The Arnold and Margaret Peterson is a private foundation focused on Human Services, based in BALBOA ISLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 9 grants totaling $126K. Net investment income was $140K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+4.2% YoY
Annual Giving
$126K
+7.4% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$14K
-16.4% YoY
About The Arnold and Margaret Peterson
Based on IRS filings
The Arnold and Margaret Peterson is a private foundation focused on Human Services, based in BALBOA ISLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 9 grants totaling $126K. Net investment income was $140K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,836,287 | $2,723,213 | $2,603,156 |
| Revenue | $117,199 | $191,679 | $72,502 |
| Expenses | $154,748 | $139,935 | $211,518 |
| Qualifying Distributions | $125,791 | $117,000 | $185,000 |
| Net Investment Income | $140,292 | $70,458 | $42,337 |
| Distributable Amount | $143,859 | $135,392 | $143,826 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
40 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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUDITH G TUCKER | PRESIDENT | 5 | — |
| RONALD E PETERSON | TREASURER, D | — | — |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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