Tony J Peterson Trust Dtd 10151954

Private foundation · Grantmaker Dallas, TX EIN: 36-6032866

Tony J Peterson Trust Dtd 10151954 is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $955K in total assets. In 2025, it awarded 2 grants totaling $48K. Net investment income was $89K.

Key facts about Tony J Peterson Trust Dtd 10151954

In short: Tony J Peterson Trust Dtd 10151954 gave $48K across 2 grants in 2025 (avg $24K), mostly in Missouri. Source: 2025 IRS Form 990-PF.

EIN
36-6032866
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$47,719
Grants made (2025)
2
Average grant
$23,860
Median grant
$23,860
Total assets
$955,308
Primary geography
Missouri (76% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$955K

+3.7% YoY

Annual Giving

$48K

+4.6% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$24K

+4.6% YoY

Under IRS private-foundation payout rules, Tony J Peterson Trust Dtd 10151954 reported a distributable amount of $55K for 2025 — the minimum it must pay out in qualifying distributions.

How Tony J Peterson Trust Dtd 10151954 gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Kansas CityManistee

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $33K (2023) to $51K (2022). In 2025 it made 2 grants totaling $48K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

The Salvation Army: $36KThe Salvation Army$36KGood Shepherd Lutheran Church: $11KGood Shepherd Lutheran Church$11K

The largest 2025 recipient was The Salvation Army ($36K). Together the top 2 received $48K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army Kansas City, MOUnrestricted General$36,252
Good Shepherd Lutheran Church Manistee, MIUnrestricted General$11,467

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$955,308$921,275$890,816
Revenue$99,707$92,995$26,218
Expenses$65,946$61,575$47,589
Qualifying Distributions$53,723$51,328$38,648
Net Investment Income$89,181$82,092$14,482
Distributable Amount$54,586$51,573$47,131

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Tony J Peterson Trust Dtd 10151954's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $11K (2019) → $14K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $14KBank of AmericaTrustee$14K

The highest reported compensation on the 2025 filing was $14K, to Bank of America (Trustee).

Frequently asked questions about Tony J Peterson Trust Dtd 10151954

How much does Tony J Peterson Trust Dtd 10151954 give each year?

Tony J Peterson Trust Dtd 10151954 gave $48K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 2 grants.

How large is Tony J Peterson Trust Dtd 10151954?

Tony J Peterson Trust Dtd 10151954 reported $955K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $55K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Tony J Peterson Trust Dtd 10151954 operate?

Tony J Peterson Trust Dtd 10151954 has awarded grants in Michigan, Missouri.

What is Tony J Peterson Trust Dtd 10151954's EIN?

Tony J Peterson Trust Dtd 10151954's EIN (Employer Identification Number) is 36-6032866. IRS Form 990 filing data is available on this page for 2019–2025.

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Tony J Peterson Trust Dtd 10151954's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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