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Nonprofit · EIN 81-0614105

LS PEERY FOUNDATION

Tax-exempt · SALT LAKE CTY, UT 84145

Financials

$841K$2.1M2023$2.7M$2.2M2024$2.3M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of LS PEERY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,267,759$2,233,499$34,260$24,952,848$0$24,952,848
December 31, 2024990-PF$2,701,469$2,185,587$515,882$24,021,335$0$24,021,335
December 31, 2023990-PF$841,198$2,066,665-$1,225,467$24,816,449$0$24,816,449
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$694,918
Net gain from sales of assets
$1,572,841

Expenses

Grants and similar amounts paid
$1,526,000
Compensation of officers, directors and key employees
$265,000
Disbursements for charitable purposes
$1,543,975
Excise tax on investment income
$22,402

Balance sheet and other

Total assets, start of year
$24,021,335
Total assets, end of year
$24,952,848
Total liabilities, end of year
$0
Net assets, end of year
$24,952,848
Fair market value of assets
$31,076,076
Qualifying distributions
$1,543,975
Net investment income
$2,267,759

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
Leslie Peery Howa
PO Box 45385, Salt Lake City, UT 841450385
Board Chair and Board Member35$115,000
Scott C Ulbrich
PO Box 45385, Salt Lake City, UT 841450385
Board Member35$110,000
Elizabeth Bernhard
PO Box 45385, Salt Lake City, UT 841450385
Board Member5$40,000
Charles H Livsey
PO Box 45385, Salt Lake City, UT 841450385
Board Member1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Leslie Peery Howa
PO Box 45385, Salt Lake City, UT 841450385
Board Chair and Board Member35$125,000
Scott C Ulbrich
PO Box 45385, Salt Lake City, UT 841450385
Board Member35$120,000
Elizabeth Bernhard
PO Box 45385, Salt Lake City, UT 841450385
Board Member5$50,000
Charles H Livsey
PO Box 45385, Salt Lake City, UT 841450385
Board Member1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Leslie Peery Howa
PO Box 45385, Salt Lake City, UT 841450385
Board Chair and Board Member35$126,000
Scott C Ulbrich
PO Box 45385, Salt Lake City, UT 841450385
Board Member35$121,000
Elizabeth Bernhard
PO Box 45385, Salt Lake City, UT 841450385
Board Member5$51,000
Charles H Livsey
PO Box 45385, Salt Lake City, UT 841450385
Board Member1$0

Address and contacts

Address (IRS master file)
PO BOX 45385, SALT LAKE CTY, UT 84145-0385
In care of
% CHARLES H LIVSEY
Signed the 990-PF
Charles H Livsey, Secretary
Phone
(801) 323-3609
Return prepared by
RUESCH AND COMPANY 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-0614105
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)
$24,952,848
Income (IRS master file)
$14,188,814

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,267,759$2,233,499$24,952,848XML
990-PFDecember 2024$2,701,469$2,185,587$24,021,335XML
990-PFDecember 2023$841,198$2,066,665$24,816,449XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 81-0614105).

Questions about LS PEERY FOUNDATION

What is the EIN of LS PEERY FOUNDATION?
The employer identification number (EIN) of LS PEERY FOUNDATION is 81-0614105.
Is LS PEERY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to LS PEERY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LS PEERY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LS PEERY 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 LS PEERY 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 LS PEERY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $115,000 (Leslie Peery Howa, Board Chair and Board Member).
How much revenue does LS PEERY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,267,759, expenses of $2,233,499 and total assets of $24,952,848 at year end.

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