The Peterson Family Foundation

Private foundation · Grantmaker Naples, FL EIN: 20-8058752

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

7states

Share of the 2023 grant dollars on its one itemized grant.

Cities

WashingtonCliftonHanoverEdgewaterJacksonvilleAllentownCincinnatiNaplesWorcester

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M11 grants2020 11 grants2021 6 grants2022 1 grant2023

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

Fidelity Donor Advised Charitable Fund: $80KFidelity Donor AdvisedCharitable Fund$80K

The largest 2023 recipient was Fidelity Donor Advised Charitable Fund ($80K).

Grant Size Distribution

29 grants across all recorded years

27<$50K1$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 27 grants of 29 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fidelity Donor Advised Charitable Fund Cincinnati, OHGeneral$80,123

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023
Metric202320222021
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

  1. 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.

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