Millard E Peterson Charitable Trust
Millard E Peterson Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 3 grants totaling $88K. Net investment income was $102K.
Key facts about Millard E Peterson Charitable Trust
In short: Millard E Peterson Charitable Trust gave $88K across 3 grants in 2025 (avg $29K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- EIN
- 90-0061556
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $87,554
- Grants made (2025)
- 3
- Average grant
- $29,185
- Median grant
- $26,266
- Total assets
- $1,242,542
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+0.7% YoY
Annual Giving
$88K
+4.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$29K
+4.6% YoY
Under IRS private-foundation payout rules, Millard E Peterson Charitable Trust reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
How Millard E Peterson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). 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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $79K (2023) to $94K (2022). In 2025 it made 3 grants totaling $88K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Culbertson High School ($44K). Together the top 3 received $88K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Culbertson High School Culbertson, MT | General Operating | $43,777 |
| Rocky Mountain College Billings, MT | General Operating | $26,266 |
| Grace and Peace Church Culbertson, MT | General Operating | $17,511 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,242,542 | $1,233,919 | $1,234,055 |
| Revenue | $128,415 | $114,728 | $93,805 |
| Expenses | $119,762 | $114,824 | $108,119 |
| Qualifying Distributions | $91,466 | $87,718 | $82,182 |
| Net Investment Income | $101,653 | $88,770 | $67,339 |
| Distributable Amount | $82,605 | $79,617 | $77,161 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Millard E Peterson Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$21K (2020) → $21K (2025)
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 $21K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Millard E Peterson Charitable Trust
How much does Millard E Peterson Charitable Trust give each year?
Millard E Peterson Charitable Trust gave $88K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 3 grants.
What is Millard E Peterson Charitable Trust's typical grant size?
Millard E Peterson Charitable Trust's median grant in 2025 was $26,266, and its average grant was $29,185, across 3 grants on its 2025 IRS Form 990-PF.
Where does Millard E Peterson Charitable Trust give grants?
Millard E Peterson Charitable Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Culbertson, MT (2 grants).
Does Millard E Peterson Charitable Trust give general operating support?
Yes: 100% of Millard E Peterson Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Millard E Peterson Charitable Trust?
Millard E Peterson Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $91K in qualifying distributions that year, against a required minimum of $83K (roughly 5% of its investment assets).
What is Millard E Peterson Charitable Trust's EIN?
Millard E Peterson Charitable Trust's EIN (Employer Identification Number) is 90-0061556. 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 Millard E Peterson Charitable Trust by hand.
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