STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sherry Herdman President2020-2024 3 $0 reported 1
Glenn Herdman Treasurer2020-2024 2 $0 reported 1
Josie Preston Director2020-2024 1 $0 reported 1
Madison Herdman Director2021-2024 1 $0 reported 1
Karen Herdman Secretary2023-2024 1 $0 reported 1
Janice Riley (former) Secretary2020-2022 1 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sherry Herdman President3 $0-$0 $01
Glenn Herdman Treasurer2 $0-$0 $01
Josie Preston Director1 $0-$0 $01
Madison Herdman Director1 $0-$0 $01
Karen Herdman Secretary1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sherry Herdman President3 $0-$0 $01
Glenn Herdman Treasurer2 $0-$0 $01
Josie Preston Director1 $0-$0 $01
Madison Herdman Director1 $0-$0 $01
Karen Herdman Secretary1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sherry Herdman President3 $0-$0 $01
Janice Riley Secretary1 $0-$0 $01
Glenn Herdman Treasurer2 $0-$0 $01
Josie Preston Director1 $0-$0 $01
Madison Herdman Director1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sherry Herdman President3 $0-$0 $01
Janice Riley Secretary1 $0-$0 $01
Glenn Herdman Treasurer2 $0-$0 $01
Josie Preston Director1 $0-$0 $01
Madison Herdman Director1 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHERRY HERDMAN PRESIDENT3 $0-$0 $01
JANICE RILEY SECRETARY1 $0-$0 $01
GLENN HERDMAN TREASURER2 $0-$0 $01
JOSIE PRESTON DIRECTOR1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
2 GLENN HERDMAN Person ANGELICA, NY $80,000- Form 990PF Sch. B, 2020 · filing
1 SHERRY HERDMAN Person ANGELICA, NY $26,000- Form 990PF Sch. B, 2020 · filing

