HERMAN & KATHERINE PETERS FOUNDATION CORP: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & KATHERINE PETERS FOUNDATION CORP (EIN 36-4180010)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-16
- IRS object ID
- 202621369349100127
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-16T12:54:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364027344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWELL GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N NORTH CT STE 450 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600678131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364180010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & KATHERINE PETERS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 8479093130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SCOT LEONARD | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600022707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT A LEONARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8479093130 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S DOWELL | PreparerPersonNm |
| PTIN | P00443604 | PTIN |
| Phone | 8479340300 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,016,186 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,501,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,293,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,501,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,642,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,642,456 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,632 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,632 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $73,412 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,412 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,115 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,795 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,058 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,710 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $353,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $669,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $526,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $972,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,555,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $541,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $541,986 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,833,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,314,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,474,200 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,382 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,883,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,856,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,016,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,883,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,856,374 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,883,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,856,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,883,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,856,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,883,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $972,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,856,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,856,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH 02163 L/T COVERED | $1,496,737 | $402,636 | $1,094,101 | $1,094,101 |
| MERRILL LYNCH 02163 S/T COVERED | $9,232 | $7,264 | $1,968 | $1,968 |
| SPDR GOLD ACCT 02163 | $83 | $75 | $8 | $8 |
| MERRILL LYNCH 02166 S/T COVERED | $368,928 | $359,049 | $9,879 | $9,879 |
| MERRILL LYNCH 02166 L/T COVERED | $494,189 | $187,209 | $306,980 | $306,980 |
| MERRILL LYNCH 02211 S/T COVERED | $690,200 | $698,592 | -$8,392 | -$8,392 |
| MERRILL LYNCH 02211 L/T COVERED | $233,245 | $136,984 | $96,261 | $96,261 |
| CAPITAL GAIN DISTRIBUTIONS | $386 | $386 | $386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,501,191 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,463 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,741 | OverpaymentAmt |
