Mission
TO PROVIDE RESOURCES THAT PROMOTE THE PROFESSIONAL DEVELOPMENT OF CHIEF OPERATING OFFICERS ("COO") AND CHIEF FINANCIAL OFFICERS ("CFO") OF INVESTMENT MANAGEMENT FIRMS, THROUGH A NETWORK MEMBERSHIP.
Public Charity
PEER EXCHANGE ASSOCIATION
Based in RHINEBECK, NY, PEER EXCHANGE ASSOCIATION operates as a Public Charity. The organization reported $502K in revenue, $1.9M in expenses, $149K in total assets for fiscal year 2025. Imperigo tracks 4 reported grants from this foundation totaling approximately $1.0M.
EIN: 473427580
RHINEBECK, NY
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2025
Total Revenue$502K
Total Expenses$1.9M
Total Assets$149K
Grants Given4
Grant Total$1.0M
Filing Years2021–2025
Sample Grants Given
CONDUIT 2537 FOUNDATION
ASSIST SURVIVORS OF ECONOMIC POVERTY, SOCIAL INJUSTICE, HUMAN TRAFFICKING, UNDER-RESOURCED EDUCATION, AND OTHER FORMS OF UNDERSERVED COMMUNITIES
$722,640
ASSIST SURVIVORS OF HUMAN TRAFFICKING
$200,010
ASSIST SURVIVORS OF HUMAN TRAFFICKING
$80,000
CHARITABLE GRANT TO 501(C)(3) ORGANIZATION
$35,000
Showing up to 5 of 4 total records — full history available with membership.
Officers & Directors
DIRECTOR
Brian Tsai
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $502K | $1.9M | $149K |
| 2024 | $516K | $218K | $1.5M |
| 2023 | $468K | $17K | $1.2M |
| 2022 | $216K | $70K | $710K |
| 2021 | $168K | $35K | $567K |
Between 2021 and 2025, reported annual revenue grew from $168K to $502K (+198%), with total assets most recently reported at $149K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in NY.
NY
Full geographic grant map with state-by-state breakdown available with membership.