R Cathleen Cox Mcfarlane Charitable Foundation Inc

West Palm Bch, FL
Tax-exempt since July 1999
EIN: 65-0856300

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.77M (2025)

Expenses

$2.38M (2025)

Total Assets

$33.8M (2025)

Total Liabilities

$515k (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Revenue

$2,767,126

Expenses

$2,384,224

Net Income

$382,902

Net Assets

$33,281,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$305,117	11.0%
Dividends	$335,398	12.1%
Sales of Assets	$2,126,611	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,004,226	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	$33,795,917
Total Liabilities	$514,851
Net Assets	$33,281,066

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Admin)	$150,000	$15,975
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Sec/Trs/Dir)	$0	$0
John Fulton (Director)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Sept. 18, 2025

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

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Schedules ▼

XML

Fiscal Year Ending April
2024

Revenue

$4,931,157

Expenses

$2,355,460

Net Income

$2,575,697

Net Assets

$32,898,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$252,781	5.1%
Dividends	$501,814	10.2%
Sales of Assets	$4,176,562	84.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,939,891	82.4%
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	$33,226,190
Total Liabilities	$328,026
Net Assets	$32,898,164

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Admin)	$134,406	$14,314
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Sec/Trs/Dir)	$0	$0
John Fulton (Director)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Sept. 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$8,259,412

Expenses

$1,936,027

Net Income

$6,323,385

Net Assets

$30,322,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,775	0.4%
Dividends	$790,118	9.6%
Sales of Assets	$7,438,519	90.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,635,579	84.5%
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	$30,713,431
Total Liabilities	$390,964
Net Assets	$30,322,467

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Admin)	$99,900	$2,997
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Sec/Trs/Dir)	$0	$0
John Fulton (Director)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Sept. 16, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2022

Revenue

$3,617,398

Expenses

$2,616,210

Net Income

$1,001,188

Net Assets

$23,999,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$146	0.0%
Dividends	$763,598	21.1%
Sales of Assets	$2,853,654	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,273,442	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	$24,165,902
Total Liabilities	$166,820
Net Assets	$23,999,082

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Admin)	$78,493	$2,355
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Sec/Trs/Dir)	$0	$0
John Fulton (Director)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Aug. 13, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$3,400,764

Expenses

$2,369,768

Net Income

$1,030,996

Net Assets

$22,997,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$260	0.0%
Dividends	$789,186	23.2%
Sales of Assets	$2,611,318	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,084,552	88.0%
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	$22,998,965
Total Liabilities	$1,071
Net Assets	$22,997,894

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Admin)	$83,225	$787
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Sec/Trs/Dir)	$0	$0
John Fulton (Director)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Aug. 5, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2020

Revenue

$1,431,985

Expenses

$1,817,645

Net Income

-$385,660

Net Assets

$21,966,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,485	0.6%
Dividends	$822,429	57.4%
Sales of Assets	$601,071	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,471,166	80.9%
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	$21,969,307
Total Liabilities	$2,409
Net Assets	$21,966,898

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Administrato)	$77,625	$0
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Secty/Dir)	$0	$0
Frank Chopin (Treas/Dir)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on July 14, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2019

Revenue

$3,361,518

Expenses

$1,885,980

Net Income

$1,475,538

Net Assets

$22,352,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,245	0.1%
Dividends	$864,521	25.7%
Sales of Assets	$2,493,752	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,619,087	85.8%
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	$22,353,950
Total Liabilities	$1,392
Net Assets	$22,352,558

Compensation

Key Employees and Officers	Compensation	Other
Rita S Johnson (Administrato)	$73,919	$0
Denis P Coleman (Pres/Dir)	$0	$0
Christy L Peterson (Secty/Dir)	$0	$0
Frank Chopin (Treas/Dir)	$0	$0
Bridget Cathleen Healey (Director)	$0	$0
Jeff Smith (Director)	$0	$0

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990-PF

Filed on Aug. 21, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2018

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

990-PF

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

PDF

Fiscal Year Ending April
2017

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

990-PF

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

PDF

Fiscal Year Ending April
2016

Revenue

$1,111,961

Expenses

$1,451,304

Net Income

-$339,343

Net Assets

$21,035,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$578	0.1%
Dividends	$800,096	72.0%
Sales of Assets	$311,287	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,209,404	83.3%
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	$21,036,153
Total Liabilities	$806
Net Assets	$21,035,347

990-PF

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

PDF

Fiscal Year Ending April
2015

Revenue

$2,613,829

Expenses

$1,594,753

Net Income

$1,019,076

Net Assets

$21,374,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70	0.0%
Dividends	$779,538	29.8%
Sales of Assets	$1,834,221	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,301,614	81.6%
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	$21,376,325
Total Liabilities	$1,635
Net Assets	$21,374,690

990-PF

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

PDF

Fiscal Year Ending April
2014

Revenue

$2,362,477

Expenses

$1,369,153

Net Income

$993,324

Net Assets

$20,355,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$310,362	13.1%
Interest Revenue	$81	0.0%
Dividends	$746,633	31.6%
Sales of Assets	$1,305,401	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,145,856	83.7%
Compensation of Officers*	$2,870	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,357,204
Total Liabilities	$1,590
Net Assets	$20,355,614

990-PF

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

PDF

Fiscal Year Ending April
2013

Revenue

$2,305,232

Expenses

$1,038,709

Net Income

$1,266,523

Net Assets

$19,362,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$855,793	37.1%
Interest Revenue	$119	0.0%
Dividends	$724,157	31.4%
Sales of Assets	$725,163	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$648,431	62.4%
Compensation of Officers*	$3,525	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,372,290
Total Liabilities	$10,000
Net Assets	$19,362,290

990-PF

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

PDF

Fiscal Year Ending April
2012

Revenue

$18,414,573

Expenses

$623,738

Net Income

$17,790,835

Net Assets

$18,095,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,892,389	42.9%
Interest Revenue	$1,145	0.0%
Dividends	$310,329	1.7%
Sales of Assets	$10,210,710	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,008	75.4%
Compensation of Officers*	$6,825	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,095,767
Total Liabilities	$0
Net Assets	$18,095,767

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.

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Types of Nonprofits

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Updated January 26, 2026

R Cathleen Cox Mcfarlane Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.77M (2025)

Expenses $2.38M (2025)

Total Assets $33.8M (2025)

Total Liabilities $515k (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Revenue

$2.77M (2025)

Expenses

$2.38M (2025)

Total Assets

$33.8M (2025)

Total Liabilities

$515k (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002