Nonprofit · EIN 52-2373545
PETRO FAMILY FOUNDATION INC
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $52,795 | $45,920 | $6,875 | $546,158 | $0 | $546,158 |
| June 30, 2024 | 990-PF | $20,258 | $37,615 | -$17,357 | $539,283 | $0 | $539,283 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $206
- Dividends
- $16,658
- Interest
- $40
- Net gain from sales of assets
- $35,891
Expenses
- Grants and similar amounts paid
- $32,000
- Disbursements for charitable purposes
- $32,000
- Excise tax on investment income
- $232
Balance sheet and other
- Total assets, start of year
- $539,283
- Total assets, end of year
- $546,158
- Total liabilities, end of year
- $0
- Net assets, end of year
- $546,158
- Fair market value of assets
- $876,110
- Qualifying distributions
- $32,000
- Net investment income
- $16,698
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TONIA BATCHELOR 8951 BONITA BEACH RD STE 525-308, BONITA SPRINGS, FL 34135 | PRESIDENT | 0 | $0 |
| NATALIE WALLACE 13506 SUMMERPORT VILLAGE PKWY 535, WINDERMERE, FL 34786 | SECRETARY | 0 | $0 |
| THOMAS PETRO 565 CASCADING CREEK LANE, WINTER GARDEN, FL 34787 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TONIA BATCHELOR 8951 BONITA BEACH RD STE 525-308, BONITA SPRINGS, FL 34135 | PRESIDENT | 0 | $0 |
| NATALIE WALLACE 13506 SUMMERPORT VILLAGE PKWY 535, WINDERMERE, FL 34786 | SECRETARY | 0 | $0 |
| THOMAS PETRO 565 CASCADING CREEK LANE, WINTER GARDEN, FL 34787 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 13506 SUMMERPORT VILLAGE PKWY 535, WINDERMERE, FL 34786-7366
- In care of
- %
- Signed the 990-PF
- NATALIE WALLACE, SECRETARY
- Phone
- (407) 654-0155
- Return prepared by
- BARO BAGWELL & COMPANY CPAS PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-2373545
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $546,158
- Income (IRS master file)
- $66,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $52,795 | $45,920 | $546,158 | IRS |
| 990-PF | June 2024 | $20,258 | $37,615 | $539,283 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 52-2373545).
Questions about PETRO FAMILY FOUNDATION INC
- What is the EIN of PETRO FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PETRO FAMILY FOUNDATION INC is 52-2373545.
- Is PETRO FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to PETRO FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETRO FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETRO FAMILY FOUNDATION INC 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 PETRO FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of PETRO FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PETRO FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $52,795, expenses of $45,920 and total assets of $546,158 at year end.
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