John a Peterson Charitable Trust

Analysis

John a Peterson Charitable Trust is a registered charity in United States, based in Montgomery, AL. It received its IRS tax-exemption ruling in March 1970, 56 years ago. Its declared purposes cover community improvement and capacity building, which this site groups under community and economic development. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, John a Peterson Charitable Trust reported income of $90k and spending of $114k, spending 127% of what it took in. Across the 5 years on record, from June 2020 to June 2024, income fell from $153k to $90k (-41%), an average of -12% a year. The sharpest change came in the year to June 2023, when income dropped by 59%. Over the whole period it spent 138% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, John a Peterson Charitable Trust sits at the 33rd percentile: it is larger than about 33% of them. Against every charity in United States with reported income it ranks in the 34th percentile, and in the 33rd percentile within AL. Charities of a similar size with the same main cause include Ready Willing & Working Inc ($89k), Junior League of Portland Oregon Inc ($90k) and Inland Oasis Inc ($89k).

Compensation of current officers, directors and key employees was $29k (25% of expenses). At year end it held assets of $2.3m against liabilities of $0, net assets of $2.3m.