2024-11-15T12:35:39-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER SUITE 910 BETHESDA MD 20814 990PF 2023-01-01 541870812 THE PETERSON FAMILY FOUNDATION INC PETE 7036317316 12500 FAIR LAKES CIRCLE 400 FAIRFAX VA 22033 LAUREN E PETERSON PRESIDENT 7036317316 2024-11-14 1 1 BRIAN J GIGANTI P00646609 3016549000 2024-11-14 2023 2024-10-15 13:58:12Z X 4346984 X 754060 121203 121203 22825 22825 5381859 5845766 5381859 130823 130823 6410770 5525887 0 0 0 4620 2000 2620 12981 0 12981 41849 0 213 599 0 599 60049 2000 16413 3417983 3417983 3478032 2000 3434396 2932738 5523887 622789 3453481 3453481 5355200 0 0 110837 110837 138161 308629 754442 754442 900 900 900 900 6398355 4319660 4346984 4943855 4943855 0 X 1454500 4319660 1454500 4319660 6398355 4319660 1454500 2932738 0 4387238 67578 4319660 SALE OF PUBLLICLY TRADED STOCK D 490566 52562 438004 438004 SALE OF LAND ON INSTALLMENT SALE BASIS D 5355200 411345 4943855 4943855 5381859 76782 0 76782 0 76782 43320 0 36000 0 79320 X 0 2538 2538 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 1 0 1 N/A LEYLA DEPRENGER 7036317529 12500 FAIR LAKES CIRCLE FAIRFAX VA 22033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 LAUREN E PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 PRESIDENT 1.00 0 0 0 JON M PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 VICE PRESIDENT 1.00 0 0 0 CAROLYN S PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 SECRETARY 1.00 0 0 0 STEVEN B PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 DIRECTOR 1.00 0 0 0 WILLIAM E PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 477935 2685392 2884469 6047796 0 0 6047796 90717 5957079 297854 297854 76782 76782 221072 0 221072 0 221072 3434396 0 3434396 221072 0 0 2691403 3943967 6635370 3434396 0 0 0 221072 3213324 0 0 9848694 0 0 0 0 0 0 0 9848694 2691403 3943967 3213324 LAUREN E PETERSON JON M PETERSON CAROLYN S PETERSON STEVEN B PETERSON WILLIAM E PETERSON X LEYLA DEPRENGER 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 7032271259 LDEPRENGER@PETERSONCOS.COM PURPOSE FOR WHICH FUNDS ARE SOLICITED, AMOUNT OF FUNDS SOLICITED, COPY OF MOST RECENT FORM 990 AND IRS DETERMINATION LETTER IF APPLICABLE. NONE NONE PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION 3101 WISCONSIN AVE NW WASHINGTON DC 20016 N/A PC RESTORATION FUNDS 1000000 ST STEPHEN'S & ST AGNES SCHOOL 400 FONTAINE STREET ALEXANDRIA VA 223029912 N/A PC RENOVATION FUNDS 605000 INOVA HEALTH SYSTEM FOUNDATION 8110 GATEHOUSE ROAD FALLS CHURCH VA 220429957 N/A PC GENERAL SUPPORT & LIFE W/ CANCER 331250 GEORGE MASON UNIVERSITY FOUNDATION INC 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 N/A