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.
Lillian Peitzman Perpetual Trust at a glance
- Total assets
- $325,684
- +0.2% vs 2024
- Revenue (2025)
- $15,438
- -56.8% vs 2024
- Qualifying distributions (2025)
- $549
- -94.8% vs 2024
- Expenses (2025)
- $14,851
- -11.3% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Lillian Peitzman Perpetual Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morris Animal Foundation Denver, CO | Unrestricted Gift | $5,472 |
| Humane Society of the United States Washington, DC | Unrestricted Gift | $4,477 |
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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 | $325,684 | $15,438 | $14,851 | — | — | $549 | $9,783 | $25,258 |
| 2024 | $325,096 | $35,770 | $16,748 | $9,949 | 2 | $10,479 | $29,665 | $23,674 |
| 2023 | $306,152 | $12,870 | $20,719 | $12,448 | 2 | $15,354 | $7,537 | $20,354 |
| 2022 | $314,100 | $6,318 | $32,464 | $22,031 | 2 | $25,510 | $1,808 | $20,310 |
| 2021 | $340,351 | $40,889 | $29,071 | $19,125 | 2 | $22,552 | $31,979 | $24,075 |
| 2020 | $328,249 | $15,433 | $38,724 | $26,196 | 2 | — | $9,332 | $21,254 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lillian Peitzman Perpetual Trust is led by Midwest Trust, Trustee on the 2025 filing — the only officer listed, and compensated.
Officers on the 2025 filing
Midwest Trust
Trustee
New on the 2025 filing
2 hrs/week
$3K (2025)
Former officers (4)
- Former: BMO Bank NA (2024) — Prior Trustee
- Former: Midwes Trust Corporation (2024) — Trustee
- Former: BMO Bank N A (2023) — Trustee
- Former: Bank Of The West (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Midwest Trust (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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
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
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