Nonprofit · EIN 13-6100994
CHARLOTTE PALMER PHILLIPS FOUNDATION INC
Tax-exempt · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $318,814 | $155,919 | $162,895 | $2,595,360 | $0 | $2,595,360 |
| December 31, 2023 | 990-PF | $42,966 | $132,391 | -$89,425 | $2,423,465 | $0 | $2,423,465 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $47,817
- Interest
- $39,754
- Net gain from sales of assets
- $230,777
- Other income
- $466
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $16,500
- Disbursements for charitable purposes
- $126,932
- Excise tax on investment income
- $3,975
Balance sheet and other
- Total assets, start of year
- $2,423,465
- Total assets, end of year
- $2,595,360
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,595,360
- Fair market value of assets
- $3,130,884
- Qualifying distributions
- $126,932
- Net investment income
- $314,233
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William S Strong ESQ C/O Kotin Crabtree Strong LLP 2223, Washington Street Suite 101, Newton, MA 02462 | President/Treasurer | 0.5 | $7,500 |
| Sarah E Cogan ESQ C/O Simpson Thacher Bartlett LLP, 425 Lexington Ave 15th Floor, New York, NY 100173954 | Secretary | 0.5 | $5,000 |
| Marjorie Gilbert 16 Cleveland Drive, CrotononHudson, NY 10520 | Trustee | 0.25 | $2,000 |
| John Gibbons C/O Odin Partners 237 Park Avenue, New York, NY 100173140 | Trustee | 0.25 | $2,000 |
| Ann Reinke Strong 37 Maple Street, Lexington, MA 02420 | Trustee | 0 | $0 |
| Marjorie T Cook-Sullivan PO Box 163, Water Valley, MS 38965 | Trustee | 0 | $0 |
| John B Chessare MD MPH C/O Greater Baltimore Medical, Center 6701 N Charles St, Baltimore, MD 21204 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William S Strong ESQ C/O Kotin Crabtree Strong LLP 2223, Washington Street Suite 101, Newton, MA 02462 | President/Treasurer | 0.5 | $7,500 |
| Sarah E Cogan ESQ C/O Simpson Thacher Bartlett LLP, 425 Lexington Ave 15th Floor, New York, NY 100173954 | Secretary | 0.5 | $5,000 |
| Marjorie Gilbert 16 Cleveland Drive, CrotononHudson, NY 10520 | Trustee | 0.25 | $2,000 |
| John Gibbons C/O Odin Partners 237 Park Avenue, New York, NY 100173140 | Trustee | 0.25 | $2,000 |
| Ann Reinke Strong 37 Maple Street, Lexington, MA 02420 | Trustee | 0 | $0 |
| Marjorie T Cook-Sullivan PO Box 163, Water Valley, MS 38965 | Trustee | 0 | $0 |
| John B Chessare MD MPH C/O Greater Baltimore Medical, Center 6701 N Charles St, Baltimore, MD 21204 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2223 WASHINGTON STREET SUITE 101, NEWTON, MA 02462-1417
- In care of
- % KOTIN CRABTREE & STRONG LLP
- Signed the 990-PF
- William S Strong, President/Treasurer
- Phone
- (617) 227-7031
- Return prepared by
- Plante & Moran PLLC
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 | Not 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
- 13-6100994
- 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
- 1959
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,595,360
- Income (IRS master file)
- $322,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $318,814 | $155,919 | $2,595,360 | XML |
| 990-PF | December 2023 | $42,966 | $132,391 | $2,423,465 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-6100994).
Questions about CHARLOTTE PALMER PHILLIPS FOUNDATION INC
- What is the EIN of CHARLOTTE PALMER PHILLIPS FOUNDATION INC?
- The employer identification number (EIN) of CHARLOTTE PALMER PHILLIPS FOUNDATION INC is 13-6100994.
- Is CHARLOTTE PALMER PHILLIPS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to CHARLOTTE PALMER PHILLIPS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLOTTE PALMER PHILLIPS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLOTTE PALMER PHILLIPS 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 CHARLOTTE PALMER PHILLIPS FOUNDATION INC 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 CHARLOTTE PALMER PHILLIPS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 4 received compensation from the organization, the highest $7,500 (William S Strong ESQ, President/Treasurer).
- How much revenue does CHARLOTTE PALMER PHILLIPS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $318,814, expenses of $155,919 and total assets of $2,595,360 at year end.
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