2025-11-10T08:43:15-06:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-01-01 042931104 THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC MARG 7812375400 CO KELLOGG GEORGE 8 GROVE ST WELLESLEY MA 02482 C GREGG PETERSMEYER PRESIDENT & TREASURER 7812375400 2025-11-05 1 1 CHARLES J WEBB CPA P01584539 5083669100 2025-11-05 2024 2025-03-06 01:10:19Z C GREGG PETERSMEYER C/O KELLOGG GEORGE 8 GROVE STREET SUITE 400 WELLESLEY MA 02482 1045722 0 X FITZIEFOUNDATION.ORG X 1986 MA SEE PART III, LINE 1 7 7 0 7 0 0 20000 10000 0 0 23735 73291 0 0 43735 83291 22000 30000 0 0 0 0 1500 1650 3450 37396 41490 60896 73140 -17161 10151 1438065 1571355 234602 240602 1203463 1330753 X THE FOUNDATION PROVIDES GRANTS TO OUTSTANDING GIRLS AND YOUNG WOMEN FROM THE INSTITUTIONS THAT FEATURED MOST PROMINENTLY IN MARGARET FITZGERALD GROGAN PETERSMEYER'S LIFE, INCLUDING TENACRE COUNTRY DAY SCHOOL, DANA HALL SCHOOL, HARVARD COLLEGE, THE HARVARD BUSINESS SCHOOL, AND OTHERS. THE GRANTS ARE AWARDED TO ASSIST IN THE FURTHER DEVELOPMENT OF THE GRANTEE'S CHARACTER, INTERESTS AND TALENTS. 0 0 30000 30000 THE FOUNDATION PROVIDES GRANTS AND FINANCIAL ASSISTANCE TO DESERVING STUDENTS AT THE FOUR SCHOOLS ATTENDED BY MARGARET G. PETERSMEYER BEFORE HER DEATH IN 1985. THE FOUNDATION AWARDED 4 NEW CONTINGENT GRANTS TO INDIVIDUALS DURING 2024. 30000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X PAUL E GEORGE 7812375400 8 GROVE STREET WELLESLEY MA 02482 X C GREGG PETERSMEYER PRESIDENT & TREASURER 0.50 X X 0 0 0 PAUL E GEORGE SECRETARY 1.50 X X 0 0 0 RICHARD H GROGAN DIRECTOR 0.10 X 0 0 0 DEVON PETERSMEYER JOHNSON TRUSTEE 0.50 X 0 0 0 WHITNEY PETERSMEYER SEGNERI TRUSTEE 0.10 X 0 0 0 CHARLES WREDE PETERSMEYER TRUSTEE 0.10 X 0 0 0 LAURENCE CHASE EXECUTIVE DIRECTOR 0.10 X 0 0 0 0 0 0 0 0 0 0 0 10000 10000 36952 36952 998770 962431 36339 36339 36339 83291 0 0 73291 30000 30000 5575 5575 1650 1650 19466 19466 3850 3850 3537 3537 1800 1800 DUES AND SUBSCRIPTIONS 4596 4596 CONTRIBUTIONS 2500 2500 BANK SERVICE CHARGES 166 166 73140 30000 39690 3450 6452 17278 52260 24528 29813 29813 0 0 1379353 1529549 1438065 1571355 234602 240602 234602 240602 X 1203463 1330753 1203463 1330753 1438065 1571355 10151 117139 0 X 0 0 0 X 36175 7900 20000 10000 74075 36175 7900 20000 10000 74075 15310 58765 29193 27620 30833 35837 36952 160435 234510 0.25060 0.26690 X THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION, INC. (THE FITZIE FOUNDATION) DID NOT MEET THE 33% TEST FOR 2024 AND 2023. IT DOES MEET THE 10% FACTS AND CIRCUMSTANCES TEST AS (1) THE FITZIE FOUNDATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT FOR EACH 3 YEAR FUNDRAISING CYCLE AND (2) THE FITZIE FOUNDATION IS IN THE NATURE OF A PUBLICLY SUPPORTED ORGANIZATION. THE FITZIE FOUNDATION HAS ENGAGED ITS DIRECTORS AND EXECUTIVE DIRECTOR IN DEVELOPING ADDITIONAL FUNDRAISING OPPORTUNITIES. THE ACTIVITIES OF THE FITZIE FOUNDATION HAVE HISTORICALLY ATTRACTED SUPPORT FROM OTHER PUBLIC CHARITIES AND INDIVIDUALS. WHILE THE PANDEMIC HAS MADE FUNDRAISING MORE DIFFICULT, THE FOUNDATION HAS COME VERY CLOSE OVER THE LAST TWO YEARS, ACHIEVING LEVELS OF SUPPORT OF 25.06% AND 26.69% IN 2024 AND 2023, RESPECTIVELY. FINALLY, THE FITZIE FOUNDATION MEETS THE 10% FACTS AND CIRCUMSTANCES PROVISION BY PROVIDING GRANTS TO SUPPORT OUTSTANDING GIRLS AND YOUNG WOMEN AND EDUCATIONAL INSTITUTIONS FOCUSED ON WOMEN AND GIRLS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29813 29813 0 0 0 SCHOLARSHIPS 4 30000 FMV FORM 990, PART VI, SECTION A, LINE 2 THE FOUNDATION HAS BOTH DIRECTORS AND TRUSTEES WITH THE DIRECTORS BEING RESPONSIBLE FOR GOVERNANCE AND THE TRUSTEES SERVING AS ADVISORS. THE DIRECTORS AND TRUSTEES, EXCEPT FOR MR. P. GEORGE, ARE RELATED FAMILY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ALL THE MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES ALL THE MEMBERS OF THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES TO REGULARLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.