Petersen M D Special Trust

Foundation · Grantmaker SAINT LOUIS, MO EIN: 32-0602667

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 2024. As of 2024, the organization holds $163K in total assets. In 2024, it awarded 6 grants totaling $5K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$163K

-0.1% YoY

Annual Giving

$5K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$833.5

+0.0% YoY

Under IRS private-foundation payout rules, Petersen M D Special Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Petersen M D Special Trust

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $19K (78%)

New York $6K (22%)

States

Iowa New York

Cities

BettendorfDavenportNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$162,537	$162,692	$166,382
Revenue	$8,194	$5,143	$4,522
Expenses	$8,368	$8,829	$8,887
Qualifying Distributions	$6,315	$6,360	$6,286
Net Investment Income	$5,978	$2,922	$3,631
Distributable Amount	$8,489	$8,037	$8,502

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Society for Physical ($1,111), Iowa Masonic Nursing Home ($1,111), Levee Improvement Commission ($1,111).

Recipient	Purpose	Amount
AMERICAN SOCIETY FOR PHYSICAL NEW YORK, NY	GENERAL SUPPORT GRANT	$1,111
DAVENPORT LEND A HAND CLUB DAVENPORT, IA	GENERAL SUPPORT GRANT	$556
FAMILY RESOURCES INC DAVENPORT, IA	GENERAL SUPPORT GRANT	$556
FRIENDLY HOUSE FDN DAVENPORT, IA	GENERAL SUPPORT GRANT	$556
IOWA MASONIC NURSING HOME BETTENDORF, IA	GENERAL SUPPORT GRANT	$1,111
LEVEE IMPROVEMENT COMMISSION DAVENPORT, IA	GENERAL SUPPORT GRANT	$1,111

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$2,125

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

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. It holds $163K in total assets as of 2024.

How large is Petersen M D Special Trust?

As of 2024, Petersen M D Special Trust holds $163K in total assets with $8K in annual revenue. It awarded 6 grants totaling $5K in 2024.

Where does Petersen M D Special Trust operate?

Petersen M D Special Trust has awarded grants in Iowa, New York.

What size grants does Petersen M D Special Trust award?

In 2024, Petersen M D Special Trust awarded 6 grants totaling $5K — an average of about $833.5 per grant, based on its IRS Form 990 filings.

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 2024, Petersen M D Special Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.