Nonprofit · EIN 04-6112093
PORTER-PHELPS-HUNTINGTON FOUNDATION INC
Tax-exempt · HADLEY, MA 01035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $133,494 | $182,709 | -$49,215 | $1,691,303 | $0 | $1,691,303 |
| December 31, 2023 | 990 | $170,492 | $160,846 | $9,646 | $1,729,272 | $0 | $1,729,272 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $83,069
- of which government grants
- $11,313
- Program service revenue
- $9,876
- Investment income
- $14,179
- Net rental income
- $25,524
- Net income from sales of inventory
- $846
- Tax-exempt bond proceeds
- $14,105
- Other revenue
- $26,370
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $33,429
- Other salaries and wages
- $40,000
- Salaries, compensation and benefits (total)
- $76,891
- Professional fundraising fees
- $0
- Occupancy
- $1,848
- Program services (functional)
- $127,558
- Management and general (functional)
- $55,151
Balance sheet and other
- Total assets, start of year
- $1,729,272
- Total assets, end of year
- $1,691,303
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,691,303
- Land, buildings and equipment
- $157,352
- Publicly traded securities
- $1,243,153
- Net assets without donor restrictions
- $1,601,932
- Net assets with donor restrictions
- $89,371
- Gross receipts
- $139,219
- Employees
- 1
- Volunteers
- 40
- Year formed
- 1948
- State of legal domicile
- MA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Hailey | Clerk Trustee or director, Officer | 1 | $0 |
| Karen Sanchez-Eppler | President Trustee or director, Officer | 4 | $0 |
| Thomas Harris | Vice President Trustee or director, Officer | 4 | $0 |
| Sidney Poritz | Treasurer Trustee or director, Officer | 1 | $0 |
| Elizabeth Wheeler | Director and Executive Committee Trustee or director, Officer | 1 | $0 |
| Peter Wells | Director Trustee or director | 1 | $0 |
| Elizabeth Carlisle | Director Trustee or director | 0 | $0 |
| David Moskin | Director Trustee or director | 0 | $0 |
| Craig Malone | Director Trustee or director | 1 | $0 |
| Thomas Paske | Director and Executive Committee Trustee or director | 1 | $0 |
| Geoff Birdsall | Director Trustee or director | 0 | $0 |
| Anne Fenn | Director Trustee or director | 0 | $0 |
| Bruce Andrews | Director Trustee or director | 0 | $0 |
| Ashley Cataldo | Director Trustee or director | 0 | $0 |
| Alice Nash | Director Trustee or director | 0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Matthews | Director Trustee or director | 0 | $0 |
| Aaron Rubenstein | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Hailey | Clerk Trustee or director, Officer | 0 | $0 |
| Karen Sanchez-Eppler | President Trustee or director, Officer | 0 | $0 |
| Thomas Harris | Vice President Trustee or director | 0 | $0 |
| Sidney Poritz | Treasurer Trustee or director, Officer | 0 | $0 |
| Elizabeth Wheeler | Director and Executive Committee Trustee or director | 0 | $0 |
| Peter Wells | Director Trustee or director | 0 | $0 |
| Elizabeth Carlisle | Director Trustee or director | 0 | $0 |
| David Moskin | Director Trustee or director | 0 | $0 |
| Craig Malone | Director Trustee or director | 0 | $0 |
| Thomas Paske | Director and Executive Committee Trustee or director | 0 | $0 |
| Geoff Birdsall | Director Trustee or director | 0 | $0 |
| Anne Fenn | Director Trustee or director | 0 | $0 |
| Bruce Andrews | Director Trustee or director | 0 | $0 |
| Ashley Cataldo | Director Trustee or director | 0 | $0 |
| Alice Nash | Director Trustee or director | 0 | $0 |
| Barbara Matthews | Director Trustee or director | 0 | $0 |
| Aaron Rubenstein | Director Trustee or director | 0 | $0 |
| Betsy Herbin-Triant | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 RIVER DR, HADLEY, MA 01035-9782
- Principal officer (990 for 2024)
- PORTER-PHELPS-HUNTINGTON FOUNDATION INC, 130 River Drive, Hadley, MA 01035
- Signed the 990
- Susan Lisk, Executive Director
- Phone
- (413) 586-4699
- Website
- www.pphmuseum.org
Mission
The Porter-Phelps-Huntington Foundation, Inc. operated and preserves the Porter-Phelps-Huntington Museum, Phelps Farm, historic grounds, gardens, agricultural land, historic collections and archives, and presents historical and cultural programs for the general public. Expenses are related to operations, preservation, maintenance and support of an historic house museum and site and public outreach programming. The Foundation also received Phelps Farm in 2022 and expenses relate to the stabilization of this 1816 structure and managing the property including outbuildings and 50 acres of preserved farmland.
Program accomplishments
- Wednesday Folk Traditions, and Tours of the Historic House Museum including free Community Days were held. We also held a new Stirring the Ashes program that included a Reading Frederick Douglass grant and installation of Stopping Stones in the Sunken Garden to commemorate the six enslaved at Forty Acres. We received grants for WFT series from the Amherst and Hadley Cultural Councils, a MCC Festivals and Program grant as well as support from business sponsorships; grants from MassHumanities for Expanding Mass Stories and Reading Frederick Douglas, and funds from the Engagement Arts Fund. We also held a PPH Family Reunion.Expenses $34,532 · grants $6,000 · revenue $16,560
- In 2023 we received a MassHumanities Staffing grant to support Humanities programming and Preservation Projects at Phelps Farm that is matched in 2024 by PPH. A USDA Pollinator Grant was held over a 3 year period. Phelps Farm which was donated to the Foundation includes all costs associated with repairs, maintenance, taxes, utilities etc.Expenses $80,732 · grants $5,313
- A tea set dating to the Revolution era is being restored at Williamstown Conservation Center and expenses are for assessment and storage.Expenses $3,276
- General Operations of the PPH historic site including grounds maintenance, insurance, occupancy. Expenses related to the acquisition of Phelps Farm including legal, utilities, repairs, oversight, taxes. We also received a USDA Pollinator Plan and costs associated with its implementation. Income Revenue is from Contributions. We also undertook Conservation of Museum collections.Expenses $9,018 · grants $5,313
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6112093
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82I)
- Assets (IRS master file)
- $1,691,303
- Income (IRS master file)
- $139,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $133,494 | $182,709 | $1,691,303 | XML |
| 990 | December 2023 | $170,492 | $160,846 | $1,729,272 | XML |
| 990 | December 2022 | $166,439 | $122,636 | $1,479,433 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 04-6112093).
Questions about PORTER-PHELPS-HUNTINGTON FOUNDATION INC
- What is the EIN of PORTER-PHELPS-HUNTINGTON FOUNDATION INC?
- The employer identification number (EIN) of PORTER-PHELPS-HUNTINGTON FOUNDATION INC is 04-6112093.
- Is PORTER-PHELPS-HUNTINGTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to PORTER-PHELPS-HUNTINGTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTER-PHELPS-HUNTINGTON FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PORTER-PHELPS-HUNTINGTON FOUNDATION INC 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 PORTER-PHELPS-HUNTINGTON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PORTER-PHELPS-HUNTINGTON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names PORTER-PHELPS-HUNTINGTON FOUNDATION INC.
- Who are the officers and directors of PORTER-PHELPS-HUNTINGTON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does PORTER-PHELPS-HUNTINGTON FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $133,494, expenses of $182,709 and total assets of $1,691,303 at year end.
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All nonprofits in HADLEY · Massachusetts · Arts, culture and humanities