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Nonprofit · EIN 82-6279267

MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR

Also known as ANNE M STURTEVANT TTEE

Tax-exempt · ATLANTA, GA 30341

Financials

$39K$45K2023$54K$62K2024$43K$61K2025
Revenue Expenses · by fiscal year end
Financials of MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$43,418$60,531-$17,113$933,551$0$933,551
December 31, 2024990-PF$54,061$62,405-$8,344$949,602$0$949,602
December 31, 2023990-PF$38,690$44,638-$5,948$957,257$0$957,257
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,301
Interest
$1
Net gain from sales of assets
$18,785
Other income
$331

Expenses

Grants and similar amounts paid
$54,950
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$57,325
Excise tax on investment income
$598

Balance sheet and other

Total assets, start of year
$949,602
Total assets, end of year
$933,551
Total liabilities, end of year
$0
Net assets, end of year
$933,551
Fair market value of assets
$1,315,923
Qualifying distributions
$57,325
Net investment income
$43,087

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
ANNE M STURTEVANT
3181 BOLERO PASS, ATLANTA, GA 30341
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ANNE M STURTEVANT
3181 BOLERO PASS, ATLANTA, GA 30341
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ANNE M STURTEVANT
3181 BOLERO PASS, ATLANTA, GA 30341
TRUSTEE2$0

Address and contacts

Address (IRS master file)
3181 BOLERO PASS, ATLANTA, GA 30341-5765
Signed the 990-PF
ANNE M STURTEVANT, TRUSTEE
Phone
(678) 360-4701
Return prepared by
ATHERTON & ASSOCIATES LLP

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
82-6279267
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
Assets (IRS master file)
$933,551
Income (IRS master file)
$63,353

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$43,418$60,531$933,551IRS
990-PFDecember 2024$54,061$62,405$949,602XML
990-PFDecember 2023$38,690$44,638$957,257XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 82-6279267).

Questions about MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR

What is the EIN of MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR?
The employer identification number (EIN) of MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR is 82-6279267.
Is MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR 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 MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR 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 MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MARGARET MARSH STURTEVANT CHARITABLE ARBORETUM TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,418, expenses of $60,531 and total assets of $933,551 at year end.

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