Ptm Charitable Foundation

Southport, CT
Tax-exempt since Dec. 1994
EIN: 13-3800384

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$201k (2024)

Expenses

$149k (2024)

Total Assets

$1.63M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$200,501

Expenses

$148,930

Net Income

$51,571

Net Assets

$1,625,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$645	0.3%
Dividends	$27,336	13.6%
Sales of Assets	$172,311	85.9%
Other Income	$209	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,765	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,625,799
Total Liabilities	$0
Net Assets	$1,625,799

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$183,967

Expenses

$172,885

Net Income

$11,082

Net Assets

$1,574,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$131	0.1%
Dividends	$25,162	13.7%
Sales of Assets	$158,674	86.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,154	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,574,228
Total Liabilities	$0
Net Assets	$1,574,228

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$221,985

Expenses

$172,014

Net Income

$49,971

Net Assets

$1,563,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.0%
Dividends	$23,258	10.5%
Sales of Assets	$198,664	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,101	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,563,146
Total Liabilities	$0
Net Assets	$1,563,146

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$303,291

Expenses

$182,643

Net Income

$120,648

Net Assets

$1,513,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$21,719	7.2%
Sales of Assets	$281,562	92.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,724	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,513,175
Total Liabilities	$0
Net Assets	$1,513,175

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$82,852

Expenses

$37,259

Net Income

$45,593

Net Assets

$1,392,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$22,968	27.7%
Sales of Assets	$59,864	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,160	43.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,392,527
Total Liabilities	$1
Net Assets	$1,392,526

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$111,714

Expenses

$46,046

Net Income

$65,668

Net Assets

$1,346,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$221	0.2%
Dividends	$23,974	21.5%
Sales of Assets	$87,519	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,160	56.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,346,934
Total Liabilities	$1
Net Assets	$1,346,933

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$69,281

Expenses

$89,417

Net Income

-$20,136

Net Assets

$1,281,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126	0.2%
Dividends	$22,345	32.3%
Sales of Assets	$46,810	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,150	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,281,266
Total Liabilities	$0
Net Assets	$1,281,266

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$25,550

Expenses

$107,830

Net Income

-$82,280

Net Assets

$1,301,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,985	93.9%
Sales of Assets	$1,565	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,700	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,301,402
Total Liabilities	$0
Net Assets	$1,301,402

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$22,952

Expenses

$133,208

Net Income

-$110,256

Net Assets

$1,383,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,214	> 100%
Sales of Assets	-$3,262
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,140	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,383,682
Total Liabilities	$0
Net Assets	$1,383,682

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$3,982

Expenses

$114,712

Net Income

-$110,730

Net Assets

$1,493,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,570	> 100%
Sales of Assets	-$23,588
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,550	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,493,938
Total Liabilities	$0
Net Assets	$1,493,938

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$52,635

Expenses

$115,289

Net Income

-$62,654

Net Assets

$1,604,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,018	49.4%
Sales of Assets	$26,617	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,140	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,604,668
Total Liabilities	$0
Net Assets	$1,604,668

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$21,238

Expenses

$216,827

Net Income

-$195,589

Net Assets

$1,667,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,195	> 100%
Sales of Assets	-$15,957
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,535	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,667,322
Total Liabilities	$0
Net Assets	$1,667,322

Compensation

Key Employees and Officers	Compensation	Other
R Bradford Evans (Pr/Tr/Dir)	$0	$0
Barbara Reed Evans (Vp/Sec/Dir)	$0	$0
Robert H Arnold (Director)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,018,631

Expenses

$155,247

Net Income

$863,384

Net Assets

$1,862,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$986,720	96.9%
Interest Revenue	$0
Dividends	$23,591	2.3%
Sales of Assets	$7,219	0.7%
Other Income	$1,101	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,430	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,862,911
Total Liabilities	$1
Net Assets	$1,862,910

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,139

Expenses

$116,977

Net Income

-$95,838

Net Assets

$999,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,331	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,650	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,527
Total Liabilities	$1
Net Assets	$999,526

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Ptm Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $201k (2024)

Expenses $149k (2024)

Total Assets $1.63M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$201k (2024)

Expenses

$149k (2024)

Total Assets

$1.63M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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