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Nonprofit · EIN 51-0206215

ST MARGARETS SCHOOL FOUNDATION

Tax-exempt · TAPPAHANNOCK, VA 22560

Financials

$841K$2.2M2022$3.5M$2.2M2023$376K$3.6M2024
Revenue Expenses · by fiscal year end
Financials of ST MARGARETS SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$375,797$3,573,355-$3,197,558$3,610,547$2,426,572$1,183,975
June 30, 2024990$3,544,140$2,182,026$1,362,114$4,381,533$0$4,381,533
June 30, 2023990$841,419$2,196,233-$1,354,814$3,021,392$0$3,021,392
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$270,998
Program service revenue
$0
Investment income
$104,799
Other revenue
$0

Expenses

Grants and similar amounts paid
$3,525,280
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$3,525,280
Management and general (functional)
$48,075

Balance sheet and other

Total assets, start of year
$4,381,533
Total assets, end of year
$3,610,547
Total liabilities, end of year
$2,426,572
Net assets, end of year
$1,183,975
Net assets without donor restrictions
$696,288
Net assets with donor restrictions
$487,687
Gross receipts
$375,797
Employees
0
Volunteers
9
Year formed
1977
State of legal domicile
VA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANN COURTLAND PECKBOARD CHAIR
Trustee or director, Officer
1$0
PATRICIA GALLAGHERDIRECTOR
Trustee or director
1$0
STEVEN CRAWFORDDIRECTOR
Trustee or director
1$0
BILL CROXTONDIRECTOR
Trustee or director
1$0
PETTUS LECOMPTEDIRECTOR
Trustee or director
1$0
BOYD SPENCERDIRECTOR
Trustee or director
1$0
MARY BETH ZAEHRINGERDIRECTOR
Trustee or director
1$0
ELIZABETH HINTON CROWTHERDIRECTOR
Trustee or director
1$0
HENRY R BROADDUSDIRECTOR
Trustee or director
1$0
LADA LUCKSFRACTIONAL CHIEF FINANCIAL OFFICER
Officer
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
ANN COURTLAND PECKBOARD CHAIR
Trustee or director, Officer
1$0
PATRICIA GALLAGHERDIRECTOR
Trustee or director
1$0
STEVEN CRAWFORDDIRECTOR
Trustee or director
1$0
BILL CROXTONDIRECTOR
Trustee or director
1$0
PETTUS LECOMPTEDIRECTOR
Trustee or director
1$0
BOYD SPENCERDIRECTOR
Trustee or director
1$0
MARY BETH ZAEHRINGERDIRECTOR
Trustee or director
1$0
ELIZABETH HINTON CROWTHERDIRECTOR
Trustee or director
1$0
HENRY R BROADDUSDIRECTOR
Trustee or director
1$0
ELIZABETH HANSONCHIEF FINANCIAL OFFICER
Officer
1$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
ANN COURTLAND PECKBOARD CHAIR
Trustee or director, Officer
1$0
HENRY R BROADDUSDIRECTOR
Trustee or director
1$0
PATRICIA GALLAGHERDIRECTOR
Trustee or director
1$0
HEATHER WOODDIRECTOR
Trustee or director
1$0
ELIZABETH HINTON CROWDERDIRECTOR
Trustee or director
1$0
ELIZABETH HANSONCHIEF FINANCIAL OFFICER
Officer
1$0

Address and contacts

Address (IRS master file)
444 WATER LN, TAPPAHANNOCK, VA 22560-5090
Principal officer (990 for 2024)
ANN PECK, 444 WATER LANE, TAPPAHANNOCK, VA 22560
Signed the 990
ANN PECK, BOARD CHAIR
Phone
(804) 673-5700
Website
SMS.ORG
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS IN SUPPORT OF ST. MARGARET'S SCHOOL, A CHURCH SCHOOL IN THE EPISCOPAL DIOCESE OF VIRGINIA. THE SCHOOL OFFERS HIGH SCHOOL GIRLS' COLLEGE PREPARATORY EDUCATION THROUGH A COMMUNITY OF TEACHERS AND STAFF COMMITTED TO THEIR GROWTH AND DEVELOPMENT.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION MAKES GRANTS TO ST. MARGARET'S SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS AND SUPPORT ITS FACULTY. ST. MARGARET'S SCHOOL CURRENTLY ENROLLS 71 STUDENTS, WITH MORE THAN $3 MILLION IN FINANCIAL ASSISTANCE AWARDED TO THE SCHOOL. IN ADDITION, THE GRANTS TO THE SCHOOL ARE UTILIZED FOR VARIOUS BUILDING PROJECTS AS WELL AS TEACHERS' BENEFITS AND FACULTY SUPPORT.
    Expenses $3,525,280 · grants $3,525,280

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
51-0206215
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
1977
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$3,610,547
Income (IRS master file)
$375,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$375,797$3,573,355$3,610,547XML
990June 2024$3,544,140$2,182,026$4,381,533XML
990June 2023$841,419$2,196,233$3,021,392XML
990June 2022$2,051,685$1,459,952$4,897,473IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 51-0206215).

Questions about ST MARGARETS SCHOOL FOUNDATION

What is the EIN of ST MARGARETS SCHOOL FOUNDATION?
The employer identification number (EIN) of ST MARGARETS SCHOOL FOUNDATION is 51-0206215.
Is ST MARGARETS SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ST MARGARETS SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ST MARGARETS SCHOOL FOUNDATION 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 ST MARGARETS SCHOOL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST MARGARETS SCHOOL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ST MARGARETS SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 names ANN PECK.
Who are the officers and directors of ST MARGARETS SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ST MARGARETS SCHOOL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $375,797, expenses of $3,573,355 and total assets of $3,610,547 at year end.

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