Peterson Oscar & Marie Memorial

MILWAUKEE, WI EIN: 91-6224598

Peterson Oscar & Marie Memorial is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $410K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $14K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$410K

-1.2% YoY

Annual Giving

$19K

+112.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+112.3% YoY

Under IRS private-foundation payout rules, Peterson Oscar & Marie Memorial reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

About Peterson Oscar & Marie Memorial

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $78K (100%)

States

Washington

Cities

Spokane

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$409,580	$414,680	$419,066
Revenue	$22,553	$12,750	$-7,888
Expenses	$27,654	$17,136	$17,766
Qualifying Distributions	$21,057	$11,043	$12,257
Net Investment Income	$14,392	$3,593	$2,845
Distributable Amount	$22,278	$20,491	$18,805

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Riverview Retirement Community ($18,821).

Recipient	Purpose	Amount
RIVERVIEW RETIREMENT COMMUNITY SPOKANE, WA	GENERAL OPERATING	$18,821

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$7,107

Frequently Asked Questions

How large is Peterson Oscar & Marie Memorial?

As of 2025, Peterson Oscar & Marie Memorial holds $410K in total assets with $23K in annual revenue. It awarded 1 grants totaling $19K in 2025.

Where does Peterson Oscar & Marie Memorial operate?

Peterson Oscar & Marie Memorial has awarded grants in Washington.

What size grants does Peterson Oscar & Marie Memorial award?

In 2025, Peterson Oscar & Marie Memorial awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Peterson Oscar & Marie Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Peterson Oscar & Marie Memorial reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peterson Oscar & Marie Memorial's EIN?

Peterson Oscar & Marie Memorial's EIN (Employer Identification Number) is 91-6224598. IRS Form 990 filing data is available on this page for 2021–2025.