Peterson Foundation

Private foundation · Grantmaker Georgetown, TX EIN: 93-1279543

Peterson Foundation is a private foundation, based in Georgetown, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $134K in total assets. Net investment income was $3K.

Key facts about Peterson Foundation

EIN
93-1279543
Latest 990 filing
Form 990-PF, 2025
Total assets
$134,268

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$134K

+0.9% YoY

Revenue

$5K

+19.2% YoY

Net Investment Income

$3K

-78.8% YoY

Expenses

$4K

-79.7% YoY

Under IRS private-foundation payout rules, Peterson Foundation reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.

How Peterson Foundation gives

  • Giving grew 51% from 2021 to 2024. Method
  • In 2024 it paid out 184% of its IRS minimum distribution (the 5% rule). 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

8states

Cities

MamaroneckMemphisGeorgetownGranburyLatrobeNorth PlainsBattle GroundDallasGrandburyHolmdelPhoenixTempleTucson

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K6 grants2020 7 grants2021 6 grants2022 0 grants2023 2 grants2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $3K (2020) to $10K (2024). In 2024 it made 2 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

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$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$134,268$133,130$140,874
Revenue$5,103$4,280$4,356
Expenses$3,965$19,569$5,341
Qualifying Distributions—$11,989$55
Net Investment Income$3,253$15,328$820
Distributable Amount$6,506$6,518$7,095

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 June 23, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Peterson Foundation is led by Craig B. Peterson, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Craig B. Peterson

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Pamela Peterson

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ruth A. Peterson

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Peterson Foundation

How large is Peterson Foundation?

Peterson Foundation reported $134K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $5K.

Where does Peterson Foundation operate?

Peterson Foundation has awarded grants in Arizona, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Texas, Washington.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Peterson Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Peterson Foundation's EIN?

Peterson Foundation's EIN (Employer Identification Number) is 93-1279543. 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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