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Nonprofit · EIN 54-1685754

MARGARET SPILMAN BOWDEN FOUNDATION

Tax-exempt · WARRENTON, VA 20188

Financials

$57K$240K2023−$63K$486K2024
Revenue Expenses · by fiscal year end
Financials of MARGARET SPILMAN BOWDEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$62,881$485,845-$548,726$4,416,964$0$4,416,964
December 31, 2023990-PF$56,851$240,115-$183,264$4,965,690$0$4,965,690
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$167,707
Net rental income
-$49,470
Net gain from sales of assets
-$236,423

Expenses

Grants and similar amounts paid
$413,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$414,823
Excise tax on investment income
$2,126

Balance sheet and other

Total assets, start of year
$4,965,690
Total assets, end of year
$4,416,964
Total liabilities, end of year
$0
Net assets, end of year
$4,416,964
Fair market value of assets
$4,509,322
Qualifying distributions
$414,823
Net investment income
$173,542

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.

NameTitleHours / weekCompensation
MAXIMILIAN A TUFTS JR
PO BOX 1139, WARRENTON, VA 201881139
PRESIDENT; TREASURER1$0
JOHN PHILIP HARRIS PENNINGTON
PO BOX 1139, WARRENTON, VA 201881139
VICE-PRESIDENT; ASST-SECR/1$0
JONATHAN L TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
PHOEBE R TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
ELIZABETH ANDERSON
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
A KIMBROUGH FORD
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
HENRY P TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
MICHAEL R ANDERSON
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
MAXIMILIAN A TUFTS JR
PO BOX 1139, WARRENTON, VA 201881139
PRESIDENT; TREASURER1$0
JOHN PHILIP HARRIS PENNINGTON
PO BOX 1139, WARRENTON, VA 201881139
VICE-PRESIDENT; ASST-SECR/1$0
JONATHAN L TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
PHOEBE R TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
ELIZABETH ANDERSON
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
A KIMBROUGH FORD
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
HENRY P TUFTS
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0
MICHAEL R ANDERSON
PO BOX 1139, WARRENTON, VA 201881139
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1139, WARRENTON, VA 20188-1139
Signed the 990-PF
MAXIMILIAN A TUFTS JR, TRUSTEE
Phone
(540) 347-1376
Return prepared by
YOUNT HYDE & BARBOUR PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-1685754
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,416,964
Income (IRS master file)
$4,818,499

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$62,881$485,845$4,416,964IRS
990-PFDecember 2023$56,851$240,115$4,965,690XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 54-1685754).

Questions about MARGARET SPILMAN BOWDEN FOUNDATION

What is the EIN of MARGARET SPILMAN BOWDEN FOUNDATION?
The employer identification number (EIN) of MARGARET SPILMAN BOWDEN FOUNDATION is 54-1685754.
Is MARGARET SPILMAN BOWDEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MARGARET SPILMAN BOWDEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET SPILMAN BOWDEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET SPILMAN BOWDEN 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 SPILMAN BOWDEN 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 SPILMAN BOWDEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does MARGARET SPILMAN BOWDEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$62,881, expenses of $485,845 and total assets of $4,416,964 at year end.

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