Nonprofit · EIN 22-3270901
ROGER FOLLETT FOUNDATION INC
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $169,810 | $318,043 | -$148,233 | $5,345,301 | $0 | $5,345,301 |
| December 31, 2023 | 990-PF | $203,156 | $281,845 | -$78,689 | $5,119,564 | $0 | $5,119,564 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $216,154
- Net gain from sales of assets
- -$46,344
Expenses
- Grants and similar amounts paid
- $275,156
- Compensation of officers, directors and key employees
- $12,608
- Disbursements for charitable purposes
- $290,514
- Excise tax on investment income
- $2,622
Balance sheet and other
- Total assets, start of year
- $5,119,564
- Total assets, end of year
- $5,345,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,345,301
- Fair market value of assets
- $5,345,301
- Qualifying distributions
- $290,514
- Net investment income
- $216,154
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 |
|---|---|---|---|
| THOMAS C EMERSON 23 ALBANY STREET, OXFORD, NY 13830 | Secretary | 2 | $6,304 |
| JAMES I DUNNE 7 COOMES STREET, NORWICH, NY 13815 | Treasurer | 2 | $6,304 |
| PETER V SMITH 105 NORTH BROAD ST, NORWICH, NY 13815 | PRESIDENT | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS C EMERSON 23 ALBANY STREET, OXFORD, NY 13830 | Secretary | 2 | $5,837 |
| JAMES I DUNNE 7 COOMES STREET, NORWICH, NY 13815 | Treasurer | 2 | $5,837 |
| PETER V SMITH 105 NORTH BROAD ST, NORWICH, NY 13815 | PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 35 W MAIN ST, NORWICH, NY 13815-1632
- In care of
- % LEE EMERSON & FERRARESE
- Signed the 990-PF
- THOMAS C EMERSON, Secretary
- Phone
- (607) 334-2247
- Return prepared by
- Piaker & Lyons PC
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
- 22-3270901
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,345,301
- Income (IRS master file)
- $1,670,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $169,810 | $318,043 | $5,345,301 | XML |
| 990-PF | December 2023 | $203,156 | $281,845 | $5,119,564 | 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 22-3270901).
Questions about ROGER FOLLETT FOUNDATION INC
- What is the EIN of ROGER FOLLETT FOUNDATION INC?
- The employer identification number (EIN) of ROGER FOLLETT FOUNDATION INC is 22-3270901.
- Is ROGER FOLLETT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ROGER FOLLETT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROGER FOLLETT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROGER FOLLETT 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 ROGER FOLLETT 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 ROGER FOLLETT FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $6,304 (THOMAS C EMERSON, Secretary).
- How much revenue does ROGER FOLLETT FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $169,810, expenses of $318,043 and total assets of $5,345,301 at year end.
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