Lillian Peitzman Perpetual Trust
Lillian Peitzman Perpetual Trust is a private foundation, based in Overland Park, KS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $326K in total assets. In 2025, it made $549 in qualifying distributions. Net investment income was $10K.
Key facts about Lillian Peitzman Perpetual Trust
- EIN
- 77-6226716
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $325,684
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$326K
+0.2% YoY
Revenue
$15K
-56.8% YoY
Qualifying Distributions
$549
-94.8% YoY
Expenses
$15K
-11.3% YoY
Under IRS private-foundation payout rules, Lillian Peitzman Perpetual Trust reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
How Lillian Peitzman Perpetual Trust gives
- Giving fell 48% from 2021 to 2024. Method
- In 2025 it paid out 2% 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2024) to $26K (2020). In 2024 it made 2 grants totaling $10K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $325,684 | $325,096 | $306,152 |
| Revenue | $15,438 | $35,770 | $12,870 |
| Expenses | $14,851 | $16,748 | $20,719 |
| Qualifying Distributions | $549 | $10,479 | $15,354 |
| Net Investment Income | $9,783 | $29,665 | $7,537 |
| Distributable Amount | $25,258 | $23,674 | $20,354 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Lillian Peitzman Perpetual Trust's only listed officer is BMO Bank N A, Trustee on the 2023 filing (compensated).
Officers on the 2023 filing
The latest filing that lists officers: our copy of the 2024–2025 filings list none.
BMO Bank N A
Trustee
New on the 2023 filing
2 hrs/week
$7K (2023)
Former officers (1)
- Former: Bank Of The West (2022) — Trustee
Data from IRS Form 990 filings, 2022–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $7K, to BMO Bank N a (Trustee).
Frequently asked questions about Lillian Peitzman Perpetual Trust
How large is Lillian Peitzman Perpetual Trust?
Lillian Peitzman Perpetual Trust reported $326K in total assets on its 2025 IRS Form 990-PF. It paid out $549 in qualifying distributions that year, against a required minimum of $25K (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 Lillian Peitzman Perpetual Trust operate?
Lillian Peitzman Perpetual Trust has awarded grants in Colorado, District of Columbia.
What is Lillian Peitzman Perpetual Trust's EIN?
Lillian Peitzman Perpetual Trust's EIN (Employer Identification Number) is 77-6226716. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lillian Peitzman Perpetual Trust by hand.
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