Nonprofit · EIN 03-0317962
ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION
Tax-exempt · CHARLOTTE, VT 05445
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $312,155 | $181,216 | $130,939 | $1,792,830 | $0 | $1,792,830 |
| June 30, 2024 | 990-PF | $240,501 | $31,677 | $208,824 | $1,661,891 | $0 | $1,661,891 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $35,850
- Interest
- $2,669
- Net gain from sales of assets
- $273,636
Expenses
- Grants and similar amounts paid
- $134,548
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $134,548
- Excise tax on investment income
- $3,849
Balance sheet and other
- Total assets, start of year
- $1,661,891
- Total assets, end of year
- $1,792,830
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,792,830
- Fair market value of assets
- $2,686,034
- Qualifying distributions
- $134,548
- Net investment income
- $312,155
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 |
|---|---|---|---|
| HARRIET S PATRICK 705 CEDAR BEACH ROAD, CHARLOTTE, VT 05445 | PRESIDENT | 0.5 | $0 |
| C DENNIS HILL 121 CONNER WAY, WILLISTON, VT 05495 | DIRECTOR | 0.5 | $0 |
| DAVID W WEBSTER PO BOX 177, SHELBURNE, VT 05482 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRIET S PATRICK 705 CEDAR BEACH ROAD, CHARLOTTE, VT 05445 | PRESIDENT | 0.5 | $0 |
| RICHARD CUNNINGHAM DECEASED 705 CEDAR BEACH ROAD, CHARLOTTE, VT 05445 | VICE PRESIDENT | 0.5 | $0 |
| C DENNIS HILL 121 CONNER WAY, WILLISTON, VT 05495 | DIRECTOR | 0.5 | $0 |
| GLEN A WRIGHT DECEASED 12380 SW 140TH LOOP, DUNNELLON, FL 34432 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 234, CHARLOTTE, VT 05445-0234
- Signed the 990-PF
- HARRIET S PATRICK, PRESIDENT
- Phone
- (802) 425-2508
- Return prepared by
- AM PEISCH & COMPANY LLP
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
- 03-0317962
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,792,830
- Income (IRS master file)
- $1,174,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $79,017 | $147,379 | $1,453,067 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION
- What is the EIN of ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION?
- The employer identification number (EIN) of ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION is 03-0317962.
- Is ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION 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 ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION 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 ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $312,155, expenses of $181,216 and total assets of $1,792,830 at year end.
Other nonprofits in CHARLOTTE
- CLEMMONS FAMILY FARM EIN 84-2314023 · last filed 990 for 2024
- CHARLOTTE FIRE AND RESCUE SERVICES INC EIN 03-0272894 · last filed 990 for 2025
- CHARLOTTE DAY CARE CENTER INC EIN 22-2533829 · last filed 990 for 2025
- MERRYMAC FARM SANCTUARY INCORPORATED EIN 92-2917439 · last filed 990 for 2025
- TCN INC EIN 85-4018256 · last filed 990-EZ for 2025
- NET ZERO VERMONT INCORPORATED EIN 27-2371175 · last filed 990-EZ for 2024
- CHARLOTTE LAND TRUST INC EIN 03-0347625 · last filed 990-EZ for 2025
- IMAGING THE WORLD CORP EIN 26-3534444 · last filed 990 for 2025