2026-09-03T10:14:34-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER SUITE 910 BETHESDA MD 20814 990 2025-01-01 208351665 THE PETERSON FAMILY FOUNDATION II INC PETE 7036317541 4100 MONUMENT CORNER DRIVE 300 FAIRFAX VA 22030 JON PETERSON VICE PRESIDENT 7036317541 2026-09-01 1 AMANDA ADAMS P00748038 3016549000 2026-09-01 2025 LAUREN E PETERSON 4100 MONUMENT CORNER DRIVE 300 FAIRFAX VA 22030 5164244 0 X N/A X 2007 VA THE FOUNDATION OPERATES FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS. 7 5 0 0 0 0 0 5163334 0 0 0 910 0 0 0 5164244 0 5188334 0 0 0 0 0 0 0 0 2155 0 5190489 0 -26245 42727 16482 0 0 42727 16482 THE FOUNDATION OPERATES FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS. 0 0 5188334 5188334 THE FOUNDATION OPERATED FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS BY MAKING GRANTS TO SUCH ORGANIZATIONS AND OTHERS. 5188334 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X THE ORGANIZATION 7033617541 4100 MONUMENT CORNER DRIVE SUITE FAIRFAX VA 22030 LAUREN E PETERSON PRESIDENT 0.10 0.00 X X 0 0 0 JON M PETERSON VICE PRESIDENT 0.10 0.00 X X 0 0 0 WILLIAM E PETERSON TREASURER 0.10 0.00 X X 0 0 0 DAVID H WILLS SECRETARY 0.10 0.00 X X 0 0 0 TANJA CASTRO DIRECTOR 0.10 1.00 X 0 0 0 DAVID JOHNSON DIRECTOR (PART YEAR) 0.10 50.00 X 0 379462 53678 KAREN JONAS DIRECTOR (PART YEAR) 0.10 40.00 X 0 211419 23963 JENNIFER L OWENS DIRECTOR 0.10 40.00 X 0 273018 24049 0 863899 101690 0 0 1 0 0 5163334 5163334 910 910 5164244 0 0 910 5188334 5188334 2120 2120 35 35 5190489 5188334 2155 0 42727 3437 13045 42727 16482 0 0 X 42727 16482 42727 16482 42727 16482 -26245 0 X 0 0 0 X X X 2 NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC DBA NATIONAL CHRISTIAN FOUND 581493949 7 1 25000 0 ARLINGTON COMMUNITY FOUNDATION 541602838 7 1 330000 0 2 355000 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 1: THE AMENDED ARTICLES OF INCORPORATION DEFINE THE CHARITABLE CLASS OF SUPPORTED ORGANIZATIONS TO INCLUDE (I) EDUCATIONAL ORGANIZATIONS DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, (HEREINAFTER THE "CODE"), AND (II) COMMUNITY FOUNDATIONS OR OTHER SPONSORING ORGANIZATIONS OF DONOR ADVISED FUNDS DESCRIBED IN SECTION 170(B)(1)(A)(VI) OF THE CODE, WHICH ORGANIZATIONS ARE ALSO DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OF THE CODE. DISTRIBUTIONS EACH YEAR ARE BASED ON THE VOTES OF BOTH THE DONOR AND CHARITABLE CLASS OF MEMBERS. SCHEDULE A, PART IV, LINE 6: DURING THE YEAR, THE FOUNDATION MADE GRANTS TO ORGANIZATIONS OTHER THAN ITS SUPPORTED ORGANIZATIONS. SUCH GRANTS WERE APPROVED BY THE BOARD OF THE FOUNDATION AND ITS SUPPORTED ORGANIZATIONS FOLLOWING THE SUPPORTED ORGANIZATIONS' NORMAL PROCESSES FOR REVIEWING ELIGIBILITY FOR GRANTS THEY MAKE DIRECTLY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ARLINGTON COMMUNITY FOUNDATION 4601 NORTH FAIRFAX DRIVE SUITE 1050 ARLINGTON VA 22203 541602838 501(C)(3) 330000 0 GEORGE MASON UNIVERSITY FUND AND GENERAL SUPPORT GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 541603842 501(C)(3) 316667 0 CENTER FOR THE ARTS RENOVATION FUND INOVA HEALTH SYSTEM FOUNDATION 8110 GATEHOUSE ROAD FALLS CHURCH VA 22042 541071867 501(C)(3) 1000000 0 LIFE W/ CANCER AND FAIRFAX ER MIDDLEBURY COLLEGE 700 EXCHANGE STREET MIDDLEBURY VT 057531535 030179298 501(C)(3) 666667 0 ACADEMICS & ATHLETICS NATIONAL CHRISTIAN CHARITABLE FOUNDATION 1150 SANCTUARY PARKWAY SUITE 350 ALPHARETTA GA 30009 581493949 501(C)(3) 25000 0 GENERAL SUPPORT OGUNQUIT PLAYHOUSE FOUNDATION 10 MAIN STREET