Nonprofit · EIN 27-3017122
CHARLES AND BARBARA CLOSE FOUNDATION
Tax-exempt · RADNOR, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $866,168 | $1,156,523 | -$290,355 | $4,263,699 | $0 | $4,263,699 |
| December 31, 2024 | 990-PF | $742,636 | $671,835 | $70,801 | $4,553,919 | $0 | $4,553,919 |
| December 31, 2023 | 990-PF | $707,027 | $968,081 | -$261,054 | $4,483,643 | $0 | $4,483,643 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $168,408
- Net gain from sales of assets
- $697,760
Expenses
- Grants and similar amounts paid
- $1,010,000
- Compensation of officers, directors and key employees
- $121,714
- Disbursements for charitable purposes
- $1,127,139
- Excise tax on investment income
- $11,778
Balance sheet and other
- Total assets, start of year
- $4,553,919
- Total assets, end of year
- $4,263,699
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,263,699
- Fair market value of assets
- $7,985,170
- Qualifying distributions
- $1,127,139
- Net investment income
- $866,168
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 |
|---|---|---|---|
| HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 5 | $121,714 |
| FREDERICK PADDEN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $0 |
| WILLIAM MCKERNAN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $0 |
| MIKE DOYLE THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $0 |
| JIM BERNESKI THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 5 | $40,261 |
| FREDERICK PADDEN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $20,130 |
| WILLIAM MCKERNAN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $20,130 |
| MIKE DOYLE THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $20,130 |
| JIM BERNESKI THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $20,130 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 5 | $39,349 |
| FREDERICK PADDEN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $19,675 |
| WILLIAM MCKERNAN THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $19,675 |
| MIKE DOYLE THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $19,675 |
| JIM BERNESKI THREE RADNOR CORPORATE CTR STE 450, RADNOR, PA 19087 | TRUSTEE | 2 | $19,675 |
Address and contacts
- Address (IRS master file)
- THREE RADNOR CORP CENTER SUITE 450, RADNOR, PA 19087-4580
- In care of
- % HAVERFORD TRUST COMPANY
- Signed the 990-PF
- JOHN S NILES, TRUSTEE
- Phone
- (610) 995-8700
- Return prepared by
- DELOITTE TAX 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 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
- 27-3017122
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,263,699
- Income (IRS master file)
- $2,148,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $866,168 | $1,156,523 | $4,263,699 | IRS |
| 990-PF | December 2024 | $742,636 | $671,835 | $4,553,919 | IRS |
| 990-PF | December 2023 | $707,027 | $968,081 | $4,483,643 | 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 27-3017122).
Questions about CHARLES AND BARBARA CLOSE FOUNDATION
- What is the EIN of CHARLES AND BARBARA CLOSE FOUNDATION?
- The employer identification number (EIN) of CHARLES AND BARBARA CLOSE FOUNDATION is 27-3017122.
- Is CHARLES AND BARBARA CLOSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to CHARLES AND BARBARA CLOSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND BARBARA CLOSE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND BARBARA CLOSE 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 CHARLES AND BARBARA CLOSE 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 CHARLES AND BARBARA CLOSE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $121,714 (HAVERFORD TRUST COMPANY, TRUSTEE).
- How much revenue does CHARLES AND BARBARA CLOSE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $866,168, expenses of $1,156,523 and total assets of $4,263,699 at year end.
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