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$121,083$31,233 $407,400$407,400 $79,500- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$78,153$28,350 $327,127$327,127 $81,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$101,654$20,192 $274,632$274,632 $100,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$110,969$17,573 $193,170$193,170 $100,288- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ANDREW MCMORRIS FOUNDATION INCNYB82 $114,389$86,119 CO-PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
JOHN LUCILE RICHARD OLSON FOUNDATION INCNYB82 $133,383$6,675 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
CONFUCIUS FOUNDATION INCNYB82 $115,862$119,082 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
JACK DEVITO FOUNDATION INCNYB82 $132,606$57,787 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ORSA-ROMANO CULTURAL AND EDUCATIONAL FOUNDATION INCNYB82 $124,043$25,832 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
CONCRETE INDUSTRY FOUNDATION INCNYB82 $110,762$52,881 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
SPECTEMUR AGENDO FOUNDATION INCNYB82 $130,076$81,750 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
KOREAN LANGUAGE FOUNDATION INCNYB82 $121,340$112,144 CHAIRMAN OF$0 Same NTEE code B82, revenue within 2x, same state
JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INCNYB82 $117,991$196,326 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
MONSIGNOR EUGENE YENNOCK FOUNDATION INCNYB82 $131,311$22,518 PRESIDENT & TREASURER$0 Same NTEE code B82, revenue within 2x, same state
QUAKER RIDGE EMPLOYEE CHARITY FUND INCNYB82 $114,378$133,655 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
THE EGGLESTON FOUNDATION 8187770NYB82 $111,623$166,693 Trustee$0 Same NTEE code B82, revenue within 2x, same state
MATTHEW WALLACE FOUNDATIONNYB82 $133,754$136,479 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
THOMAS M BRENNAN MEMORIAL FOUNDATIONNYB82 $112,556$166,557 President+Treas$0 Same NTEE code B82, revenue within 2x, same state
BOLIVIAN QUAKER EDUCATION FUND INCNYB82 $131,893$115,421 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
MILDRED G & ROBERT K CAMPFIELD CHARITABLE TRUSTNYB82 $110,697$32,414 TRUSTEE$3,000 Same NTEE code B82, revenue within 2x, same state
METROPOLITAN GOLF COURSE SUPERINTENDENTS ASSOCIATION FOUNDANYB82 $111,784$114,808 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
CAMPUS BOUND SCHOLARS INCNYB82 $114,179$100,091 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
CENTER FOR THE HOLOGRAPHIC ARTS INCNYB82 $107,901$107,055 EXECUTIVE DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
KIWANIS CLUB OF TICONDEROGA SCHOLERSHIP FUND INCNYB82 $131,613$43,500 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x, same state
CELL STRESS SOCIETY INTERNATIONAL INCNYB82 $125,272$47,846 GENERAL SECRETARY$5,940 Same NTEE code B82, revenue within 2x, same state
COMMUNITY SCHOLARSHIP FUND OF GLEN COVE INCNYB82 $110,258$80,075 Director$0 Same NTEE code B82, revenue within 2x, same state
LADY WITH THE LAMP CORPORATIONNYB82 $117,561$117,671 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
CARPENTERS LOCAL UNION 157 SCHOLARSHIP FUNDNYB82 $126,112$317,388 DIRECTOR$15,650 Same NTEE code B82, revenue within 2x, same state
TITANS OF TOMORROW INCOPORATEDNYB82 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$817,41545 132016–2024 JERICHO FOUNDATION INC; HOPKINTON COUNTRY CLUB CHARITABLE FOUNDATION INC; SPECTEMUR AGENDO FOUNDATION INC; THOMAS M BRENNAN MEMORIAL FOUNDATION and 9 more
EAST BAY COMMUNITY FOUNDATION DAF sponsor$437,5003 12022–2024 OAKLAND AFRICAN AMERICAN CHAMBER FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$338,38513 42019–2024 TRAJECTORY FOUNDATION INC; LA RAZA LAWYERS OF SANTA CLARA COUNTY CHARITABLE FOUNDATION; JERICHO FOUNDATION INC; UPSILON OMEGA FOUNDATION INC
THE JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC DAF sponsor$311,00014 12011–2024 JOSHUA HARR SHANE FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$292,47217 62019–2024 FOUNDATION OF THE CMW CHAPTER OF NATAS INC; JERICHO FOUNDATION INC; MAX GRUVER FOUNDATION INC; POW EDUCATIONAL FOUNDATION INC and 2 more
FORGOOD INC DAF sponsor$125,36312 72013–2024 TRAJECTORY FOUNDATION INC; BOLIVIAN QUAKER EDUCATION FUND INC; MAX GRUVER FOUNDATION INC; JOSHUA HARR SHANE FOUNDATION INC and 3 more
JEWISH COMMUNAL FUND DAF sponsor$116,9005 12015–2024 QUAKER RIDGE EMPLOYEE CHARITY FUND INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$92,5004 12017–2024 FEZZIWIG WWJD FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$80,5002 12016–2024 JIMMY LEE SCHOLARSHIP FUND
GRAND HAVEN AREA COMMUNITY FOUNDATION INC DAF sponsor$66,0005 12020–2024 JERICHO FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$63,5005 42021–2024 CAMPUS BOUND SCHOLARS INC; JIMMY LEE SCHOLARSHIP FUND; POW EDUCATIONAL FOUNDATION INC; ANDREW MCMORRIS FOUNDATION INC
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$60,0001 12021–2021 BOLIVIAN QUAKER EDUCATION FUND INC
THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION Private foundation$51,5008 22021–2025 CMA EDUCATION FOUNDATION INC; JIMMY LEE SCHOLARSHIP FUND
IMPACTASSETS INC DAF sponsor$50,0001 12021–2021 OAKLAND AFRICAN AMERICAN CHAMBER FOUNDATION
PLEDGELING FOUNDATION DAF sponsor$48,4462 12023–2024 METROPOLITAN GOLF COURSE SUPERINTENDENTS ASSOCIATION FOUNDA

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
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 96.1%
Other expenses $950 3.0%
Taxes $283 0.9%
Total$31,233100%

View the filing

2023 · Form 990PF · $28,350 spent · pay $0 · grants $28,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $28,000 98.8%
Fees: accounting $295 1.0%
Taxes $55 0.2%
Total$28,350100%

View the filing

2022 · Form 990PF · $20,192 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 99.0%
Taxes $148 0.7%
Printing and publications $44 0.2%
Total$20,192100%

View the filing

2021 · Form 990PF · $17,573 spent · pay $0 · grants $17,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,000 96.7%
Fees: accounting $500 2.8%
Taxes $73 0.4%
Total$17,573100%

View the filing

2020 · Form 990PF · $11,481 spent · pay $0 · grants $10,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,000 87.1%
Printing and publications $800 7.0%
Other expenses $681 5.9%
Total$11,481100%

View the filing