Nonprofit · EIN 65-1257087
PHILOMATHEAN ENDOWMENT TRUST
Tax-exempt · PHILADELPHIA, PA 19102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $9,078 | $1,501 | $7,577 | $218,991 | – | $218,991 |
| June 30, 2024 | 990-EZ | $6,564 | $3,811 | $2,753 | $196,242 | – | $196,242 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $817
- Investment income
- $3,853
- Net gain from sales of assets
- $4,408
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $585
- Other expenses
- $916
- Program services (functional)
- $916
Balance sheet and other
- Total assets, start of year
- $196,243
- Total assets, end of year
- $218,991
- Total liabilities, end of year
- –
- Net assets, end of year
- $218,991
- Cash, savings and investments
- $218,991
- Gross receipts
- $9,078
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER BARLOW | CHAIRPERSON | 1 | $0 |
| RICHARD CARDONA | VICE-CHAIRPE | 1 | $0 |
| MICHAEL GESSEL | SECRETARY | 0.5 | $0 |
| DAN MARTINEAU | TREASURER | 1 | $0 |
| JOSEPHINE HOWARD | MODERATOR | 0.5 | $0 |
| JACK PURPLE | MODERATOR | 0.5 | $0 |
| SIMON GLINSKY | VICE CHAIRMA | 1 | $0 |
| THOMAS KRETCHMAR | TRUSTEE | 0.5 | $0 |
| ROBERT RUBINOFF | TRUSTEE | 0.5 | $0 |
| ANNA KUSHNER | TRUSTEE | 0.5 | $0 |
| CAITH KUSHNER | TREASURER | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL ORR | CHAIRPERSON | 1 | $0 |
| RICHARD CARDONA | VICE-CHAIRPE | 0.5 | $0 |
| MICHAEL GESSEL | SECRETARY | 0.5 | $0 |
| DAN MARTINEAU | TREASURER | 1 | $0 |
| HEATHER BARLOW | TRUSTEE | 0.5 | $0 |
| SIMON GLINSKY | TRUSTEE | 0.5 | $0 |
| THOMAS KRETCHMAR | TRUSTEE | 0.5 | $0 |
| ROBERT RUBINOFF | TRUSTEE | 0.5 | $0 |
| MARGARET ARFAA | MODERATOR | 0.5 | $0 |
| CHRISTINE FISHER | TRUSTEE | 0.5 | $0 |
| RAMON MIYAR | TRUSTEE | 0.5 | $0 |
| ANNA KUSHNER | TRUSTEE | 0.5 | $0 |
| JOSEPHINE HOWARD | MODERATOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1500 CHESTNUT ST STE 2 PMB 2255, PHILADELPHIA, PA 19102-2700
- In care of
- % PETER J GULIA
- Signed the 990-EZ
- SIMON GLINSKY, VICE CHAIRMAN
- Phone
- (215) 732-1552
- Return prepared by
- MICHAEL K WHITE CPA & ASSOCIATES
Mission
TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.
Program accomplishments
- TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.
- TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.Expenses $916
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 65-1257087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $218,991
- Income (IRS master file)
- $9,078
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $9,078 | $1,501 | $218,991 | IRS |
| 990-EZ | June 2024 | $6,564 | $3,811 | $196,242 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 65-1257087).
Questions about PHILOMATHEAN ENDOWMENT TRUST
- What is the EIN of PHILOMATHEAN ENDOWMENT TRUST?
- The employer identification number (EIN) of PHILOMATHEAN ENDOWMENT TRUST is 65-1257087.
- Is PHILOMATHEAN ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PHILOMATHEAN ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PHILOMATHEAN ENDOWMENT TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PHILOMATHEAN ENDOWMENT TRUST 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 PHILOMATHEAN ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of PHILOMATHEAN ENDOWMENT TRUST?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does PHILOMATHEAN ENDOWMENT TRUST have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $9,078, expenses of $1,501 and total assets of $218,991 at year end.
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