Chris & Mary L Peterson Mem Fund

Private foundation · Grantmaker 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 grant totaling $799K. Net investment income was $717K.

Key facts about Chris & Mary L Peterson Mem Fund

In short: Chris & Mary L Peterson Mem Fund gave $799K across 1 grant in 2025 (avg $799K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
93-6226027
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$799,132
Grants made (2025)
1
Average grant
$799,132
Median grant
$799,132
Total assets
$13,318,894
Primary geography
New York (100% of itemized 2025 grant dollars)

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

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

1

+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.

How Chris & Mary L Peterson Mem Fund gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

PortlandWest Islip

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $759K (2024) to $889K (2022). In 2025 it made 1 grant totaling $799K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Good Samaritan Hospital Foundation: $799KGood Samaritan HospitalFoundation$799K

The largest 2025 recipient was Good Samaritan Hospital Foundation ($799K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Good Samaritan Hospital Foundation West Islip, NYGeneral Operating$799,132

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Chris & Mary L Peterson Mem Fund's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2023

    1 hr/week

    $120K (2023) → $134K (2025)

Former officers (1)
  • Former: US Bank (2021–2022) — 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

US Bank N a — Trustee: $134KUS Bank N aTrustee$134K

The highest reported compensation on the 2025 filing was $134K, to US Bank N a (Trustee).

Frequently asked questions about Chris & Mary L Peterson Mem Fund

How much does Chris & Mary L Peterson Mem Fund give each year?

Chris & Mary L Peterson Mem Fund gave $799K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $759K across 1 grant.

How large is Chris & Mary L Peterson Mem Fund?

Chris & Mary L Peterson Mem Fund reported $13.3M in total assets on its 2025 IRS Form 990-PF. It paid out $816K in qualifying distributions that year, against a required minimum of $841K (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.

Where does Chris & Mary L Peterson Mem Fund operate?

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

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.

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

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