Lee & Bob Peterson Foundation Inc

SARASOTA, FL EIN: 83-3723361

Lee & Bob Peterson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89K in total assets. In 2024, it made $392K in qualifying distributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$89K

-46.4% YoY

Revenue

$371K

-21.6% YoY

Qualifying Distributions

$392K

-12.4% YoY

Expenses

$392K

-12.4% YoY

Under IRS private-foundation payout rules, Lee & Bob Peterson Foundation Inc reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee & Bob Peterson Foundation Inc

Based on IRS filings

Lee & Bob Peterson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89K in total assets. In 2024, it made $392K in qualifying distributions.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

New YorkSarasota

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$130K$260K$390K$520K20202021202220232024
Metric202420232022
Total Assets$89,266$166,585$81,492
Revenue$370,972$472,984$169,180
Expenses$391,785$447,494$319,992
Qualifying Distributions$391,785$447,494$319,992
Net Investment Income$39
Distributable Amount$6,737$8,456$6,103

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$41K$61K$81K2 grants20203 grants20214 grants202215 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARLENE M HAUCKEXECUTIVE DIRECTOR$73K

From 2024 filing

NameTitleHoursCompensation
JEFFREY R PETERSONPRESIDENT20
MARLENE M HAUCKEXECUTIVE DIRECTOR40$72,900
AIME AUSTINDIRECTOR20
CHRISTINE JENNINGSDIRECTOR20
MARY LOU SELODIRECTOR20

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lee & Bob Peterson Foundation Inc?

Lee & Bob Peterson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $89K in total assets as of 2024.

How large is Lee & Bob Peterson Foundation Inc?

As of 2024, Lee & Bob Peterson Foundation Inc holds $89K in total assets with $371K in annual revenue.

Where does Lee & Bob Peterson Foundation Inc operate?

Lee & Bob Peterson Foundation Inc has awarded grants in Florida, New York.

How much is Lee & Bob Peterson Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee & Bob Peterson Foundation Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lee & Bob Peterson Foundation Inc's EIN?

Lee & Bob Peterson Foundation Inc's EIN (Employer Identification Number) is 83-3723361. 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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