| Applied To ES Tax | $7,741 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PETERSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SCOT A LEONARD | IndividualWithBooksNm |
| Phone | 8479093130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 INVERNESS DRIVE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600022707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOT A LEONARD | ||||||||
| 1058 INVERNESS DRIVE | ANTIOCH | IL | 60002 | DIRECTOR/PRESIDENT | 25.00 | $124,632 | $73,412 | $0 |
| JEANINE HOLTSFORD | ||||||||
| 3N485 EMILY DICKINSON WAY | ST CHARLES | IL | 60175 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| GEORGE CARROLL | ||||||||
| 16 E OLIVE STREET | ARLINGTON HEIGHTS | IL | 60004 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| JAMES DEVINE | ||||||||
| 1314 S MITCHELL AVE | ARLINGTON HEIGHTS | IL | 60005 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| CYNDY HASS | ||||||||
| 1188 RODGERS LANE | LAKE ZURICH | IL | 60047 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECTLY ATTRIBUTABLE EXPENSE INCURRED IN CONNECTION WITH GRANTS MADE TO OTHER 501(C)(3) ORGANIZATIONS LIST IN PART XV HEREOF. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,959,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $644,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,604,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,604,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,460,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,006 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,619 | TotalTaxAmt |
| Distributable Before Adj | $451,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $526,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $526,806 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $14,756 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $526,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $451,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $240,531 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $240,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,756 | ExcessFromYear3Amt |
| Excess From Year2 | $76,581 | ExcessFromYear2Amt |
| Excess From Year1 | $73,775 | ExcessFromYear1Amt |
| Excess From Current Year | $75,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H K PETERS FOUNDATION SCHOLARSHIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 INVERNESS DRIVE C/O PETERS | AddressLine1Txt |
| Address Line2 | FOUNATION | AddressLine2Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479093130 | RecipientPhoneNum |
| Recipient Email Address | SLEONARD@PETERSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTP://PETERSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 11/1/2025 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE-SEE PURPOSE. PETERS FOUNDATION PROVIDES FUNDS TO UNDERSERVED CHILDREN, ASSISTANCE AND GRANTS TO OTHER 501(C)(3)ORGANIZATIONS AND SCHOLARSHIPS TO HIGH SCHOOL SENIORS WHO ARE SELECTED BASED UPON THE APPLICATION PROCESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||
| 2710 17TH STREET | ZION | IL | 60099 | NONE | PC | CHARITABLE | $2,500 |
| ADVOCATE CHARTER FOUNDATION | |||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | NONE | PC | CHARITABLE | $5,000 |
| AMERICAN RED CROSS | |||||||
| 1730 E STREET NW | WASHINGTON DC | DC | 20006 | NONE | PC | CHARITABLE | $10,000 |
| BENET ACADEMY | |||||||
| 2200 MAPLE AVE | LOMBARD | IL | 60532 | NONE | PC | CHARITABLE | $7,500 |
| BLAIR - UNIVERSITY OF WISCONSIN | |||||||
| 2100 E KENWOOD BLVD | MILWAUKEE | WI | 53211 | NONE | I | SCHOLARSHIP | $5,000 |
| BRIDGES - UNIVERSITY OF WISCONSIN - | |||||||
| 1 UNIVERSITY PLAZA STOP 1 | PLATTEVILLE | WI | 53818 | NONE | I | SCHOLARSHIP | $2,500 |
| BRIGHTPOINT | |||||||
| 200 W MONROE STREET | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $5,000 |
| BROWN - UNIVERSITY OF ILLINOIS | |||||||
| 901 WEST ILLINOIS ST | URBANA | IL | 61801 | NONE | I | SCHOLARSHIP | $2,500 |
