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Charlotte Palmer Phillips Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$319k (2024)

Expenses
$156k (2024)

Total Assets
$2.6M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$318,814
Expenses
$155,919
Net Income
$162,895
Net Assets
$2,595,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $39,754
12.5%
Dividends $47,817
15.0%
Sales of Assets $230,777
72.4%
Other Income $466
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,932
81.4%
Compensation of Officers* $16,500
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,595,360
Total Liabilities $0
Net Assets $2,595,360
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (President/Treasurer) $7,500 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,966
Expenses
$132,391
Net Income
-$89,425
Net Assets
$2,423,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,066
63.0%
Dividends $44,984
> 100%
Sales of Assets -$29,110
Other Income $26
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,355
80.3%
Compensation of Officers* $16,500
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,423,465
Total Liabilities $0
Net Assets $2,423,465
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (President/Treasurer) $7,500 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,763
Expenses
$150,189
Net Income
$35,574
Net Assets
$2,512,890
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $429
0.2%
Dividends $64,055
34.5%
Sales of Assets $121,369
65.3%
Other Income -$90
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,952
81.2%
Compensation of Officers* $20,747
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,512,890
Total Liabilities $0
Net Assets $2,512,890
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (President/Treasuer) $9,747 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $4,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,979
Expenses
$182,389
Net Income
$29,590
Net Assets
$2,477,316
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $358
0.2%
Dividends $65,969
31.1%
Sales of Assets $142,889
67.4%
Other Income $2,763
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,142
85.1%
Compensation of Officers* $14,500
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,477,316
Total Liabilities $0
Net Assets $2,477,316
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (President/Treasuer) $5,500 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,957
Expenses
$169,824
Net Income
$97,133
Net Assets
$2,390,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $244
0.1%
Dividends $56,511
21.2%
Sales of Assets $215,466
80.7%
Other Income -$5,264
Notable Expenses Percent of Total Expenses
Charitable Disbursements $165,509
97.5%
Compensation of Officers* $19,000
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,390,478
Total Liabilities $1
Net Assets $2,390,477
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (President/Treasuer) $5,000 $0
Paul M Frank Esq Deceased 2021 (Trustee) $5,000 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,807
Expenses
$180,838
Net Income
-$24,031
Net Assets
$2,822,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $153
0.1%
Dividends $67,556
43.1%
Sales of Assets $80,698
51.5%
Other Income $8,400
5.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,106
84.7%
Compensation of Officers* $24,000
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,822,441
Total Liabilities $1
Net Assets $2,822,440
Compensation
Key Employees and Officers Compensation Other
Paul M Frank Esq (President) $10,000 $0
William S Strong Esq (Treasuer) $5,000 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,603
Expenses
$170,860
Net Income
-$30,257
Net Assets
$2,544,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $100
0.1%
Dividends $59,169
42.1%
Sales of Assets $86,607
61.6%
Other Income -$5,273
Notable Expenses Percent of Total Expenses
Charitable Disbursements $144,025
84.3%
Compensation of Officers* $12,000
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,544,538
Total Liabilities $0
Net Assets $2,544,538
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (Treasuer) $5,000 $0
Sarah E Cogan Esq (Secretary) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
Paul M Frank Esq (President) $0 $0
Ann Reinke Strong (Trustee) $0 $0
John Gibbons (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,538
Expenses
$215,478
Net Income
-$35,940
Net Assets
$2,867,566
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $126
0.1%
Dividends $61,215
34.1%
Sales of Assets $106,515
59.3%
Other Income $11,682
6.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,048
88.2%
Compensation of Officers* $21,000
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,867,566
Total Liabilities $0
Net Assets $2,867,566
Compensation
Key Employees and Officers Compensation Other
Sarah E Cogan Esq (Secretary) $10,000 $0
Paul M Frank Esq (President) $5,000 $0
William S Strong Esq (Treasuer) $4,000 $0
Marjorie Gilbert (Trustee) $1,000 $0
John Gibbons (Trustee) $1,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,478
Expenses
$151,113
Net Income
-$87,635
Net Assets
$2,558,235
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $96
0.2%
Dividends $61,023
96.1%
Sales of Assets $1,197
1.9%
Other Income $1,162
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,813
81.9%
Compensation of Officers* $21,000
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,558,235
Total Liabilities $0
Net Assets $2,558,235
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (Treasuer) $6,000 $0
Sarah E Cogan Esq (Secretary) $6,000 $0
Paul M Frank Esq (President) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$288,351
Expenses
$174,924
Net Income
$113,427
Net Assets
$2,539,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $121
0.0%
Dividends $49,700
17.2%
Sales of Assets $238,669
82.8%
Other Income -$139
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,112
88.1%
Compensation of Officers* $21,000
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,539,977
Total Liabilities $0
Net Assets $2,539,977
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (Treasuer) $6,000 $0
Sarah E Cogan Esq (Secretary) $6,000 $0
Paul M Frank Esq (President) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,852
Expenses
$149,504
Net Income
$1,348
Net Assets
$2,405,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34
0.0%
Dividends $56,467
37.4%
Sales of Assets $94,351
62.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,736
80.1%
Compensation of Officers* $21,000
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,405,783
Total Liabilities $0
Net Assets $2,405,783
Compensation
Key Employees and Officers Compensation Other
William S Strong Esq (Treasuer) $6,000 $0
Sarah E Cogan Esq (Secretary) $6,000 $0
Paul M Frank Esq (President) $5,000 $0
Marjorie Gilbert (Trustee) $2,000 $0
John Gibbons (Trustee) $2,000 $0
Ann Reinke Strong (Trustee) $0 $0
Marjorie T Cook Sullivan (Trustee) $0 $0
John B Chessare Md Mph (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,300
Expenses
$193,117
Net Income
-$81,817
Net Assets
$2,402,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
0.0%
Dividends $46,011
41.3%
Sales of Assets $70,331
63.2%
Other Income -$5,090
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,449
80.5%
Compensation of Officers* $29,000
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,402,341
Total Liabilities $0
Net Assets $2,402,341

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,782
Expenses
$141,649
Net Income
$35,133
Net Assets
$2,471,536
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $64
0.0%
Dividends $59,844
33.9%
Sales of Assets $111,763
63.2%
Other Income $5,111
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,666
78.8%
Compensation of Officers* $2,000
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,471,536
Total Liabilities $0
Net Assets $2,471,536

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,660
Expenses
$136,643
Net Income
$20,017
Net Assets
$2,438,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $52
0.0%
Dividends $60,269
38.5%
Sales of Assets $95,104
60.7%
Other Income $1,235
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,821
78.9%
Compensation of Officers* $13,000
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,438,814
Total Liabilities $0
Net Assets $2,438,814

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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