Nonprofit · EIN 81-5104667
PHOENIX-MONADNOCK CHARITABLE FOUNDATION
Tax-exempt · LEOMINSTER, MA 01453
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,141,438 | $541,072 | $600,366 | $10,044,853 | $0 | $10,044,853 |
| December 31, 2024 | 990-PF | $1,037,047 | $454,187 | $582,860 | $9,444,487 | $0 | $9,444,487 |
| December 31, 2023 | 990-PF | $1,001,614 | $443,313 | $558,301 | $8,861,627 | $0 | $8,861,627 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $188,353
- Interest
- $2
- Net gain from sales of assets
- $953,083
Expenses
- Grants and similar amounts paid
- $524,144
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $524,144
- Excise tax on investment income
- $15,852
Balance sheet and other
- Total assets, start of year
- $9,444,487
- Total assets, end of year
- $10,044,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,044,853
- Fair market value of assets
- $12,429,119
- Qualifying distributions
- $524,144
- Net investment income
- $1,141,438
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 |
|---|---|---|---|
| STEVEN K OSTROFF 57 COMMONWEALTH CIRCLE, LEOMINSTER, MA 01453 | TRUSTEE | 5 | $0 |
| EDWARD J ATTER 80 ROBILLARD STREET, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
| HENRI L SANS 213 SCHOOL STREET SUITE 201, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN K OSTROFF 57 COMMONWEALTH CIRCLE, LEOMINSTER, MA 01453 | TRUSTEE | 5 | $0 |
| EDWARD J ATTER 80 ROBILLARD STREET, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
| HENRI L SANS 213 SCHOOL STREET SUITE 201, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN K OSTROFF 57 COMMONWEALTH CIRCLE, LEOMINSTER, MA 01453 | TRUSTEE | 5 | $0 |
| EDWARD J ATTER 80 ROBILLARD STREET, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
| HENRI L SANS 213 SCHOOL STREET SUITE 201, GARDNER, MA 01440 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 57 COMMONWEALTH CIR, LEOMINSTER, MA 01453-2562
- In care of
- % STEVEN G OSTROFF
- Signed the 990-PF
- STEVEN K OSTROFF, TRUSTEE
- Phone
- (978) 632-1301
- Return prepared by
- BOLLUS LYNCH 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
- 81-5104667
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,044,853
- Income (IRS master file)
- $1,561,251
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,141,438 | $541,072 | $10,044,853 | IRS |
| 990-PF | December 2024 | $1,037,047 | $454,187 | $9,444,487 | IRS |
| 990-PF | December 2023 | $1,001,614 | $443,313 | $8,861,627 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-5104667).
Questions about PHOENIX-MONADNOCK CHARITABLE FOUNDATION
- What is the EIN of PHOENIX-MONADNOCK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of PHOENIX-MONADNOCK CHARITABLE FOUNDATION is 81-5104667.
- Is PHOENIX-MONADNOCK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to PHOENIX-MONADNOCK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHOENIX-MONADNOCK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHOENIX-MONADNOCK CHARITABLE 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 PHOENIX-MONADNOCK CHARITABLE 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 PHOENIX-MONADNOCK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHOENIX-MONADNOCK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,141,438, expenses of $541,072 and total assets of $10,044,853 at year end.
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