Carl O Peterson Memorial Fund
Carl O Peterson Memorial Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grant totaling $423K. Net investment income was $98K.
Carl O Peterson Memorial Fund at a glance
In short: Carl O Peterson Memorial Fund gave $423K across 1 grant in 2025 (avg $423K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $422,968
- +3181.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $422,968
- +3181.6% vs 2024
- Median grant
- $422,968
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carl O Peterson Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Oregon Museum of Science & Industry ($423K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Carl O Peterson Memorial Fund gives
- Giving grew 1977% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $13K (2021) to $423K (2025). In 2025 it made 1 grant totaling $423K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Museum of Science & Industry Portland, OR | Support Education Programs | $422,968 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $103,963 | $437,684 | $422,968 | 1 | $432,126 | $98,300 | $19,055 |
| 2024 | $338,543 | $13,932 | $21,209 | $12,889 | 1 | $16,065 | $6,745 | $18,530 |
| 2023 | $343,809 | $-8,212 | $28,259 | $17,487 | 1 | $20,613 | $2,355 | $18,065 |
| 2022 | $379,713 | $76,535 | $28,700 | $20,361 | 1 | $23,469 | $71,076 | $21,082 |
| 2021 | $367,393 | $25,881 | $21,288 | $12,780 | 1 | — | $21,003 | $19,071 |
Under IRS private-foundation payout rules, Carl O Peterson Memorial Fund reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carl O Peterson Memorial Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$6K (2022) → $7K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $7K, to Bank of America (Trustee).
Frequently asked questions about Carl O Peterson Memorial Fund
How much does Carl O Peterson Memorial Fund give each year?
Carl O Peterson Memorial Fund gave $423K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
Where does Carl O Peterson Memorial Fund operate?
Carl O Peterson Memorial Fund has awarded grants in Oregon.
How much is Carl O Peterson Memorial Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Carl O Peterson Memorial Fund reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carl O Peterson Memorial Fund's EIN?
Carl O Peterson Memorial Fund's EIN (Employer Identification Number) is 93-6151828. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 21, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 18, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 5, 2025)
- IRS filings on file for fiscal years 2021–2025
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