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Nonprofit · EIN 22-3694939

JAMES P VERHALEN FAMILY FOUNDATION INC

Tax-exempt · STONINGTON, CT 06378

Financials

$186K$396K2023$808K$404K2024
Revenue Expenses · by fiscal year end
Financials of JAMES P VERHALEN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$808,376$404,172$404,204$4,346,972$0$4,346,972
December 31, 2023990-PF$186,408$396,494-$210,086$3,950,981$0$3,950,981
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$139,942
Net gain from sales of assets
$531,471
Other income
$136,963

Expenses

Grants and similar amounts paid
$315,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$315,000
Excise tax on investment income
$9,420

Balance sheet and other

Total assets, start of year
$3,950,981
Total assets, end of year
$4,346,972
Total liabilities, end of year
$0
Net assets, end of year
$4,346,972
Fair market value of assets
$6,734,179
Qualifying distributions
$315,000
Net investment income
$763,167

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
JOYCE PANDOLFI
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
PRESIDENT2$0
PHILIP WILLIAM VERHALEN
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
SECRETARY AND TREASURER2$0
ANN SCOCCO
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
SUSAN DYER
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
JAMES P VERHALEN JR
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
ANDREW VERHALEN
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
KRISTINA TURNER
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOYCE PANDOLFI
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
PRESIDENT2$0
PHILIP WILLIAM VERHALEN
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
SECRETARY AND TREASURER2$0
ANN SCOCCO
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
SUSAN DYER
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
JAMES P VERHALEN JR
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
ANDREW VERHALEN
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0
KRISTINA TURNER
200 VALLEY ROAD SUITE 300, MT ARLINGTON, NJ 07856
TRUSTEE2$0

Address and contacts

Address (IRS master file)
168 WATER ST, STONINGTON, CT 06378-1210
In care of
% JOYCE PANDOLFI
Signed the 990-PF
JOYCE V PANDOLFI, PRESIDENT
Phone
(860) 535-8105
Return prepared by
NISIVOCCIA LLP

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
22-3694939
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,346,972
Income (IRS master file)
$2,273,374

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$808,376$404,172$4,346,972XML
990-TDecember 2024–––IRS
990-PFDecember 2023$186,408$396,494$3,950,981XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––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 22-3694939).

Questions about JAMES P VERHALEN FAMILY FOUNDATION INC

What is the EIN of JAMES P VERHALEN FAMILY FOUNDATION INC?
The employer identification number (EIN) of JAMES P VERHALEN FAMILY FOUNDATION INC is 22-3694939.
Is JAMES P VERHALEN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JAMES P VERHALEN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES P VERHALEN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES P VERHALEN FAMILY FOUNDATION INC 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 JAMES P VERHALEN FAMILY FOUNDATION INC 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 JAMES P VERHALEN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does JAMES P VERHALEN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $808,376, expenses of $404,172 and total assets of $4,346,972 at year end.

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