Peer Exchange Association
To provide resources that promote the professional development of chief operating officers ("coo") and chief financial officers ("cfo") of investment management firms, through a network membership.
Key facts about Peer Exchange Association
In short: Peer Exchange Association gave $1.8M across 2 grants in 2025 (avg $889K), mostly in New York. Source: 2025 IRS Form 990.
- EIN
- 47-3427580
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $1,778,417
- Grants made (2025)
- 2
- Average grant
- $889,209
- Median grant
- $889,209
- Total assets
- $149,365
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$149K
-90.3% YoY
Annual Giving
$1.8M
+2123.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$889K
+1011.5% YoY
How Peer Exchange Association gives
- Giving grew 4981% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Peer Exchange Association
Based on IRS filings
Peer Exchange Association is a nonprofit organization focused on Community Improvement & Capacity Building, based in Rhinebeck, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $149K in total assets. In 2025, it awarded 2 grants totaling $1.8M. Net investment income was $97K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CONDUIT 2537 FOUNDATION Rhinebeck, NY | ASSIST SURVIVORS OF ECONOMIC POVERTY, SOCIAL INJUSTICE, HUMAN TRAFFICKING, UNDER-RESOURCED EDUCATION, AND OTHER FORMS OF UNDERSERVED COMMUNITIES | $1,578,407 |
| ELEISON FOUNDATION Rhinebeck, NY | ASSIST SURVIVORS OF HUMAN TRAFFICKING | $200,010 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $149,365 | $1,545,793 | $1,157,644 |
| Revenue | $502,197 | $515,903 | $468,405 |
| Expenses | $1,903,311 | $218,028 | $16,846 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $97,201 | $100,353 | $6,783 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 19, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 5, 2026)
Leadership & Key People
Officers and directors from IRS filings
Peer Exchange Association is led by Brian Tsai, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Brian Tsai
Director
On filings since 2020
10 hrs/week
No compensation reported
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.
Frequently asked questions about Peer Exchange Association
How much does Peer Exchange Association give each year?
Peer Exchange Association gave $1.8M across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $80K across 1 grant.
How large is Peer Exchange Association?
Peer Exchange Association reported $149K in total assets on its 2025 IRS Form 990. Its revenue that year was $502K.
What is Peer Exchange Association?
Peer Exchange Association is a nonprofit organization focused on Community Improvement & Capacity Building, based in Rhinebeck, NY. It holds $149K in total assets as of 2025.
Where does Peer Exchange Association operate?
Peer Exchange Association has awarded grants in New York.
What is Peer Exchange Association's EIN?
Peer Exchange Association's EIN (Employer Identification Number) is 47-3427580. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Peer Exchange Association by hand.
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