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Iowa · Private foundation

Bernice E Peterson Scholarship Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$24k
Granted FY2025(still arriving)
9
Grants FY2025
7
Organizations funded FY2024
0%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,400
Largest grant, FY2025
$9,800
Organizations funded a year
1 to 16
FY2018 to FY2024
States reached, FY2025
2
Total assets, FY2025
$653k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 0% of the organizations Bernice E Peterson Scholarship Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
EducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving9$24k44%
FY20247$20k0%
FY202316$26k44%
FY202213$30k100%
FY20211$20k100%
FY20201$36k100%
FY20191$45k100%
FY20181$32k100%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$267k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Buena Vista University$7,21030%
Morningside University$3,56020%
Northwestern College$3,26020%
Drake University$1,78020%
Simpson College$1,78020%
Upper Iowa University$1,40010%
Concordia University$93010%
Wartburg College$93010%
Briar Cliff University$85010%

Plus 20 recipients with no EIN on record ($245k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bernice E Peterson Scholarship Trust supplied at peak.

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetBuena Vista University: $7,210 over 3y, 0.0% of budgetMorningside University: $3,560 over 2y, 0.0% of budgetNorthwestern College: $3,260 over 2y, 0.0% of budgetDrake University: $1,780 over 2y, 0.0% of budgetSimpson College: $1,780 over 2y, 0.0% of budgetUpper Iowa University: $1,400 over 1y, 0.0% of budgetConcordia University: $930 over 1y, 0.0% of budgetWartburg College: $930 over 1y, 0.0% of budgetBriar Cliff University: $850 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Louis J Elbert TrustIA20× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Louis J Elbert Trust · Joseph J Sinek Scholarship Trust · Roy J Carver Charitable Trust · United Way Worldwide · Paul & Mary Collins Trust · Willard E and Ella P Thompson Educational Fund · Fahrney Education Fdtn Trust · Bestenlehner D and F Educational Tr · Marguerite V Brown · La Amundson Ohana Foundation · Pella Rolscreen Foundation · Mahana-Cong Church Scholar Found

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bernice E Peterson Scholarship Trust with peer funders

About Bernice E Peterson Scholarship Trust

How much does Bernice E Peterson Scholarship Trust give?
Bernice E Peterson Scholarship Trust reported 9 grants totaling $23,800 in its FY2025 IRS filing. It funded between 1 and 16 organizations a year over FY2018 to FY2024.
What does Bernice E Peterson Scholarship Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (100%).
Who are Bernice E Peterson Scholarship Trust's largest grantees?
By total granted over FY2017 to FY2025: Buena Vista University ($7k), Morningside University ($4k), Northwestern College ($3k).
Does Bernice E Peterson Scholarship Trust fund new organizations?
In FY2024, 0% of the organizations it funded were first-time grantees.
Does Bernice E Peterson Scholarship Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Bernice E Peterson Scholarship Trust?
Its strongest co-funders, measured against what their size predicts, include Louis J Elbert Trust, Joseph J Sinek Scholarship Trust, Roy J Carver Charitable Trust.
Where is Bernice E Peterson Scholarship Trust based?
Bernice E Peterson Scholarship Trust is based in IA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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