Peterson Family Foundation-Tr

Private foundation · Grantmaker Pittsburgh, PA EIN: 25-6892846

Peterson Family Foundation-Tr is a private foundation, 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.

Peterson Family Foundation-Tr at a glance

Total assets
$2,363,883
+3.7% vs 2024
Revenue (2025)
$123,750
+6.2% vs 2024
Qualifying distributions (2025)
$14,851
-91.7% vs 2024
Expenses (2025)
$40,260
-80.2% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Peterson Family Foundation-Tr funds

How this funder distributes its grants

Grant Size Distribution

25 grants across all recorded years

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

The most common grant size was under $50K: 24 grants of 25 (96%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

PittsburghEighty FourAliquippaDeerfieldRenfrewFranklintonNew KensingtnSewickleyWaynesburgWest MifflinYoungwood

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K5 grants2020 3 grants2021 11 grants2022 4 grants2023 7 grants2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $50K (2021) to $165K (2024). In 2024 it made 7 grants totaling $165K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Orphans of the Storm Deerfield, ILGeneral Operating$40,000
National Aviary Pittsburgh, PAGeneral Operating$40,000
Hope Haven Farm Sanctuary Sewickley, PAGeneral Operating$35,000
Butler County Humane Society Renfrew, PAGeneral Operating$20,000
Washington Humane Society Franklinton, LAGeneral Operating$15,000
Humane Animal Rescue Pittsburgh, PAGeneral Operating$10,000
Fur All Kitties West Mifflin, PAGeneral Operating$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,363,883$123,750$40,260——$14,851$100,458$132,423
2024$2,279,946$116,505$203,010$165,0007$179,593$93,581$128,752
2023$2,366,428$-25,050$147,019$112,2004$125,745$34,881$121,942
2022$2,534,482$28,163$190,943$137,00011$151,109$34,346$121,845
2021$2,697,642$707,458$83,217$50,0003$62,767$686,307$127,835
2020$2,074,498$106,915$152,486$120,0005—$89,120$116,755

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.

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

The highest reported compensation on the 2025 filing was $30K, to BNY Mellon N a (Trustee). 2 officers or directors reported compensation on that 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

Data update history

(2)

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Peterson Family Foundation-Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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