Lee & Bob Peterson Foundation Inc
The Lee & Bob Peterson Foundation Inc is a private foundation based in Sarasota, Florida. Launched by Jeffrey Peterson in 2019 to carry on his parents’ legacy, it supports mental health wellness through community programming, education, collaboration, advocacy, and funding for research.
Lee & Bob Peterson Foundation Inc at a glance
- Total assets
- $89,266
- -46.4% vs 2023
- Revenue (2024)
- $370,972
- -21.6% vs 2023
- Qualifying distributions (2024)
- $391,785
- -12.4% vs 2023
- Expenses (2024)
- $391,785
- -12.4% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Lee & Bob Peterson Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 49201, Sarasota, FL 34230
Phone: (941) 504-6717
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lee & Bob Peterson Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in Sarasota, Florida. Its website describes support for local charities serving the Sarasota community; the listed 2023 grants include organizations in Sarasota and Destin, Florida, as well as Harvest House Inc, which describes its service area as the Florida Panhandle.
Grant Distribution by State
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $35K (2020) to $81K (2023). In 2023 it made 15 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Teen Court Sarasota, FL | General | $26,150 |
| Harvest House Sarasota, FL | General | $26,055 |
| Brain & Behavior Research Foundation New York, NY | General | $26,000 |
| The Out of Door Academy Sarasota, FL | General | $906 |
| Westcoast Black Theatre Troupe Sarasota, FL | General | $400 |
| Planned Parenthood Sarasota, FL | General | $311 |
| All Star Children's Foundation Sarasota, FL | General | $308 |
| Childeren First Sarasota, FL | General | $300 |
| Neuro Challenge Founation Sarasota, FL | General | $259 |
| Asolo Theatre Sarasota, FL | General | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $89,266 | $370,972 | $391,785 | — | — | $391,785 | — | $6,737 |
| 2023 | $166,585 | $472,984 | $447,494 | $81,493 | 15 | $447,494 | — | $8,456 |
| 2022 | $81,492 | $169,180 | $319,992 | $42,253 | 4 | $319,992 | $39 | $6,103 |
| 2021 | $231,879 | $335,766 | $178,892 | $38,550 | 3 | $178,892 | $46 | $4,256 |
| 2020 | $74,899 | $186,464 | $112,776 | $35,000 | 2 | — | $38 | $3,652 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s website describes its commitment to mental health wellness. Its stated activities include youth and family programs focused on emotional literacy and mental health awareness, and funding research intended to advance understanding and treatment of youth mental health disorders. The website also describes support for local charities providing mental health and addiction disorder services.
The 2023 grants listed include organizations with varied missions. Harvest House Inc says it serves people in need across the Florida Panhandle with food, clothing, and household items. All Star Children’s Foundation Inc says it works to build a brighter future for children in foster care. Asolo Theatre Inc says it engages audiences through theater and education and community engagement programs. Healthy Start Coalition says it works to improve the health and well-being of pregnant women, infants, and young children in Sarasota County.
Grantmaking
The foundation reported 15 grants totaling $81,493 in 2023, averaging approximately $5,433 per grant. In 2022, it reported four grants totaling $42,253, averaging approximately $10,563 per grant. Its 2024 filing reported zero grants.
Among its 2023 grants, Harvest House Inc received $26,055, All Star Children’s Foundation Inc received $308, Asolo Theatre Inc received $250, and Healthy Start Coalition received $75.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s 2024 filing lists Jeffrey R. Peterson as president, Marlene M. Hauck as executive director, and Aime Austin, Christine Jennings, and Mary Lou Selo as directors. The foundation’s website says Jeffrey Peterson launched the foundation in 2019 to continue his parents’ legacy.
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
The highest reported compensation on the 2024 filing was $73K, to Marlene M Hauck (Executive Director).
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 does Lee & Bob Peterson Foundation Inc fund?
The foundation’s website describes its commitment to mental health wellness. Its stated activities include youth and family programs focused on emotional literacy and mental health awareness, and funding research intended to advance understanding and treatment of youth mental health disorders. See mission & focus areas ↑
How do I apply for a grant from Lee & Bob Peterson Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Lee & Bob Peterson Foundation Inc make grants?
The foundation is based in Sarasota, Florida. Its website describes support for local charities serving the Sarasota community; the listed 2023 grants include organizations in Sarasota and Destin, Florida, as well as Harvest House Inc, which describes its service area as the Florida Panhandle.
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.
Does Lee & Bob Peterson Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Lee & Bob Peterson Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Lee & Bob Peterson Foundation Inc's focus areas in our free grants database
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