PC RENOVATION FUNDS 231113 YORK HOSPITAL 15 HOSPITAL DRIVE YORK ME 03909 N/A PC RENOVATION FUNDS 208333 OGUNQUIT PLAYHOUSE FOUNDATION PO BOX 1510 OGUNQUIT ME 03907 N/A PC RENOVATION FUNDS 166667 INGLESIA AFRICANA METODISTA EPISCOPAL AME CALLE AMIN ABEL HASBUN NO 3 ENSANCHE PEREYRA LA ROMAN DR N/A NC TO FUND OPERATING COSTS OF THE CHURCH RELATED SCHOOL ESCUELA HOGAR EMAS AND HELP FUND THE CHURCH'S FEEDING PROGRAM FOR THE POOR. THE FUNDS COVER PAYROLL, THE FEEDING OF STUDENTS AND THE POOR IN THE NEIGHBORHOOD, AND OTHER COSTS, SUCH AS UNIFORMS, BOOKS, INTERNET, GAS, ETC. 120000 FAIRFAX UNITED METHODIST CHURCH 10300 STRATFORD AVENUE FAIRFAX VA 220303217 N/A PC GENERAL SUPPORT 87494 PROJECT CURE 10377 E GEDDES AVE STE 200 CENTENNIAL CO 801123740 N/A PC PROJECT C.U.R.E 82760 POTOMAC RIVERKEEPER INC 3070 M STREET NW WASHINGTON DC 20007 N/A PC POTOMAC RIVERKEEPER INC. 65000 FLINT HILL SCHOOL FOUNDATION 3320 JERMANTOWN ROAD OAKTON VA 22124 N/A PC GENERAL SUPPORT 50000 LIGA DOMINICANA CONTRA EL CANCER A VENIDA CORREA Y CIDRON NO 1 SANTO DOMINGO A VENIDA CORREA Y DR N/A NC MEDICAL EQUIPMENT 40000 YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DRIVE BRISTOW VA 20136 N/A PC GENERAL SUPPORT 35000 SUN VALLEY INSTITUTE OF RESILIENCE INC PO BOX 3537 HAILEY ID 83333 N/A PC GENERAL SUPPORT 30000 MIDDLEBURG FILM FESTIVAL PO BOX 1566 MIDDLEBURG VA 20118 N/A PC GENERAL SUPPORT 25000 NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 OAKTON VA 22124 N/A PC GENERAL SUPPORT 25000 JUST OLDER YOUTH INC POBOX 1735 TAVERNIER FL 33070 N/A PC GENERAL SUPPORT 25000 RAINBOW THERAPEUTIC RIDING CENTER PO BOX 479 HAYMARKET VA 20168 N/A PC GENERAL SUPPORT 22450 LOUDOUN BENEFIT HORSE SHOW FOUNDATION PO BOX 601 UPPERVILLE VA 20185 N/A PC GENERAL SUPPORT 12500 HELPING CHILDREN WORLDWIDE 14101 PARKE LONG COURT SUITE T CHANTILLY VA 20151 N/A PC GENERAL SUPPORT 12500 DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 217415030 N/A PC GENERAL SUPPORT 10900 MINARYS DREAM ALLIANCE 9155 AMERICAN LEGION ROAD CHESTERTOWN VA 21620 N/A PC GENERAL SUPPORT 10883 NORTHERN VIRGINIA CONSERVATION TRUST 4022-A HUMMER ROAD ANNANDALE VA 22003 N/A PC GENERAL SUPPORT 10000 HOPECAM INC 12100 SUNSET HILLS RD RESTON VA 20190 N/A PC GENERAL SUPPORT 10000 ST PAULS EPISCOPAL CHURCH OF ALEXANDRIA 228 SOUTH PITT STREET ALEXANDRIA VA 22314 N/A PC GENERAL SUPPORT 10000 YOUTH INVEST PARTNERS INC 1101 VERMONT AVENUE NW SUITE 300 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 10000 WAKE FOREST UNIVERSITY 499 DEACON BLVD WINSTON SALEM NC 27105 N/A PC GENERAL SUPPORT 10000 YORK VOLUNTEER FIRE DEPARTMENT INC 1 FIREHOUSE DRIVE YORK ME 03909 N/A PC GENERAL SUPPORT 