Nonprofit · EIN 46-4616018
MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,090,498 | $503,378 | $587,120 | $5,160,249 | $0 | $5,160,249 |
| December 31, 2023 | 990-PF | $1,446,662 | $502,106 | $944,556 | $5,552,679 | $0 | $5,552,679 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,028,542
- Dividends
- $48,263
- Interest
- $5,372
- Net gain from sales of assets
- $8,321
Expenses
- Grants and similar amounts paid
- $487,129
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $487,129
- Excise tax on investment income
- $861
Balance sheet and other
- Total assets, start of year
- $5,552,679
- Total assets, end of year
- $5,160,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,160,249
- Fair market value of assets
- $5,159,709
- Qualifying distributions
- $487,129
- Net investment income
- $61,956
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 |
|---|---|---|---|
| MICHAEL F PETRIE 410 MONON BLVD, CARMEL, IN 46032 | PRESIDENT AND TREASURER | 3 | $0 |
| JODY J PETRIE 410 MONON BLVD, CARMEL, IN 46032 | VICE PRESIDENT AND SECRETARY | 1.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL F PETRIE 410 MONON BLVD, CARMEL, IN 46032 | PRESIDENT AND TREASURER | 3 | $0 |
| JODY J PETRIE 410 MONON BLVD, CARMEL, IN 46032 | VICE PRESIDENT AND SECRETARY | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 410 MONON BLVD, CARMEL, IN 46032-2345
- In care of
- % MICHAEL F PETRIE
- Signed the 990-PF
- MICHAEL PETRIE, PRESIDENT
- Phone
- (317) 569-7420
- Return prepared by
- KSM BUSINESS SERVICES INC
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
- 46-4616018
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,160,249
- Income (IRS master file)
- $1,184,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,090,498 | $503,378 | $5,160,249 | IRS |
| 990-PF | December 2023 | $1,446,662 | $502,106 | $5,552,679 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 46-4616018).
Questions about MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION
- What is the EIN of MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION?
- The employer identification number (EIN) of MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION is 46-4616018.
- Is MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL F PETRIE AND JODY J 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 MICHAEL F PETRIE AND JODY J 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 MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MICHAEL F PETRIE AND JODY J PETRIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,090,498, expenses of $503,378 and total assets of $5,160,249 at year end.
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