Peer Exchange Association

Foundation · Grantmaker Rhinebeck, NY EIN: 47-3427580

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

MilanRhinebeck

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M0 grants20200 grants20211 grants20220 grants20231 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Conduit 2537 Foundation: $1.6MConduit 2537 Foundation$1.6MEleison Foundation: $200KEleison Foundation$200K

Grant Size Distribution

4 grants across all recorded years

1<$50K1$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CONDUIT 2537 FOUNDATION Rhinebeck, NYASSIST SURVIVORS OF ECONOMIC POVERTY, SOCIAL INJUSTICE, HUMAN TRAFFICKING, UNDER-RESOURCED EDUCATION, AND OTHER FORMS OF UNDERSERVED COMMUNITIES$1,578,407
ELEISON FOUNDATION Rhinebeck, NYASSIST SURVIVORS OF HUMAN TRAFFICKING$200,010

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
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

  1. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS August 19, 2025)
  3. 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.

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