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

Nonprofit · EIN 43-1974269

JOHN AND CAROLYN PETERSON FOUNDATION INC

Tax-exempt · BROOKFIELD, WI 53008

Financials

$836K$477K2023$350K$484K2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND CAROLYN PETERSON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$350,184$484,083-$133,899$4,257,495$0$4,257,495
December 31, 2023990-PF$836,211$477,304$358,907$4,391,394$0$4,391,394
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$266,095
Net gain from sales of assets
$83,939
Other income
$150

Expenses

Grants and similar amounts paid
$426,000
Compensation of officers, directors and key employees
$8,500
Disbursements for charitable purposes
$7,350
Excise tax on investment income
$464

Balance sheet and other

Total assets, start of year
$4,391,394
Total assets, end of year
$4,257,495
Total liabilities, end of year
$0
Net assets, end of year
$4,257,495
Fair market value of assets
$9,499,538
Qualifying distributions
$7,350
Net investment income
$84,089

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIR/TREASURER5$8,500
MARK L PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIR/VICE PRES1$0
ELINOR GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIR/PRESIDENT1$0
RYIA R PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIR/SECRETARY1$0
EMILY C GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0
LAUREN A GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0
JAKE PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
MICHAEL GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIR/TREASURER5$8,500
MARK L PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIR/VICE PRES1$0
ELINOR GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIR/PRESIDENT1$0
RYIA R PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIR/SECRETARY1$0
EMILY C GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0
LAUREN A GUZNICZAK
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0
JAKE PETERSON
PO BOX 1507, BROOKFIELD, WI 53005
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 1507, BROOKFIELD, WI 53008-1507
In care of
% RICHARD Z KABAKER
Signed the 990-PF
MICHAEL GUZNICZAK, TREASURER
Phone
(262) 993-0898
Return prepared by
STREETMAN JONES & POWERS 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-1974269
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,257,495
Income (IRS master file)
$521,225

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$350,184$484,083$4,257,495IRS
990-PFDecember 2023$836,211$477,304$4,391,394XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 43-1974269).

Questions about JOHN AND CAROLYN PETERSON FOUNDATION INC

What is the EIN of JOHN AND CAROLYN PETERSON FOUNDATION INC?
The employer identification number (EIN) of JOHN AND CAROLYN PETERSON FOUNDATION INC is 43-1974269.
Is JOHN AND CAROLYN PETERSON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to JOHN AND CAROLYN PETERSON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND CAROLYN PETERSON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND CAROLYN PETERSON FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND CAROLYN PETERSON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN AND CAROLYN PETERSON FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $8,500 (MICHAEL GUZNICZAK, DIR/TREASURER).
How much revenue does JOHN AND CAROLYN PETERSON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $350,184, expenses of $484,083 and total assets of $4,257,495 at year end.

Other nonprofits in BROOKFIELD

All nonprofits in BROOKFIELD · Wisconsin · Philanthropy, voluntarism and grantmaking foundations