The Arnold and Margaret Peterson

BALBOA ISLAND, CA EIN: 26-2919688

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

Under IRS private-foundation payout rules, The Arnold and Margaret Peterson reported a distributable amount of $144K for 2024 — the minimum it must pay out in qualifying distributions.

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

7states

Cities

BalotestiBooneCarpinteriaConcordCosta MesaEugeneKastelecKyivLittle SilverMerrifieldNewport BeachNorthridgeNortonOaklandOrangePlanoRohnert ParkSanta AnaStraffordVenice

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$131K$197K$263K20202021202220232024
Metric202420232022
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

$0$46K$93K$139K$185K6 grants20207 grants202111 grants20227 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

TEEN CHALLENGE$70KCARPINTERIA CHILDREN'S P…$15KSAMARITAN'S PURSE$15KCHAPMAN UNIVERSITY$12KGRAYSTONE BUILDERS$5KNORTHEAST OF THE WELL$5KPRISON FELLOWSHIP$2KLIFE WITHOUT LIMBS$1KHOLT INTERNATIONAL$516

Grant Size Distribution

40 grants across all recorded years

35<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Teen Challenge ($70,000), Carpinteria Children's Project ($15,000), Samaritan's Purse ($15,000).

RecipientPurposeAmount
CARPINTERIA CHILDREN'S PROJECT CARPINTERIA, CASUPPORT OF ORGANIZATION'S ACTIVITIES$15,000
CHAPMAN UNIVERSITY ORANGE, CASUPPORT OF ORGANIZATION'S ACTIVITIES$12,000
GRAYSTONE BUILDERS STRAFFORD, NHSUPPORT OF ORGANIZATION'S ACTIVITIES$5,000
HOLT INTERNATIONAL EUGENE, ORSUPPORT OF ORGANIZATION'S ACTIVITIES$516
LIFE WITHOUT LIMBS PLANO, TXSUPPORT OF ORGANIZATION'S ACTIVITIES$1,200
NORTHEAST OF THE WELL COSTA MESA, CASUPPORT OF ORGANIZATION'S ACTIVITIES$5,000
PRISON FELLOWSHIP MERRIFIELD, VASUPPORT OF ORGANIZATION'S ACTIVITIES$2,000
SAMARITAN'S PURSE BOONE, NCSUPPORT OF ORGANIZATION'S ACTIVITIES$15,000
TEEN CHALLENGE SANTA ANA, CASUPPORT OF ORGANIZATION'S ACTIVITIES$70,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JUDITH G TUCKERPRESIDENT5
RONALD E PETERSONTREASURER, D

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Arnold and Margaret Peterson?

The Arnold and Margaret Peterson is a private foundation focused on Human Services, based in BALBOA ISLAND, CA. It holds $2.8M in total assets as of 2024.

How large is The Arnold and Margaret Peterson?

As of 2024, The Arnold and Margaret Peterson holds $2.8M in total assets with $117K in annual revenue. It awarded 9 grants totaling $126K in 2024.

Where does The Arnold and Margaret Peterson operate?

The Arnold and Margaret Peterson has awarded grants in California, North Carolina, New Hampshire, New Jersey, Oregon, Texas, Virginia.

What size grants does The Arnold and Margaret Peterson award?

In 2024, The Arnold and Margaret Peterson awarded 9 grants totaling $126K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is The Arnold and Margaret Peterson required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Arnold and Margaret Peterson reported a distributable amount of $144K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Arnold and Margaret Peterson's EIN?

The Arnold and Margaret Peterson's EIN (Employer Identification Number) is 26-2919688. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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