Nonprofit · EIN 81-0793232
MARGARET T PETRIE FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $811,354 | $1,087,296 | -$275,942 | $6,363,470 | $0 | $6,363,470 |
| December 31, 2023 | 990-PF | $449,888 | $884,001 | -$434,113 | $6,639,412 | $0 | $6,639,412 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $234,713
- Interest
- $95
- Net gain from sales of assets
- $577,590
- Other income
- -$1,044
Expenses
- Grants and similar amounts paid
- $923,978
- Compensation of officers, directors and key employees
- $40,122
- Disbursements for charitable purposes
- $1,003,509
- Excise tax on investment income
- $10,091
Balance sheet and other
- Total assets, start of year
- $6,639,412
- Total assets, end of year
- $6,363,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,363,470
- Fair market value of assets
- $7,787,870
- Qualifying distributions
- $1,003,509
- Net investment income
- $809,757
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 |
|---|---|---|---|
| SARAH ELIZABETH TILLMAN 510 EASTOWNE DRIVE SUITE 130, CHAPEL HILL, NC 27514 | TRUSTEE | 4 | $40,122 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH ELIZABETH TILLMAN 510 EASTOWNE DRIVE SUITE 130, CHAPEL HILL, NC 27514 | TRUSTEE | 4 | $38,267 |
Address and contacts
- Address (IRS master file)
- 501 EASTOWNE DR STE 130, CHAPEL HILL, NC 27514-6224
- In care of
- % BETH TILLMAN TRUSTEE
- Signed the 990-PF
- SARAH ELIZABETH TILLMANN, TRUSTEE
- Phone
- (919) 402-1740
- Website
- FDNWEB.ORG/PETRIE/
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
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
- 81-0793232
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,363,470
- Income (IRS master file)
- $2,382,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $811,354 | $1,087,296 | $6,363,470 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $449,888 | $884,001 | $6,639,412 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 81-0793232).
Questions about MARGARET T PETRIE FOUNDATION
- What is the EIN of MARGARET T PETRIE FOUNDATION?
- The employer identification number (EIN) of MARGARET T PETRIE FOUNDATION is 81-0793232.
- Is MARGARET T PETRIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MARGARET T PETRIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET T PETRIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET T PETRIE FOUNDATION 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 MARGARET T PETRIE FOUNDATION 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 MARGARET T PETRIE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $40,122 (SARAH ELIZABETH TILLMAN, TRUSTEE).
- How much revenue does MARGARET T PETRIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $811,354, expenses of $1,087,296 and total assets of $6,363,470 at year end.
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All nonprofits in CHAPEL HILL · North Carolina · Philanthropy, voluntarism and grantmaking foundations