The Joseph & Shirley Peterson
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.
The Joseph & Shirley Peterson at a glance
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.
- Annual giving (2025)
- $13,200
- -2.2% vs 2024
- Grants made (2025)
- 5
- -28.6% vs 2024
- Average grant
- $2,640
- +36.9% vs 2024
- Median grant
- $3,000
- Total assets
- $219,908
- -4.4% vs 2024
- Primary geography
- District of Columbia (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Joseph & Shirley Peterson funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was National Ms Society ($5K). Together the top 5 received $13K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2025, annual grant giving ranged from $7K (2021) to $22K (2018). In 2025 it made 5 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Ms Society Washington, DC | General Support | $5,000 |
| Los Angeles Mission Los Angeles, CA | General Support | $3,000 |
| Univeristy of the Nations Kona Kailuakona, HI | General Support | $3,000 |
| Phos Life Ministries Redding, CA | General Support | $1,500 |
| Adventures in Missions Atlanta, GA | General Support | $700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $219,908 | $12,348 | $22,576 | $13,200 | 5 | $14,975 | $4,882 | $13,414 |
| 2024 | $230,136 | $16,321 | $22,543 | $13,500 | 7 | $15,275 | $9,074 | $13,103 |
| 2023 | $236,358 | $-9,477 | $19,903 | $12,000 | 5 | $13,775 | $1,390 | $12,613 |
| 2022 | $266,439 | $9,092 | $23,616 | $15,700 | 12 | $16,250 | $2,511 | $13,640 |
| 2021 | $280,262 | $63,981 | $16,759 | $7,000 | 3 | $7,525 | $55,035 | $14,325 |
| 2020 | $233,040 | $27,372 | $14,419 | $7,500 | 4 | — | $20,713 | $12,910 |
| 2018 | $233,989 | $23,015 | $32,364 | $22,200 | 10 | — | $14,614 | $13,395 |
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.
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2018 (received by the IRS November 15, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
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Assets
—
Grants
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Total Given
$65K
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