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Nonprofit · EIN 54-1870812

PETERSON FAMILY FOUNDATION

Tax-exempt · FAIRFAX, VA 22030

Financials

$6.4M$3.5M2023$4.4M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of PETERSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,431,642$6,342,554-$1,910,912$2,408,748$0$2,408,748
December 31, 2023990-PF$6,410,770$3,478,032$2,932,738$4,319,660$0$4,319,660
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,172,588
Interest
$165,988
Net gain from sales of assets
$93,066

Expenses

Grants and similar amounts paid
$6,299,652
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,303,133
Excise tax on investment income
$9,001

Balance sheet and other

Total assets, start of year
$4,319,660
Total assets, end of year
$2,408,748
Total liabilities, end of year
$0
Net assets, end of year
$2,408,748
Fair market value of assets
$2,408,748
Qualifying distributions
$6,303,133
Net investment income
$649,516

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LAUREN E PETERSON
4100 MONUMENT CORNER DRIVE SUITE, 300, FAIRFAX, VA 22030
PRESIDENT1$0
JON M PETERSON
4100 MONUMENT CORNER DRIVE SUITE, 300, FAIRFAX, VA 22030
VICE PRESIDENT1$0
CAROLYN S PETERSON
4100 MONUMENT CORNER DRIVE SUITE, 300, FAIRFAX, VA 22030
SECRETARY1$0
STEVEN B PETERSON
4100 MONUMENT CORNER DRIVE SUITE, 300, FAIRFAX, VA 22030
DIRECTOR1$0
WILLIAM E PETERSON
4100 MONUMENT CORNER DRIVE SUITE, 300, FAIRFAX, VA 22030
TREASURER1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LAUREN E PETERSON
12500 FAIR LAKES CIRCLE SUITE 400, FAIRFAX, VA 22033
PRESIDENT1$0
JON M PETERSON
12500 FAIR LAKES CIRCLE SUITE 400, FAIRFAX, VA 22033
VICE PRESIDENT1$0
CAROLYN S PETERSON
12500 FAIR LAKES CIRCLE SUITE 400, FAIRFAX, VA 22033
SECRETARY1$0
STEVEN B PETERSON
12500 FAIR LAKES CIRCLE SUITE 400, FAIRFAX, VA 22033
DIRECTOR1$0
WILLIAM E PETERSON
12500 FAIR LAKES CIRCLE SUITE 400, FAIRFAX, VA 22033
TREASURER1$0

Address and contacts

Address (IRS master file)
4100 MONUMENT CORNER DR STE 300, FAIRFAX, VA 22030-8610
In care of
% MILTON V PETERSON
Signed the 990-PF
JON M PETERSON, VICE PRESIDENT
Phone
(703) 631-7316
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-1870812
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,408,748
Income (IRS master file)
$5,040,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,431,642$6,342,554$2,408,748XML
990-PFDecember 2023$6,410,770$3,478,032$4,319,660XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 54-1870812).

Questions about PETERSON FAMILY FOUNDATION

What is the EIN of PETERSON FAMILY FOUNDATION?
The employer identification number (EIN) of PETERSON FAMILY FOUNDATION is 54-1870812.
Is PETERSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to PETERSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does PETERSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PETERSON FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PETERSON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PETERSON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does PETERSON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,431,642, expenses of $6,342,554 and total assets of $2,408,748 at year end.

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