Nonprofit · EIN 20-8351665
PETERSON FAMILY FOUNDATION II INC
Tax-exempt · FAIRFAX, VA 22030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,164,244 | $5,190,489 | -$26,245 | $16,482 | $0 | $16,482 |
| December 31, 2024 | 990-EZ | $1,352 | $985 | $367 | $42,727 | $0 | $42,727 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,163,334
- Program service revenue
- $0
- Investment income
- $910
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,188,334
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,120
- Program services (functional)
- $5,188,334
- Management and general (functional)
- $2,155
Balance sheet and other
- Total assets, start of year
- $42,727
- Total assets, end of year
- $16,482
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,482
- Net assets without donor restrictions
- $16,482
- Gross receipts
- $5,164,244
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID JOHNSON | DIRECTOR (PART YEAR) Trustee or director | 0.1 | $0 | $379,462 | $53,678 |
| JENNIFER L OWENS | DIRECTOR Trustee or director | 0.1 | $0 | $273,018 | $24,049 |
| KAREN JONAS | DIRECTOR (PART YEAR) Trustee or director | 0.1 | $0 | $211,419 | $23,963 |
| LAUREN E PETERSON | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JON M PETERSON | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM E PETERSON | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| DAVID H WILLS | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| TANJA CASTRO | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN E PETERSON | PRESIDENT | 0.1 | $0 |
| JON M PETERSON | TREASURER | 0.1 | $0 |
| WILLIAM D DOLAN | DIRECTOR | 0.1 | $0 |
| JENNIFER L OWENS | DIRECTOR | 0.1 | $0 |
| WILLIAM E PETERSON | DIRECTOR | 0.1 | $0 |
| DANA E RING | DIRECTOR | 0.1 | $0 |
| DAVID H WILLS | DIRECTOR | 0.1 | $0 |
| KAREN JONAS | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 MONUMENT CORNER DR STE 300, FAIRFAX, VA 22030-8610
- In care of
- % NANCY Z MCGRATH
- Mailing address (990-N for 2023)
- 12500 FAIR LAKES CIRCLE 400, FAIRFAX VA 22033
- Principal officer (990 for 2025)
- LAUREN E PETERSON, 4100 MONUMENT CORNER DRIVE 300, FAIRFAX, VA 22030
- Principal officer (990-N for 2023)
- LAUREN E PETERSON, 12500 FAIR LAKES CIRCLE 400, FAIRFAX VA 22033
- Signed the 990
- JON PETERSON, VICE PRESIDENT
- Phone
- (703) 631-7541
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
THE FOUNDATION OPERATES FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS.
Program accomplishments
- THE FOUNDATION OPERATED FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS BY MAKING GRANTS TO SUCH ORGANIZATIONS AND OTHERS.Expenses $5,188,334 · grants $5,188,334
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 20-8351665
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B122)
- Assets (IRS master file)
- $16,482
- Income (IRS master file)
- $5,164,244
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,164,244 | $5,190,489 | $16,482 | XML |
| 990-EZ | December 2024 | $1,352 | $985 | $42,727 | IRS |
| 990-N for 2023 Officer: LAUREN E PETERSON | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8351665).
Questions about PETERSON FAMILY FOUNDATION II INC
- What is the EIN of PETERSON FAMILY FOUNDATION II INC?
- The employer identification number (EIN) of PETERSON FAMILY FOUNDATION II INC is 20-8351665.
- Is PETERSON FAMILY FOUNDATION II INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to PETERSON FAMILY FOUNDATION II INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PETERSON FAMILY FOUNDATION II INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PETERSON FAMILY FOUNDATION II INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETERSON FAMILY FOUNDATION II INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PETERSON FAMILY FOUNDATION II INC?
- The 990 for the year ended December 31, 2025 names LAUREN E PETERSON.
- Who are the officers and directors of PETERSON FAMILY FOUNDATION II INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PETERSON FAMILY FOUNDATION II INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,164,244, expenses of $5,190,489 and total assets of $16,482 at year end.
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