Skip to main content

Nonprofit · EIN 38-7254402

THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$3.6M$2.5M2023$24.1M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$24,067,094$1,359,885$22,707,209$13,775,234$0$13,775,234
December 31, 2023990-PF$3,618,107$2,534,188$1,083,919$4,668,540$0$4,668,540
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$23,469,031
Dividends
$603,678
Net gain from sales of assets
-$5,615

Expenses

Grants and similar amounts paid
$1,250,000
Compensation of officers, directors and key employees
$79,826
Disbursements for charitable purposes
$1,295,714
Excise tax on investment income
$7,513

Balance sheet and other

Total assets, start of year
$4,668,542
Total assets, end of year
$13,775,234
Total liabilities, end of year
$0
Net assets, end of year
$13,775,234
Fair market value of assets
$29,423,475
Qualifying distributions
$1,295,714
Net investment income
$603,328

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
JAMES DONNELL KONKEL
5 HACKMATACK DR, SCARBOROUGH, ME 04074
CO-TRUSTEE11$56,442
PNC BANK N A
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
TRUSTEE4$23,384
SUSAN KONKEL
71 CARROLL ST, PORTLAND, ME 04102
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PNC BANK N A
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
TRUSTEE6$31,356
SUSAN KONKEL
71 CARROLL ST, PORTLAND, ME 04102
CO-TRUSTEE1$0
JAMES DONNELL KONKEL
5 HACKMATACK DR, SCARBOROUGH, ME 04074
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103-7311
In care of
% PNC BANK NA TRUSTEE
Signed the 990-PF
MELISSA L BURKE, MANAGING DIRECT
Phone
(215) 419-6000
Return prepared by
ERNST & YOUNG US 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
38-7254402
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,775,234
Income (IRS master file)
$24,610,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$24,067,094$1,359,885$13,775,234XML
990-PFDecember 2023$3,618,107$2,534,188$4,668,540XML
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 38-7254402).

Questions about THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST

What is the EIN of THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST?
The employer identification number (EIN) of THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST is 38-7254402.
Is THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST 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 THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST 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 THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $56,442 (JAMES DONNELL KONKEL, CO-TRUSTEE).
How much revenue does THE CPB FOUNDATION IRREVOCABLE CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,067,094, expenses of $1,359,885 and total assets of $13,775,234 at year end.

Other nonprofits in PHILADELPHIA

All nonprofits in PHILADELPHIA · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations