MARGARET T PETRIE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET T PETRIE FOUNDATION (EIN 81-0793232)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202521359349102517
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:08:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 LEIGH FARM ROAD SUITE 450 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810793232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET T PETRIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 9194021740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTOWNE DR SUITE 130 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ELIZABETH TILLMANN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9194021740 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L HUNTOON | PreparerPersonNm |
| PTIN | P00078294 | PTIN |
| Phone | 9199684911 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,787,870 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $234,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $577,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,148,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $574,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $95 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $811,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $809,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,122 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,145 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,264 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,394 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,394 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $665 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $923,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $923,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,003,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $725,976 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,138 | CashBOYAmt |
| Cash EOY | $35,761 | CashEOYAmt |
| Cash EOYFMV | $35,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,592 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $732,355 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $990,035 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $981,089 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,948,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,619,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,031,164 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $709,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $534,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $522,205 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $86,182 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,635 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,639,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,363,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,787,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,639,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,363,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,639,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,363,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,639,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,363,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,639,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,363,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,363,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,145,967 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,571,113 | CostOrOtherBasisAmt |
| Gain Or Loss | $574,854 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $574,854 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $574,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,651 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FDNWEB.ORG/PETRIE/ | WebsiteAddressTxt |
| Individual With Books | SARAH ELIZABETH TILLMAN | IndividualWithBooksNm |
| Phone | 9194021740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTOWNE DR STE 130 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ELIZABETH TILLMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 EASTOWNE DRIVE SUITE 130 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,122 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWBROOK WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 FRANKLIN AVE STE 204 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $77,699 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,712,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,932,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,932,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,813,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,091 | TotalTaxAmt |
| Distributable Before Adj | $380,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $380,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $380,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,003,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,003,509 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $157,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,003,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $380,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $622,929 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $780,194 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $780,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $157,265 | ExcessFromYear1Amt |
| Excess From Current Year | $622,929 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE PETRIE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTOWNE DR STE 130 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194021740 | RecipientPhoneNum |
| Recipient Email Address | INFO@PETRIEFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | TO APPLY FOR GRANTS, APPLICANTS SHOULD SUBMIT A LETTER (1-2 PAGES) OF INQUIRY BY EMAIL. THE LETTER SHOULD CONTAIN A BRIEF STATEMENT DESCRIBING THE ORGANIZATION AND A DESCRIPTION OF THE PROJECT FOR WHICH FUNDS ARE BEING REQUESTED. INCLUDE COPY OF OPERATING BUDGET, BUDGET FOR THE PROJECT SPECIFIC REQUEST, DESCRIPTION OF YOUR ORGANIZATIONS MAJOR SOURCES OF FUNDING CURRENTLY AND IN THE PAST, AND A COPY OF IRS DETERMINATION LETTER SHOWING EXEMPTION STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINE IS MAY 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY MADE BETWEEN $1,000 AND $20,000, ALTHOUGH REQUESTS OUTSIDE EITHER RANGE WILL BE CONSIDERED. GRANTS RESTRICTED TO ORGANIZATIONS WHICH PROVIDE SPAYING AND NEUTERING SERVICES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTION SOCIETY OF DURHAM | |||||||
| 2117 EAST CLUB BOULEVARD | DURHAM | NC | 27704 | N/A | PC | SUPPORT SPAYING AND NEUTERING THROUGH VOUCHER PROGRAMS | $45,000 |
| ANIMAL WELFARE LEAGUE OF WAYNE COUNTY | |||||||
| PO BOX 11437 | GOLDSBORO | NC | 27532 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $5,000 |
| BEYOND FENCES | |||||||
| PO BOX 3259 | DURHAM | NC | 27715 | N/A | PC | SUPPORT SPAYING AND NEUTERING TO DOGS AND CATS | $30,000 |
| BLIND CAT RESCUE AND SANCTUARY | |||||||
| 3101 E GREAT MARSH CHURCH ROAD | ST PAULS | NC | 28384 | N/A | PC | SUPPORT SPAYNG AND NEUTERING PROGRAMS | $25,000 |
| BROTHER WOLF ANIMAL RESCUE | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $10,000 |
| CAROLINA POODLE RESCUE | |||||||
| 6705 UNION HIGHWAY | PACOLET | SC | 29372 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $35,000 |
| CATMAN2 INC | |||||||
| 635 BO COVE ROAD | CULLOWHEE | NC | 28723 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $5,000 |
| CHATHAM ANIMAL RESCUE AND EDUCATION | |||||||
| PO BOX 610 | PITTSBORO | NC | 27312 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $20,675 |
| CITY OF BURLINGTON ANIMAL SERVICES DEPT | |||||||
| 221 STONE QUARRY ROAD | BURLINGTON | NC | 27217 | N/A | GOV | SUPPORT SPAYING AND NEUTERING PROGRAMS | $30,000 |
| COMPANION ANIMAL CLINIC FOUNDATION | |||||||
| PO BOX 148 | SOUTHERN PINES | NC | 28388 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| DOGS DESERVE BETTER | |||||||
| 646 WILLARD DR | CREEDMOOR | NC | 27522 | N/A | PC | PROMOTE AND FACILITATE SPAYING AND NEUTERING OF DOGS IN THE PIEDMONT AREA | $18,000 |
| FERAL CAT ASSSISTANCE PROGRAM | |||||||
| PO BOX 29112 | GREENSBORO | NC | 27429 | N/A | PC | SUPPORT SPAYING AND NEUTERING OF FERAL CATS | $25,000 |
| FRIENDS OF ROCKY MOUNT ANIMAL | |||||||
| PO BOX 8766 | ROCKY MOUNT | NC | 27804 | N/A | PC | SUPPORT THE SPAYING AND NEUTERING PROGRAM IN ROCKY MOUNT | $15,000 |
| FRIENDS OF THE STOKES SHELTER INC | |||||||
| 1111 DODGETOWN ROAD | WALNUT COVE | NC | 27052 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $24,441 |
| GODBEY CREEK CANINE RESCUE | |||||||
| 1147 GODBEY ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | SUPPORT SPAYING AND NEUTERING OF RESCUE DOGS | $5,000 |
| HAPPY HILLS ANIMAL FOUNDATION | |||||||
| 3143 HAPPY HILLS DRIVE | STALEY | NC | 27355 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| HEART OF THE FOOTHILLS ANIMAL RESCUE | |||||||
| 380 US-221 | RUTHERFORDTON | NC | 28139 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $20,000 |
| HUMANE SOCIETY OF BEAUFORT COUNTY | |||||||
| PO BOX 33 | WASHINGTON | NC | 27889 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS IN BEAUFORT | $25,000 |
| HUMANE SOCIETY OF EASTERN CAROLINA | |||||||
| 3520 TUPPER DR | GREENVILLE | NC | 27834 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $25,000 |
| HUMANE SOCIETY OF GRANVILLE COUNTY | |||||||
| 1537 WILL SUITT ROAD | CREEDMOOR | NC | 27522 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| HUMANE SOLUTION | |||||||
| PO BOX 20712 | WINSTON SALEM | NC | 27120 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $7,500 |
| INDEPENDENT ANIMAL RESCUE | |||||||
| 2018 N LAKESHORE DR | CHAPEL HILL | NC | 27514 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $50,000 |
| JOHNSON COUNTY ANIMAL PROTECTION LEAGUE | |||||||
| 130 PHYLLIS DR | BENSON | NC | 27504 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $8,000 |
| MIA'S MAFIA | |||||||
| 607 WEBSTER ST | CARY | NC | 27511 | N/A | PC | SUPPORT NEUTERING OF ANIMALS IN NEED | $10,000 |
| MONTGOMERY COUNTY ANIMAL SERVICES | |||||||
| 442 LANDFILL ROAD | MT GILEAD | NC | 27306 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $20,000 |
