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 2025 filing: $4.1M revenue, $3.3M expenses, $64.7M total assets. IRS filings disclose 520 grants awarded by this foundation, totaling roughly $19.6M.

EIN: 741109626 KERRVILLE, TX Corporate Foundations NTEE: T21 Latest filing: 2025

Organization Summary

Grants Given 520

Filing History 2021–2025

Grant Total $19.6M

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Financial Snapshot · 2025

Total Revenue $4.1M

Total Expenses $3.3M

Total Assets $64.7M

Total Revenue$4.1M

Total Expenses$3.3M

Total Assets$64.7M

Grants Given520

Grant Total$19.6M

Filing Years2021–2025

Sample Grants Given

SCHREINER UNIVERSITY

KERRVILLE, TX · 2025

FUNDING FOR HILL COUNTRY COLLEGE FUND SCHOLARSHIP PROGRAM

$217,600

HILL COUNTRY YOUTH RANCH

INGRAM, TX · 2025

GENERAL OPERATING SUPPORT

$200,000

RAPHAEL COMMUNITY FREE CLINIC INC

KERRVILLE, TX · 2025

GENERAL OPERATING SUPPORT TO SUPPORT MEDICAL CARE AND MEDICATIONS

$115,000

COMFORT GOLDEN AGE CENTER FOUNDATION

COMFORT, TX · 2025

FOR RENOVATION AND UPDATES TO ORGANIZATION'S BUILDING

$100,000

FREDERICKSBURG COMMUNITY HEALTH CENTER

FREDERICKSBURG, TX · 2025

ASSIST WITH $5 MILLION CAPITAL CAMPAIGN TO EXPAND AND RENOVATE FACILITY

$100,000

Showing up to 5 of 520 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

$1,574,175 48 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
2025	$4.1M	$3.3M	$64.7M
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

Between 2021 and 2025, reported annual revenue grew from $3.9M to $4.1M (+5%), with total assets most recently reported at $64.7M.

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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