Joseph C and Phyllis T Charitable Foundation Inc
Joseph C and Phyllis T Charitable Foundation Inc is a private foundation based in Belmont, New York. It supports scholarships for graduates pursuing college or continuing education, provides ongoing assistance for their academic success, and educates high school students about local employment opportunities and the advantages of living in the community.
Joseph C and Phyllis T Charitable Foundation Inc at a glance
In short: Joseph C and Phyllis T Charitable Foundation Inc gave $30K across 15 grants in 2024 (avg $2K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $30,000
- +7.1% vs 2023
- Grants made (2024)
- 15
- +7.1% vs 2023
- Average grant
- $2,000
- +0.0% vs 2023
- Median grant
- $2,000
- Total assets
- $407,400
- +24.5% vs 2023
- Primary geography
- New York (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Joseph C and Phyllis T Charitable Foundation Inc
- How to Apply
-
The filing lists an application as the required form and materials. Awards are limited to residents of Angelica or Amity, New York, or students at Genesee Valley Central School who will attend an accredited two- or four-year college program after high school and demonstrate need.
- Review Cycle
- May 15, 2024. This is a past deadline.
- Deadline
- May 15, 2024.
- Contact
Application contact: Sherry Herdman
Mailing address: 8 Schuyler Street, Belmont, NY 14813
Phone: (585) 268-8080
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph C and Phyllis T Charitable Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 49 grants of 49 (100%).
Geographic Focus
Where this funder awards grants
The filing’s eligibility restrictions name residents of Angelica and Amity, New York, and students at Genesee Valley Central School. In 2024, 93% of grant dollars went to recipients in New York and 7% to recipients in New Mexico.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
How Joseph C and Phyllis T Charitable Foundation Inc gives
- Giving grew 76% from 2021 to 2024. Method
- In 2022 it paid out 207% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2020) to $30K (2024). In 2024 it made 15 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 15 individual scholarships Recipients not named | — | $30,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $407,400 | $121,083 | $31,233 | $30,000 | 15 | $30,950 | $41,583 | — |
| 2023 | $327,127 | $78,153 | $28,350 | $28,000 | 14 | $28,750 | $11,393 | — |
| 2022 | $274,632 | $101,654 | $20,192 | $20,000 | 10 | $20,000 | $3,938 | $9,639 |
| 2021 | $193,170 | $110,969 | $17,573 | $17,000 | 8 | $17,000 | $10,681 | $5,591 |
| 2020 | $99,774 | $111,255 | $11,481 | $5,000 | 2 | — | $5,255 | $2,384 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation states that it offers scholarships to graduates attending college or continuing education and provides ongoing assistance to support their success. It also says it educates high school students about local employment opportunities and the advantages of residing in the community, with the aim of empowering students and fostering community growth.
Grantmaking
In 2024, the foundation reported 15 grants totaling $30,000. Each was $2,000. Listed scholarship recipients included an individual recipient ($2,000), an individual recipient ($2,000), and an individual recipient ($2,000); the stated purposes were ongoing scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sherry Herdman as president, Glenn Herdman as treasurer, Josie Preston and Madison Herdman as directors, and Karen Herdman as secretary.
Joseph C and Phyllis T Charitable Foundation Inc is led by Sherry Herdman, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Sherry Herdman
President
On filings since 2020
3 hrs/week
No compensation reported
Josie Preston
Director
On filings since 2020
1 hr/week
No compensation reported
Madison Herdman
Director
On filings since 2021
1 hr/week
No compensation reported
Glenn Herdman
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Karen Herdman
Secretary
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Janice Riley (2020–2022) — Secretary
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joseph C and Phyllis T Charitable Foundation Inc
How much does Joseph C and Phyllis T Charitable Foundation Inc give each year?
Joseph C and Phyllis T Charitable Foundation Inc gave $30K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 14 grants.
What is Joseph C and Phyllis T Charitable Foundation Inc's typical grant size?
Joseph C and Phyllis T Charitable Foundation Inc's median grant in 2024 was $2,000, and its average grant was $2,000, across 15 grants on its 2024 IRS Form 990-PF.
Where does Joseph C and Phyllis T Charitable Foundation Inc give grants?
Joseph C and Phyllis T Charitable Foundation Inc gives mostly in New York: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Mexico (7%).
Does Joseph C and Phyllis T Charitable Foundation Inc give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on Joseph C and Phyllis T Charitable Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Ongoing Scholarship" (14 grants).
How large is Joseph C and Phyllis T Charitable Foundation Inc?
Joseph C and Phyllis T Charitable Foundation Inc reported $407K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $121K.
What does Joseph C and Phyllis T Charitable Foundation Inc fund?
The foundation states that it offers scholarships to graduates attending college or continuing education and provides ongoing assistance to support their success. See mission & focus areas ↑
How do I apply for a grant from Joseph C and Phyllis T Charitable Foundation Inc?
The filing lists an application as the required form and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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