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Nonprofit · EIN 94-2460894

PEERY FOUNDATION

Tax-exempt · MIDWAY, UT 84049

Financials

$10.3M$2.6M2023$6.3M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of PEERY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,347,505$3,165,955$3,181,550$64,137,635$234,395$63,903,240
December 31, 2023990-PF$10,261,600$2,613,032$7,648,568$61,702,477$175,528$61,526,949
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$1,443,073
Net rental income
$787,218
Net gain from sales of assets
$3,424,452
Other income
$675,296

Expenses

Grants and similar amounts paid
$2,904,719
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,975,949
Excise tax on investment income
$90,271

Balance sheet and other

Total assets, start of year
$61,702,477
Total assets, end of year
$64,137,635
Total liabilities, end of year
$234,395
Net assets, end of year
$63,903,240
Fair market value of assets
$64,137,635
Qualifying distributions
$2,975,949
Net investment income
$6,539,833

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
DAVID PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
PRESIDENT20$0
DENNIS T PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
SECRETARY10$0
JASON D PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
TREASURER1$0
JENNIFER L PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
VICE PRESIDENT1$0
MILDRED D PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
VICE PRESIDENT1$0
RICHARD T PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
CHAIRMAN OF THE BOARD1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
DAVID PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
PRESIDENT20$0
DENNIS T PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
SECRETARY10$0
JASON D PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
TREASURER1$0
JENNIFER L PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
VICE PRESIDENT1$0
MILDRED D PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
VICE PRESIDENT1$0
RICHARD T PEERY
125 W MAIN ST 1090, MIDWAY, UT 84049
CHAIRMAN OF THE BOARD1$0

Address and contacts

Address (IRS master file)
125 W MAIN ST UNIT 1090, MIDWAY, UT 84049-8043
In care of
% FOUNDATION SOURCE
Signed the 990-PF
DAVID PEERY, PRESIDENT
Phone
(800) 839-1754
Return prepared by
EIDE BAILLY LLP

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
94-2460894
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
1978
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$64,137,635
Income (IRS master file)
$8,457,505

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,347,505$3,165,955$64,137,635XML
990-PFDecember 2023$10,261,600$2,613,032$61,702,477XML
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 94-2460894).

Questions about PEERY FOUNDATION

What is the EIN of PEERY FOUNDATION?
The employer identification number (EIN) of PEERY FOUNDATION is 94-2460894.
Is PEERY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to PEERY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PEERY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PEERY 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 PEERY 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 PEERY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does PEERY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,347,505, expenses of $3,165,955 and total assets of $64,137,635 at year end.

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