10000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVE NW WASHINGTON DC 20009 N/A PC GENERAL SUPPORT 10000 RARE VILLAGE FOUNDATION 6808 OLD GLORY CT MCKINNEY TX 75071 N/A PC GENERAL SUPPORT 9000 EMERGING SCHOLARS PROGRAM INC 2009 14TH STREET N SUITE ONE ARLINGTON VA 22201 N/A PC GENERAL SUPPORT 6000 GREATER WASHINGTON COMMUNITY FOUNDATION 1325 G STREET NW SUITE 480 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 5000 BAND OF PARENTS INC 2248 BROADWAY 1009 NEW YORK NY 10024 N/A PC GENERAL SUPPORT 5000 ALEXANDRIA SPORTSMANS CLUB PO BOX 1011 ALEXANDRIA VA 22313 N/A PC GENERAL SUPPORT 5000 THE BALDWIN SCHOOL 701 MONTGOMERY AVE BRYN MAWR PA 19010 N/A PC GENERAL SUPPORT 5000 FRIENDSHIP VETERANS FIRE ENGINE ASSOC PO BOX 22505 ALEXANDRIA VA 22304 N/A PC GENERAL SUPPORT 5000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 N/A PC GENERAL SUPPORT 5000 FRIENDS OF GUEST HOUSE ONE EAST LURAY AVENUE ALEXANDRIA VA 223012025 N/A PC GENERAL SUPPORT 5000 WORKHOUSE ARTS FOUNDATION INC 9518 LORTON RD LORTON VA 22079 N/A PC GENERAL SUPPORT 5000 FAIRFAX COUNTY POLICE ASSOCIATION 5625 REVERCOMB COURT FAIRFAX VA 22030 N/A PC GENERAL SUPPORT 5000 YOUTH ENRICHMENT SERVICES 412 MASSACHUSETTS AVENUE BOSTON MA 02118 N/A PC GENERAL SUPPORT 5000 CAPITOL BASEBALL INC PO BOX 1219 ALEXANDRIA VA 22313 N/A PC GENERAL SUPPORT 5000 HAYMAKERS FOR HOPE 501 BOYLSTON ST 10TH FLOOR BOSTON MA 02116 N/A PC GENERAL SUPPORT 5000 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 4072 PITTSFIELD MA 01202 N/A PC GENERAL SUPPORT 4500 THE FATHER MCKENNA CENTER 19 EYE STREET NW WASHINGTON DC 20001 N/A PC GENERAL SUPPORT 3500 CATHOLIC CHARITIES - DIOCESE OF ARLINGTON PO BOX 1900 MERRIFIELD VA 221161900 N/A PC GENERAL SUPPORT 3000 FRIENDS OF WRESTLING PREP 13712 GRAN DEUR DR WOODBRIDGE VA 22193 N/A PC GENERAL SUPPORT 3000 ANIMAL WELFARE LEAGUE OF ALEXANDRIA VA 4101 EISENHOWER AVE ALEXANDRIA VA 22304 N/A PC GENERAL SUPPORT 3000 PRINCE WILLIAM COUNTY PARKS FOUNDATION 14420 BRISTOW ROAD MANASSAS VA 20112 N/A PC GENERAL SUPPORT 2500 CLIFTON BETTERMENT ASSOCIATION PO BOX 94 CLIFTON VA 20124 N/A PC GENERAL SUPPORT 2500 MARCH OF DIMES 1550 CRYSTAL DR SUITE 1300 ARLINGTON VA 22202 N/A PC GENERAL SUPPORT 2500 BLUE RIDGE WILDLIFE CENTER 106 ISLAND FARM LANE BOYCE VA 22620 N/A PC GENERAL SUPPORT 2500 MIDDLEBURG CLASSIC HORSE SHOW PO BOX 601 UPPERVILLE VA 20185 N/A PC GENERAL SUPPORT 2500 HISTORIC ALEXANDRIA FOUNDATION 218 NORTH LEE ST STE 310 ALEXANDRIA VA 22314 N/A PC GENERAL SUPPORT 2300 PROJECT SECOND CHANCE INC 610 MADISON ST STE 101 622 ALEXANDRIA VA 22314 N/A PC GENERAL SUPPORT 2300 BONEFISH & TARPON TRUST 2937 SW 27TH AVENUE SUITE 203 MIAMI FL 