Petersen M D Special Trust
Petersen M D Special Trust is a private foundation focused on N/A, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. In 2025, it awarded 6 grants totaling $185K. Net investment income was $23K.
Petersen M D Special Trust at a glance
In short: Petersen M D Special Trust gave $185K across 6 grants in 2025 (avg $31K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $185,100
- +3601.3% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $30,850
- +3601.3% vs 2024
- Median grant
- $30,887
- Primary geography
- Iowa (78% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Petersen M D Special Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Iowa Masonic Nursing Home ($41K). Together the top 6 received $185K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Petersen M D Special Trust gives
- Giving grew 3601% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2020) to $185K (2025). In 2025 it made 6 grants totaling $185K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iowa Masonic Nursing Home Bettendorf, IA | General Support Grant | $41,369 |
| American Society for Psychical New York, NY | General Support Grant | $41,352 |
| Levee Improvement Commission Davenport, IA | General Support Grant | $41,347 |
| Davenport Lend a Hand Club Davenport, IA | General Support Grant | $20,427 |
| Family Resources Inc Davenport, IA | General Support Grant | $20,425 |
| Friendly House Fdn Davenport, IA | General Support Grant | $20,180 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $23,318 | $188,211 | $185,100 | 6 | $187,629 | $23,309 | $6,723 |
| 2024 | $162,537 | $8,194 | $8,368 | $5,001 | 6 | $6,315 | $5,978 | $8,489 |
| 2023 | $162,692 | $5,143 | $8,829 | $5,001 | 6 | $6,360 | $2,922 | $8,037 |
| 2022 | $166,382 | $4,522 | $8,887 | $5,001 | 6 | $6,286 | $3,631 | $8,502 |
| 2021 | $170,949 | $14,580 | $8,985 | $5,001 | 6 | $6,292 | $11,875 | $9,450 |
| 2020 | $165,333 | $12,444 | $9,042 | $5,001 | 6 | — | $10,087 | $8,561 |
Under IRS private-foundation payout rules, Petersen M D Special Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Petersen M D Special Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $0 (2025)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Petersen M D Special Trust
How much does Petersen M D Special Trust give each year?
Petersen M D Special Trust gave $185K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 6 grants.
What is Petersen M D Special Trust's typical grant size?
Petersen M D Special Trust's median grant in 2025 was $30,887, and its average grant was $30,850, across 6 grants on its 2025 IRS Form 990-PF.
Where does Petersen M D Special Trust give grants?
Petersen M D Special Trust gives mostly in Iowa: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (22%). The most frequent recipient cities were Davenport, IA (4 grants).
Does Petersen M D Special Trust give general operating support?
Yes: 100% of Petersen M D Special Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Petersen M D Special Trust's largest grantees?
Petersen M D Special Trust's largest 2025 grantees include Iowa Masonic Nursing Home ($41,369), American Society for Psychical ($41,352) and Levee Improvement Commission ($41,347), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
What is Petersen M D Special Trust?
Petersen M D Special Trust is a private foundation focused on N/A, based in Saint Louis, MO.
How much is Petersen M D Special Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Petersen M D Special Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Petersen M D Special Trust's EIN?
Petersen M D Special Trust's EIN (Employer Identification Number) is 32-0602667. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 29, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 20, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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