Petersen M D Special Trust

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

6

+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

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.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

BettendorfDavenportNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$12K$16K20202021202220232024
Metric202420232022
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

$0$1K$3K$4K$5K6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

AMERICAN SOCIETY FOR PHY…$1KIOWA MASONIC NURSING HOME$1KLEVEE IMPROVEMENT COMMIS…$1KDAVENPORT LEND A HAND CLUB$556FAMILY RESOURCES INC$556FRIENDLY HOUSE FDN$556

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
AMERICAN SOCIETY FOR PHYSICAL NEW YORK, NYGENERAL SUPPORT GRANT$1,111
DAVENPORT LEND A HAND CLUB DAVENPORT, IAGENERAL SUPPORT GRANT$556
FAMILY RESOURCES INC DAVENPORT, IAGENERAL SUPPORT GRANT$556
FRIENDLY HOUSE FDN DAVENPORT, IAGENERAL SUPPORT GRANT$556
IOWA MASONIC NURSING HOME BETTENDORF, IAGENERAL SUPPORT GRANT$1,111
LEVEE IMPROVEMENT COMMISSION DAVENPORT, IAGENERAL SUPPORT GRANT$1,111

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$2,125

Subject Areas

Focus areas based on grantmaking activity

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.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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