The Lucille and Harrold Peterson
The Lucille and Harrold Peterson is a private foundation, based in Weatherford, OK. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it made $5K in qualifying distributions. Net investment income was $6K.
Key facts about The Lucille and Harrold Peterson
- EIN
- 73-1552150
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $1,430,588
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-3.5% YoY
Revenue
$76K
+1128.9% YoY
Qualifying Distributions
$5K
-75.8% YoY
Expenses
$7K
-92.1% YoY
Under IRS private-foundation payout rules, The Lucille and Harrold Peterson reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
How The Lucille and Harrold Peterson gives
- In 2024 it paid out 8% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2023, annual grant giving ranged from $21K (2023) to $52K (2022). In 2023 it made 2 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,430,588 | $1,482,202 | $1,570,381 |
| Revenue | $75,752 | $6,164 | $81,294 |
| Expenses | $7,463 | $94,343 | $84,195 |
| Qualifying Distributions | $5,000 | $20,690 | $52,070 |
| Net Investment Income | $5,785 | $6,164 | $81,294 |
| Distributable Amount | $61,603 | $59,735 | $67,050 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Officers and directors from IRS filings
The Lucille and Harrold Peterson is led by Debora Williams, Trustee on the 2024 filing — the only officer listed, and uncompensated.
Officers on the 2024 filing
Debora Williams
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Dwight H. Peterson (2022–2023) — Trustee
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Lucille and Harrold Peterson
How large is The Lucille and Harrold Peterson?
The Lucille and Harrold Peterson reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
Where does The Lucille and Harrold Peterson operate?
The Lucille and Harrold Peterson has awarded grants in Missouri, Oklahoma.
What is The Lucille and Harrold Peterson's EIN?
The Lucille and Harrold Peterson's EIN (Employer Identification Number) is 73-1552150. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Lucille and Harrold Peterson by hand.
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