Lillian Peitzman Perpetual Trust

Private foundation · Grantmaker Overland Park, KS EIN: 77-6226716

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

2states

Cities

DenverWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 0 grants2025

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

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  2. 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

BMO Bank N a — Trustee: $7KBMO Bank N aTrustee$7K

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.

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