Wendell Petersen Charitable Tr
Wendell Petersen Charitable Tr is a private foundation, based in Bayport, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $972K in total assets. In 2025, it awarded 1 grant totaling $38K. Net investment income was $63K.
Wendell Petersen Charitable Tr at a glance
In short: Wendell Petersen Charitable Tr gave $38K across 1 grant in 2025 (avg $38K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,410
- +12.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $38,410
- +12.4% vs 2024
- Median grant
- $38,410
- Total assets
- $972,058
- +0.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Wendell Petersen Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hudson School District ($38K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 5 grants of 6 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Wendell Petersen Charitable Tr gives
- Giving fell 46% from 2022 to 2025. Method
- In 2025 it paid out 79% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $15K (2021) to $71K (2022). In 2025 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hudson School District Hudson, WI | Scholarships, ap testing, implementation of the hudson dual enrollment welding academy project. | $38,410 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $972,058 | $62,950 | $55,594 | $38,410 | 1 | $38,410 | $62,950 | $48,396 |
| 2024 | $964,702 | $48,018 | $48,341 | $34,170 | 1 | $34,170 | $48,018 | $46,904 |
| 2023 | $965,025 | $18,160 | $63,226 | $50,000 | 1 | $50,000 | $41,029 | $43,693 |
| 2022 | $1,010,091 | $40,737 | $90,086 | $70,940 | 2 | $70,940 | $40,737 | $49,106 |
| 2021 | $1,059,440 | $93,936 | $29,907 | $15,000 | 1 | $15,000 | $57,341 | $54,383 |
| 2020 | $995,411 | $522,173 | $36,532 | — | — | — | $10,752 | $47,189 |
| 2019 | $509,770 | $510,370 | $600 | — | — | — | $370 | $8,680 |
Under IRS private-foundation payout rules, Wendell Petersen Charitable Tr reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wendell Petersen Charitable Tr's only listed officer is First State Bank AND Trust First ST, Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
First State Bank AND Trust First ST
Trustee
On filings since 2022
No compensation reported
Former officers (1)
- Former: First State Bank AND Trust (2019–2021) — Trustee
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.
Frequently asked questions about Wendell Petersen Charitable Tr
How much does Wendell Petersen Charitable Tr give each year?
Wendell Petersen Charitable Tr gave $38K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 1 grant.
How large is Wendell Petersen Charitable Tr?
Wendell Petersen Charitable Tr reported $972K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $48K (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 Wendell Petersen Charitable Tr operate?
Wendell Petersen Charitable Tr has awarded grants in Wisconsin.
What is Wendell Petersen Charitable Tr's EIN?
Wendell Petersen Charitable Tr's EIN (Employer Identification Number) is 35-7251651. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Wendell Petersen Charitable Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Wendell Petersen Charitable Tr's focus areas in our free grants database
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