The Peterson Family Foundation

EXCELSIOR, MN EIN: 14-1983671

Financial Overview

From 2023 IRS Form 990-PF

Total Assets

-100.0% YoY

Annual Giving

$1.2M

+3287.9% YoY

Grant Count

1

-97.0% YoY

Avg Grant Size

$1.2M

+111699.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$360K$720K$1M$1M202120222023
Metric202320222021
Total Assets$250$19,477
Revenue$1,308,787$49,350$137,094
Expenses$1,233,031$69,577$117,620
Qualifying Distributions$1,227,551$36,100$35,200
Net Investment Income$80,402
Distributable Amount$5,089$359

Giving Over Time

Total grant dollars and number of grants per year

$0$306K$612K$917K$1M2 grants202133 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

THE MINNEAPOLIS FOUNDATION$1.2M

Grant Size Distribution

36 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Peterson Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
BRIAN PETERSONFORMER PRESIDENT1
KRISTINA ELISE WHITTAKERPRESIDENT0.5
JON PETERSONTREASURER0.02

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

19states
+11 more states

Cities

AlpharettaBaltimoreBlue AshBlufftonBufordCincinnatiCoon RapidsExcelsiorFresnoGoletaHoustonLebanonLenexaLittletonMiamiMinneapolisMoorevilleMorristownNeenahNew York City

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

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