Pease Family Charitable Trust

LINCOLN, NE EIN: 87-6945406

Pease Family Charitable Trust is a private foundation focused on N/A, based in LINCOLN, NE. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $889K in total assets. In 2024, it awarded 3 grants totaling $45K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$889K

+4.0% YoY

Annual Giving

$45K

+8.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$15K

+8.6% YoY

Under IRS private-foundation payout rules, Pease Family Charitable Trust reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Pease Family Charitable Trust

Based on IRS filings

Pease Family Charitable Trust is a private foundation focused on N/A, based in LINCOLN, NE. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $889K in total assets. In 2024, it awarded 3 grants totaling $45K. Net investment income was $38K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Atkinson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$269K$539K$808K$1M202220232024
Metric202420232022
Total Assets$889,339$854,848$786,324
Revenue$38,282$24,285$979,858
Expenses$58,247$53,561$60,603
Qualifying Distributions$57,570$52,993$48,048
Net Investment Income$37,938$23,972$18,370
Distributable Amount$43,910$40,661$40,448

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$48K3 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

FRIENDS OF THE LIBRARY F…$15KGOOD SAMARITAN SOCIETY$15KWEST HOLT MEMORIAL HOSPI…$15K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of the Library Foundation Inc ($15,084), Good Samaritan Society ($15,084), West Holt Memorial Hospital Inc ($15,084).

RecipientPurposeAmount
FRIENDS OF THE LIBRARY FOUNDATION INC ATKINSON, NETO SUPPORT THE ATKINSON COMMUNITY.$15,084
GOOD SAMARITAN SOCIETY ATKINSON, NETO SUPPORT THE ATKINSON COMMUNITY.$15,084
WEST HOLT MEMORIAL HOSPITAL INC ATKINSON, NETO SUPPORT THE ATKINSON COMMUNITY.$15,084

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFFREY YOSTPRESIDENT AND CEO1
JASON KENNEDYCHIEF FINANCIAL & ADMINISTRATIVE OFFIC1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Pease Family Charitable Trust?

Pease Family Charitable Trust is a private foundation focused on N/A, based in LINCOLN, NE. It holds $889K in total assets as of 2024.

How large is Pease Family Charitable Trust?

As of 2024, Pease Family Charitable Trust holds $889K in total assets with $38K in annual revenue. It awarded 3 grants totaling $45K in 2024.

Where does Pease Family Charitable Trust operate?

Pease Family Charitable Trust has awarded grants in Nebraska.

What size grants does Pease Family Charitable Trust award?

In 2024, Pease Family Charitable Trust awarded 3 grants totaling $45K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Pease Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Pease Family Charitable Trust reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Pease Family Charitable Trust's EIN?

Pease Family Charitable Trust's EIN (Employer Identification Number) is 87-6945406. IRS Form 990 filing data is available on this page for 2022–2024.

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

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