Peterson Family Foundation-Tr

Foundation · Grantmaker Pittsburgh, PA EIN: 25-6892846

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

3states

Cities

PittsburghEighty FourAliquippaDeerfieldRenfrewFranklintonNew KensingtnSewickleyWaynesburgWest MifflinYoungwood

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K5 grants20203 grants202111 grants20224 grants20237 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

24<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. 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

Bny Mellon N a — Trustee: $30KBny Mellon N aTrustee$30KGregory D Gerlach — Co-Trustee: $8KGregory D GerlachCo-Trustee$8K

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.

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