Peterson Family Foundation-Tr
Peterson Family Foundation-Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it made $15K in qualifying distributions. Net investment income was $100K.
Key facts about Peterson Family Foundation-Tr
- EIN
- 25-6892846
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $2,363,883
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.4M
+3.7% YoY
Revenue
$124K
+6.2% YoY
Qualifying Distributions
$15K
-91.7% YoY
Expenses
$40K
-80.2% YoY
Under IRS private-foundation payout rules, Peterson Family Foundation-Tr reported a distributable amount of $132K for 2025 — the minimum it must pay out in qualifying distributions.
How Peterson Family Foundation-Tr gives
- Giving grew 230% from 2021 to 2024. Method
- In 2025 it paid out 11% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,363,883 | $2,279,946 | $2,366,428 |
| Revenue | $123,750 | $116,505 | $-25,050 |
| Expenses | $40,260 | $203,010 | $147,019 |
| Qualifying Distributions | $14,851 | $179,593 | $125,745 |
| Net Investment Income | $100,458 | $93,581 | $34,881 |
| Distributable Amount | $132,423 | $128,752 | $121,942 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Peterson Family Foundation-Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
BNY Mellon N A
Trustee
Co-Trustee → Trustee, 2022
On filings since 2020
1 hr/week
$21K (2020) → $30K (2025)
Gregory D. Gerlach
Co-Trustee
On filings since 2020
1 hr/week
$8K (2020) → $8K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Peterson Family Foundation-Tr
How large is Peterson Family Foundation-Tr?
Peterson Family Foundation-Tr reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $132K (roughly 5% of its investment assets).
What is Peterson Family Foundation-Tr?
Peterson Family Foundation-Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. It holds $2.4M in total assets as of 2025.
Where does Peterson Family Foundation-Tr operate?
Peterson Family Foundation-Tr has awarded grants in Illinois, Louisiana, Pennsylvania.
What is Peterson Family Foundation-Tr's EIN?
Peterson Family Foundation-Tr's EIN (Employer Identification Number) is 25-6892846. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Peterson Family Foundation-Tr by hand.
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