The Bob and Liz Petersen Family Fdn

WATERLOO, IA EIN: 33-2042542

The Bob and Liz Petersen Family Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERLOO, IA. IRS filing data is available for 2024. As of 2024, the organization holds $4.0M in total assets.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

Revenue

$4.0M

Net Investment Income

Expenses

Under IRS private-foundation payout rules, The Bob and Liz Petersen Family Fdn reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About The Bob and Liz Petersen Family Fdn

Based on IRS filings

The Bob and Liz Petersen Family Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERLOO, IA. IRS filing data is available for 2024. As of 2024, the organization holds $4.0M in total assets.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2024
Metric2024
Total Assets$4,000,000
Revenue$4,000,000
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount$5,937

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT W PETERSENDIRECTORPRESIDENT1
ELIZABETH PETERSENDIRECTORVPSECTREAS1
ROBERT L PETERSENDIRECTOR1
KATHERINE PETERSENDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Bob and Liz Petersen Family Fdn?

The Bob and Liz Petersen Family Fdn is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in WATERLOO, IA. It holds $4.0M in total assets as of 2024.

How large is The Bob and Liz Petersen Family Fdn?

As of 2024, The Bob and Liz Petersen Family Fdn holds $4.0M in total assets with $4.0M in annual revenue.

How much is The Bob and Liz Petersen Family Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bob and Liz Petersen Family Fdn reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Bob and Liz Petersen Family Fdn's EIN?

The Bob and Liz Petersen Family Fdn's EIN (Employer Identification Number) is 33-2042542. IRS Form 990 filing data is available on this page for 2024.

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

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