Nonprofit · EIN 22-3480706
HARVEY FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · KATONAH, NY 10536
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $621,501 | $334,524 | $286,977 | $3,901,900 | $0 | $3,901,900 |
| June 30, 2024 | 990-PF | $444,366 | $312,223 | $132,143 | $3,614,923 | $0 | $3,614,923 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $79,493
- Net gain from sales of assets
- $542,008
Expenses
- Grants and similar amounts paid
- $271,000
- Disbursements for charitable purposes
- $271,000
- Excise tax on investment income
- $7,823
Balance sheet and other
- Total assets, start of year
- $3,614,923
- Total assets, end of year
- $3,901,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,901,900
- Fair market value of assets
- $5,506,232
- Qualifying distributions
- $271,000
- Net investment income
- $621,620
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 |
|---|---|---|---|
| Benjamin Harvey 52 Quicks Lane, Katonah, NY 10536 | President | 3 | $0 |
| Julia Esty 203 Cape Jellison Road, Stockton Springs, ME 04981 | Secretary | 1 | $0 |
| Marion Harvey 100 Redding Rd 219, Redding, CT 06896 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Harvey 52 Quicks Lane, Katonah, NY 10536 | President | 3 | $0 |
| Julia Esty 203 Cape Jellison Road, Stockton Springs, ME 04981 | Secretary | 1 | $0 |
| Marion Harvey 100 Redding Rd 219, Redding, CT 06896 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 52 QUICKS LN, KATONAH, NY 10536-1006
- Signed the 990-PF
- Benjamin Harvey, President
- Phone
- (914) 767-0900
- Return prepared by
- Lear & Pannepacker 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
- 22-3480706
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,901,900
- Income (IRS master file)
- $2,151,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $621,501 | $334,524 | $3,901,900 | IRS |
| 990-PF | June 2024 | $444,366 | $312,223 | $3,614,923 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 22-3480706).
Questions about HARVEY FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of HARVEY FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HARVEY FAMILY CHARITABLE FOUNDATION INC is 22-3480706.
- Is HARVEY FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HARVEY FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARVEY FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARVEY FAMILY CHARITABLE FOUNDATION INC 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 HARVEY FAMILY CHARITABLE FOUNDATION INC 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 HARVEY FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HARVEY FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $621,501, expenses of $334,524 and total assets of $3,901,900 at year end.
Other nonprofits in KATONAH
- ADELSON FAMILY FOUNDATION EIN 22-3769645 · last filed 990-PF for 2024
- PECKHAM FAMILY FOUNDATION EIN 14-1814765 · last filed 990-PF for 2025
- BARNWOOD FOUNDATION EIN 20-7409517 · last filed 990-PF for 2025
- BLUE STAR FOUNDATION INC EIN 20-1450579 · last filed 990-PF for 2025
- COMMUNITY HEALTH INNOVATION AND RES OURCE PROJECT INC EIN 39-4629456 · last filed 990-EZ for 2025
- THE MARTHA AND ALEXIS STEWART CHARITABLE FOUNDATION EIN 57-1167957 · last filed 990-PF for 2025
- PETER NAGER CHARITABLE TR EIN 13-7196662 · last filed 990-PF for 2025
- RONN TOROSSIAN FAMILY FOUNDATION INC EIN 27-0937220 · last filed 990-PF for 2025
All nonprofits in KATONAH · New York · Philanthropy, voluntarism and grantmaking foundations