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Nonprofit · EIN 23-7045252

ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN

Tax-exempt · CONSHOHOCKEN, PA 19428

Financials

$4.7M$1M2023$1.7M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,748,284$1,426,675$321,609$20,804,092$0$20,804,092
December 31, 2023990-PF$4,658,249$1,035,524$3,622,725$20,618,631$0$20,618,631
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$645,477
Net gain from sales of assets
$877,535
Other income
$225,272

Expenses

Grants and similar amounts paid
$1,207,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,317,173
Excise tax on investment income
$23,822

Balance sheet and other

Total assets, start of year
$20,618,631
Total assets, end of year
$20,804,092
Total liabilities, end of year
$0
Net assets, end of year
$20,804,092
Fair market value of assets
$29,746,438
Qualifying distributions
$1,317,173
Net investment income
$1,748,284

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
MARTHA E GROVER
5607 GROVE AVENUE, RICHMOND, VA 23226
PRESIDENT/VP/SECRETARY/TREASURER0$0
MEADE A SPOTTS
5607 GROVE AVENUE, RICHMOND, VA 23226
DIRECTOR0$0
KRISTEN F HAGER
5607 GROVE AVENUE, RICHMOND, VA 23226
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARTHA E GROVER
5607 GROVE AVENUE, RICHMOND, VA 23226
PRESIDENT/VP/SECRETARY/TREASURER0$0
MEADE A SPOTTS
5607 GROVE AVENUE, RICHMOND, VA 23226
DIRECTOR0$0
KRISTEN F HAGER
5607 GROVE AVENUE, RICHMOND, VA 23226
DIRECTOR0$0

Address and contacts

Address (IRS master file)
161 WASHINGTON ST STE 801, CONSHOHOCKEN, PA 19428-2023
In care of
% DANIEL L MCPHAIL
Signed the 990-PF
MARTHA GROVER, PRESIDENT
Phone
(804) 768-0023
Return prepared by
KEITER STEPHENS HURST GARY & SHREAVES

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
23-7045252
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
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$20,804,092
Income (IRS master file)
$3,114,260

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,748,284$1,426,675$20,804,092XML
990-PFDecember 2023$4,658,249$1,035,524$20,618,631XML
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 23-7045252).

Questions about ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN

What is the EIN of ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN?
The employer identification number (EIN) of ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN is 23-7045252.
Is ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN file?
Form 990-PF. Private foundations file every year.
When is the next return of ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN 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 ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN 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 ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ESTES FOUNDATION CO MATTHEW ITCAIRNBREIDENBACH BREIDEN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,748,284, expenses of $1,426,675 and total assets of $20,804,092 at year end.

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