OGUNQUIT ME 03907 010490316 501(C)(3) 2000000 0 RENOVATION & RESTORATION OF PLAYHOUSE ST STEPHEN'S & ST AGNES SCHOOL 400 FONTAINE STREET ALEXANDRIA VA 223029998 546054009 501(C)(3) 600000 0 RENOVATION OF THE UPPER SCHOOL YORK HOSPITAL 3 LOVING KINDNESS WAY YORK ME 03909 010212444 501(C)(3) 250000 0 CARDIAC CATHETERIZATION LAB MODERNIZATION 8 PART I, LINE 2: FOR GRANTS MADE TO THE FOUNDATION'S RELATED ORGANIZATIONS, THE CLOSE CONNECTION BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF FUNDS. FOR OTHER GRANTS, THE FOUNDATION MONITORS THE USE OF FUNDS THROUGH REVIEW OF FOLLOW-UP REPORTS FROM GRANTEES REGARDING THE USE OF THE FUNDS. 0 0 0 0 0 0 0 0 0 DAVID JOHNSON DIRECTOR (PART YEAR) 0 309462 0 70000 0 0 0 13180 0 40498 0 433140 0 0 JENNIFER L OWENS DIRECTOR 0 273018 0 0 0 0 0 9787 0 14262 0 297067 0 0 KAREN JONAS DIRECTOR (PART YEAR) 0 201679 0 9740 0 0 0 9566 0 14397 0 235382 0 0 FORM 990, PART VI, SECTION A, LINE 2 WILLIAM E. PETERSON, LAUREN E. PETERSON AND JON M. PETERSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION ARE DIVIDED INTO TWO CLASSES: THE CHARITABLE MEMBERS AND THE DONOR MEMBERS. A CHARITABLE MEMBER MUST BE AN EDUCATIONAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE ("CODE"), OR AN EDUCATIONAL ORGANIZATION CLOSELY RELATED IN PURPOSE OR FUNCTION TO THOSE DESCRIBED IN SECTION 170(B)(1)(A)(II), OR A COMMUNITY FOUNDATION OR OTHER SPONSORING ORGANIZATION OF DONOR ADVISED FUNDS DESCRIBED IN SECTION 170(B)(1)(A)(VI) OF THE CODE OR A COMMUNITY FOUNDATION CLOSELY RELATED IN PURPOSE OR FUNCTION TO THOSE DESCRIBED IN SECTION 170(B)(1)(A)(VI). THE FOUNDATION SHALL HAVE AT LEAST ONE DONOR MEMBER AND NO MORE THAN THREE DONOR MEMBERS. THE FOUNDATION SHALL HAVE AT LEAST TWO CHARITABLE MEMBERS AND NO MORE THAN SIX CHARITABLE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING (I) THE CHARITABLE MEMBERS, AS A CLASS, SHALL BE ENTITLED TO ELECT A MAJORITY OF THE BOARD OF DIRECTORS WHO SHALL SERVE AS THE CHARITABLE DIRECTORS, AND (II) THE DONOR MEMBERS, AS A CLASS, SHALL BE ENTITLED TO ELECT THE BALANCE OF THE BOARD OF DIRECTORS WHO SHALL SERVE AS THE DONOR DIRECTORS. THE CHARITABLE CLASS SHALL CONSIST OF AT LEAST FOUR DIRECTORS, EACH OF WHOM SHALL BE A CURRENT OR FORMER TRUSTEE, DIRECTOR, OR OFFICER OF ONE OF THE CHARITABLE MEMBERS. EACH CHARITABLE MEMBER SHALL BE REPRESENTED ON THE BOARD OF DIRECTORS BY AN INDIVIDUAL WHO IS A CURRENT OR FORMER TRUSTEE, DIRECTOR, OR OFFICER OF SUCH CHARITABLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE CIRCULATED TO THE BOARD MEMBERS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS EACH DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING-BOARD DELEGATED POWERS. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING-BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MUST LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MUST, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE MUST DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE MUST DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MUST MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT MUST INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT MUST TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ARLINGTON COMMUNITY FOUNDATION 4601 NORTH FAIRFAX DRIVE STE 105 ARLINGTON VA 22203 541602838 GRANTMAKING VA 501(C)(3) LINE 7 0 NATIONAL CHRISTIAN CHARITABLE FOUNDATION 1150 SANCTUARY PARKWAY STE 350 ALPHARETTA GA 30009 581493949 GRANTMAKING GA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0