Peterson Family Charitable Trust

CLAYTON, MO EIN: 37-6620910

Peterson Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 2 grants totaling $58K. Net investment income was $64K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.2% YoY

Annual Giving

$58K

-41.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$29K

-41.9% YoY

Under IRS private-foundation payout rules, Peterson Family Charitable Trust reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.

About Peterson Family Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $474K (100%)

States

Missouri

Cities

MonettSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,420,360	$1,417,898	$1,477,342
Revenue	$83,866	$65,097	$53,993
Expenses	$82,447	$123,762	$116,350
Qualifying Distributions	$63,917	$105,877	$92,989
Net Investment Income	$64,261	$47,212	$33,712
Distributable Amount	$96,053	$98,696	$95,542

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of the Zoo of Spfd Mo Inc ($29,247), Barry-lawrence Regional Library ($29,247).

Recipient	Purpose	Amount
FRIENDS OF THE ZOO OF SPFD MO INC SPRINGFIELD, MO	GENERAL PURPOSE	$29,247
BARRY-LAWRENCE REGIONAL LIBRARY MONETT, MO	GENERAL PURPOSE	$29,247

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Peterson Family Charitable Trust?

Peterson Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. It holds $1.4M in total assets as of 2024.

How large is Peterson Family Charitable Trust?

As of 2024, Peterson Family Charitable Trust holds $1.4M in total assets with $84K in annual revenue. It awarded 2 grants totaling $58K in 2024.

Where does Peterson Family Charitable Trust operate?

Peterson Family Charitable Trust has awarded grants in Missouri.

What size grants does Peterson Family Charitable Trust award?

In 2024, Peterson Family Charitable Trust awarded 2 grants totaling $58K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Peterson Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peterson Family Charitable Trust reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peterson Family Charitable Trust's EIN?

Peterson Family Charitable Trust's EIN (Employer Identification Number) is 37-6620910. IRS Form 990 filing data is available on this page for 2020–2024.