THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC

EIN: 042931104 501(c)(3)

WELLESLEY, MA

Total Revenue
$83,291
Total Expenses
$73,140
Total Assets
$1,571,355
Net Assets
$1,330,753
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
MA
Principal Officer
C GREGG PETERSMEYER
Phone
7812375400
Tax Period
2024-01-01 to 2024-12-31

THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC, founded in 1986, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. Expenses of $73K left a modest 12% surplus.

Mission

THE FOUNDATION PROVIDES GRANTS TO OUTSTANDING GIRLS AND YOUNG WOMEN FROM THE INSTITUTIONS THAT FEATURED MOST PROMINENTLY IN MARGARET FITZGERALD GROGAN PETERSMEYER'S LIFE, INCLUDING TENACRE COUNTRY DAY SCHOOL, DANA HALL SCHOOL, HARVARD COLLEGE, THE HARVARD BUSINESS SCHOOL, AND OTHERS. THE GRANTS ARE AWARDED TO ASSIST IN THE FURTHER DEVELOPMENT OF THE GRANTEE'S CHARACTER, INTERESTS AND TALENTS.

Program Service Accomplishments

Program 1
Expenses: $30,000

THE FOUNDATION PROVIDES GRANTS AND FINANCIAL ASSISTANCE TO DESERVING STUDENTS AT THE FOUR SCHOOLS ATTENDED BY MARGARET G. PETERSMEYER BEFORE HER DEATH IN 1985. THE FOUNDATION AWARDED 4 NEW CONTINGENT...

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THE FOUNDATION PROVIDES GRANTS AND FINANCIAL ASSISTANCE TO DESERVING STUDENTS AT THE FOUR SCHOOLS ATTENDED BY MARGARET G. PETERSMEYER BEFORE HER DEATH IN 1985. THE FOUNDATION AWARDED 4 NEW CONTINGENT GRANTS TO INDIVIDUALS DURING 2024.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000
Program Service Revenue $0
Investment Income $73,291
Other Revenue $0
TOTAL REVENUE $83,291

Expense Breakdown

Grants Paid $30,000
Salaries & Benefits $0
Fundraising Expenses $3,450
Program Expenses $30,000
Other Expenses $41,490
TOTAL EXPENSES $73,140

Year-over-Year Comparison

2024 2023 Change
Revenue $83,291 $43,735 +0.9%
Expenses $73,140 $60,896 +0.2%
Net Income $10,151 $-17,161 -1.6%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
C GREGG PETERSMEYER PRESIDENT & TREASURER 0.50
Officer Director
$0 $0 $0
PAUL E GEORGE SECRETARY 1.50
Officer Director
$0 $0 $0
RICHARD H GROGAN DIRECTOR 0.10
Director
$0 $0 $0
DEVON PETERSMEYER JOHNSON TRUSTEE 0.50
Director
$0 $0 $0
WHITNEY PETERSMEYER SEGNERI TRUSTEE 0.10
Director
$0 $0 $0
CHARLES WREDE PETERSMEYER TRUSTEE 0.10
Director
$0 $0 $0
LAURENCE CHASE EXECUTIVE DIRECTOR 0.10
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $83,291 $73,140 $1,571,355 $10,151
2023 $43,735 $60,896 $1,438,065 $-17,161
2022 $33,258 $71,210 $1,289,881 $-37,952
2021 $78,907 $46,761 $1,481,752 $32,146
2020 $54,282 $35,217 $1,246,336 $19,065
2019 $25,937 $73,953 $1,175,378 $-48,016
2018 $267,313 $75,653 $993,192 $191,660
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