| NC FERAL CAT COALITION | |||||||
| 6300 STREETER DR | HOPE MILLS | NC | 28348 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $10,000 |
| ORANGE COUNTY ANIMAL SERVICES | |||||||
| 1601 EUBANKS ROAD | CHAPEL HILL | NC | 27516 | N/A | GOV | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| PAWS 4 EVER | |||||||
| 6311 NICKS ROAD | MEBANE | NC | 27302 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS FOR DOGS AND CATS | $13,000 |
| PAWS 4 PURPOSE NC | |||||||
| PO BOX 1213 | SNEADS FERRY | NC | 28460 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| PAWS AND LOVE | |||||||
| 610 W 15TH ST SUITE 18 | WASHINGTON | NC | 27889 | N/A | PC | SUPPORT SPAYING AND NEUTERING OF CATS | $8,862 |
| PAWS FOR LIFE NC | |||||||
| PO BOX 338 | YOUNGSVILLE | NC | 27596 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $30,000 |
| PAWS OF HERTFORD COUNTY | |||||||
| PO BOX 153 | MURFREESBORO | NC | 27855 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS FOR RESCUE DOGS AND CATS | $35,000 |
| PAWS OF RUTHERFORD COUNTY (PAWS RC) | |||||||
| 143 VILLAGE ROAD | LAKE LURE | NC | 28746 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS IN RUTHERFORD COUNTY | $35,000 |
| PAWS PRAYERS & PROMISES | |||||||
| 685 CARRIAGE ROW | TRYON | NC | 28782 | N/A | PC | SUPPORT OF SPAYING AND NEUTERING PROGRAM | $24,000 |
| PAWSITIVE SHELTER VOLUNTEERS | |||||||
| 395 COTTAGE VIEW DR | FRANKLIN | NC | 28734 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $10,000 |
| PET FOOD PANTRY OF EASTERN | |||||||
| PO BOX 2492 | GREENVILLE | NC | 27836 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAM FOR PET OWNERS WHO ARE STRUGGLING FINANCIALLY | $19,500 |
| RUIN CREEK ANIMAL PROTECTION | |||||||
| 165 US HWY 158 BYPASS | HENDERSON | NC | 27537 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS FOR ADOPTABLE PETS IN VANCE COUNTY | $5,000 |
| RUTHERFORD COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 998 | RUTHERFORDTON | NC | 28139 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $25,000 |
| SAFE HAVEN FOR CATS | |||||||
| 8431 GARVEY DR STE 137 | RALEIGH | NC | 27616 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS | $35,000 |
| SECOND CHANCE PET ADOPTIONS | |||||||
| 6003 CHAPEL HILL RD SUITE 133 | RALEIGH | NC | 27607 | N/A | PC | SUPPORT PROGRAM TO SPAY AND NEUTER PETS AVAILABLE FOR ADOPTION | $25,000 |
| SPARKLE CAT RESCUE | |||||||
| 2779 S CHURCH ST STE 164 | BURLINGTON | NC | 27215 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $25,000 |
| WARREN COUNTY ANIMAL SHELTER | |||||||
| 142 RAFTERS LANE | WARRENTON | NC | 27589 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS IN WARREN COUNTY | $45,000 |
| WILMINGTON ANIMAL CENTRIX | |||||||
| 1920 ANN ST | WILMINGTON | NC | 28401 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $30,000 |
| WINDSOR KITTENS | |||||||
| 3034 DUNAIRE DR | CHARLOTTE | NC | 28205 | N/A | PC | SUPPORT SPAYING AND NEUTERING PROGRAMS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $923,978 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,736 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $574,854 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,597 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $809,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,354 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $15,264 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,264 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FROM THE 2016 TAX YEAR IN THE AMOUNT OF 7,590. | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 751 GAIN ON DISPOSAL OF PTP UNITS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $2,736 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $2,736 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS AND NOTES | BondNm |
| EOY Book Value | $534,794 | EOYBookValueAmt |
| EOYFMV | $522,205 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLOSED END FUNDS & ETFS | $1,313,565 | $1,304,356 |
| COMMON STOCK | $2,925,229 | $4,340,363 |
| MUTUAL FUNDS | $380,859 | $386,445 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $990,035 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $981,089 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED HERMES GOVT | AT COST | $18,965 | $18,965 |
| ENTERPRISE PRODUCTS PARTNERS LP | AT COST | $11,046 | $19,443 |
| MPLX LP | AT COST | $8,624 | $34,651 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $24,145 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,145 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 NONDEDUCTIBLE EXPENSES | $6 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $80 | $80 | $0 |
| OFFICE EXPENSES | $585 | $585 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Revenue And Expenses Per Books | -$1,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,044 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $77,699 | $77,699 | $0 |
| OTHER FEES | $1,023 | $1,023 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,394 | Amt |
| Net Investment Income | $4,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |