Chuck Petersen Memorial Scholarship is a private foundation focused on Education, based in MILL VALLEY, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $121K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$121K
+28.9% YoY
Annual Giving
$8K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
+0.0% YoY
Under IRS private-foundation payout rules, Chuck Petersen Memorial Scholarship reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Chuck Petersen Memorial Scholarship
Based on IRS filings
Chuck Petersen Memorial Scholarship is a private foundation focused on Education, based in MILL VALLEY, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $121K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $2K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $120,654 | $93,626 | $64,616 |
| Revenue | $4,113 | $5,739 | $-2,695 |
| Expenses | $7,500 | $7,500 | $7,500 |
| Qualifying Distributions | $7,500 | $7,500 | — |
| Net Investment Income | $1,613 | $5,239 | — |
| Distributable Amount | $5,255 | $3,824 | — |
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 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Emma Nelson ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Emma Nelson Oconomowoc, WI | College scholarship | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jan McDougal | President | 2 | — |
| Marc Petersen | Treasurer | 1 | — |
| Ron Petersen | Director | 0.5 | — |
| Marty Petersen | Director | 0.5 | — |
| Barbara Petersen | Director | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Chuck Petersen Memorial Scholarship?
Chuck Petersen Memorial Scholarship is a private foundation focused on Education, based in MILL VALLEY, CA. It holds $121K in total assets as of 2024.
How large is Chuck Petersen Memorial Scholarship?
As of 2024, Chuck Petersen Memorial Scholarship holds $121K in total assets with $4K in annual revenue. It awarded 1 grants totaling $8K in 2024.
Where does Chuck Petersen Memorial Scholarship operate?
Chuck Petersen Memorial Scholarship has awarded grants in Wisconsin.
What size grants does Chuck Petersen Memorial Scholarship award?
In 2024, Chuck Petersen Memorial Scholarship awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Chuck Petersen Memorial Scholarship required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Chuck Petersen Memorial Scholarship reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Chuck Petersen Memorial Scholarship's EIN?
Chuck Petersen Memorial Scholarship's EIN (Employer Identification Number) is 54-1920205. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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