Chris & Mary L Peterson Mem Fund

MILWAUKEE, WI EIN: 93-6226027

Chris & Mary L Peterson Mem Fund is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $13.3M in total assets. In 2025, it awarded 1 grants totaling $799K. Net investment income was $717K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$13.3M

-0.8% YoY

Annual Giving

$799K

+5.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$799K

+5.3% YoY

Under IRS private-foundation payout rules, Chris & Mary L Peterson Mem Fund reported a distributable amount of $841K for 2025 — the minimum it must pay out in qualifying distributions.

About Chris & Mary L Peterson Mem Fund

Based on IRS filings

Ready to take the next step with Chris & Mary L Peterson Mem Fund?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $2.6M (62%)

New York $1.6M (38%)

States

New York Oregon

Cities

PortlandWest Islip

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$13,318,894	$13,425,144	$13,421,879
Revenue	$841,087	$912,649	$502,686
Expenses	$947,326	$906,000	$985,292
Qualifying Distributions	$815,682	$774,839	$843,035
Net Investment Income	$716,529	$791,334	$386,822
Distributable Amount	$841,107	$775,078	$744,815

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Good Samaritan Hospital Foundation ($799,132).

Recipient	Purpose	Amount
GOOD SAMARITAN HOSPITAL FOUNDATION WEST ISLIP, NY	GENERAL OPERATING	$799,132

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$134,068

Frequently Asked Questions

How large is Chris & Mary L Peterson Mem Fund?

As of 2025, Chris & Mary L Peterson Mem Fund holds $13.3M in total assets with $841K in annual revenue. It awarded 1 grants totaling $799K in 2025.

Where does Chris & Mary L Peterson Mem Fund operate?

Chris & Mary L Peterson Mem Fund has awarded grants in New York, Oregon.

What size grants does Chris & Mary L Peterson Mem Fund award?

In 2025, Chris & Mary L Peterson Mem Fund awarded 1 grants totaling $799K — an average of about $799K per grant, based on its IRS Form 990 filings.

How much is Chris & Mary L Peterson Mem Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Chris & Mary L Peterson Mem Fund reported a distributable amount of $841K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Chris & Mary L Peterson Mem Fund's EIN?

Chris & Mary L Peterson Mem Fund's EIN (Employer Identification Number) is 93-6226027. IRS Form 990 filing data is available on this page for 2021–2025.