, ST PAUL, MN 55116 | ASST. VP | 0 | $0 |
| TRACY L PETERSON 17 WEST ELMWOOD PLACE, MINNEAPOLIS, MN 55419 | ASST. VP | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1374 MEDORA RD, MENDOTA HTS, MN 55118-2729
- In care of
- % DALE PETERSON
- Signed the 990-PF
- DALE PETERSON, OFFICER
- Phone
- (651) 322-5898
- Return prepared by
- RITZ & ASSOCIATES PA
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
- 41-1906360
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,894,368
- Income (IRS master file)
- $3,673,922
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,581,965 | $272,204 | $2,894,368 | IRS |
| 990-PF | December 2024 | $118,769 | $88,445 | $1,584,607 | IRS |
| 990-PF | December 2023 | $87,284 | $72,006 | $1,554,283 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 41-1906360).
Questions about MATRIX FOUNDATION
- What is the EIN of MATRIX FOUNDATION?
- The employer identification number (EIN) of MATRIX FOUNDATION is 41-1906360.
- Is MATRIX FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MATRIX FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATRIX FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATRIX FOUNDATION 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 MATRIX FOUNDATION 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 MATRIX FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MATRIX FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,581,965, expenses of $272,204 and total assets of $2,894,368 at year end.
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