Peak Trust Donor Advised Fund Inc

ANCHORAGE, AK EIN: 27-2463839

CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$859K

+8.1% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$215K

+35.1% YoY

About Peak Trust Donor Advised Fund Inc

Based on IRS filings

Peak Trust Donor Advised Fund Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ANCHORAGE, AK. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $859K. Net investment income was $756K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ClearwaterEl PasoLos AngelesNew HavenPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M2020202120222023
Metric202320222021
Total Assets$4,144,349$3,532,010
Revenue$808,838$1,426,064$3,415,977
Expenses$4,953,187$813,725$85,500
Qualifying Distributions
Net Investment Income$756,332$829,809$164,007
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$215K$430K$644K$859K1 grants20201 grants20215 grants20224 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

US IAS MEMBER'S TRUST$459KCHURCH OF SCIENTOLOGY RE…$300KCHURCH OF SCIENTOLOGY FL…$85KCONGREGATION B'NAI ZION$16K

Grant Size Distribution

11 grants across all recorded years

3<$50K3$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Us Ias Member's Trust ($458,500), Church of Scientology Religious Trust ($300,000), Church of Scientology Flag Service Organization ($85,000).

RecipientPurposeAmount
US IAS MEMBER'S TRUST LOS ANGELES, CAGENERAL OPERATING SUPPORT$458,500
CHURCH OF SCIENTOLOGY RELIGIOUS TRUST LOS ANGELES, CAGENERAL OPERATING SUPPORT$300,000
CHURCH OF SCIENTOLOGY FLAG SERVICE ORGANIZATION CLEARWATER, FLGENERAL OPERATING SUPPORT$85,000
CONGREGATION B'NAI ZION EL PASO, TXGENERAL OPERATING SUPPORT$15,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
JAMIE ROWLEY - THRU JULY 2023PRESIDENT & SECRETARY1
LEE LEGLEITERTREASURER1
APRIL MCCULLOUGHDIRECTOR1
JACK CICIORADIRECTOR1
MATTHEW BLATTMACHRCEO1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Peak Trust Donor Advised Fund Inc?

Peak Trust Donor Advised Fund Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ANCHORAGE, AK. It holds — in total assets as of 2023.

Where does Peak Trust Donor Advised Fund Inc operate?

Peak Trust Donor Advised Fund Inc has awarded grants in Arizona, California, Connecticut, Florida, Texas.

What size grants does Peak Trust Donor Advised Fund Inc award?

In 2023, Peak Trust Donor Advised Fund Inc awarded 4 grants totaling $859K — an average of about $215K per grant, based on its IRS Form 990 filings.

What is Peak Trust Donor Advised Fund Inc's EIN?

Peak Trust Donor Advised Fund Inc's EIN (Employer Identification Number) is 27-2463839. IRS Form 990 filing data is available on this page for 2020–2023.

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Funders that support many of the same organizations

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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