John P Peterson Foundation

Park Ridge, NJ
Tax-exempt since Oct. 1979
EIN: 22-2147375

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$77.4k (2024)

Expenses

$87.9k (2024)

Total Assets

$997k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$77,363

Expenses

$87,852

Net Income

-$10,489

Net Assets

$996,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,674	70.7%
Sales of Assets	$19,117	24.7%
Other Income	$3,572	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,382	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$996,767
Total Liabilities	$0
Net Assets	$996,767

Compensation

Key Employees and Officers	Compensation	Other
Joanna Dennis (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Eddy Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0
Caitlin Burns (Trustee)	$0	$0
Saul Dennis (Trustee)	$0	$0

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990-PF

Filed on July 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$38,918

Expenses

$81,370

Net Income

-$42,452

Net Assets

$1,007,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,560	> 100%
Sales of Assets	-$1,642
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,916	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,007,563
Total Liabilities	$0
Net Assets	$1,007,563

Compensation

Key Employees and Officers	Compensation	Other
Joanna Dennis (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Eddy Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0
Caitlin Burns (Trustee)	$0	$0
Saul Dennis (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$59,882

Expenses

$106,552

Net Income

-$46,670

Net Assets

$1,050,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,316	74.0%
Sales of Assets	$13,673	22.8%
Other Income	$1,893	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,311	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,050,405
Total Liabilities	$165
Net Assets	$1,050,240

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iii (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on Sept. 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$116,602

Expenses

$121,538

Net Income

-$4,936

Net Assets

$1,090,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,491	38.2%
Sales of Assets	$70,765	60.7%
Other Income	$1,346	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,408	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,091,642
Total Liabilities	$1,356
Net Assets	$1,090,286

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$97,868

Expenses

$126,321

Net Income

-$28,453

Net Assets

$1,096,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,277	45.2%
Sales of Assets	$53,591	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,199	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,097,816
Total Liabilities	$1,166
Net Assets	$1,096,650

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on April 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$130,842

Expenses

$122,304

Net Income

$8,538

Net Assets

$1,126,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,098	39.1%
Sales of Assets	$78,244	59.8%
Other Income	$1,500	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,200	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,128,525
Total Liabilities	$2,301
Net Assets	$1,126,224

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on April 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$73,417

Expenses

$111,918

Net Income

-$38,501

Net Assets

$1,117,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,168	67.0%
Sales of Assets	$24,249	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,739	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,118,412
Total Liabilities	$588
Net Assets	$1,117,824

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Chairman)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Amato (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on June 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$86,170

Expenses

$104,414

Net Income

-$18,244

Net Assets

$1,156,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,275	59.5%
Sales of Assets	$34,839	40.4%
Other Income	$56	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,242	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,157,629
Total Liabilities	$1,074
Net Assets	$1,156,555

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Chairman)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Amato (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$55,201

Expenses

$130,975

Net Income

-$75,774

Net Assets

$1,174,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,675	90.0%
Sales of Assets	$5,526	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,858	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,182,394
Total Liabilities	$7,901
Net Assets	$1,174,493

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Chairman)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Amato (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on May 22, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$90,785

Expenses

$126,190

Net Income

-$35,405

Net Assets

$1,250,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,172	56.4%
Sales of Assets	$39,613	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,521	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,888
Total Liabilities	$3,440
Net Assets	$1,250,448

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Trish Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Amato (Trustee)	$0	$0
Christopher Burns (Trustee)	$0	$0

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990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$61,827

Expenses

$100,017

Net Income

-$38,190

Net Assets

$1,286,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,272	92.6%
Sales of Assets	$4,125	6.7%
Other Income	$430	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,221	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,286,946
Total Liabilities	$899
Net Assets	$1,286,047

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Patricia Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Elaine Ralbovsky (Trustee)	$0	$0

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990-PF

Filed on June 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$105,826

Expenses

$110,869

Net Income

-$5,043

Net Assets

$1,324,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,290	46.6%
Sales of Assets	$56,536	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,656	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,325,167
Total Liabilities	$643
Net Assets	$1,324,524

Compensation

Key Employees and Officers	Compensation	Other
Joanna Kalliches (Trustee)	$0	$0
James Burns Iii (Administrative Trustee)	$0	$0
Ligerie Burns (Trustee)	$0	$0
Edward Ladd (Trustee)	$0	$0
Patricia Ladd (Trustee)	$0	$0
James Burns Iv (Trustee)	$0	$0
Alexia Ladd (Trustee)	$0	$0
Diana Ladd (Trustee)	$0	$0
Elaine Ralbovsky (Trustee)	$0	$0

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990-PF

Filed on April 23, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$73,456

Expenses

$117,619

Net Income

-$44,163

Net Assets

$1,329,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,713	81.3%
Sales of Assets	$11,743	16.0%
Other Income	$2,000	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,759	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,329,567
Total Liabilities	$1
Net Assets	$1,329,566

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$55,074

Expenses

$106,160

Net Income

-$51,086

Net Assets

$1,373,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,462	> 100%
Sales of Assets	$0
Other Income	$664	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,956	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,373,730
Total Liabilities	$0
Net Assets	$1,373,730

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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John P Peterson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $77.4k (2024)

Expenses $87.9k (2024)

Total Assets $997k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$77.4k (2024)

Expenses

$87.9k (2024)

Total Assets

$997k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001