Funder DirectoryHENRY G & NORMA PETERSON CHARITABLE TR
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Private foundation (trust)EIN 426419255Est. 0000-00

HENRY G & NORMA PETERSON CHARITABLE TR

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$2.9M

FY 2023

Annual Giving

$118K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$3K–$39K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$93K

Total Expenses

$158K

Qualifying Distributions

$123K

Distributable Amount

$134K

Min. Investment Return

$135K

Undistributed Income

$128K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $3K through median $5K to maximum $39K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $135K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

84 grants

UNIVERSITY OF IOWA FOUNDATION
$234K
6 grants
ORCHARD PLACE CHILD GUIDANCE CENTER
$54K
4 grants
IOWA HOMELESS YOUTH CENTERS
$45K
5 grants
SCIENCE CENTER OF IOWA
$36K
6 grants
EDMUNDSON ART FOUNDATION
$34K
6 grants
ORCHARD PLACE FOUNDATION
$30K
2 grants
BLANK CHILDREN'S HOSPITAL
$30K
6 grants
IOWA PUBLIC RADIO
$28K
6 grants

Grant Size Distribution

84 grants

<$10K
71
grants
$10–50K
13
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$711K
100% of total

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HENRY G & NORMA PETERSON CHARITABLE TR — Grants, Financials & Contact | Grantivo