Edward V & Jessie L Peters Charitable Trust
The Edward V & Jessie L Peters Charitable Trust is a private foundation established in 1990 in Pennsylvania and currently based in Columbus, Ohio. The trust operates as a 501(c)(3) charitable organization with a focus on grantmaking to qualified nonprofits.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+8.1% YoY
Annual Giving
$576K
+2.5% YoY
Grant Count
19
-17.4% YoY
Avg Grant Size
$30K
+24.1% YoY
Under IRS private-foundation payout rules, Edward V & Jessie L Peters Charitable Trust reported a distributable amount of $620K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The trust is an active grantmaker with total giving of $575,660 in the most recent reporting period. The foundation makes grants to various nonprofit organizations across multiple sectors.
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Geographic Focus
Where this funder awards grants
The trust maintains a mailing address in Columbus, Ohio (PO Box 1558, Dept Ea5w86, Columbus, OH 43216-1558) and has historically supported organizations in Ohio and surrounding regions.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Fiscal Year (2024):
- Total Assets: $5,444,810
- Total Giving: $575,660
- Revenue: $1,030,000
- Expenses: $619,000
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,444,810 | $5,036,214 | $5,375,116 |
| Revenue | $1,025,108 | $280,688 | $571,690 |
| Expenses | $618,728 | $617,127 | $629,786 |
| Qualifying Distributions | $590,015 | $584,838 | $595,059 |
| Net Investment Income | $986,469 | $271,233 | $536,200 |
| Distributable Amount | $619,636 | $581,587 | $588,891 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
111 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Valley Grove Elementary School ($135,000), United Way of Venango ($60,000), City of Franklin ($42,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CITY OF FRANKLIN FRANKLIN, PA | $7,000 FRANKLIN ON ICE, $10,000 BILL BEITH GOLF OUTING, $25,000 GENERAL OPERATING | $42,000 |
| MEL BLOUNT YOUTH HOME CLAYSVILLE, PA | GENERAL OPERATING | $25,000 |
| HERMITAGE LITTLE LEAGUE HERMITAGE, PA | MINOR FIELD IMPROVEMENTS | $15,760 |
| UNITED WAY OF VENANGO RENO, PA | ANNUAL GOLF OUTING | $60,000 |
| RED AND BLACK BOOSTER CLUB FRANKLIN, PA | $5,000 GOLF OUTING, $29,611.55 JODY RAY BILLINGSLEY GOLF OUTING | $34,612 |
| ROCKY GROVE ATHLETIC BOOSTER FRANKLIN, PA | GENERAL OPERATING | $20,000 |
| FRANKLIN BLUES & BARBECUE FRANKLIN, PA | GENERAL OPERATING | $20,000 |
| CENTRAL ELEMENTARY PTO ALLISON PARK, PA | GENERAL OPERATING | $5,000 |
| BARROW CIVIC THEATRE FRANKLIN, PA | GENERAL OPERATING | $10,000 |
| FRANKLIN CEMETERY FRANKLIN, PA | GENERAL OPERATING | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Bruce T. Rosen is listed as a committee member associated with the trust.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE | — | $20,310 |
Contact Information
- Telephone: 412-667-6439
- Location: Columbus, OH
Frequently Asked Questions
How do I apply for a grant from Edward V & Jessie L Peters Charitable Trust?
The trust is an active grantmaker with total giving of $575,660 in the most recent reporting period. The foundation makes grants to various nonprofit organizations across multiple sectors.
Where does Edward V & Jessie L Peters Charitable Trust make grants?
The trust maintains a mailing address in Columbus, Ohio (PO Box 1558, Dept Ea5w86, Columbus, OH 43216-1558) and has historically supported organizations in Ohio and surrounding regions.
What size grants does Edward V & Jessie L Peters Charitable Trust award?
In 2024, Edward V & Jessie L Peters Charitable Trust awarded 19 grants totaling $576K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Edward V & Jessie L Peters Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Edward V & Jessie L Peters Charitable Trust reported a distributable amount of $620K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Edward V & Jessie L Peters Charitable Trust's EIN?
Edward V & Jessie L Peters Charitable Trust's EIN (Employer Identification Number) is 25-6358729. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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