Richard Scott Peterson And Helen Martha Peterson Scholarship Trust

Dallas, TX
Tax-exempt since March 2000
EIN: 95-7061440

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$266k (2025)

Expenses

$188k (2025)

Total Assets

$2.69M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$265,944

Expenses

$188,153

Net Income

$77,791

Net Assets

$2,691,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,962	41.7%
Sales of Assets	$154,982	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,565	82.7%
Compensation of Officers*	$49,462	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,691,584
Total Liabilities	$0
Net Assets	$2,691,584

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$47,962	$0
Scott Kimble Principal (Committee Member)	$500	$0
Ethan Holly (Committee Member)	$500	$0
Destry Brown Superintendent (Committee Member)	$500	$0

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990-PF

Filed on July 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2024

Revenue

$134,966

Expenses

$203,834

Net Income

-$68,868

Net Assets

$2,615,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,977	75.6%
Sales of Assets	$32,989	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,911	85.8%
Compensation of Officers*	$44,878	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,615,624
Total Liabilities	$0
Net Assets	$2,615,624

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$43,378	$0
Scott Kimble Principal (Committee Member)	$500	$0
Ethan Holly (Committee Member)	$500	$0
Destry Brown Superintendent (Committee Member)	$500	$0

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990-PF

Filed on July 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$164,898

Expenses

$265,485

Net Income

-$100,587

Net Assets

$2,686,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,937	64.9%
Sales of Assets	$57,961	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,617	86.5%
Compensation of Officers*	$46,243	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,686,497
Total Liabilities	$0
Net Assets	$2,686,497

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$43,243	$0
Scott Kimble Principal (Committee Member)	$1,000	$0
Ethan Holly (Committee Member)	$1,000	$0
Ted Hessong (Committee Member)	$500	$0
Destry Brown Superintendent (Committee Member)	$500	$0

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990-PF

Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$294,429

Expenses

$250,864

Net Income

$43,565

Net Assets

$2,789,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,737	34.9%
Sales of Assets	$191,692	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,810	87.6%
Compensation of Officers*	$47,974	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,789,069
Total Liabilities	$0
Net Assets	$2,789,069

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$47,974	$0
Scott Kimble Principal (Committee Member)	$0	$0
Ted Hessong Superintendent (Committee Member)	$0	$0
Ethan Holly (Committee Member)	$0	$0

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990-PF

Filed on June 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$124,845

Expenses

$181,513

Net Income

-$56,668

Net Assets

$2,748,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,544	68.5%
Sales of Assets	$39,301	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,177	83.8%
Compensation of Officers*	$43,567	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,748,148
Total Liabilities	$1
Net Assets	$2,748,147

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,067	$0
Amber Toth Principal (Committee Member)	$500	$0
Ted Hessong Superintendent (Committee Member)	$500	$0
Ethan Holly (Committee Member)	$500	$0
Marge Madison (Committee Member)	$0	$0

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990-PF

Filed on July 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2020

Revenue

$126,521

Expenses

$190,271

Net Income

-$63,750

Net Assets

$2,806,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,626	74.8%
Sales of Assets	$31,895	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,833	84.0%
Compensation of Officers*	$41,757	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,806,508
Total Liabilities	$1
Net Assets	$2,806,507

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$40,257	$0
Shawn Thomas Principal (Committee Member)	$500	$0
Ted Hessong (Committee Member)	$500	$0
Ethan Holly (Committee Member)	$500	$0
Marge Madison (Committee Member)	$0	$0

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990-PF

Filed on July 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2019

Revenue

$258,066

Expenses

$204,973

Net Income

$53,093

Net Assets

$2,871,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,991	34.1%
Sales of Assets	$170,075	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,696	86.7%
Compensation of Officers*	$40,984	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,871,827
Total Liabilities	$0
Net Assets	$2,871,827

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$39,484	$0
Shawn Thomas Principal (Committee Member)	$500	$0
Bob Beckham (Committee Member)	$500	$0
Ethan Holly (Committee Member)	$500	$0
Ted Hessong (Committee Member)	$0	$0
Marge Madison (Committee Member)	$0	$0

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990-PF

Filed on July 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$119,300

Expenses

$196,661

Net Income

-$77,361

Net Assets

$2,822,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,718	75.2%
Sales of Assets	$29,582	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,510	86.2%
Compensation of Officers*	$41,448	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,822,462
Total Liabilities	$0
Net Assets	$2,822,462

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$39,948	$0
Shawn Thomas (Committee Member)	$500	$0
Bob Beckham Principal (Committee Member)	$500	$0
James Womeldorff (Committee Member)	$500	$0

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990-PF

Filed on July 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$107,378

Expenses

$179,820

Net Income

-$72,442

Net Assets

$2,902,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,622	72.3%
Sales of Assets	$26,857	25.0%
Other Income	$2,899	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,460	85.9%
Compensation of Officers*	$39,240	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,902,773
Total Liabilities	$0
Net Assets	$2,902,773

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$37,740	$0
Shawn Thomas (Committee Member)	$500	$0
Bob Beckham Principal (Committee Member)	$500	$0
James Woriedorff (Committee Member)	$500	$0

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990-PF

Filed on June 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$106,780

Expenses

$199,247

Net Income

-$92,467

Net Assets

$2,977,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,070	90.0%
Sales of Assets	$10,710	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,921	84.3%
Compensation of Officers*	$38,998	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,977,876
Total Liabilities	$0
Net Assets	$2,977,876

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$37,498	$0
Shawn Thomas (Committee Member)	$500	$0
Bob Beckham Principal (Committee Member)	$500	$0
James Woriedorff (Committee Member)	$500	$0

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990-PF

Filed on Aug. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$250,781

Expenses

$177,529

Net Income

$73,252

Net Assets

$3,024,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,885	31.5%
Sales of Assets	$171,896	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,396	85.3%
Compensation of Officers*	$38,668	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,024,477
Total Liabilities	$0
Net Assets	$3,024,477

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$37,168	$0
Dr Diane Gross Superintendent (Committee Member)	$500	$0
Bob Beckham Principal (Committee Member)	$500	$0
Bob Gardner (Committee Member)	$500	$0

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990-PF

Filed on July 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$112,341

Expenses

$170,054

Net Income

-$57,713

Net Assets

$2,995,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,880	65.8%
Sales of Assets	$38,461	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,501	85.6%
Compensation of Officers*	$36,653	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,995,777
Total Liabilities	$0
Net Assets	$2,995,777

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$102,873

Expenses

$158,337

Net Income

-$55,464

Net Assets

$3,053,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,906	82.5%
Sales of Assets	$16,116	15.7%
Other Income	$1,851	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,837	87.7%
Compensation of Officers*	$30,554	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,053,592
Total Liabilities	$0
Net Assets	$3,053,592

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$103,274

Expenses

$167,796

Net Income

-$64,522

Net Assets

$3,109,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,599	99.3%
Sales of Assets	$675	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,789	83.9%
Compensation of Officers*	$28,744	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,109,115
Total Liabilities	$0
Net Assets	$3,109,115

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Richard Scott Peterson And Helen Martha Peterson Scholarship Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $266k (2025)

Expenses $188k (2025)

Total Assets $2.69M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$266k (2025)

Expenses

$188k (2025)

Total Assets

$2.69M (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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2023

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2022

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2020

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2013

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