33133 N/A PC GENERAL SUPPORT 2000 GRACE EPISCOPAL CHURCH 3601 RUSSELL RD ALEXANDRIA VA 22305 N/A PC GENERAL SUPPORT 2000 RANDOLPH-MACON ACADEMY 200 ACADEMY DR FRONT ROYAL VA 22630 N/A PC GENERAL SUPPORT 2000 ANGELS WITHOUT WINGS 3725 SUNSET LN OXNARD CA 93035 N/A PC GENERAL SUPPORT 2000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 N/A PC GENERAL SUPPORT 1500 SEMESTER AT SEA 2243 CENTRE AVE SUITE 300 FORT COLLINS CO 805266052 N/A PC GENERAL SUPPORT 1500 APPALACHIAN TRAIL CONSERVANCY PO BOX 807 HARPERS FERRY WV 254259988 N/A PC GENERAL SUPPORT 1500 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 N/A PC GENERAL SUPPORT 1500 FREDERICK STEEPLECHASERS RUNNING CLUB PO BOX 681 FREDERICK MD 21705 N/A PC GENERAL SUPPORT 1500 YOUNG LIFE PO BOX 70065 PRESCOTT AZ 863047065 N/A PC GENERAL SUPPORT 1500 SPECIAL OLYMPICS VIRGINIA PO BOX 90019 RICHMOND VA 232259019 N/A PC GENERAL SUPPORT 1500 MIDDLEBURG HUMANE FOUNDATION P O BOX 1238 MIDDLEBURG VA 20118 N/A PC GENERAL SUPPORT 1500 SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING ST ALEXANDRIA VA 22302 N/A PC GENERAL SUPPORT 1400 THE FAISON CENTER 5311 MARKEL ROAD RICHMOND VA 23230 N/A PC GENERAL SUPPORT 1045 HOUSE OF MERCY 8170 FLANNERY CT MANASSAS VA 20109 N/A PC GENERAL SUPPORT 1030 TRI-CITY ECOLOGY CENTER PO BOX 674 FREMONT CA 94537 N/A PC GENERAL SUPPORT 1000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC GENERAL SUPPORT 1000 FEAR 2 FREEDOM PO BOX 6104 NEWPORT NEWS VA 23606 N/A PC GENERAL SUPPORT 1000 RIKKI'S REFUGE ANIMAL SANCTUARY PO BOX 1357 ORANGE VA 22960 N/A PC GENERAL SUPPORT 1000 RESTORING IVY COLLECTIVE INC 36 18TH STREET SE WASHINGTON DC 20003 N/A PC GENERAL SUPPORT 1000 MONTGOMERY COUNTY FAMILY JUSTICE CENTER PO BOX 10692 ROCKVILLE MD 20849 N/A PC GENERAL SUPPORT 1000 ALICE'S KIDS PO BOX 60 MOUNT VERNON VA 22121 N/A PC GENERAL SUPPORT 1000 KEY TO LIONS HEART RESCUE INC PO BOX 5570 DERWOOD MD 20855 N/A PC GENERAL SUPPORT 1000 KING STREET CATS 25 SOUTH DOVE STREET ALEXANDRIA VA 22314 N/A PC GENERAL SUPPORT 1000 SERENITY CLUB OF ALEXANDRIA INC 8121-B RICHMOND HIGHWAY ALEXANDRIA VA 22309 N/A PC GENERAL SUPPORT 1000 HLA LACROSSE FOUNDATION 201 SOUTH MAIN STREET LAMBERTVILLE NJ 08530 N/A PC GENERAL SUPPORT 1000 COMMONWEALTH CONSULTANTS FOUNDATION 8321 OLD COURTHOUSE RD STE 250 VIENNA VA 22182 N/A PC GENERAL SUPPORT 1000 LUCKY DOG ANIMAL RESCUE 5159 LEE HIGHWAY ARLINGTON VA 22207 N/A PC GENERAL SUPPORT 1000 LOUDOUN ABUSED WOMEN SHELTER 105 EAST MARKET STREET LEESBURG VA 20176 N/A PC GENERAL SUPPORT 906 THE LILLY AND BLAIR FOUNDATION 3011 WEBER PLACE OAKTON VA 22124 N/A PC GENERAL SUPPORT 750 PATRIOT POINT LLC 750 TAYLORS ISLAND MADISON