The Peterson Family Foundation
The Peterson Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $80K. Net investment income was $2K.
Key facts about The Peterson Family Foundation
In short: The Peterson Family Foundation gave $80K across 1 grant in 2023 (avg $80K), mostly in Ohio. Source: 2023 IRS Form 990-PF.
- EIN
- 20-8058752
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $80,123
- Grants made (2023)
- 1
- Average grant
- $80,123
- Median grant
- $80,123
- Primary geography
- Ohio (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$80K
-95.9% YoY
Grant Count
1
-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.
How The Peterson Family Foundation gives
- Giving fell 43% from 2020 to 2023. Method
- In 2023 it paid out well above 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
Share of the 2023 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $80K (2023) to $2.0M (2022). In 2023 it made 1 grant totaling $80K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Fidelity Donor Advised Charitable Fund ($80K).
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 27 grants of 29 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Donor Advised Charitable Fund Cincinnati, OH | General | $80,123 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The Peterson Family Foundation's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Donald Kpeterson
Trustee
On filings since 2020
No compensation reported
Maureen M. Peterson
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Peterson Family Foundation
How much does The Peterson Family Foundation give each year?
The Peterson Family Foundation gave $80K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $2.0M across 6 grants.
Where does The Peterson Family Foundation operate?
The Peterson Family Foundation has awarded grants in District of Columbia, Florida, Massachusetts, Maryland, Ohio, Pennsylvania, Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Peterson Family Foundation by hand.
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