Peterson Family Foundation

EIN 471545440 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2018
$802K
12 grants · $267K avg/year
based on 3 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$15K
typical small grants · $8K–$31K
grant size
12%
transactional · 1/8 multi-year
repeat
$3K
Assets (2018)
8
Distinct Recipients

About

This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $800,000. This amount represents over 25% of the Foundation's net assets of $828,687 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Human Services Youth Development Science & Research

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $800K $34K $422 11
2018 $2K $3K $31 1

Grant Size Distribution

Based on 12 grants on record

Minimum
$2K
25th Pctl
$8K
Median
$15K
Average
$67K
75th Pctl
$31K
Maximum
$500K

Geographic Distribution

Officers & Directors

Grants Awarded (12 total)

Purpose
San Francisco Museum of Modern Art San Francisco, CA $500,000 Expansion Campaign 2016
San Francisco Museum of Modern Art San Francisco, CA $150,000 Charitable Event 2016
California Pacific Medical Center Foundation Sacramento, CA $50,000 Event in support of the Food Allergy Research Endowment Campaign 2016
Tipping Point Community San Francisco, CA $25,000 fund a need Initiative 2016
Human Needs Project Inc San Rafael, CA $20,000 General & Unrestricted 2016
Marin Country Day School Corte Madera, CA $20,000 Annual fund 2016
Every Mother Counts New York, NY $10,000 General & Unrestricted 2016
Marin Country Day School Corte Madera, CA $10,000 Charitable Event 2016
Tipping Point Community San Francisco, CA $10,000 General & Unrestricted 2016
Challenge Success Woodside, CA $2,500 General & Unrestricted 2016
Road to Freedom Scholarships Tiburon, CA $2,500 General & Unrestricted 2016
Human Needs Project Inc San Rafael, CA $2,000 General & Unrestricted 2018

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