Joseph C and Phyllis T Charitable Foundation Inc
Joseph C and Phyllis T Charitable Foundation Inc is a private foundation focused on Education, based in BELMONT, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $407K in total assets. In 2024, it awarded 15 grants totaling $30K. Net investment income was $42K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$407K
+24.5% YoY
Annual Giving
$30K
+7.1% YoY
Grant Count
15
+7.1% YoY
Avg Grant Size
$2K
+0.0% YoY
About Joseph C and Phyllis T Charitable Foundation Inc
Based on IRS filings
Joseph C and Phyllis T Charitable Foundation Inc is a private foundation focused on Education, based in BELMONT, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $407K in total assets. In 2024, it awarded 15 grants totaling $30K. Net investment income was $42K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $407,400 | $327,127 | $274,632 |
| Revenue | $121,083 | $78,153 | $101,654 |
| Expenses | $31,233 | $28,350 | $20,192 |
| Qualifying Distributions | $30,950 | $28,750 | $20,000 |
| Net Investment Income | $41,583 | $11,393 | $3,938 |
| Distributable Amount | — | — | $9,639 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jade Rounds ($2,000), Avery Grusendorf ($2,000), Leahlah Greene ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Jade Rounds Angelica, NY | Ongoing Scholarship | $2,000 |
| Avery Grusendorf Angelica, NY | Ongoing Scholarship | $2,000 |
| Leahlah Greene Angelica, NM | On-going scholarship | $2,000 |
| Raygon Haggstrom Angelica, NY | Ongoing Scholarship | $2,000 |
| Adison Grusendorf Belmont, NY | Ongoing Scholarship | $2,000 |
| Kiri Bogle Belmont, NY | Ongoing Scholarship | $2,000 |
| Savannah Warner Belmont, NY | Ongoing Scholarship | $2,000 |
| Moriah Clendum Belmont, NY | Ongoing Scholarship | $2,000 |
| Kylee Lorow Almond, NY | Ongoing Scholarship | $2,000 |
| Jacob Rizzo Belmont, NY | Ongoing Scholarship | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sherry Herdman | President | 3 | — |
| Glenn Herdman | Treasurer | 2 | — |
| Josie Preston | Director | 1 | — |
| Madison Herdman | Director | 1 | — |
| Karen Herdman | Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph C and Phyllis T Charitable Foundation Inc?
Joseph C and Phyllis T Charitable Foundation Inc is a private foundation focused on Education, based in BELMONT, NY. It holds $407K in total assets as of 2024.
How large is Joseph C and Phyllis T Charitable Foundation Inc?
As of 2024, Joseph C and Phyllis T Charitable Foundation Inc holds $407K in total assets with $121K in annual revenue. It awarded 15 grants totaling $30K in 2024.
Where does Joseph C and Phyllis T Charitable Foundation Inc operate?
Joseph C and Phyllis T Charitable Foundation Inc has awarded grants in New Mexico, New York, Pennsylvania.
What size grants does Joseph C and Phyllis T Charitable Foundation Inc award?
In 2024, Joseph C and Phyllis T Charitable Foundation Inc awarded 15 grants totaling $30K — an average of about $2K per grant, based on its IRS Form 990 filings.
What is Joseph C and Phyllis T Charitable Foundation Inc's EIN?
Joseph C and Phyllis T Charitable Foundation Inc's EIN (Employer Identification Number) is 84-4099693. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Joseph C and Phyllis T Charitable Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.