Private Foundation

HAL & CHARLIE PETERSON FOUNDATION & FD MGMT TRUST

HAL & CHARLIE PETERSON FOUNDATION & FD MGMT TRUST is a Private Foundation headquartered in KERRVILLE, TX. Financial data from the 2024 filing: $4.6M revenue, $2.9M expenses, $61.0M total assets. IRS filings disclose 455 grants awarded by this foundation, totaling roughly $17.1M.

EIN: 741109626 KERRVILLE, TX Latest filing: 2024
Total Revenue$4.6M
Total Expenses$2.9M
Total Assets$61.0M
Grants Given455
Grant Total$17.1M
Filing Years2020–2024

Sample Grants Given

COMMUNITY HEALTH DEVELOPMENT INC
UVALDE, TX · 2024
FUNDING TO EXPAND COMPREHENSIVE CARE IN REAL COUNTY
$200,000
SCHREINER UNIVERSITY
KERRVILLE, TX · 2024
FUNDING FOR HILL COUNTRY COLLEGE FUND SCHOLARSHIP PROGRAM
$175,000
RAPHAEL COMMUNITY FREE CLINIC INC
KERRVILLE, TX · 2024
GENERAL OPERATING SUPPORT TO SUPPORT MEDICAL CARE AND MEDICATIONS
$115,000
HILL COUNTRY YOUTH RANCH
INGRAM, TX · 2024
GENERAL OPERATING SUPPORT
$100,000
TEXAS LION'S CAMP
KERRVILLE, TX · 2024
GENERAL OPERATING SUPPORT
$100,000

Showing up to 5 of 455 total records — full history available with membership.

Officers & Directors

DIRECTOR Amy Billeiter
GEN MGR/SECRETARY/TREASURER Brian Oehler
DIRECTOR Erin Mosty Wofford
DIRECTOR James Stehling
DIRECTOR Lynn Lemeilleur
DIRECTOR Rustin K Zuber

Officer compensation and complete director data available with membership.

Top Grant Purposes

FUND OPERATING SUPPORT
$2,319,000 56 grants
GENERAL OPERATING SUPPORT
$814,700 27 grants
GENERAL OPERTING SUPPORT
$675,000 22 grants
1ST OF 3 INSTALLMENTS FOR $2M GRANT FOR "TODAY. TOMORROW. ALWAYS." CAMPAIGN
$666,667 1 grant
FUND SUPPORT FOR NURSING PROGRAM & HILL COUNTRY COLLEGE FUND
$500,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $4.6M $2.9M $61.0M
2023 $1.9M $2.1M $57.8M
2022 $3.7M $2.8M $53.8M
2021 $3.9M $4.8M $63.6M
2020 $3.5M $3.4M $60.8M

Between 2020 and 2024, reported annual revenue grew from $3.5M to $4.6M (+31%), with total assets most recently reported at $61.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, DC, KY, TX.

ALDCKYTX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for HAL & CHARLIE PETERSON FOUNDATION & FD MGMT TRUST

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