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Henry G & Norma A Peterson Charitable Trust is a private association based in MILWAUKEE, WI. The foundation received its IRS ruling in 0000. The principal officer is Us Bank Na. It holds total assets of $1.9M. Annual income is reported at $207K. Total assets have grown from $1.6M in 2011 to $2M in 2022. The foundation is governed by 1 officer or trustee. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Iowa. According to available records, Henry G & Norma A Peterson Charitable Trust has made 38 grants totaling $371K, with a median grant of $5K. The foundation has distributed between $111K and $135K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $135K distributed across 13 grants. Individual grants have ranged from $2K to $45K, with an average award of $10K. The foundation has supported 18 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$10K
Largest Grant
$45K
Based on 13 grants from the most recent 990-PF filing.
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.
Henry G & Norma A Peterson Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in IA.
Henry G & Norma A Peterson Charitable Trust has distributed a total of $371K across 38 grants. The median grant size is $5K, with an average of $10K. Individual grants have ranged from $2K to $45K.
Applicants must be a charitable organization described under irc section 170.
Henry G & Norma A Peterson Charitable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| U S Bank N A | TRUSTEE | $36K | $0 | $36K |
Total Giving
$167K
Total Assets
$2M
Fair Market Value
$2.4M
Net Worth
$2M
Grants Paid
$124K
Contributions
N/A
Net Investment Income
$57K
Distribution Amount
$123K
Total Grants
38
Total Giving
$371K
Average Grant
$10K
Median Grant
$5K
Unique Recipients
18
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Drake UniversityGENERAL OPERATING | Des Moines, IA | $5K | 2021 |
| University Of Iowa FoundationGENERAL OPERATING | Iowa City, IA | $41K | 2023 |
| Orchard Place FoundationGENERAL OPERATING | Des Moines, IA | $15K | 2023 |
| Friends Of Des Moines ParksGENERAL OPERATING | Des Moines, IA | $10K | 2023 |
| Youth And Shelter ServicesGENERAL OPERATING | Ames, IA | $8K | 2023 |
| EllipsisGENERAL OPERATING | Johnston, IA | $8K | 2023 |
| Edmundson Art FoundationGENERAL OPERATING | Des Moines, IA | $8K | 2023 |
| Des Moines SymphonyGENERAL OPERATING | Des Moines, IA | $5K | 2023 |
| Blank Children'S HospitalGENERAL OPERATING | Des Moines, IA | $5K | 2023 |
| Iowa Public RadioGENERAL OPERATING | Des Moines, IA | $5K | 2023 |
| SeedsGENERAL OPERATING | Des Moines, IA | $5K | 2023 |
| Science Center Of IowaGENERAL OPERATING | Des Moines, IA | $5K | 2023 |
| Des Moines Metro OperaGENERAL OPERATING | Indianola, IA | $5K | 2023 |
| Blank Park Zoo FoundationGENERAL OPERATING | Des Moines, IA | $3K | 2023 |
| Des Moines Community PlayhouseGENERAL OPERATING | Des Moines, IA | $3K | 2023 |
| Orchard Place Child Guidance CenterGENERAL OPERATING | Des Moines, IA | $18K | 2022 |
| Iowa Homeless Youth CentersGENERAL OPERATING | Des Moines, IA | $10K | 2022 |
| Des Moines Performing ArtsGENERAL OPERATING | Des Moines, IA | $5K | 2021 |