The Joseph & Shirley Peterson

Private foundation · Grantmaker Pasadena, CA EIN: 95-4812782

The Joseph & Shirley Peterson is a private foundation, based in Pasadena, CA. IRS filing data is available from 2018 through 2025. As of 2025, the organization holds $220K in total assets. In 2025, it awarded 5 grants totaling $13K. Net investment income was $5K.

Key facts about The Joseph & Shirley Peterson

In short: The Joseph & Shirley Peterson gave $13K across 5 grants in 2025 (avg $3K), top state District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
95-4812782
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,200
Grants made (2025)
5
Average grant
$2,640
Median grant
$3,000
Total assets
$219,908
Primary geography
District of Columbia (38% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$220K

-4.4% YoY

Annual Giving

$13K

-2.2% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$3K

+36.9% YoY

Under IRS private-foundation payout rules, The Joseph & Shirley Peterson reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.

How The Joseph & Shirley Peterson gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

KailuakonaPasadenaRye BrookLake View TerraceLos AngelesWashingtonAtlantaColorado SpringsCosta MesaReddingAlbanyBatesburgleesvilleChinoElginJacksonvilleOrmand BeachSaugusWhittier

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K10 grants2018 4 grants2020 3 grants2021 12 grants2022 5 grants2023 7 grants2024 5 grants2025

From 2018 to 2025, annual grant giving ranged from $7K (2021) to $22K (2018). In 2025 it made 5 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

National Ms Society: $5KNational Ms Society$5KLos Angeles Mission: $3KLos Angeles Mission$3KUniveristy of the Nations Kona: $3KUniveristy of the Nations Kona$3KPhos Life Ministries: $2KPhos Life Ministries$2KAdventures in Missions: $700Adventures in Missions$700

The largest 2025 recipient was National Ms Society ($5K). Together the top 5 received $13K.

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 32 grants of 32 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
National Ms Society Washington, DCGeneral Support$5,000
Los Angeles Mission Los Angeles, CAGeneral Support$3,000
Univeristy of the Nations Kona Kailuakona, HIGeneral Support$3,000
Phos Life Ministries Redding, CAGeneral Support$1,500
Adventures in Missions Atlanta, GAGeneral Support$700

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2018 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$219,908$230,136$236,358
Revenue$12,348$16,321$-9,477
Expenses$22,576$22,543$19,903
Qualifying Distributions$14,975$15,275$13,775
Net Investment Income$4,882$9,074$1,390
Distributable Amount$13,414$13,103$12,613

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. Added Form 990-PF for fiscal year 2018 (received by the IRS November 15, 2019)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 7, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)

Leadership & Key People

Officers and directors from IRS filings

The Joseph & Shirley Peterson is led by Joseph Eric Peterson, President on every filing since 2018; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Joseph Eric Peterson

    President

    On filings since 2018

    5 hrs/week

    No compensation reported

  • Karen Dahring

    Secry & Treasurer

    On filings since 2018

    10 hrs/week

    $3K (2018) → $3K (2025)

Data from IRS Form 990 filings, 2018–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Karen Dahring — Secry/Treasurer: $3KKaren DahringSecry/Treasurer$3K

The highest reported compensation on the 2025 filing was $3K, to Karen Dahring (Secry/Treasurer).

Frequently asked questions about The Joseph & Shirley Peterson

How much does The Joseph & Shirley Peterson give each year?

The Joseph & Shirley Peterson gave $13K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 7 grants.

What is The Joseph & Shirley Peterson's typical grant size?

The Joseph & Shirley Peterson's median grant in 2025 was $3,000, and its average grant was $2,640, across 5 grants on its 2025 IRS Form 990-PF.

Where does The Joseph & Shirley Peterson give grants?

The Joseph & Shirley Peterson's top state is District of Columbia, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (34%) and Hawaii (23%).

Does The Joseph & Shirley Peterson give general operating support?

Yes: 100% of The Joseph & Shirley Peterson's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Joseph & Shirley Peterson's largest grantees?

The Joseph & Shirley Peterson's largest 2025 grantees include National Ms Society ($5,000), Los Angeles Mission ($3,000) and Univeristy of the Nations Kona ($3,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is The Joseph & Shirley Peterson?

The Joseph & Shirley Peterson reported $220K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).

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 2018–2025.

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

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