Nonprofit · EIN 87-0624155
JOEL & DIANA PETERSON FAMILY FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $277,889 | $161,934 | $115,955 | $3,616,596 | $0 | $3,616,596 |
| December 31, 2023 | 990-PF | $53,543 | $159,718 | -$106,175 | $3,500,641 | $0 | $3,500,641 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $277,767
- Interest
- $122
Expenses
- Grants and similar amounts paid
- $160,501
- Disbursements for charitable purposes
- $160,501
- Excise tax on investment income
- $3,863
Balance sheet and other
- Total assets, start of year
- $3,500,641
- Total assets, end of year
- $3,616,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,616,596
- Fair market value of assets
- $3,629,280
- Qualifying distributions
- $160,501
- Net investment income
- $277,889
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MITCHELL 2755 E COTTONWOOD PKWY, SUITE 400, SALT LAKE CITY, UT 84121 | PRESIDENT | 0 | $0 |
| ANDY ADAMS 2755 E COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT 84121 | SECRETARY-TR | 0 | $0 |
| CLINT PETERSON 2755 E COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT 84121 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MITCHELL 2755 E COTTONWOOD PKWY, SUITE 400, SALT LAKE CITY, UT 84121 | PRESIDENT | 0 | $0 |
| ANDY ADAMS 2755 E COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT 84121 | SECRETARY-TR | 0 | $0 |
| CLINT PETERSON 2755 E COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT 84121 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2755 E COTTONWOOD PKWY STE 400, SALT LAKE CTY, UT 84121-6950
- In care of
- % JOEL C PETERSON PRES
- Signed the 990-PF
- ANDY ADAMS, SECRETARY-TREASURER
- Phone
- (801) 417-0770
- Return prepared by
- VALARIE BALLEIN PC
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 | Not 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
- 87-0624155
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,616,596
- Income (IRS master file)
- $277,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $277,889 | $161,934 | $3,616,596 | XML |
| 990-PF | December 2023 | $53,543 | $159,718 | $3,500,641 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 87-0624155).
Questions about JOEL & DIANA PETERSON FAMILY FOUNDATION
- What is the EIN of JOEL & DIANA PETERSON FAMILY FOUNDATION?
- The employer identification number (EIN) of JOEL & DIANA PETERSON FAMILY FOUNDATION is 87-0624155.
- Is JOEL & DIANA PETERSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JOEL & DIANA PETERSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOEL & DIANA PETERSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOEL & DIANA PETERSON FAMILY FOUNDATION 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 JOEL & DIANA PETERSON FAMILY FOUNDATION 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 JOEL & DIANA PETERSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOEL & DIANA PETERSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $277,889, expenses of $161,934 and total assets of $3,616,596 at year end.
Other nonprofits in SALT LAKE CTY
- VOLKSWAGEN-STIFTUNG EIN 52-1690493 · last filed 990-PF for 2024
- THE COMMUNITY FOUNDATION OF UTAH EIN 74-3211770 · last filed 990 for 2024
- COMMUNITY TRUST OF UTAH EIN 82-3365355 · last filed 990 for 2024
- KIRK HUMANITARIAN EIN 20-3920671 · last filed 990-PF for 2025
- CALL TO ACTION FOUNDATION EIN 88-2726669 · last filed 990-PF for 2024
- CALL FOUNDATION EIN 20-8389909 · last filed 990-PF for 2024
- UTAHS PROMISE EIN 87-0227091 · last filed 990 for 2025
- SPARKJOY FOUNDATION EIN 47-1760883 · last filed 990 for 2024
All nonprofits in SALT LAKE CTY · Utah · Philanthropy, voluntarism and grantmaking foundations