Ellsworth And Carla Peterson Charitable Foundation

Peterson Ellsworth & Carla Ttees

Sturgeon Bay, WI
Tax-exempt since Feb. 1993
EIN: 39-6566719

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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

$202k (2024)

Expenses

$200k (2024)

Total Assets

$450k (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 Oct.
2024

Revenue

$202,123

Expenses

$200,038

Net Income

$2,085

Net Assets

$450,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,843	32.6%
Interest Revenue	$917	0.5%
Dividends	$23,272	11.5%
Sales of Assets	$112,091	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,318	98.6%
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	$450,093
Total Liabilities	$0
Net Assets	$450,093

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Feb. 24, 2025

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

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Fiscal Year Ending Oct.
2023

Revenue

$21,360

Expenses

$60,071

Net Income

-$38,711

Net Assets

$448,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$917	4.3%
Dividends	$20,443	95.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,941	98.1%
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	$448,008
Total Liabilities	$0
Net Assets	$448,008

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Jan. 8, 2024

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

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Schedules ▼

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Fiscal Year Ending Oct.
2022

Revenue

$10,635

Expenses

$106,888

Net Income

-$96,253

Net Assets

$486,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$347	3.3%
Dividends	$22,177	> 100%
Sales of Assets	-$12,889
Other Income	$1,000	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,261	98.5%
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	$486,719
Total Liabilities	$0
Net Assets	$486,719

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Dec. 15, 2022

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

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Fiscal Year Ending Oct.
2021

Revenue

$255,325

Expenses

$445,412

Net Income

-$190,087

Net Assets

$582,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$149,238	58.5%
Interest Revenue	$11	0.0%
Dividends	$23,520	9.2%
Sales of Assets	$82,556	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,126	99.0%
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	$582,972
Total Liabilities	$0
Net Assets	$582,972

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Jan. 14, 2022

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

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XML

Fiscal Year Ending Oct.
2020

Revenue

$120,467

Expenses

$91,001

Net Income

$29,466

Net Assets

$773,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72	0.1%
Dividends	$23,692	19.7%
Sales of Assets	$96,703	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,481	99.4%
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	$773,059
Total Liabilities	$1
Net Assets	$773,058

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Dec. 28, 2020

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

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Fiscal Year Ending Oct.
2019

Revenue

$50,899

Expenses

$106,044

Net Income

-$55,145

Net Assets

$743,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$225	0.4%
Interest Revenue	$158	0.3%
Dividends	$24,093	47.3%
Sales of Assets	$26,423	51.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,858	99.8%
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	$743,593
Total Liabilities	$0
Net Assets	$743,593

Compensation

Key Employees and Officers	Compensation	Other
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Dec. 17, 2019

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

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Fiscal Year Ending Oct.
2018

Revenue

$7,662

Expenses

$56,497

Net Income

-$48,835

Net Assets

$798,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,547	20.2%
Interest Revenue	$97	1.3%
Dividends	$24,923	> 100%
Sales of Assets	-$18,905
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,989	90.3%
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	$798,738
Total Liabilities	$0
Net Assets	$798,738

Compensation

Key Employees and Officers	Compensation	Other
Ellsworth L Peterson (Co Trustee)	$0	$0
Carla J Peterson (Co Trustee)	$0	$0

990-PF

Filed on Nov. 26, 2018

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

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Fiscal Year Ending Oct.
2017

Revenue

$186,684

Expenses

$70,201

Net Income

$116,483

Net Assets

$847,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.0%
Dividends	$15,207	8.1%
Sales of Assets	$171,412	91.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,736	97.9%
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	$847,573
Total Liabilities	$0
Net Assets	$847,573

Compensation

Key Employees and Officers	Compensation	Other
Ellsworth L Peterson (Co Trustee)	$0	$0
Carla J Peterson (Co Trustee)	$0	$0

990-PF

Filed on March 5, 2018

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

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Fiscal Year Ending Oct.
2016

Revenue

-$82,899

Expenses

$276,795

Net Income

-$359,694

Net Assets

$731,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18
Dividends	$33,746
Sales of Assets	-$116,663
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,645	97.8%
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	$731,090
Total Liabilities	$0
Net Assets	$731,090

Compensation

Key Employees and Officers	Compensation	Other
Ellsworth L Peterson (Trustee)	$0	$0
Carla J Peterson (Trustee)	$0	$0

990-PF

Filed on Feb. 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$141,927

Expenses

$92,468

Net Income

$49,459

Net Assets

$1,090,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.0%
Dividends	$34,502	24.3%
Sales of Assets	$105,784	74.5%
Other Income	$1,583	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,271	91.1%
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	$1,090,784
Total Liabilities	$0
Net Assets	$1,090,784

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Revenue

-$5,677

Expenses

$89,319

Net Income

-$94,996

Net Assets

$1,041,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71
Dividends	$31,724
Sales of Assets	$0
Other Income	$6,218

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,048	89.6%
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	$1,041,325
Total Liabilities	$0
Net Assets	$1,041,325

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Revenue

$40,359

Expenses

$106,051

Net Income

-$65,692

Net Assets

$1,136,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$167	0.4%
Dividends	$32,581	80.7%
Sales of Assets	$1,577	3.9%
Other Income	$6,034	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,467	93.8%
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	$1,136,321
Total Liabilities	$0
Net Assets	$1,136,321

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$10,797

Expenses

$116,607

Net Income

-$105,810

Net Assets

$1,202,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$174	1.6%
Interest Revenue	$14,977	> 100%
Dividends	$18,876	> 100%
Sales of Assets	$0
Other Income	$492	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,389	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	$1,202,013
Total Liabilities	$0
Net Assets	$1,202,013

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$147,909

Expenses

$83,837

Net Income

$64,072

Net Assets

$1,307,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,604	65.3%
Interest Revenue	$13,314	9.0%
Dividends	$12,630	8.5%
Sales of Assets	$29,407	19.9%
Other Income	-$4,046

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,794	97.6%
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	$1,307,823
Total Liabilities	$0
Net Assets	$1,307,823

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Updated January 26, 2026

Ellsworth And Carla Peterson Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $202k (2024)

Expenses $200k (2024)

Total Assets $450k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Revenue

$202k (2024)

Expenses

$200k (2024)

Total Assets

$450k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

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2023

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2022

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2021

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2020

Fiscal Year Ending Oct.
2019

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2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

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2009

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