2023-11-15T12:02:48-06:00 2022-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER 11TH FLOOR BETHESDA MD 20814 990EZ 2022-01-01 208351665 THE PETERSON FAMILY FOUNDATION II INC PETE 7036317541 12500 FAIR LAKES CIRCLE 400 FAIRFAX VA 22033 LAUREN E PETERSON PRESIDENT 7036317541 2023-11-15 1 LAUREN PETERSON 999009999 0 BRIAN J GIGANTI P00646609 3016549000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X N/A X X 152 X 152 152 37578 300 37878 -37726 83225 0 45499 83225 45499 83225 45499 0 0 83225 45499 X THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSESBY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, (I) EDUCATIONAL ORGANIZATIONS DESCRIBED IN SECTION 170(B)(L)(A)(II) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, (HEREINAFTER THE "CODE"), AND (II) COMMUNITY FOUNDATIONS OR OTHER SPONSORING ORGANIZATIONS OF DONORADVISED FUNDS DESCRIBED IN SECTION 170(B)(L)(A)(VI) OF THE CODE, WHICH ORGANIZATIONS ARE ALSO DESCRIBED IN SECTION501(C)(3) AND SECTION 509(A)(L) OF THE CODE. THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, (I) EDUCATIONAL ORGANIZATIONS DESCRIBED IN SECTION 170(B)(L)(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)(L)(A)(VI) OF THE CODE, WHICH ORGANIZATIONS ARE ALSO DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(L) OF THE CODE. 0 0 0 WILLIAM E PETERSON DIRECTOR 0.00 0 0 0 JENNIFER L OWENS DIRECTOR 0.00 0 0 0 WILLAIM D DOLAN DIRECTOR 0.00 0 0 0 DAVID H WILLS DIRECTOR 0.00 0 0 0 DANA E RING DIRECTOR 0.00 0 0 0 JON M PETERSON TREASURER 0.00 0 0 0 LAUREN E PETERSON PRESIDENT 0.00 0 0 0 X 0 1 0 0 0 0 0 0 0 0 0 0 0 0 VA THE ORGANIZATION 12500 FAIR LAKES CIRCLE FAIRFAX VA 22033 7033617541 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X X 2 NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC DBA NATIONAL CHRISTIAN FOUND 581493949 7 0 0 0 ARLINGTON COMMUNITY FOUNDATION 541602838 7 0 0 0 2 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, QUESTION 1 THE AMENDED ARTICLES OF INCORPORATION DEFINES THE CHARITABLE CLASS 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, QUESTION 5A EFFECTIVE 2022, THE ARTICLES OF INCORPORATION WERE AMENDED TO REMOVE 4 SPECIFIC EDUCATIONAL ORGANIZATIONS THAT WERE PREVIOUS MEMBERS OF THE DONOR CLASS AND EXPAND THE DEFINITION OF THE CHARITABLE CLASS 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. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 152. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 300. FORM 990-EZ, PART V, QUESTION 34 EFFECTIVE 2022, THE FOUNDATION MADE THE FOLLOWING CHANGES TO ITS ORGANIZATIONAL DOCUMENTS: - THE ARTICLES OF INCORPORATION WERE AMENDED TO EXTEND THE CHARITABLE CLASS 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. -THE ARTICLES OF INCORPORATION WERE ALSO AMENDED TO EXPAND THE INITIAL NUMBERS OF THE CORPORATION SHALL BE SEVEN(7). THEREAFTER, THE CORPORATION SHALL HAVE AT LEAST ONE (1) AND NO MORE THAN TEN (10) DIRECTORS AS DETERMINED FROM TIME TO TIME BY THE MEMBERS. IN MAKING THIS CHANGE, THE CHARITABLE CLASS WAS ALSO CHANGED TO INITIALLY INCLUDE; O THE ARLINGTON COMMUNITY FOUNDATION O THE NATIONAL CHRISTIAN CHARITABLE FOUNDATION - THE BY-LAWS WERE AMENDED AND RESTATED IN THEIR ENTIRETY BY; O IDENTIFYING THE TWO CLASSES OF MEMBERSHIP, THAT IS, THE CHARITABLE MEMBERS AND THE DONOR MEMBERS' O SETTING THE MINIMUM AND MAXIMUM NUMBER OF MEMBERS IN EACH MEMBERSHIP CLASS O SETS THE VOTING RIGHTS OF EACH CLASS OF MEMBERSHIP O SETS THE INITIAL NUMBER OF DIRECTORS FOR EACH CLASS OF MEMBERSHIP AND THE TERM OF THEIR DIRECTORSHIP THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.