| CASA CENTRAL | |||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | NONE | PC | CHARITABLE | $1,000 |
| CASA OF LAKE COUNTY | |||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 60061 | NONE | PC | CHARITABLE | $1,000 |
| CHICAGO COALITION FOR HOMELESS | |||||||
| 70 E LAKE STREET | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $10,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | NONE | PC | CHARITABLE | $5,000 |
| CONVOY OF HOPE | |||||||
| 1 CONVOY DRIVE | SPRINGFIELD | MO | 65802 | NONE | PC | CHARITABLE | $7,500 |
| CRIST - UNIVERSITY OF WISCONSIN PLA | |||||||
| 1 UNIVERSITY PLAZA STOP 1 | PLATTEVILLE | WI | 53818 | NONE | I | SCHOLARSHIP | $2,500 |
| DOWNING - GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | I | SCHOLARSHIP | $2,500 |
| DUNES LEARNING CENTER | |||||||
| 700 HOWE ROAD | PORTER | IN | 46304 | NONE | PC | CHARITABLE | $1,000 |
| FAMILY FORWARD | |||||||
| 302 N DUNTON AVE | ARLINGTON HEIGHTS | IL | 60004 | NONE | PC | CHARITABLE | $1,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | CHARITABLE | $2,500 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDAN AVE | OKLAHOMA CITY | OK | 73107 | NONE | PC | CHARITABLE | $10,000 |
| FERNANDEZ - UNIVERSITY OF DENVER | |||||||
| 2197 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | I | SCHOLARSHIP | $2,500 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | CHARITABLE | $7,500 |
| FOX VALLEY FOOD FOR HEALTH | |||||||
| PO BOX 532 | GENEVA | IL | 60134 | NONE | PC | CHARITABLE | $25,000 |
| FOX VALLEY HANDS OF HOPE | |||||||
| 200 WHITFIELD DRIVE | GENEVA | IL | 60134 | NONE | PC | CHARITABLE | $5,000 |
| GIGIS PLAYHOUSE | |||||||
| 2350 W HIGGINS RD | HOFFMAN ESTATES | IL | 60169 | NONE | PC | CHARITABLE | $5,000 |
| GLENWOOD ACADEMY | |||||||
| 500 W 187TH ST | GLENWOOD | IL | 60425 | NONE | PC | CHARITABLE | $10,000 |
| GLOBAL ACTION | |||||||
| PO BOX 117 | WHEATON | IL | 60187 | NONE | PC | CHARITABLE | $2,500 |
| GUMBO LIMBO NATURE PRESERVE | |||||||
| 1801 N OCEAN BLVD | BOCA RATON | FL | 33432 | NONE | PC | CHARITABLE | $1,000 |
| HABITAT OF LAKE COUNTY | |||||||
| 315 N MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | NONE | PC | CHARITABLE | $1,000 |
| HARPER FOUNDATION | |||||||
| 1200 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | PF | CHARITABLE | $1,000 |
| HAYNES - MARANATHA UNIVERSITY | |||||||
| 745 WEST MAIN STREET | WATERTOWN | WI | 53094 | NONE | I | SCHOLARSHIP | $2,500 |
| HEIN - COLORADO STATE UNIVERSITY | |||||||
| 711 OVAL DRIVE | FORT COLLINS | CO | 80523 | NONE | I | SCHOLARSHIP | $2,500 |
| HOLY FAMILY MINISTRIES | |||||||
| 3225 ARNOLD LANE | NORTHBROOK | IL | 60062 | NONE | PC | CHARITABLE | $1,000 |
| IGNITE CHICAGO | |||||||
| 56E 47TH ST STE 410-C | CHICAGO | IL | 60653 | NONE | PC | CHARITABLE | $1,000 |
| KIMBELL - WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | I | SCHOLARSHIP | $2,500 |
| KINSHIP UNITED | |||||||
| 5105 TOLLVIEW DRIVE | ROLLING MEADOWS | IL | 60008 | NONE | PC | CHARITABLE | $2,500 |
| LA CASA NORTE | |||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | NONE | PC | CHARITABLE | $1,000 |
| LEYVA - GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | I | SCHOLARSHIP | $2,500 |
| LITTLE CITY | |||||||
| 1760 W ALGONQUIN | PALATINE | IL | 60067 | NONE | PC | CHARITABLE | $5,000 |
| LOPEZ - ARIZONA WESTERN UNIVERSITY | |||||||
| 2020 S AVE 8 E | YUMA | AZ | 85365 | NONE | I | SCHOLARSHIP | $2,500 |
| MARTIN - WESTERN ILLINOIS UNIVERSIT | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | I | SCHOLARSHIP | $2,500 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | CHARITABLE | $10,000 |
| MEALS ON WHEELS FOUNDATION | |||||||
| 7222 W CERMAK RD STE 302 | N RIVERSIDE | IL | 60546 | NONE | PC | CHARITABLE | $6,000 |
| MEYER - MICHIGAN TECHNOLOGICAL UNIV | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | I | SCHOLARSHIP | $2,500 |
| NEW MOMS | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PC | CHARITABLE | $1,000 |
| NORTHERN ILL FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PC | CHARITABLE | $10,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE | $1,000 |
