Wendell R Peterson Charitable Tr

CHAMBERSBURG, PA EIN: 25-6823286

Wendell R Peterson Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAMBERSBURG, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $333K in total assets. In 2024, it awarded 2 grants totaling $21K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$333K

-1.0% YoY

Annual Giving

$21K

+13.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+13.5% YoY

Under IRS private-foundation payout rules, Wendell R Peterson Charitable Tr reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Wendell R Peterson Charitable Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $101K (100%)

States

Pennsylvania

Cities

Burnt CabinsChambersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$333,458	$336,958	$349,268
Revenue	$24,547	$12,850	$25,469
Expenses	$28,009	$25,151	$26,782
Qualifying Distributions	$23,441	$20,911	$21,317
Net Investment Income	$19,922	$8,559	$21,068
Distributable Amount	$19,036	$17,694	$18,093

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity Evangelical Lutheran Church ($10,509), Burnt Cabins Presbyterian Church ($10,509).

Recipient	Purpose	Amount
TRINITY EVANGELICAL LUTHERAN CHURCH CHAMBERSBURG, PA	GENERAL SUPPORT	$10,509
BURNT CABINS PRESBYTERIAN CHURCH BURNT CABINS, PA	GENERAL SUPPORT	$10,509

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Wendell R Peterson Charitable Tr?

Wendell R Peterson Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHAMBERSBURG, PA. It holds $333K in total assets as of 2024.

How large is Wendell R Peterson Charitable Tr?

As of 2024, Wendell R Peterson Charitable Tr holds $333K in total assets with $25K in annual revenue. It awarded 2 grants totaling $21K in 2024.

Where does Wendell R Peterson Charitable Tr operate?

Wendell R Peterson Charitable Tr has awarded grants in Pennsylvania.

What size grants does Wendell R Peterson Charitable Tr award?

In 2024, Wendell R Peterson Charitable Tr awarded 2 grants totaling $21K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Wendell R Peterson Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wendell R Peterson Charitable Tr reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.