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US nonprofit · EIN 844099693 · Belmont, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 844099693) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code POF), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Joseph C and Phyllis T Charitable Foundation Inc

Donations deductible
Total assets
$407k
IRS master file
Directors and trustees
5
5.6y av
Left since last filing
0
no seats appear to have opened
Activity
B82
Education
Filings on record
5
latest 2024
Renewal outlook
Low current likelihood
score 0 of 100
How am I connected?

Joseph C and Phyllis T Charitable Foundation Inc's network

5 peoplei5 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.
NameRole as filedSinceOn the board
Glenn HerdmanTreasurer2020
6 yrs
Josie PrestonDirector2020
6 yrs
Karen HerdmanCompany secretary2023
3 yrs
Madison HerdmanDirector2021
5 yrs
Sherry HerdmanPresident2020
6 yrs
Under 5 years5 to 6 years6 years or more

About

Legal name
Joseph C and Phyllis T Charitable Foundation Inc
EIN
844099693
Address
8 Schuyler St, Belmont, NY, 14813-1015
State
New York
Activity (NTEE)
B82 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
4 (IRS master file code)
IRS ruling date
1 April 2020
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2024
IRS Publication 78
POF (contributions deductible)

Most connected

Longest observed on the filings

≥6years on the filingsGlenn Herdman
≥6years on the filingsJosie Preston
≥6years on the filingsSherry Herdman
≥5years on the filingsMadison Herdman

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$0$31kDeficit $31k

As filed on the IRS Form 990. US dollars.