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Nonprofit · EIN 14-6049444

CARLILIAN FOUNDATION

Tax-exempt · SCHENECTADY, NY 12305

Financials

$730K$269K2023$898K$277K2024
Revenue Expenses · by fiscal year end
Financials of CARLILIAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$898,113$276,546$621,567$4,304,551$3$4,304,548
December 31, 2023990-PF$730,283$268,943$461,340$3,682,984$3$3,682,981
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$500,000
Dividends
$140,329
Net gain from sales of assets
$257,784

Expenses

Grants and similar amounts paid
$255,882
Disbursements for charitable purposes
$255,882
Excise tax on investment income
$5,534

Balance sheet and other

Total assets, start of year
$3,682,984
Total assets, end of year
$4,304,551
Total liabilities, end of year
$3
Net assets, end of year
$4,304,548
Fair market value of assets
$6,406,350
Qualifying distributions
$255,882
Net investment income
$398,113

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DESTINY WATKINS
251 STATE STREET, SCHENECTADY, NY 12305
Vice Chair1$0
ROBERT CARREAU
376 BROADWAY, SCHENECTADY, NY 12305
Chairman1$0
JENNIFER LUDWIG
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Trustee1.5$0
SPERO ZOULAS
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Trustee1$0
MAUREEN OBIE
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Trustee1$0
990-PF for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
JOEL HELFMAN
231 FOXHOUND DRIVE, LAFAYETTE HIGHTS, PA 19444
Chairman1$0
VICTORIA J GOLD
105 LUDLOW STREET, SARATOGA SPRINGS, NY 12866
Secretary1$0
CYNTHIA SHULTZ
1432 CLIFTON PARK ROAD, NISKAYUNA, NY 12309
HONORARY TRUST0$0
HEATHER WARD
114 MIDDLE AVE, SARATOGA SPRINGS, NY 12866
HONORARY TRUST0$0
ROBERT CARREAU
376 BROADWAY, SCHENECTADY, NY 12305
Trustee1$0
JENNIFER LUDWIG
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Treasurer1.5$0
STEVE E STRICHMAN
1175 STRAFORD ROAD, SCHENECTADY, NY 12308
Trustee1$0
ALYSA BALL ARNOLD
795 NORTH BROADWAY, SARATOGA SPRINGS, NY 12866
HONORARY TRUST1$0
SPERO ZOULAS
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Trustee0$0
RICHARD FUERST
1560 REGENT STREET, NISKAYUNA, NY 12309
HONORARY TRUST0$0
ELIZABETH EPSTEIN
688 STDAVIDS LANE, NISKAYUNA, NY 12309
Trustee0$0
MAUREEN OVIE
87 LUDLOW ST, SARATOGA SPRINGS, NY 12866
Trustee0$0

Address and contacts

Address (IRS master file)
251 STATE STREET, SCHENECTADY, NY 12305-0000
In care of
% HEATHER WARD
Signed the 990-PF
ROBERT CARREAU, Trustee
Phone
(518) 956-1500
Return prepared by
T M Byxbee Co CPAs NY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
14-6049444
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,304,551
Income (IRS master file)
$898,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$898,113$276,546$4,304,551XML
990-PFDecember 2023$730,283$268,943$3,682,984XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6049444).

Questions about CARLILIAN FOUNDATION

What is the EIN of CARLILIAN FOUNDATION?
The employer identification number (EIN) of CARLILIAN FOUNDATION is 14-6049444.
Is CARLILIAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to CARLILIAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARLILIAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARLILIAN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARLILIAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CARLILIAN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does CARLILIAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $898,113, expenses of $276,546 and total assets of $4,304,551 at year end.

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