The Peterson Family Foundation II Inc
The foundation operates for the benefit of its supported organizations.
The Peterson Family Foundation II Inc at a glance
In short: The Peterson Family Foundation II Inc gave $5.2M across 8 grants in 2025 (avg $649K), top state Maine. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $5,188,334
- Grants made (2025)
- 8
- Average grant
- $648,542
- Median grant
- $465,000
- Total assets
- $16,482
- -61.4% vs 2024
- Primary geography
- Maine (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026.
Who The Peterson Family Foundation II Inc funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Ogunquit Playhouse Foundation ($2.0M). Together the top 8 received $5.2M.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 11 (27%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5.2M (2025) to $8.0M (2020). In 2025 it made 8 grants totaling $5.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ogunquit Playhouse Foundation Ogunquit, ME | Renovation & Restoration of Playhouse | $2,000,000 |
| Inova Health System Foundation Falls Church, VA | Life W/ Cancer and Fairfax Er | $1,000,000 |
| Middlebury College Middlebury, VT | Academics & Athletics | $666,667 |
| St Stephen's & St Agnes School Alexandria, VA | Renovation of the Upper School | $600,000 |
| Arlington Community Foundation Arlington, VA | George Mason University Fund and General Support | $330,000 |
| George Mason University Foundation Fairfax, VA | Center for the Arts Renovation Fund | $316,667 |
| York Hospital York, ME | Cardiac Catheterization Lab Modernization | $250,000 |
| National Christian Charitable Foundation Alpharetta, GA | General Support | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $16,482 | $5,164,244 | $5,190,489 | $5,188,334 | 8 | $910 |
| 2024 | $42,727 | $1,352 | $985 | — | — | — |
| 2022 | $45,499 | $152 | $37,878 | — | — | — |
| 2021 | $83,225 | $233 | $3,525 | — | — | — |
| 2020 | $86,517 | $5,695,979 | $8,045,006 | $8,045,000 | 3 | $979 |
About The Peterson Family Foundation II Inc
Based on IRS filings
The Peterson Family Foundation II Inc is a public charity focused on Education, based in Fairfax, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $16K in total assets. In 2025, it awarded 8 grants totaling $5.2M. Net investment income was $910.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Peterson Family Foundation II Inc is led by Lauren E. Peterson, President on every filing since 2020; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lauren E. Peterson
President
On filings since 2020
0.1 hrs/week
No compensation reported
Jennifer L. Owens
Director
On filings since 2022
0.1 hrs/week
No compensation reported
Karen Jonas
Director
On filings since 2024
0.1 hrs/week
No compensation reported
David Johnson
Director
New on the 2025 filing
0.1 hrs/week
No compensation reported
Tanja Castro
Director
New on the 2025 filing
0.1 hrs/week
No compensation reported
Jon M. Peterson
Vice President
Treasurer → Vice President, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
David H. Wills
Secretary
Director → Secretary, 2025
On filings since 2022
0.1 hrs/week
No compensation reported
William E. Peterson
Treasurer
Director → Treasurer, 2025
On filings since 2022
0.1 hrs/week
No compensation reported
Former officers (8)
- Former: Dana E. Ring (2022–2024) — Director
- Former: William D. Dolan (2024) — Director
- Former: Willaim D. Dolan (2022) — Director
- Former: Carolyn S. Peterson (2020–2021) — Secretary
- Former: Mike Schoenfeld (2020–2021) — Director
- Former: Otis D. Coston (2020–2021) — Director
- Former: Rita Meyer (2020–2021) — Director
- Former: Paul Kyle (2021) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Peterson Family Foundation II Inc
How much does The Peterson Family Foundation II Inc give each year?
The Peterson Family Foundation II Inc gave $5.2M across 8 grants in 2025, according to its 2025 IRS Form 990.
What is The Peterson Family Foundation II Inc's typical grant size?
The Peterson Family Foundation II Inc's median grant in 2025 was $465,000, and its average grant was $648,542, across 8 grants on its 2025 IRS Form 990.
Where does The Peterson Family Foundation II Inc give grants?
The Peterson Family Foundation II Inc's top state is Maine, with 43% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Virginia (43%) and Vermont (13%).
Does The Peterson Family Foundation II Inc give general operating support?
Yes: 25% of The Peterson Family Foundation II Inc's 2025 grants with a stated purpose (2 of 8) were for general or operating support, per its 2025 IRS Form 990.
Who are The Peterson Family Foundation II Inc's largest grantees?
The Peterson Family Foundation II Inc's largest 2025 grantees include Ogunquit Playhouse Foundation ($2,000,000), Inova Health System Foundation ($1,000,000) and Middlebury College ($666,667), according to its 2025 IRS Form 990. Together they received 71% of its itemized 2025 grant dollars.
How large is The Peterson Family Foundation II Inc?
The Peterson Family Foundation II Inc reported $16K in total assets on its 2025 IRS Form 990. Its revenue that year was $5.2M.
What is The Peterson Family Foundation II Inc?
The Peterson Family Foundation II Inc is a public charity focused on Education, based in Fairfax, VA. It holds $16K in total assets as of 2025.
What is The Peterson Family Foundation II Inc's EIN?
The Peterson Family Foundation II Inc's EIN (Employer Identification Number) is 20-8351665. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS September 3, 2026)
Live grants for the work The Peterson Family Foundation II Inc funds
Education Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Peterson Family Foundation II Inc's focus areas in our free grants database
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