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Nonprofit · EIN 65-1257087

PHILOMATHEAN ENDOWMENT TRUST

Tax-exempt · PHILADELPHIA, PA 19102

Financials

$7K$4K2023$9K$2K2024
Revenue Expenses · by fiscal year end
Financials of PHILOMATHEAN ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$9,078$1,501$7,577$218,991–$218,991
June 30, 2024990-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.

NameTitleHours / weekCompensation
HEATHER BARLOWCHAIRPERSON1$0
RICHARD CARDONAVICE-CHAIRPE1$0
MICHAEL GESSELSECRETARY0.5$0
DAN MARTINEAUTREASURER1$0
JOSEPHINE HOWARDMODERATOR0.5$0
JACK PURPLEMODERATOR0.5$0
SIMON GLINSKYVICE CHAIRMA1$0
THOMAS KRETCHMARTRUSTEE0.5$0
ROBERT RUBINOFFTRUSTEE0.5$0
ANNA KUSHNERTRUSTEE0.5$0
CAITH KUSHNERTREASURER0.5$0
990-EZ for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
DANIEL ORRCHAIRPERSON1$0
RICHARD CARDONAVICE-CHAIRPE0.5$0
MICHAEL GESSELSECRETARY0.5$0
DAN MARTINEAUTREASURER1$0
HEATHER BARLOWTRUSTEE0.5$0
SIMON GLINSKYTRUSTEE0.5$0
THOMAS KRETCHMARTRUSTEE0.5$0
ROBERT RUBINOFFTRUSTEE0.5$0
MARGARET ARFAAMODERATOR0.5$0
CHRISTINE FISHERTRUSTEE0.5$0
RAMON MIYARTRUSTEE0.5$0
ANNA KUSHNERTRUSTEE0.5$0
JOSEPHINE HOWARDMODERATOR0.5$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.

990-EZ for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$9,078$1,501$218,991IRS
990-EZJune 2024$6,564$3,811$196,242IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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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