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Charles And Barbara Close Foundation

  • Radnor, PA
  • Tax-exempt since Aug. 2010
  • EIN: 27-3017122

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.

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

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$743k (2024)

Expenses
$672k (2024)

Total Assets
$4.55M (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
$742,636
Expenses
$671,835
Net Income
$70,801
Net Assets
$4,553,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $150
0.0%
Dividends $183,341
24.7%
Sales of Assets $559,145
75.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $644,677
96.0%
Compensation of Officers* $120,781
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,553,919
Total Liabilities $0
Net Assets $4,553,919
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $40,261 $0
Frederick Padden (Trustee) $20,130 $0
William Mckernan (Trustee) $20,130 $0
Mike Doyle (Trustee) $20,130 $0
Jim Berneski (Trustee) $20,130 $0
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Document Links

990-PF
Filed on May 10, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$707,027
Expenses
$968,081
Net Income
-$261,054
Net Assets
$4,483,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $187,908
26.6%
Sales of Assets $519,119
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $927,309
95.8%
Compensation of Officers* $118,049
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,483,643
Total Liabilities $0
Net Assets $4,483,643
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $39,349 $0
Frederick Padden (Trustee) $19,675 $0
William Mckernan (Trustee) $19,675 $0
Mike Doyle (Trustee) $19,675 $0
Jim Berneski (Trustee) $19,675 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$810,007
Expenses
$1,228,217
Net Income
-$418,210
Net Assets
$4,734,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $456
0.1%
Dividends $174,244
21.5%
Sales of Assets $635,286
78.4%
Other Income $21
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,203,617
98.0%
Compensation of Officers* $133,393
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,734,722
Total Liabilities $0
Net Assets $4,734,722
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $44,441 $0
Frederick Padden (Trustee) $22,238 $0
William Mckernan (Trustee) $22,238 $0
Mike Doyle (Trustee) $22,238 $0
Jim Berneski (Trustee) $22,238 $0
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Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$782,767
Expenses
$820,932
Net Income
-$38,165
Net Assets
$5,152,192
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $169,552
21.7%
Sales of Assets $613,215
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $748,480
91.2%
Compensation of Officers* $140,959
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,152,192
Total Liabilities $0
Net Assets $5,152,192
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $46,987 $0
Frederick Padden (Trustee) $23,493 $0
William Mckernan (Trustee) $23,493 $0
Mike Doyle (Trustee) $23,493 $0
Jim Berneski (Trustee) $23,493 $0
+ View more people

Document Links

990-PF
Filed on April 13, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$361,532
Expenses
$806,717
Net Income
-$445,185
Net Assets
$5,182,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29,234
8.1%
Dividends $170,938
47.3%
Sales of Assets $161,360
44.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $653,000
80.9%
Compensation of Officers* $147,647
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,182,254
Total Liabilities $1
Net Assets $5,182,253
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $42,107 $0
Frederick Padden (Trustee) $26,385 $0
William Mckernan (Trustee) $26,385 $0
Mike Doyle (Trustee) $26,385 $0
Jim Berneski (Trustee) $26,385 $0
+ View more people

Document Links

990-PF
Filed on April 26, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$452,885
Expenses
$548,593
Net Income
-$95,708
Net Assets
$5,618,788
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,112
7.5%
Dividends $180,595
39.9%
Sales of Assets $238,178
52.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $435,000
79.3%
Compensation of Officers* $100,341
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,618,789
Total Liabilities $1
Net Assets $5,618,788
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $41,692 $0
Frederick Padden (Trustee) $15,514 $0
Mike Doyle (Trustee) $15,514 $0
Jim Berneski (Trustee) $15,514 $0
William Mckernan (Trustee) $12,107 $0
+ View more people

