Wendell R Peterson Charitable Tr
Wendell R Peterson Charitable Tr is a private foundation, based in Chambersburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $337K in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $27K.
Wendell R Peterson Charitable Tr at a glance
In short: Wendell R Peterson Charitable Tr gave $21K across 2 grants in 2025 (avg $10K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,852
- -0.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $10,426
- -0.8% vs 2024
- Median grant
- $10,426
- Total assets
- $336,640
- +1.0% vs 2024
- Primary geography
- Pennsylvania (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 R Peterson Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Trinity Evangelical Lutheran Church ($10K). Together the top 2 received $21K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Wendell R Peterson Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $19K (2023) to $22K (2021). In 2025 it made 2 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Evangelical Lutheran Church Chambersburg, PA | General Support | $10,426 |
| Burnt Cabins Presbyterian Church Burnt Cabins, PA | General Support | $10,426 |
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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 | $336,640 | $31,544 | $28,398 | $20,852 | 2 | $23,281 | $26,864 | $19,267 |
| 2024 | $333,458 | $24,547 | $28,009 | $21,018 | 2 | $23,441 | $19,922 | $19,036 |
| 2023 | $336,958 | $12,850 | $25,151 | $18,516 | 2 | $20,911 | $8,559 | $17,694 |
| 2022 | $349,268 | $25,469 | $26,782 | $18,918 | 2 | $21,317 | $21,068 | $18,093 |
| 2021 | $350,522 | $51,155 | $29,513 | $21,706 | 2 | $24,150 | $46,060 | $20,577 |
| 2020 | $327,854 | $20,005 | $27,501 | $20,724 | 2 | — | $15,548 | $18,403 |
Under IRS private-foundation payout rules, Wendell R Peterson Charitable Tr reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wendell R Peterson Charitable Tr's only listed officer is Farmers & Merchants Trust Company, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Farmers & Merchants Trust Company
Trustee
On filings since 2023
2 hrs/week
$2K (2023) → $2K (2025)
Former officers (1)
- Former: Farmers Merchant Trust CO (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Farmers & Merchants Trust Company (Trustee).
Frequently asked questions about Wendell R Peterson Charitable Tr
How much does Wendell R Peterson Charitable Tr give each year?
Wendell R Peterson Charitable Tr gave $21K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 2 grants.
How large is Wendell R Peterson Charitable Tr?
Wendell R Peterson Charitable Tr reported $337K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
Where does Wendell R Peterson Charitable Tr operate?
Wendell R Peterson Charitable Tr has awarded grants in Pennsylvania.
What is Wendell R Peterson Charitable Tr's EIN?
Wendell R Peterson Charitable Tr's EIN (Employer Identification Number) is 25-6823286. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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