THE FOUNDATION WILL RAISE FUNDS AND MAKE FRIENDS TO ACCOMPLISH THE MISSION OF PETERSON HEALTH.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.1M
+14.6% YoY
Annual Giving
$2.2M
-26.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.2M
-26.8% YoY
About Peterson Health Foundation
Based on IRS filings
Peterson Health Foundation is a nonprofit organization focused on Health, based in KERRVILLE, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.1M in total assets. In 2025, it awarded 1 grants totaling $2.2M. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,082,109 | $8,794,188 | $9,372,252 |
| Revenue | $4,445,650 | $2,176,751 | $1,810,856 |
| Expenses | $2,605,166 | $3,412,978 | $7,737,719 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,184,047 | $397,317 | $187,241 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CURTIS FINLEY | CHAIR | 2 | — |
| RACHEL JOHNSTON | TRUSTEE | 1 | — |
| JOHN MILLER | TRUSTEE | 1 | — |
| DR WILLIAM MORRIS | TRUSTEE | 1 | — |
| PAIGE MIXON | TRUSTEE | 1 | — |
| TAMMY PROUT | VICE CHAIR | 1 | — |
| RISA PARKER | TRUSTEE | 1 | — |
| KARI SHORT | TRUSTEE | 1 | — |
| ROY THOMPSON | TRUSTEE | 1 | — |
| MIKE WILSON | TRUSTEE | 1 | — |
| BRUCE STRACKE | TRUSTEE | 1 | — |
| MARY ELLEN SUMMERLIN | TRUSTEE | 1 | — |
| MISSY HOELSCHER KOZA | TRUSTEE | 1 | — |
| BRUCE RICE | TRUSTEE | 1 | — |
| AMANDA WILLIAMS | TRUSTEE | 1 | — |
| MINDY WENDELE | VICE CHAIR | 1 | — |
| NELLWYN BARNETT | DIRECTOR OF DEVELOPMENT | 40 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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