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
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
Browse active grant opportunities in Petersen M D Special Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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