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Nonprofit · EIN 45-4013884

PALMER FAMILY FOUNDATION

Tax-exempt · BLUE BELL, PA 19422

Financials

$3K$3K2022$10K$6K2023$12K$5K2024$11K$8K2025
Revenue Expenses · by fiscal year end
Financials of PALMER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$11,131$7,500$3,631$239,347$0$239,347
December 31, 2024990-PF$11,670$4,800$6,870$235,716$0$235,716
December 31, 2023990-PF$9,704$5,600$4,104$228,846$0$228,846
December 31, 2022990-PF$3,008$3,210-$202$224,742$0$224,742
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,163
Interest
$8,322
Net gain from sales of assets
$646

Expenses

Grants and similar amounts paid
$7,500
Disbursements for charitable purposes
$7,500
Excise tax on investment income
$146

Balance sheet and other

Total assets, start of year
$235,716
Total assets, end of year
$239,347
Total liabilities, end of year
$0
Net assets, end of year
$239,347
Fair market value of assets
$239,347
Qualifying distributions
$7,500
Net investment income
$10,485

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.

NameTitleHours / weekCompensation
JOSEPH J PALMER
1005 OAK RIDGE DRIVE, BLUE BELL, PA 19422
PRESIDENT/DI0$0
ASHLEY A PALMER
1191 PLOWSHARE ROAD, BLUE BELL, PA 19422
VICE PRES/DI0$0
STEPHANIE N BONGARTZ
422 LARCHWOOD ROAD, SPINGFIELD, PA 190642612
TREASURER/DI0$0
FRANCIS X BYRNES
1035 CARRIAGE LANE, BLUE BELL, PA 19422
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JOSEPH J PALMER
1005 OAK RIDGE DRIVE, BLUE BELL, PA 19422
PRESIDENT/DI0$0
ASHLEY A PALMER
1191 PLOWSHARE ROAD, BLUE BELL, PA 19422
VICE PRES/DI0$0
STEPHANIE N BONGARTZ
422 LARCHWOOD ROAD, SPINGFIELD, PA 190642612
TREASURER/DI0$0
FRANCIS X BYRNES
1035 CARRIAGE LANE, BLUE BELL, PA 19422
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOSEPH J PALMER
1005 OAK RIDGE DRIVE, BLUE BELL, PA 19422
PRESIDENT/DI0$0
ASHLEY A PALMER
1191 PLOWSHARE ROAD, BLUE BELL, PA 19422
VICE PRES/DI0$0
STEPHANIE N BONGARTZ
422 LARCHWOOD ROAD, SPINGFIELD, PA 190642612
TREASURER/DI0$0
FRANCIS X BYRNES
1035 CARRIAGE LANE, BLUE BELL, PA 19422
DIRECTOR0$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
JOSEPH J PALMER
1005 OAK RIDGE DRIVE, BLUE BELL, PA 19422
PRESIDENT/DI0$0
ASHLEY A PALMER
1191 PLOWSHARE ROAD, BLUE BELL, PA 19422
VICE PRES/DI0$0
STEPHANIE N BONGARTZ
422 LARCHWOOD ROAD, SPINGFIELD, PA 190642612
TREASURER/DI0$0
FRANCIS X BYRNES
1035 CARRIAGE LANE, BLUE BELL, PA 19422
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1005 OAK RIDGE DR, BLUE BELL, PA 19422-3003
In care of
% JOSEPH J PALMER
Signed the 990-PF
JOSEPH J PALMER, PRESIDENT/DIRECTOR
Phone
(484) 802-2381
Return prepared by
WILLIAM L MCKERNAN 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-4013884
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$239,347
Income (IRS master file)
$164,037

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$11,131$7,500$239,347IRS
990-PFDecember 2024$11,670$4,800$235,716XML
990-PFDecember 2023$9,704$5,600$228,846XML
990-PFDecember 2022$3,008$3,210$224,742XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 45-4013884).

Questions about PALMER FAMILY FOUNDATION

What is the EIN of PALMER FAMILY FOUNDATION?
The employer identification number (EIN) of PALMER FAMILY FOUNDATION is 45-4013884.
Is PALMER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to PALMER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PALMER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PALMER FAMILY 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 PALMER FAMILY 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 PALMER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PALMER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,131, expenses of $7,500 and total assets of $239,347 at year end.

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