The Joseph & Shirley Peterson
The Joseph & Shirley Peterson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $230K in total assets. In 2024, it awarded 7 grants totaling $14K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$230K
-2.6% YoY
Annual Giving
$14K
+12.5% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$2K
-19.6% YoY
Under IRS private-foundation payout rules, The Joseph & Shirley Peterson reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About The Joseph & Shirley Peterson
Based on IRS filings
The Joseph & Shirley Peterson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $230K in total assets. In 2024, it awarded 7 grants totaling $14K. Net investment income was $9K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $230,136 | $236,358 | $266,439 |
| Revenue | $16,321 | $-9,477 | $9,092 |
| Expenses | $22,543 | $19,903 | $23,616 |
| Qualifying Distributions | $15,275 | $13,775 | $16,250 |
| Net Investment Income | $9,074 | $1,390 | $2,511 |
| Distributable Amount | $13,103 | $12,613 | $13,640 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Los Angeles Mission ($5,000), Frontier Ventures ($3,000), National Ms Society ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| LOS ANGELES MISSION LOS ANGELES, CA | GENERAL SUPPORT | $5,000 |
| NATIONAL MS SOCIETY WASHINGTON, DC | GENERAL SUPPORT | $2,500 |
| UNIVERISTY OF THE NATIONS KONA KAILUAKONA, HI | GENERAL SUPPORT | $1,500 |
| NAVIGATORS COLORADO SPRINGS, CO | GENERAL SUPPORT | $500 |
| FRONTIER VENTURES PASADENA, CA | GENERAL SUPPORT | $3,000 |
| DUTCH SHEETS MINISTRIES BATESBURGLEESVILLE, SC | GENERAL SUPPORT | $500 |
| ADVENTURES IN MISSIONS ATLANTA, GA | GENERAL SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH ERIC PETERSON | PRESIDENT | 5 | — |
| KAREN DAHRING | SECRY/TREASURER | 10 | $2,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joseph & Shirley Peterson?
The Joseph & Shirley Peterson is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. It holds $230K in total assets as of 2024.
How large is The Joseph & Shirley Peterson?
As of 2024, The Joseph & Shirley Peterson holds $230K in total assets with $16K in annual revenue. It awarded 7 grants totaling $14K in 2024.
Where does The Joseph & Shirley Peterson operate?
The Joseph & Shirley Peterson has awarded grants in California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, New York, Oregon, South Carolina.
What size grants does The Joseph & Shirley Peterson award?
In 2024, The Joseph & Shirley Peterson awarded 7 grants totaling $14K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Joseph & Shirley Peterson required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph & Shirley Peterson reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joseph & Shirley Peterson's EIN?
The Joseph & Shirley Peterson's EIN (Employer Identification Number) is 95-4812782. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.