| NW COMM HOSPITAL FOUNDATION | |||||||
| 880 W CENTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | NONE | PC | CHARITABLE | $5,000 |
| ONE STEP CANCER CAMP | |||||||
| 213 W INSTITUTE PLACE | CHICAGO | IL | 60610 | NONE | PC | CHARITABLE | $5,000 |
| PACIFIC GARDEN MISSION | |||||||
| 1458 S CANAL STREET | CHICAGO | IL | 60607 | NONE | PC | CHARITABLE | $1,000 |
| PHELAN - UNIVERSITY OF BOULDER | |||||||
| 914 BROADWAY | BOULDER | CO | 80309 | NONE | I | SCHOLARSHIP | $2,500 |
| PURPLE PLUNGE | |||||||
| 804 WOODBINE CIRCLE | LAKE ZURICH | IL | 60047 | NONE | PC | CHARITABLE | $20,000 |
| SALVATION ARMY USA | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | NONE | PC | CHARITABLE | $10,000 |
| SANDOVAL - GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | I | SCHOLARSHIP | $2,500 |
| SANDOWAY DISCOVERY CENTER | |||||||
| 142 S OCEAN BLVD | DELRAY BEACH | FL | 33483 | NONE | PC | CHARITABLE | $1,000 |
| SANTIAGO PARTNERSHIP | |||||||
| 48245 GENESIS DRIVE SUITE A | COSHOCTON | OH | 43812 | NONE | PC | CHARITABLE | $1,000 |
| SCHOLARSHIP AMERICA | |||||||
| 7900 INTERNATIONAL DR | MINNEAPOLIS | MN | 55425 | NONE | PC | CHARITABLE | $7,500 |
| SOCKERS FOUNDATION | |||||||
| 545 S CONSUMERS AVENUE | PALATINE | IL | 60074 | NONE | PC | CHARITABLE | $5,000 |
| SOUDERS - CALVIN UNIVERSITY | |||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | I | SCHOLARSHIP | $2,500 |
| STANTON ROWING FOUNDATION | |||||||
| 1133 RIVER BANK COURT | JACKSONVILLE | FL | 32207 | NONE | PC | CHARITABLE | $15,000 |
| THE BRIDGE YOUTH AND FAMILY | |||||||
| 7721 S QUENTIN RD | PALATINE | IL | 60067 | NONE | PC | CHARITABLE | $2,500 |
| THE HARBOUR | |||||||
| 1440 RENAISSANCE DR | PARK RIDGE | IL | 60068 | NONE | PC | CHARITABLE | $1,000 |
| THE NAVIGATORS | |||||||
| 3820 N 30TH ST | COLORADO SPRINGS | CO | 80904 | NONE | PC | CHARITABLE | $1,000 |
| THE NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE | CHICAGO | IL | 60622 | NONE | PC | CHARITABLE | $2,500 |
| THE SOUP KITCHEN | |||||||
| 8655 BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | PC | CHARITABLE | $1,000 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | CHARITABLE | $1,000 |
| ULMER - COLORADO STATE UNIVERSITY | |||||||
| 711 OVAL DRIVE | FORT COLLINS | CO | 80523 | NONE | I | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CHICAGO FOUNDATION | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | CHARITABLE | $15,000 |
| VANDENHEUVEL - CALVIN UNIVERSITY | |||||||
| 3201 BURTON STREET SE | GRAND RAPIDS | MI | 49546 | NONE | I | SCHOLARSHIP | $2,500 |
| WE ARE ALRIGHT ORGANIZATION | |||||||
| 1325 QUINCY ST NE | MINNEAPOLIS | MN | 55413 | NONE | PC | CHARITABLE | $1,000 |
| WILLI - UNIVERSITY OF WISCONSIN - E | |||||||
| 105 GARFIELD AVENUE | EAU CLAIRE | WI | 54701 | NONE | I | SCHOLARSHIP | $2,500 |
| WORLD VISION | |||||||
| 34834 WEYERHAUSER WAY S | FEDERAL WAY | WA | 98001 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,529 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,501,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,642,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,642,456 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,245 | Amt |
| Net Investment Income | $3,115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,130 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT ACCOUNTS | StockNm |
| EOY Book Value | $6,314,388 | EOYBookValueAmt |
| EOYFMV | $9,474,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEETING | $1,054 | $0 | $0 | $1,054 |
| POSTAGE | $4 | $0 | $0 | $4 |
| OFFICE EXPENSE | $605 | $0 | $0 | $605 |
| ADR FEES | $45 | $0 | $0 | $45 |
| MISCELLANEOUS | $214 | $0 | $0 | $214 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $82,795 | Amt |
| Net Investment Income | $82,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $176 | $0 | $0 | $176 |
| FOREIGN TAXES PAID | $1,058 | $1,058 | $0 | $0 |
| NET INVESTMENT TAX PAID | $56,128 | $0 | $0 | $0 |
| PAYROLL TAXES | $9,534 | $0 | $0 | $9,534 |