JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC
Cite this
Plain text JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/844099693. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/844099693
MLA “JOSEPH C AND PHYLLIS T CHARITABLE FOUNDATION INC.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/844099693. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $121K · expenses $31K · assets $407K
- EIN
- 84-4099693
- Address
- 8 SCHUYLER ST, BELMONT, NY 14813-1015
- NTEE code
- B82
- Subsection
- 501(c)(3)
- Ruling year
- 2020
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 6 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Sherry Herdman | President | 2020-2024 | 3 | $0 reported | 1 |
| Glenn Herdman | Treasurer | 2020-2024 | 2 | $0 reported | 1 |
| Josie Preston | Director | 2020-2024 | 1 | $0 reported | 1 |
| Madison Herdman | Director | 2021-2024 | 1 | $0 reported | 1 |
| Karen Herdman | Secretary | 2023-2024 | 1 | $0 reported | 1 |
| Janice Riley (former) | Secretary | 2020-2022 | 1 | $0 reported | 1 |
People by year
2024 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sherry Herdman | President | 3 | $0 | - | $0 | $0 | 1 |
| Glenn Herdman | Treasurer | 2 | $0 | - | $0 | $0 | 1 |
| Josie Preston | Director | 1 | $0 | - | $0 | $0 | 1 |
| Madison Herdman | Director | 1 | $0 | - | $0 | $0 | 1 |
| Karen Herdman | Secretary | 1 | $0 | - | $0 | $0 | 1 |
2023 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sherry Herdman | President | 3 | $0 | - | $0 | $0 | 1 |
| Glenn Herdman | Treasurer | 2 | $0 | - | $0 | $0 | 1 |
| Josie Preston | Director | 1 | $0 | - | $0 | $0 | 1 |
| Madison Herdman | Director | 1 | $0 | - | $0 | $0 | 1 |
| Karen Herdman | Secretary | 1 | $0 | - | $0 | $0 | 1 |
2022 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sherry Herdman | President | 3 | $0 | - | $0 | $0 | 1 |
| Janice Riley | Secretary | 1 | $0 | - | $0 | $0 | 1 |
| Glenn Herdman | Treasurer | 2 | $0 | - | $0 | $0 | 1 |
| Josie Preston | Director | 1 | $0 | - | $0 | $0 | 1 |
| Madison Herdman | Director | 1 | $0 | - | $0 | $0 | 1 |
2021 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sherry Herdman | President | 3 | $0 | - | $0 | $0 | 1 |
| Janice Riley | Secretary | 1 | $0 | - | $0 | $0 | 1 |
| Glenn Herdman | Treasurer | 2 | $0 | - | $0 | $0 | 1 |
| Josie Preston | Director | 1 | $0 | - | $0 | $0 | 1 |
| Madison Herdman | Director | 1 | $0 | - | $0 | $0 | 1 |
2020 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SHERRY HERDMAN | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| JANICE RILEY | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| GLENN HERDMAN | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| JOSIE PRESTON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 0 grants to organizations · $0 · 15 grants to individuals · $30K
2023 · 0 grants to organizations · $0 · 14 grants to individuals · $28K
2022 · 0 grants to organizations · $0 · 10 grants to individuals · $20K
2021 · 0 grants to organizations · $0 · 8 grants to individuals · $17K
2020 · 0 grants to organizations · $0 · 2 grants to individuals · $5K
Listed grants add up to $5,000; the return's “grants paid” expense line says $10,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 3 contributors · $79K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ALLEGANY ENVIRONMENTAL SYSTEMS | Organization or other | ANGELICA, NY | $60,000 | - | Form 990PF Sch. B, 2024 · filing |
| 2 | SHERRY HERDMAN | Person | ANGELICA, NY | $11,000 | - | Form 990PF Sch. B, 2024 · filing |
| 3 | GLENN HERDMAN | Person | ANGELICA, NY | $8,000 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 3 contributors · $81K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ALLEGANY ENVIRONMENTAL SYSTEMS | Organization or other | ANGELICA, NY | $62,000 | - | Form 990PF Sch. B, 2023 · filing |
| 2 | SHERRY HERDMAN | Person | ANGELICA, NY | $11,000 | - | Form 990PF Sch. B, 2023 · filing |
| 3 | GLENN HERDMAN | Person | ANGELICA, NY | $8,000 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 3 contributors · $100K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ALLEGANY ENVIRONMENTAL SYSTEMS | Organization or other | ANGELICA, NY | $60,000 | - | Form 990PF Sch. B, 2022 · filing |
| 2 | SHERRY HERDMAN | Person | ANGELICA, NY | $20,000 | - | Form 990PF Sch. B, 2022 · filing |
| 3 | GLENN HERDMAN | Person | ANGELICA, NY | $20,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 3 contributors · $100K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ALLEGANY ENVIRONMENTAL SYSTEMS | Organization or other | ANGELICA, NY | $54,000 | - | Form 990PF Sch. B, 2021 · filing |
| 2 | SHERRY HERDMAN | Person | ANGELICA, NY | $26,000 | - | Form 990PF Sch. B, 2021 · filing |
| 3 | GLENN HERDMAN | Person | ANGELICA, NY | $20,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 2 contributors · $106K
