Henry G & Norma A Peterson Charitable Trust
- Assets
- $2.1m
- Revenue
- $485.4k
- Investments
- $2.0m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 00/0000
- Data as of
- 09/2022
- EIN
- 42-6419255
Organization Overview
Henry G & Norma A Peterson Charitable Trust is located in Milwaukee, WI. The organization was established in 0000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Henry G & Norma A Peterson Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, Henry G & Norma A Peterson Charitable Trust generated $485.4k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.6% each year. All expenses for the organization totaled $174.9k during the year ending 09/2022. While expenses have increased by 3.9% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Henry G & Norma A Peterson Charitable Trust has awarded 116 individual grants totaling $896,612. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $55,753 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $429,593 |
| Capital Gain Net Income | $429,593 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $20 |
| Total Revenue | $485,366 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $36,254 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,721 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $39,475 |
| Contributions, gifts, grants paid | $135,440 |
| Total expenses and disbursements | $174,915 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $60,047 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,013,057 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,073,104 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Henry G & Norma A Peterson Charitable Trust has awarded $135,440 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
Iowa City, IA PURPOSE: GENERAL OPERATING | $45,140 |
ORCHARD PLACE CHILD GUIDANCE CENTER PURPOSE: GENERAL OPERATING | $17,500 |
Ames, IA PURPOSE: GENERAL OPERATING | $15,000 |
IOWA HOMELESS YOUTH CENTERS PURPOSE: GENERAL OPERATING | $10,000 |
FRIENDS OF DES MOINES PARKS PURPOSE: GENERAL OPERATING | $10,000 |
ELLIPSIS PURPOSE: GENERAL OPERATING | $7,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Van Andel Institute Grand Rapids, MI | $1,815,971,878 | $111,524,637 |
William Davidson Foundation Birmingham, MI | $1,107,938,800 | $127,279,050 |
Ronda E Stryker & William D Johnston Foundation Kalamazoo, MI | $63,637,902 | $79,561,320 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Gilbert Family Foundation Detroit, MI | $122,833,560 | $20,538,766 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |