Lee & Bob Peterson Foundation Inc

Foundation · Grantmaker 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.

Key facts about Lee & Bob Peterson Foundation Inc

EIN
83-3723361
Latest 990 filing
Form 990-PF, 2024
Total assets
$89,266

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How Lee & Bob Peterson Foundation Inc gives

  • 13% of 2023 grantees were also funded in 2022. Method
  • Giving grew 133% from 2020 to 2023. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

SarasotaNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 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.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K20202021202220232024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lee & Bob Peterson Foundation Inc is led by Marlene M. Hauck, Executive Director since 2022 (on filings since 2020); 1 of 5 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Marlene M. Hauck

    Executive Director

    Vice President → Executive Director, 2022

    On filings since 2020

    40 hrs/week

    $2K (2020) → $73K (2024)

  • Jeffrey R. Peterson

    President

    On filings since 2020

    20 hrs/week

    No compensation reported

  • Aime Austin

    Director

    On filings since 2023

    20 hrs/week

    No compensation reported

  • Christine Jennings

    Director

    New on the 2024 filing

    20 hrs/week

    No compensation reported

  • Mary Lou Selo

    Director

    New on the 2024 filing

    20 hrs/week

    No compensation reported

Former officers (4)
  • Former: Michael Shelton (2022–2023) — Director
  • Former: Erik Arroyo (2021–2022) — Treasurer
  • Former: Michelle Greene (2022) — Director
  • Former: Thomas Edwards (2022) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Marlene M Hauck — Executive Director: $73KMarlene M HauckExecutive Director$73K

Frequently asked questions about Lee & Bob Peterson Foundation Inc

How large is Lee & Bob Peterson Foundation Inc?

Lee & Bob Peterson Foundation Inc reported $89K in total assets on its 2024 IRS Form 990-PF. It paid out $392K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).

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.

Where does Lee & Bob Peterson Foundation Inc operate?

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

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.

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

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