Before you apply to Hal & Charlie Peterson Foundation & FD Mgmt Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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
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
FUNDING FOR HILL COUNTRY COLLEGE FUND SCHOLARSHIP PROGRAM
$217,600
HILL COUNTRY YOUTH RANCH
GENERAL OPERATING SUPPORT
$200,000
RAPHAEL COMMUNITY FREE CLINIC INC
GENERAL OPERATING SUPPORT TO SUPPORT MEDICAL CARE AND MEDICATIONS
$115,000
KIMBLE COUNTY HOSPITAL DISTRICT
GENERAL REMODELING OF HOSPITAL INCLUDING NEW ER EXAM ROOM FLOORS, NURSES' STATION, AND ER PUBLIC ENTRANCE
$100,000
BETHANY LUTHERAN CHURCH (PRESCHOOL)
GENERAL OPERATING SUPPORT
$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
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.