James & Leigh Peterson Family Foundation

WAUKESHA, WI EIN: 27-1561234

James & Leigh Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 38 grants totaling $177K. Net investment income was $271K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

+4.0% YoY

Annual Giving

$177K

+0.3% YoY

Grant Count

38

+26.7% YoY

Avg Grant Size

$5K

-20.8% YoY

Under IRS private-foundation payout rules, James & Leigh Peterson Family Foundation reported a distributable amount of $204K for 2024 — the minimum it must pay out in qualifying distributions.

About James & Leigh Peterson Family Foundation

Based on IRS filings

James & Leigh Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 38 grants totaling $177K. Net investment income was $271K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

ArlingtonBrookfieldChicagoDetroitDublinFond Du LacGraftonGreen LakeJeffersonKansas CityMadisonMemphisMilwaukeeMontello WiOaceansideOceansideOconomowocPewaukeePlymouthRacine

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$112K$224K$336K$448K20202021202220232024
Metric202420232022
Total Assets$2,901,334$2,790,201$2,884,126
Revenue$321,980$116,146$88,521
Expenses$210,847$210,071$218,495
Qualifying Distributions$176,500$178,916$184,078
Net Investment Income$271,448$88,491$63,013
Distributable Amount$204,340$176,597$179,610

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$90K$135K$180K26 grants202023 grants202129 grants202230 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ST AUGUSTINE PREPARATORY…$50KST ANN CENTER FOR INTERG…$20KMILWAUKEE RESCUE MISSION$10KPIUS XI CATHOLIC HIGH SC…$10KPATHFINDERS MILWAUKEE INC$5KPATRIOT PAWS SERVICE DOGS$5KDOGS TO DOG TAGS$5KTUNNEL TO TOWERS FOUNDAT…$5KLADIES AUXILIARY OF ARLI…$5KMILWAUKEE REPERTORY THEA…$5K

Grant Size Distribution

146 grants across all recorded years

145<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Augustine Preparatory Academy Inc ($50,000), St Ann Center for Intergen Care ($20,000), Milwaukee Rescue Mission ($10,000).

RecipientPurposeAmount
CHILDRENS HOSPITAL OF WI FOUNDATION MILWAUKEE, WIPUBLIC WELFARE$4,000
ELMBROOK HUMANE SOCIETY INC BROOKFIELD, WIPUBLIC WELFARE$2,000
EXPLOIT NO MORE MILWAUKEE, WIPUBLIC WELFARE$2,500
GUARDIAN ANGELS MEDICAL SERVICE DOGS WILLISTON, FLPUBLIC WELFARE$3,000
HOPE CENTER INC WAUKESHA, WIPUBLIC WELFARE$3,000
HUNGER TASK FORCE WEST MILWAUKEE, WIPUBLIC WELFARE$2,500
LAKE AREA FREE CLINIC INC OCONOMOWOC, WIPUBLIC WELFARE$2,500
LIFESTRIDERS INC WAUKESHA, WIPUBLIC WELFARE$2,500
MADACC (FRIENDS OF) MILWAUKEE, WIPUBLIC WELFARE$2,500
MALAIKA EARLY LEARNING CENTER INC MILWAUKEE, WIPUBLIC WELFARE$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LEIGH PETERSONPRESIDENT/TREAS2
PATRICIA AHNERTDIRECTOR0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is James & Leigh Peterson Family Foundation?

James & Leigh Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUKESHA, WI. It holds $2.9M in total assets as of 2024.

How large is James & Leigh Peterson Family Foundation?

As of 2024, James & Leigh Peterson Family Foundation holds $2.9M in total assets with $322K in annual revenue. It awarded 38 grants totaling $177K in 2024.

Where does James & Leigh Peterson Family Foundation operate?

James & Leigh Peterson Family Foundation has awarded grants in California, District of Columbia, Florida, Illinois, Kansas, Michigan, Missouri, North Carolina, New York, Ohio, Tennessee, Texas, Wisconsin.

What size grants does James & Leigh Peterson Family Foundation award?

In 2024, James & Leigh Peterson Family Foundation awarded 38 grants totaling $177K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is James & Leigh Peterson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James & Leigh Peterson Family Foundation reported a distributable amount of $204K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James & Leigh Peterson Family Foundation's EIN?

James & Leigh Peterson Family Foundation's EIN (Employer Identification Number) is 27-1561234. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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