Brenda M Peterson Charitable Trust

Private foundation Orlando, FL EIN: 30-6758646

Brenda M Peterson Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available for 2025. As of 2025, the organization holds $5.9M in total assets. In 2025, it made $11K in qualifying distributions. Net investment income was $75K.

Key facts about Brenda M Peterson Charitable Trust

EIN
30-6758646
Latest 990 filing
Form 990-PF, 2025
Total assets
$5,864,595

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.9M

Revenue

$5.9M

Qualifying Distributions

$11K

Expenses

$16K

Under IRS private-foundation payout rules, Brenda M Peterson Charitable Trust reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2025
Metric2025
Total Assets$5,864,595
Revenue$5,886,123
Expenses$16,406
Qualifying Distributions$11,264
Net Investment Income$75,369
Distributable Amount$65,095

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)

Leadership & Key People

Officers and directors from IRS filings

Brenda M Peterson Charitable Trust's only listed officer is Truist Bank, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    New on the 2025 filing

    1 hr/week

    $8K (2025)

Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee: $8KTruist BankTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Truist Bank (Trustee).

Frequently asked questions about Brenda M Peterson Charitable Trust

How large is Brenda M Peterson Charitable Trust?

Brenda M Peterson Charitable Trust reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Brenda M Peterson Charitable Trust's EIN?

Brenda M Peterson Charitable Trust's EIN (Employer Identification Number) is 30-6758646. IRS Form 990 filing data is available on this page for 2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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