The Peterson Family Foundation

NAPLES, FL EIN: 20-8058752

The Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $80K. Net investment income was $2K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$80K

-95.9% YoY

Grant Count

-83.3% YoY

Avg Grant Size

$80K

-75.6% YoY

Under IRS private-foundation payout rules, The Peterson Family Foundation reported a distributable amount of $2K for 2023 — the minimum it must pay out in qualifying distributions.

About The Peterson Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Peterson Family Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $2.0M (86%)

Massachusetts $115K (5%)

District of Columbia $75K (3%)

Florida $45K (2%)

Pennsylvania $40K (2%)

Virginia $35K (2%)

Maryland $15K (1%)

States

District of Columbia Florida Massachusetts Maryland Ohio Pennsylvania Virginia

Cities

AllentownCincinnatiCliftonEdgewaterHanoverJacksonvilleNaplesWashingtonWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$79,228	$1,665,397
Revenue	$2,102	$154,432	$192,184
Expenses	$80,239	$1,973,316	$149,027
Qualifying Distributions	$80,123	$1,967,608	$145,000
Net Investment Income	$2,102	$154,432	$192,184
Distributable Amount	$2,428	$44,661	$110,332

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Fidelity Donor Advised Charitable Fund ($80,123).

Recipient	Purpose	Amount
FIDELITY DONOR ADVISED CHARITABLE FUND CINCINNATI, OH	GENERAL	$80,123

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
DONALD KPETERSON	TRUSTEE	—	—
MAUREEN M PETERSON	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Peterson Family Foundation?

The Peterson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds — in total assets as of 2023.

Where does The Peterson Family Foundation operate?

The Peterson Family Foundation has awarded grants in District of Columbia, Florida, Massachusetts, Maryland, Ohio, Pennsylvania, Virginia.

What size grants does The Peterson Family Foundation award?

In 2023, The Peterson Family Foundation awarded 1 grants totaling $80K — an average of about $80K per grant, based on its IRS Form 990 filings.

How much is The Peterson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Peterson Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Peterson Family Foundation's EIN?

The Peterson Family Foundation's EIN (Employer Identification Number) is 20-8058752. IRS Form 990 filing data is available on this page for 2020–2023.