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.
Peer Exchange Association at a glance
In short: Peer Exchange Association gave $1.8M across 2 grants in 2025 (avg $889K), mostly in New York. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,778,417
- +2123.0% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $889,209
- +1011.5% vs 2024
- Median grant
- $889,209
- Total assets
- $149,365
- -90.3% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Peer Exchange Association funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Conduit 2537 Foundation ($1.6M). Together the top 2 received $1.8M.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 1 grant of 4 (25%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Peer Exchange Association gives
- Giving grew 4981% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $35K (2022) to $1.8M (2025). In 2025 it made 2 grants totaling $1.8M.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $149,365 | $502,197 | $1,903,311 | $1,778,417 | 2 | $97,201 |
| 2024 | $1,545,793 | $515,903 | $218,028 | $80,000 | 1 | $100,353 |
| 2023 | $1,157,644 | $468,405 | $16,846 | — | — | $6,783 |
| 2022 | $710,282 | $215,655 | $70,201 | $35,000 | 1 | $-1,059 |
| 2021 | $566,904 | $168,477 | $35,180 | — | — | $23,763 |
| 2020 | $435,770 | $214,086 | $32,907 | — | — | $1,370 |
About Peer Exchange Association
Based on IRS filings
Peer Exchange Association is a public charity 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
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 public charity 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.
Data update history
(3)
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)
Live grants for the work Peer Exchange Association funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Peer Exchange Association's focus areas in our free grants database
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Funders with grantees in common, and similar funders in New York
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More Funders in New York
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Peer Exchange Association down — hundreds of funders to go?