Peterson Family Foundation

Foundation · Grantmaker ALBANY, NY EIN: 35-6921836

Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALBANY, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $122K. Net investment income was $204K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+3.1% YoY

Annual Giving

$122K

-2.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$122K

-2.4% YoY

Under IRS private-foundation payout rules, Peterson Family Foundation reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

About Peterson Family Foundation

Based on IRS filings

Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALBANY, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $122K. Net investment income was $204K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$115K$231K$346K$461K201920202021202220232024
Metric202420232022
Total Assets$2,687,385$2,607,664$2,631,751
Revenue$216,251$113,128$-104,260
Expenses$136,530$137,215$227,772
Qualifying Distributions$122,000$125,000$213,000
Net Investment Income$204,256$103,448$27,573
Distributable Amount$135,611$131,025$135,900

Giving Over Time

Total grant dollars and number of grants per year

$0$98K$196K$293K$391K1 grants20191 grants20200 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

FIDELITY CHARITABLE$122K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Charitable ($122,000).

RecipientPurposeAmount
FIDELITY CHARITABLE CINCINNATI, OHGENERAL CHARITABLE PURPOSES$122,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANNE M PETERSONTRUSTEE1
JOSEPH D MITCHELLTRUSTEE1
MARK A PETERSONTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Peterson Family Foundation?

Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALBANY, NY. It holds $2.7M in total assets as of 2024.

How large is Peterson Family Foundation?

As of 2024, Peterson Family Foundation holds $2.7M in total assets with $216K in annual revenue. It awarded 1 grants totaling $122K in 2024.

Where does Peterson Family Foundation operate?

Peterson Family Foundation has awarded grants in Massachusetts, Ohio.

What size grants does Peterson Family Foundation award?

In 2024, Peterson Family Foundation awarded 1 grants totaling $122K — an average of about $122K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peterson Family Foundation reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peterson Family Foundation's EIN?

Peterson Family Foundation's EIN (Employer Identification Number) is 35-6921836. IRS Form 990 filing data is available on this page for 2019–2024.

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

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