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Nonprofit · EIN 27-1332412

PETERMAN FOUNDATION INC

Tax-exempt · MORGANTOWN, WV 26505

Financials

$207K$298K2023$261K$338K2024$363K$406K2025
Revenue Expenses · by fiscal year end
Financials of PETERMAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$362,520$406,466-$43,946$4,420,398$0$4,420,398
December 31, 2024990-PF$261,434$338,310-$76,876$4,473,846$0$4,473,846
December 31, 2023990-PF$206,547$297,882-$91,335$4,548,257$0$4,548,257
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$130,734
Interest
$16,208
Net gain from sales of assets
$215,578

Expenses

Grants and similar amounts paid
$358,437
Disbursements for charitable purposes
$364,480
Excise tax on investment income
$1,570

Balance sheet and other

Total assets, start of year
$4,473,846
Total assets, end of year
$4,420,398
Total liabilities, end of year
$0
Net assets, end of year
$4,420,398
Fair market value of assets
$5,192,145
Qualifying distributions
$364,480
Net investment income
$151,036

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS A VORBACH
5009 LAKE LYNN DRIVE, MORGANTOWN, WV 26508
PRESIDENT0$0
LAURIE C BARBE
651 KILARNEY DRIVE, MORGANTOWN, WV 26505
VICE PRESIDE0$0
SHANNON R HERRON
220 LONG RUN ROAD, FAIRMONT, WV 26554
SECRETARY/TR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
THOMAS A VORBACH
5009 LAKE LYNN DRIVE, MORGANTOWN, WV 26508
PRESIDENT0$0
LAURIE C BARBE
651 KILARNEY DRIVE, MORGANTOWN, WV 26505
VICE PRESIDE0$0
SHANNON R HERRON
220 LONG RUN ROAD, FAIRMONT, WV 26554
SECRETARY/TR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
THOMAS A VORBACH
5009 LAKE LYNN DRIVE, MORGANTOWN, WV 26508
PRESIDENT1$0
LAURIE C BARBE
651 KILARNEY DRIVE, MORGANTOWN, WV 26505
VICE PRESIDE1$0
SHERI O SMITH
845 MALLARD LANDING BLVD, CLEMMONS, NC 27012
SECRETARY/TR1$0

Address and contacts

Address (IRS master file)
364 PATTESON DRIVE 265, MORGANTOWN, WV 26505-3202
Signed the 990-PF
THOMAS A VORBACH, PRESIDENT
Phone
(304) 598-8000
Return prepared by
CONLEY CPA GROUP PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-1332412
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Animal-related (D12)
Assets (IRS master file)
$4,420,398
Income (IRS master file)
$1,899,820

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$362,520$406,466$4,420,398IRS
990-PFDecember 2024$261,434$338,310$4,473,846XML
990-PFDecember 2023$206,547$297,882$4,548,257XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 27-1332412).

Questions about PETERMAN FOUNDATION INC

What is the EIN of PETERMAN FOUNDATION INC?
The employer identification number (EIN) of PETERMAN FOUNDATION INC is 27-1332412.
Is PETERMAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to PETERMAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETERMAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PETERMAN FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PETERMAN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PETERMAN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PETERMAN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $362,520, expenses of $406,466 and total assets of $4,420,398 at year end.

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