Document Links

990-PF
Filed on July 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$616,811
Expenses
$674,167
Net Income
-$57,356
Net Assets
$5,713,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30,882
5.0%
Dividends $186,045
30.2%
Sales of Assets $399,884
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $560,000
83.1%
Compensation of Officers* $112,830
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,713,445
Total Liabilities $0
Net Assets $5,713,445
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $42,930 $0
Frederick Padden (Trustee) $21,464 $0
Mike Doyle (Trustee) $21,464 $0
Jim Berneski (Trustee) $21,464 $0
Barry Hoffman (Trustee) $5,508 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$423,207
Expenses
$2,729,648
Net Income
-$2,306,441
Net Assets
$5,769,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $26,266
6.2%
Dividends $182,979
43.2%
Sales of Assets $213,962
50.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,560,000
93.8%
Compensation of Officers* $158,108
5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,769,314
Total Liabilities $0
Net Assets $5,769,314
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $42,381 $0
Frederick Padden (Trustee) $28,932 $0
Barry Hoffman (Trustee) $28,932 $0
Mike Doyle (Trustee) $28,932 $0
Jim Berneski (Trustee) $28,931 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$993,092
Expenses
$3,579,097
Net Income
-$2,586,005
Net Assets
$8,081,995
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30,382
3.1%
Dividends $204,354
20.6%
Sales of Assets $758,356
76.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,426,667
95.7%
Compensation of Officers* $117,541
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,081,995
Total Liabilities $0
Net Assets $8,081,995
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $50,758 $0
Frederick Padden (Trustee) $22,261 $0
Barry Hoffman (Trustee) $22,261 $0
Mike Doyle (Trustee) $22,261 $0
+ View more people

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990-PF
Filed on May 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,502,805
Expenses
$1,105,866
Net Income
$396,939
Net Assets
$10,665,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $263,853
17.6%
Dividends $38,768
2.6%
Sales of Assets $1,200,184
79.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $868,333
78.5%
Compensation of Officers* $218,568
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,665,938
Total Liabilities $0
Net Assets $10,665,938
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $63,000 $0
Frederick Padden (Trustee) $51,856 $0
Barry Hoffman (Trustee) $51,856 $0
Mike Doyle (Trustee) $51,856 $0
+ View more people

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990-PF
Filed on May 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,088,096
Expenses
$3,148,136
Net Income
-$1,060,040
Net Assets
$10,269,621
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $914,604
43.8%
Interest Revenue $76,728
3.7%
Dividends $308,606
14.8%
Sales of Assets $788,158
37.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,810,000
89.3%
Compensation of Officers* $292,951
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,269,621
Total Liabilities $0
Net Assets $10,269,621
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $74,158 $0
Frederick Padden (Trustee) $60,008 $0
Barry Hoffman (Trustee) $60,008 $0
Mike Doyle (Trustee) $60,008 $0
Richard Schoenkopf (Trustee) $38,769 $0
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990-PF
Filed on May 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,194,115
Expenses
$2,541,340
Net Income
-$1,347,225
Net Assets
$11,323,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $86,984
7.3%
Dividends $370,427
31.0%
Sales of Assets $736,704
61.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,435,000
95.8%
Compensation of Officers* $73,523
2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,323,555
Total Liabilities $0
Net Assets $11,323,555
Compensation
Key Employees and Officers Compensation Other
Haverford Trust Company (Trustee) $73,523 $0
Richard Schoenkopf (Trustee) $0 $0
Frederick Padden (Trustee) $0 $0
Barry Hoffman (Trustee) $0 $0
Mike Doyle (Trustee) $0 $0
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990-PF
Filed on May 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,865,378
Expenses
$2,797,061
Net Income
$9,068,317
Net Assets
$12,660,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,402,200
96.1%
Interest Revenue $101,824
0.9%
Dividends $42,140
0.4%
Sales of Assets $319,214
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,775,000
99.2%
Compensation of Officers* $20,600
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,660,952
Total Liabilities $1
Net Assets $12,660,951

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,000,207
Expenses
$1,407,519
Net Income
$3,592,688
Net Assets
$3,592,629
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,969,928
99.4%
Interest Revenue $30,206
0.6%
Dividends $423
0.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,400,000
99.5%
Compensation of Officers* $7,519
0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,592,630
Total Liabilities $1
Net Assets $3,592,629

Document Links

990-PF

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

PDF

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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