Nonprofit · EIN 30-6609957
THE HOWARD T PETRIE CHARITABLE TRUST
Tax-exempt · STUART, FL 34997
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,150 | $30,829 | -$26,679 | $96,665 | $0 | $96,665 |
| December 31, 2023 | 990-PF | $3,580 | $8,469 | -$4,889 | $125,035 | $0 | $125,035 |
| December 31, 2022 | 990-PF (amended) | $23,957 | $10,159 | $13,798 | $127,167 | $0 | $127,167 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,369
- Interest
- $32
- Net gain from sales of assets
- -$251
Expenses
- Grants and similar amounts paid
- $28,900
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $30,829
- Excise tax on investment income
- $34
Balance sheet and other
- Total assets, start of year
- $125,035
- Total assets, end of year
- $96,665
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,665
- Fair market value of assets
- $96,665
- Qualifying distributions
- $30,829
- Net investment income
- $4,401
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Howard T Petrie 102 SE Ashley Oaks Way, Stuart, FL 34997 | Trustee | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Howard T Petrie 102 SE Ashley Oaks Way, Stuart, FL 34997 | Trustee | 5 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Howard T Petrie 102 SE Ashley Oaks Way, Stuart, FL 34997 | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 102 SE ASHLEY OAKS WAY, STUART, FL 34997-2801
- In care of
- % HOWARD T PETRIE
- Signed the 990-PF
- Howard T Petrie, Trustee
- Phone
- (305) 439-9073
- Website
- www.htptrust.org
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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6609957
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Animal-related (D20)
- Assets (IRS master file)
- $96,665
- Income (IRS master file)
- $41,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,150 | $30,829 | $96,665 | XML |
| 990-PF | December 2023 | $3,580 | $8,469 | $125,035 | XML |
| 990-PF | December 2022 | $23,957 | $10,159 | $127,167 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 30-6609957).
Questions about THE HOWARD T PETRIE CHARITABLE TRUST
- What is the EIN of THE HOWARD T PETRIE CHARITABLE TRUST?
- The employer identification number (EIN) of THE HOWARD T PETRIE CHARITABLE TRUST is 30-6609957.
- Is THE HOWARD T PETRIE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to THE HOWARD T PETRIE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HOWARD T PETRIE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HOWARD T PETRIE CHARITABLE TRUST 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 HOWARD T PETRIE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE HOWARD T PETRIE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE HOWARD T PETRIE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,150, expenses of $30,829 and total assets of $96,665 at year end.
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