Kenneth R Peterson Mem Sch Tr Fund
Kenneth R Peterson Mem Sch Tr Fund is a private foundation, based in Waterbury, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $159K in total assets. In 2025, it awarded 6 grants totaling $25K. Net investment income was $15K.
Kenneth R Peterson Mem Sch Tr Fund at a glance
In short: Kenneth R Peterson Mem Sch Tr Fund gave $25K across 6 grants in 2025 (avg $4K), top state Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +525.0% vs 2024
- Grants made (2025)
- 6
- +500.0% vs 2024
- Average grant
- $4,167
- +4.2% vs 2024
- Median grant
- $3,000
- Total assets
- $158,908
- -10.1% vs 2024
- Primary geography
- Maryland (28% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Kenneth R Peterson Mem Sch Tr Fund funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was John Hopkins University ($7K). Together the top 5 received $18K.
Organizations only. It also paid 1 individual scholarship ($7,000), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Kenneth R Peterson Mem Sch Tr Fund gives
- Giving grew 2400% from 2022 to 2025. Method
- In 2025 it paid out 239% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1K (2021) to $25K (2025). In 2025 it made 6 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| John Hopkins University Baltimore, MD | Scholarship | $7,000 |
| 1 individual scholarship Recipients not named | — | $7,000 |
| Wesleyan University Office of Advancement Middletown, CT | Scholarship | $3,000 |
| University of South Carolina-Columbia Columbia, SC | Scholarship | $3,000 |
| University of Washington-Seattle Seattle, WA | Scholarship | $3,000 |
| University of Connecticut Office of the Bursar Storrs, CT | Scholarship | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $158,908 | $18,378 | $36,246 | $25,000 | 6 | $26,069 | $14,886 | $10,921 |
| 2024 | $176,814 | $14,504 | $16,165 | $4,000 | 1 | $7,466 | $8,769 | $11,116 |
| 2023 | $178,720 | $14,578 | $7,306 | $1,000 | 1 | $2,353 | $10,699 | $10,265 |
| 2022 | $171,522 | $7,474 | $5,416 | $1,000 | 1 | $2,036 | $4,249 | $10,219 |
| 2021 | $169,517 | $10,430 | $6,241 | $1,000 | 1 | $3,107 | $7,296 | $11,175 |
Under IRS private-foundation payout rules, Kenneth R Peterson Mem Sch Tr Fund reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kenneth R Peterson Mem Sch Tr Fund's only listed officer is Webster Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Webster Bank NA
Trustee
On filings since 2021
1 hr/week
$1K (2021) → $3K (2025)
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
The highest reported compensation on the 2025 filing was $3K, to Webster Bank (Trustee).
Frequently asked questions about Kenneth R Peterson Mem Sch Tr Fund
How much does Kenneth R Peterson Mem Sch Tr Fund give each year?
Kenneth R Peterson Mem Sch Tr Fund gave $25K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
What is Kenneth R Peterson Mem Sch Tr Fund's typical grant size?
Kenneth R Peterson Mem Sch Tr Fund's median grant in 2025 was $3,000, and its average grant was $4,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does Kenneth R Peterson Mem Sch Tr Fund give grants?
Kenneth R Peterson Mem Sch Tr Fund's top state is Maryland, with 28% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (28%) and Connecticut (20%).
Does Kenneth R Peterson Mem Sch Tr Fund give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Kenneth R Peterson Mem Sch Tr Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (6 grants).
Who are Kenneth R Peterson Mem Sch Tr Fund's largest grantees?
Kenneth R Peterson Mem Sch Tr Fund's largest 2025 grantees include John Hopkins University ($7,000), Wesleyan University Office of Advancement ($3,000) and University of South Carolina-Columbia ($3,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($7,000), which are not listed by name. Together they received 52% of its itemized 2025 grant dollars.
How large is Kenneth R Peterson Mem Sch Tr Fund?
Kenneth R Peterson Mem Sch Tr Fund reported $159K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
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