Wendell Petersen Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BAYPORT, MN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $965K in total assets. In 2024, it awarded 1 grants totaling $34K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$965K
-0.0% YoY
Annual Giving
$34K
-31.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$34K
-31.7% YoY
About Wendell Petersen Charitable Tr
Based on IRS filings
Wendell Petersen Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BAYPORT, MN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $965K in total assets. In 2024, it awarded 1 grants totaling $34K. Net investment income was $48K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $964,702 | $965,025 | $1,010,091 |
| Revenue | $48,018 | $18,160 | $40,737 |
| Expenses | $48,341 | $63,226 | $90,086 |
| Qualifying Distributions | $34,170 | $50,000 | $70,940 |
| Net Investment Income | $48,018 | $41,029 | $40,737 |
| Distributable Amount | $46,904 | $43,693 | $49,106 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST STATE BANK AND TRUST FIRST ST | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Clearway Minnesota (sm)
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Assets
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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