Kenneth R Peterson Mem Sch Tr Fund

WATERBURY, CT EIN: 06-1311748

Kenneth R Peterson Mem Sch Tr Fund is a private foundation, based in WATERBURY, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $177K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$177K

-1.1% YoY

Annual Giving

$4K

+300.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+300.0% YoY

Under IRS private-foundation payout rules, Kenneth R Peterson Mem Sch Tr Fund reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Kenneth R Peterson Mem Sch Tr Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $6K (86%)

New York $1K (14%)

States

Connecticut New York

Cities

FairfieldSchenectadyStorrs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$176,814	$178,720	$171,522
Revenue	$14,504	$14,578	$7,474
Expenses	$16,165	$7,306	$5,416
Qualifying Distributions	$7,466	$2,353	$2,036
Net Investment Income	$8,769	$10,699	$4,249
Distributable Amount	$11,116	$10,265	$10,219

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Connecticut ($4,000).

Recipient	Purpose	Amount
UNIVERSITY OF CONNECTICUT STORRS, CT	SCHOLARSHIP	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Kenneth R Peterson Mem Sch Tr Fund?

As of 2024, Kenneth R Peterson Mem Sch Tr Fund holds $177K in total assets with $15K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Kenneth R Peterson Mem Sch Tr Fund operate?

Kenneth R Peterson Mem Sch Tr Fund has awarded grants in Connecticut, New York.

What size grants does Kenneth R Peterson Mem Sch Tr Fund award?

In 2024, Kenneth R Peterson Mem Sch Tr Fund awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Kenneth R Peterson Mem Sch Tr Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kenneth R Peterson Mem Sch Tr Fund reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kenneth R Peterson Mem Sch Tr Fund's EIN?

Kenneth R Peterson Mem Sch Tr Fund's EIN (Employer Identification Number) is 06-1311748. IRS Form 990 filing data is available on this page for 2021–2024.