Esper A Petersen Foundation
- Assets
- $7.3m
- Revenue
- $868.6k
- Investments
- $4.2m
- Employees
- 0
- Location
- Grayslake, IL
- Founding
- 05/1961
- Data as of
- 12/2021
- EIN
- 36-6125570
Organization Overview
Esper A Petersen Foundation is located in Grayslake, IL. The organization was established in 1961. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Esper A Petersen Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Esper A Petersen Foundation generated $868.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $899.8k during the year ending 12/2021. While expenses have increased by 5.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Esper A Petersen Foundation has awarded 247 individual grants totaling $3,923,022. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ann Petersen Dir/exec VP | 5 | $5,000 | |
Esper A Petersen III Director | 1 | $2,000 | |
Adam Morley Treasurer | 1 | $1,000 | |
Stephanie Gullo Secretary | 1 | $1,000 | |
Jennifer Ashworth Asst Secretary | 1 | $1,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $218 |
| Dividends & Interest | $232,051 |
| Net Rental Income | $402,997 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $868,567 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $15,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,768 |
| Depreciation | $42,049 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $3,510 |
| Printing and publications | $0 |
| Other expenses | $193,638 |
| Total operating and administrative expenses | $277,970 |
| Contributions, gifts, grants paid | $621,800 |
| Total expenses and disbursements | $899,770 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $766,354 |
| Savings and temporary cash investments | $1,219,924 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $1,144,583 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,155,995 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,745 |
| Total assets | $7,289,601 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $52,125 |
| Total liabilities | $52,125 |
Grants Awarded
Over the last fiscal year, Esper A Petersen Foundation has awarded $621,800 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
SCHWAB CHARITABLE PURPOSE: FOR PUBLIC CHARITY SUPPORT. | $261,500 |
Ventura, CA PURPOSE: ADVANCE EDUCATION AND SCIENCE, COMBAT COMMUNITY DETERIORATION AND LESSEN THE BURDENS OF GOVERNMENT | $100,000 |
Los Angeles, CA PURPOSE: PROVIDE AFFORDABLE HEALTH CARE | $75,000 |
SALVATION ARMY PURPOSE: SUPPORT THE ADULT REHABILITATION CENTER | $36,000 |
Los Angeles, CA PURPOSE: SUPPORT THE OPERA'S EDUCATIONAL AND COMMUNITY PROGRAMS | $35,000 |
PLANNED PARENTHOOD PURPOSE: PROVIDE AFFORDABLE ACCESS TO A FULL RANGE OF REPRODUCTIVE HEALTH CARE | $30,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lumina Foundation For Education Inc Indianapolis, IN | $0 | $124,727,424 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
Enterprise Holdings Foundation Saint Louis, MO | $398,583,830 | $68,157,541 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |