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Peterson Fam Charitable Trust 0414999011 is a private trust based in CLAYTON, MO. The foundation received its IRS ruling in 2019. The principal officer is Commerce Trust Company Ttee. It holds total assets of $1.4M. Annual income is reported at $223K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Peterson Fam Charitable Trust 0414999011 has made 8 grants totaling $415K, with a median grant of $47K. Annual giving has grown from $33K in 2020 to $101K in 2023. Grantmaking activity was highest in 2021 with $194K distributed across 2 grants. Individual grants have ranged from $16K to $97K, with an average award of $52K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Missouri. Contributions to this foundation are tax-deductible.
Peterson Fam Charitable Trust 0414999011 reported 8 individual grants totaling $415,443 between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $47,102. Half of those grants fell between $37,009 and $62,023. Its largest single grant in the record was $97,105. Its most recent available filing, for fiscal year 2023, reports $123,762 in total giving.
Grantmaking is concentrated in MO, which received 8 of the 8 grants on record (100 percent). Of its 4 distinct grantees, 100 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Friends Of The Zoo Of Springfield Missouri Inc ($113,519), Barry Lawrence Regional Library ($113,518) and Friends Of The Zoo Of Spfd Mo Inc ($94,203).
Computed from 8 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings. Source: IRS 990-PF.
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.
Peterson Fam Charitable Trust 0414999011 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in MO.
Peterson Fam Charitable Trust 0414999011 has distributed a total of $415K across 8 grants. The median grant size is $47K, with an average of $52K. Individual grants have ranged from $16K to $97K.
Peterson Fam Charitable Trust 0414999011 typically selects its grantees rather than accepting unsolicited proposals.
Peterson Fam Charitable Trust 0414999011 is headquartered in CLAYTON, MO.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Commerce Trust Company | TRUSTEE | $26K | $0 | $26K |
Total Giving
$124K
Total Assets
$1.4M
Fair Market Value
$1.9M
Net Worth
$1.4M
Grants Paid
$101K
Contributions
N/A
Net Investment Income
$47K
Distribution Amount
$99K
Total: $1.4M
Total Grants
8
Total Giving
$415K
Average Grant
$52K
Median Grant
$47K
Unique Recipients
4
Most Common Grant
$44K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Friends Of The Zoo Of Spfd Mo IncGENERAL PURPOSE | Springfield, MO | $50K | 2023 |
| Barry-Lawrence Regional LibraryGENERAL PURPOSE | Monett, MO | $50K | 2023 |
| Barry Lawrence Regional LibraryGENERAL PURPOSE | Monett, MO | $97K | 2021 |
| Friends Of The Zoo Of Springfield Missouri IncGENERAL PURPOSE | Springfield, MO | $97K | 2021 |