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Nonprofit · EIN 84-4099693

JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC

Tax-exempt · BELMONT, NY 14813

Financials

$78K$28K2023$121K$31K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$121,083$31,233$89,850$407,400$0$407,400
December 31, 2023990-PF$78,153$28,350$49,803$327,127$0$327,127
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$79,500
Dividends
$12,604
Interest
$2,129
Net gain from sales of assets
$26,850

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$30,950
Excise tax on investment income
$578

Balance sheet and other

Total assets, start of year
$317,550
Total assets, end of year
$407,400
Total liabilities, end of year
$0
Net assets, end of year
$407,400
Fair market value of assets
$407,400
Qualifying distributions
$30,950
Net investment income
$41,583

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Sherry Herdman
4707 Lilly Rd, Angelica, NY 14709
President3$0
Glenn Herdman
4707 Lilly Rd, Angelica, NY 14709
Treasurer2$0
Josie Preston
7526 County Rd 49, Caneadea, NY 14717
Director1$0
Madison Herdman
7317 Commons Rd, Angelica, NY 14709
Director1$0
Karen Herdman
7317 Common Rd, Angelica, NY 14709
Secretary1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Sherry Herdman
4707 Lilly Rd, Angelica, NY 14709
President3$0
Glenn Herdman
4707 Lilly Rd, Angelica, NY 14709
Treasurer2$0
Josie Preston
7526 County Rd 49, Caneadea, NY 14717
Director1$0
Madison Herdman
7317 Commons Rd, Angelica, NY 14709
Director1$0
Karen Herdman
7317 Common Rd, Angelica, NY 14709
Secretary1$0

Address and contacts

Address (IRS master file)
8 SCHUYLER ST, BELMONT, NY 14813-1015
In care of
% SHERRY HERDMAN
Signed the 990-PF
Sherry Herdman, President
Phone
(585) 268-8080

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4099693
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$407,400
Income (IRS master file)
$405,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$121,083$31,233$407,400XML
990-PFDecember 2023$78,153$28,350$327,127XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-4099693).

Questions about JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC

What is the EIN of JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC is 84-4099693.
Is JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $121,083, expenses of $31,233 and total assets of $407,400 at year end.

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