MD 21648 N/A PC GENERAL SUPPORT 502 FOUR FOOTED FRIENDS 220 BECK ROAD INDIANA PA 15701 N/A PC GENERAL SUPPORT 400 NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 OAKTON VA 22124 N/A PC GENERAL SUPPORT 350 SOME 71 O STREET NW WASHINGTON DC 20001 N/A PC GENERAL SUPPORT 300 ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 167 MEMPHIS TN 381019922 N/A PC GENERAL SUPPORT 265 RIP MEDICAL DEBT P O BOX 411675 BOSTON MA 022411675 N/A PC GENERAL SUPPORT 265 GRANTS CENTRAL STATION 1215 SOUTH KIHEI RD 0-PMB 840 KIHEI HI 96753 N/A PC GENERAL SUPPORT 256 CLOVERLEAF 6429 CLIFTON RD CLIFTON VA 20124 N/A PC GENERAL SUPPORT 250 NATIONAL SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE SUITE 105 DANVERS MA 01923 N/A PC GENERAL SUPPORT 250 CHILDREN'S HOSPITAL FOUNDATION PO BOX 96490 WASHINGTON DC 200906490 N/A PC GENERAL SUPPORT 250 GABRIEL HOMES INC PO BOX 710207 HERNDON VA 201710207 N/A PC GENERAL SUPPORT 250 ARLINGTON FOOD ASSISTANCE CENTER PO BOX 6261 ARLINGTON VA 22206 N/A PC GENERAL SUPPORT 250 WOMEN GIVING BACK 20 EXPORT DRIVE STERLING VA 20164 N/A PC GENERAL SUPPORT 164 RONALD MCDONALD HOUSE 1326 QUINCY STREET NE WASHINGTON DC 20017 N/A PC GENERAL SUPPORT 150 3417983 0 14 121203 14 22825 18 5381859 14 130823 0 0 5656710 0 5656710 0 0 0 0 0 0 0 0 0 0 X X 1 CAROLYN S PETERSON REVOCABLE TRUST 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 400000 X 2 CHRIS PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 29498 X 3 PETERSON FAMILY TRUST 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 272000 X 4 WILLIAM E PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 28175 X 5 WILLIAM E PETERSON 12500 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 24387 X 4 580 SHARES OF PUBLICLY TRADED STOCK 28175 2023-09-21 5 502 SHARES OF OF PUBLICLY TRADED STOCK 24387 2023-12-19 ACCOUNTING AND TAX PREPARATION FEES 4620 2000 2620 IGLESIA AFRICANA METODISTA EPISCOPA CALLE AMIN ABEL HASBU NO 3 ENSANCHE PEREYRA LA ROMANA DR 2023-01-03 120000 TO FUND OPERATING COSTS OF THE CHURCH RELATED SCHOOL ESCUELA HOGAR EMAS AND HELP FUND THE CHURCH'S FEEDING PROGRAM FOR THE POOR. THE FUNDS COVER PAYROLL, THE FEEDING OF STUDENTS AND THE POOR IN THE NEIGHBORHOOD, AND OTHER COSTS, SUCH AS UNIFORMS, BOOKS, INTERNET, GAS, ETC. ALL GRANT FUNDS WERE EXPENSED AND ACCOUNTED FOR. NONE MONTHLY FOR EACH MONTH IN 2023 BY THE 8TH OF THE FOLLOWING M GOLDMAN SACHS BANK USA DEPOSIT ACCOUNT 754442 754442 SANDY SPRING BANK 110837 138161 CORRECTION TO BEGGINING NET ASSETS FOR UNREALIZED GAINS 67578 BUSINESS EXPENSES 331 0 331 REGISTRATION FEES 268 0 268 CONSULTING 12981 0 12981 REAL ESTATE TAXES 213 0 213 FEDERAL EXCISE TAXES 41636 0 0