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $121,083 | $31,233 | $407,400 | $407,400 | $79,500 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $78,153 | $28,350 | $327,127 | $327,127 | $81,000 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $101,654 | $20,192 | $274,632 | $274,632 | $100,000 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $110,969 | $17,573 | $193,170 | $193,170 | $100,288 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $111,255 | $11,481 | $99,774 | $99,774 | $106,000 | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ANDREW MCMORRIS FOUNDATION INC | NY | B82 | $114,389 | $86,119 | CO-PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| JOHN LUCILE RICHARD OLSON FOUNDATION INC | NY | B82 | $133,383 | $6,675 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| CONFUCIUS FOUNDATION INC | NY | B82 | $115,862 | $119,082 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| JACK DEVITO FOUNDATION INC | NY | B82 | $132,606 | $57,787 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| ORSA-ROMANO CULTURAL AND EDUCATIONAL FOUNDATION INC | NY | B82 | $124,043 | $25,832 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| CONCRETE INDUSTRY FOUNDATION INC | NY | B82 | $110,762 | $52,881 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| SPECTEMUR AGENDO FOUNDATION INC | NY | B82 | $130,076 | $81,750 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| KOREAN LANGUAGE FOUNDATION INC | NY | B82 | $121,340 | $112,144 | CHAIRMAN OF | $0 | Same NTEE code B82, revenue within 2x, same state |
| JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC | NY | B82 | $117,991 | $196,326 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| MONSIGNOR EUGENE YENNOCK FOUNDATION INC | NY | B82 | $131,311 | $22,518 | PRESIDENT & TREASURER | $0 | Same NTEE code B82, revenue within 2x, same state |
| QUAKER RIDGE EMPLOYEE CHARITY FUND INC | NY | B82 | $114,378 | $133,655 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| THE EGGLESTON FOUNDATION 8187770 | NY | B82 | $111,623 | $166,693 | Trustee | $0 | Same NTEE code B82, revenue within 2x, same state |
| MATTHEW WALLACE FOUNDATION | NY | B82 | $133,754 | $136,479 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| THOMAS M BRENNAN MEMORIAL FOUNDATION | NY | B82 | $112,556 | $166,557 | President+Treas | $0 | Same NTEE code B82, revenue within 2x, same state |
| BOLIVIAN QUAKER EDUCATION FUND INC | NY | B82 | $131,893 | $115,421 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| MILDRED G & ROBERT K CAMPFIELD CHARITABLE TRUST | NY | B82 | $110,697 | $32,414 | TRUSTEE | $3,000 | Same NTEE code B82, revenue within 2x, same state |
| METROPOLITAN GOLF COURSE SUPERINTENDENTS ASSOCIATION FOUNDA | NY | B82 | $111,784 | $114,808 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| CAMPUS BOUND SCHOLARS INC | NY | B82 | $114,179 | $100,091 | TREASURER | $0 | Same NTEE code B82, revenue within 2x, same state |
| CENTER FOR THE HOLOGRAPHIC ARTS INC | NY | B82 | $107,901 | $107,055 | EXECUTIVE DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| KIWANIS CLUB OF TICONDEROGA SCHOLERSHIP FUND INC | NY | B82 | $131,613 | $43,500 | BOARD MEMBER | $0 | Same NTEE code B82, revenue within 2x, same state |
| CELL STRESS SOCIETY INTERNATIONAL INC | NY | B82 | $125,272 | $47,846 | GENERAL SECRETARY | $5,940 | Same NTEE code B82, revenue within 2x, same state |
| COMMUNITY SCHOLARSHIP FUND OF GLEN COVE INC | NY | B82 | $110,258 | $80,075 | Director | $0 | Same NTEE code B82, revenue within 2x, same state |
| LADY WITH THE LAMP CORPORATION | NY | B82 | $117,561 | $117,671 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| CARPENTERS LOCAL UNION 157 SCHOLARSHIP FUND | NY | B82 | $126,112 | $317,388 | DIRECTOR | $15,650 | Same NTEE code B82, revenue within 2x, same state |
| TITANS OF TOMORROW INCOPORATED | NY | B82 | $109,402 | $127,678 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $31,233 spent · pay $0 · grants $30,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $30,000 | 96.1% | |
| Other expenses | $950 | 3.0% | |
| Taxes | $283 | 0.9% | |
| Total | $31,233 | 100% |
2023 · Form 990PF · $28,350 spent · pay $0 · grants $28,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $28,000 | 98.8% | |
| Fees: accounting | $295 | 1.0% | |
| Taxes | $55 | 0.2% | |
| Total | $28,350 | 100% |
2022 · Form 990PF · $20,192 spent · pay $0 · grants $20,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,000 | 99.0% | |
| Taxes | $148 | 0.7% | |
| Printing and publications | $44 | 0.2% | |
| Total | $20,192 | 100% |
2021 · Form 990PF · $17,573 spent · pay $0 · grants $17,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $17,000 | 96.7% | |
| Fees: accounting | $500 | 2.8% | |
| Taxes | $73 | 0.4% | |
| Total | $17,573 | 100% |
2020 · Form 990PF · $11,481 spent · pay $0 · grants $10,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,000 | 87.1% | |
| Printing and publications | $800 | 7.0% | |
| Other expenses | $681 | 5.9% | |
| Total | $11,481 | 100% |