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PETERSON FAMILY FOUNDATION II INC

EIN 20-8351665 FAIRFAX, VA

Revenue 2025
$5,164,244
Expenses 2025
$5,190,489

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B122
Classification
1000
Street
4100 MONUMENT CORNER DR STE 300

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

THE FOUNDATION OPERATES FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS.

  • 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

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • LAUREN E PETERSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1
  • JON M PETERSON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1
  • WILLIAM E PETERSON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1
  • DAVID H WILLS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • TANJA CASTRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1 related
  • DAVID JOHNSON

    DIRECTOR (PART YEAR)

    Total calculated
    $433,140
    From this org
    $0
    From related orgs
    $379,462
    Other
    $53,678
    Hours/week
    0.1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,462 related
    Bonus
    $0 + $70,000 related
    Other
    $0
    Deferred
    $0 + $13,180 related
    Nontaxable benefits
    $0 + $40,498 related
    Filer's total
    $0 + $433,140 related
  • KAREN JONAS

    DIRECTOR (PART YEAR)

    Total calculated
    $235,382
    From this org
    $0
    From related orgs
    $211,419
    Other
    $23,963
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,679 related
    Bonus
    $0 + $9,740 related
    Other
    $0
    Deferred
    $0 + $9,566 related
    Nontaxable benefits
    $0 + $14,397 related
    Filer's total
    $0 + $235,382 related
  • JENNIFER L OWENS

    DIRECTOR

    Total calculated
    $297,067
    From this org
    $0
    From related orgs
    $273,018
    Other
    $24,049
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,018 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,787 related
    Nontaxable benefits
    $0 + $14,262 related
    Filer's total
    $0 + $297,067 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $5,164,244
    Expenses
    $5,190,489
    Contributions
    $5,163,334
    Grants paid
    $5,188,334
  • 2024
    Revenue
    $1,352
    Expenses
    $985
    Contributions
    not reported
    Grants paid
    not reported
  • 2022
    Revenue
    $152
    Expenses
    $37,878
    Contributions
    not reported
    Grants paid
    not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990-EZ

    Revenue
    $233
    Expenses
    $3,525
    Assets (EOY)
    $83,225
  • 2020 · 990

    Revenue
    $5,695,979
    Expenses
    $8,045,006
    Assets (EOY)
    $86,517
  • 2019 · 990

    Revenue
    $1,294,876
    Expenses
    $264,116
    Assets (EOY)
    $2,435,544
  • 2018 · 990

    Revenue
    $7,950,063
    Expenses
    $6,971,179
    Assets (EOY)
    $1,574,552
  • 2017 · 990

    Revenue
    $1,779,406
    Expenses
    $2,811,994
    Assets (EOY)
    $7,279,968
  • 2016 · 990

    Revenue
    $6,094,430
    Expenses
    $5,173,226
    Assets (EOY)
    $6,958,488
  • 2015 · 990

    Revenue
    $465,927
    Expenses
    $3,156,300
    Assets (EOY)
    $1,445,153
  • 2014 · 990

    Revenue
    $204
    Expenses
    $358,067
    Assets (EOY)
    $3,210,526
  • 2013 · 990

    Revenue
    $7,583,492
    Expenses
    $6,337,080
    Assets (EOY)
    $3,568,389
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $2,150,996
    Assets (EOY)
    $2,321,977

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2023

Tax period
1 January 2023 to 31 December 2023
Principal officer
LAUREN E PETERSON
Mailing address
12500 FAIR LAKES CIRCLE 400FAIRFAX VA 22033
Website
Something was entered that is not a web address, so it is not shown.

As filed, from the IRS e-Postcard file of 19 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.