Nonprofit · EIN 04-2931104
THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC
Tax-exempt · WELLESLEY, MA 02482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $83,291 | $73,140 | $10,151 | $1,571,355 | $240,602 | $1,330,753 |
| December 31, 2023 | 990 | $43,735 | $60,896 | -$17,161 | $1,438,065 | $234,602 | $1,203,463 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,000
- Program service revenue
- $0
- Investment income
- $73,291
- Net gain from sales of assets
- $36,339
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $1,650
- Accounting fees
- $5,575
- Program services (functional)
- $30,000
- Management and general (functional)
- $39,690
- Fundraising (functional)
- $3,450
Balance sheet and other
- Total assets, start of year
- $1,438,065
- Total assets, end of year
- $1,571,355
- Total liabilities, end of year
- $240,602
- Net assets, end of year
- $1,330,753
- Publicly traded securities
- $1,529,549
- Net assets without donor restrictions
- $1,330,753
- Gross receipts
- $1,045,722
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1986
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C GREGG PETERSMEYER | PRESIDENT & TREASURER Trustee or director, Officer | 0.5 | $0 |
| PAUL E GEORGE | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| RICHARD H GROGAN | DIRECTOR Trustee or director | 0.1 | $0 |
| DEVON PETERSMEYER JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 |
| WHITNEY PETERSMEYER SEGNERI | TRUSTEE Trustee or director | 0.1 | $0 |
| CHARLES WREDE PETERSMEYER | TRUSTEE Trustee or director | 0.1 | $0 |
| LAURENCE CHASE | EXECUTIVE DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C GREGG PETERSMEYER | PRESIDENT & TREASURER Trustee or director, Officer | 0.5 | $0 |
| PAUL E GEORGE | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| RICHARD H GROGAN | DIRECTOR Trustee or director | 0.1 | $0 |
| DEVON PETERSMEYER JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 |
| WHITNEY PETERSMEYER SEGNERI | TRUSTEE Trustee or director | 0.1 | $0 |
| CHARLES WREDE PETERSMEYER | TRUSTEE Trustee or director | 0.1 | $0 |
| LAURENCE CHASE | EXECUTIVE DIRECTOR Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- CO KELLOGG GEORGE 8 GROVE ST, WELLESLEY, MA 02482-0000
- Principal officer (990 for 2024)
- C GREGG PETERSMEYER, C/O KELLOGG GEORGE 8 GROVE STREET, SUITE 400, WELLESLEY, MA 02482
- Signed the 990
- C GREGG PETERSMEYER, PRESIDENT & TREASURER
- Phone
- (781) 237-5400
- Website
- FITZIEFOUNDATION.ORG
- Return prepared by
- AAFCPAS INC
Mission
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.
Program accomplishments
- 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.Expenses $30,000 · grants $30,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2931104
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,571,355
- Income (IRS master file)
- $1,045,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $83,291 | $73,140 | $1,571,355 | XML |
| 990 | December 2023 | $43,735 | $60,896 | $1,438,065 | XML |
| 990 | December 2022 | $33,258 | $71,210 | $1,289,881 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2931104).
Questions about THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC
- What is the EIN of THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC?
- The employer identification number (EIN) of THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC is 04-2931104.
- Is THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names C GREGG PETERSMEYER.
- Who are the officers and directors of THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $83,291, expenses of $73,140 and total assets of $1,571,355 at year end.
Other nonprofits in WELLESLEY
- WELLESLEY COLLEGE EIN 04-2103637 · last filed 990 for 2025
- DANA HALL SCHOOLS EIN 04-2103562 · last filed 990 for 2025
- WELLESLEY COUNTRY CLUB EIN 04-1956640 · last filed 990 for 2024
- TENACRE COUNTRY DAY SCHOOL CORPORATION EIN 04-2506944 · last filed 990 for 2025
- NANCY LURIE MARKS FAMILY FOUNDATION EIN 04-2607232 · last filed 990-PF for 2025
- GIVINGA FOUNDATION INC EIN 47-4172718 · last filed 990 for 2024
- AVEDISIAN 575 FOUNDATION INC EIN 85-4149364 · last filed 990 for 2024
- ELI AND BESSIE COHEN CAMPS EIN 04-6152862 · last filed 990 for 2025