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Clare M Peters Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2001. The principal officer is George A Dionisopoulos. It holds total assets of $566K. Annual income is reported at $320K. Total assets have decreased from $831K in 2011 to $524K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2019 to 2023. According to available records, Clare M Peters Charitable Trust has made 4 grants totaling $248K, with a median grant of $52K. Annual giving has decreased from $92K in 2021 to $52K in 2023. Grantmaking activity was highest in 2022 with $104K distributed across 2 grants. Individual grants have ranged from $52K to $92K, with an average award of $62K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Clare M Peters Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
Clare M Peters Charitable Trust has distributed a total of $248K across 4 grants. The median grant size is $52K, with an average of $62K. Individual grants have ranged from $52K to $92K.
The application deadline is NO DEADLINES. No restrictions.
Clare M Peters Charitable Trust is headquartered in MILWAUKEE, WI.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James H Erdmann | TRUSTEE | $18K | $0 | $18K |
Total Giving
$71K
Total Assets
$524K
Fair Market Value
$839K
Net Worth
$524K
Grants Paid
$52K
Contributions
N/A
Net Investment Income
$32K
Distribution Amount
$41K
Total: $495K
Total Grants
4
Total Giving
$248K
Average Grant
$62K
Median Grant
$52K
Unique Recipients
1
Most Common Grant
$52K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ScheduleUNRESTRICTED | Milwaukee, WI | $52K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI