Nonprofit · EIN 11-3520681
PHILENE FOUNDATION
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,214 | $147,297 | -$110,083 | $1,068,980 | $0 | $1,068,980 |
| December 31, 2024 | 990-PF | $49,001 | $190,187 | -$141,186 | $1,179,063 | $0 | $1,179,063 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,738
- Interest
- $320
- Net gain from sales of assets
- -$844
Expenses
- Grants and similar amounts paid
- $143,000
- Disbursements for charitable purposes
- $143,000
- Excise tax on investment income
- $529
Balance sheet and other
- Total assets, start of year
- $1,179,063
- Total assets, end of year
- $1,068,980
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,068,980
- Fair market value of assets
- $2,567,585
- Qualifying distributions
- $143,000
- Net investment income
- $38,058
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE E HERZIG 150 BRADLEY PL APT 716, PALM BEACH, FL 33480 | Trustee | 0 | $0 |
| LYDIA LANDESBERG 43 WABANAKI PASS, WATERFORD, ME 04088 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE E HERZIG 150 BRADLEY PL APT 716, PALM BEACH, FL 33480 | Trustee | 0 | $0 |
| LYDIA LANDESBERG 43 WABANAKI PASS, WATERFORD, ME 04088 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 BRADLEY PL APT 716, PALM BEACH, FL 33480-3846
- In care of
- % JULIE HERZIG DESNICK
- Signed the 990-PF
- JULIE E HERZIG, Trustee
- Phone
- (917) 806-7466
- Return prepared by
- WestRock Tax & Consulting
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-3520681
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,068,980
- Income (IRS master file)
- $122,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $53,938 | $59,936 | $1,320,249 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 PHILENE FOUNDATION
- What is the EIN of PHILENE FOUNDATION?
- The employer identification number (EIN) of PHILENE FOUNDATION is 11-3520681.
- Is PHILENE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PHILENE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILENE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILENE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILENE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PHILENE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PHILENE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,214, expenses of $147,297 and total assets of $1,068,980 at year end.
Other nonprofits in PALM BEACH
- TOWN OF PALM BEACH UNITED WAY INC EIN 59-0637885 · last filed 990 for 2025
- GLADES ACADEMY INC EIN 65-1032601 · last filed 990 for 2025
- PALM BEACH NAVY SEAL EVENING OF TRIBUTE INC EIN 81-1955263 · last filed 990 for 2025
- LIVINGSTON WAY FOUNDATION EIN 86-1180728 · last filed 990 for 2024
- OSJ ASSOCIATION INC EIN 83-4499368 · last filed 990-EZ for 2025
- STOP POACHING NOW INC EIN 47-2019831 · last filed 990 for 2025
- EBACK FOUNDATION INC EIN 87-2682426 · last filed 990-N for 2025
- LOUISE B BLACKMAN FAMILY FOUNDATION DATED MARCH 24 1998 EIN 06-6503680 · last filed 990-PF for 2023
All nonprofits in PALM BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations