Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 65-0856300

R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC

Tax-exempt · WEST PALM BCH, FL 33401

Financials

$4.9M$2.4M2023$2.8M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$2,767,126$2,384,224$382,902$33,795,917$514,851$33,281,066
April 30, 2024990-PF$4,931,157$2,355,460$2,575,697$33,226,190$328,026$32,898,164
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$335,398
Interest
$305,117
Net gain from sales of assets
$2,126,611

Expenses

Grants and similar amounts paid
$1,759,217
Salaries, compensation and benefits (total)
$150,000
Disbursements for charitable purposes
$2,004,226
Excise tax on investment income
$34,151

Balance sheet and other

Total assets, start of year
$33,226,190
Total assets, end of year
$33,795,917
Total liabilities, end of year
$514,851
Net assets, end of year
$33,281,066
Fair market value of assets
$37,487,375
Qualifying distributions
$2,004,226
Net investment income
$2,767,126

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RITA S JOHNSON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
ADMIN
Highest-paid employee
20$150,000$15,975
DENIS P COLEMAN
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
PRES/DIR1$0$0
CHRISTY L PETERSON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
SEC/TRS/DIR1$0$0
JOHN FULTON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0
BRIDGET CATHLEEN HEALEY
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0
JEFF SMITH
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0
990-PF for the year ended April 30, 2024: 6 people
NameTitleHours / weekCompensationOther / benefits
RITA S JOHNSON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
ADMIN
Highest-paid employee
20$134,406$14,314
DENIS P COLEMAN
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
PRES/DIR1$0$0
CHRISTY L PETERSON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
SEC/TRS/DIR1$0$0
JOHN FULTON
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0
BRIDGET CATHLEEN HEALEY
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0
JEFF SMITH
700 S DIXIE HIGHWAY 110, WEST PALM BEACH, FL 33401
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
700 S DIXIE HWY STE 110, WEST PALM BCH, FL 33401-5854
In care of
% R CATHLEEN COX MCFARLANE
Signed the 990-PF
DENIS P COLEMAN, PRES/DIR
Phone
(561) 246-4370
Return prepared by
JUDITH L LENZ CPA

What it must file and when

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
65-0856300
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
1999
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$33,795,917
Income (IRS master file)
$15,583,738

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$2,767,126$2,384,224$33,795,917XML
990-PFApril 2024$4,931,157$2,355,460$33,226,190XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––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 65-0856300).

Questions about R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC

What is the EIN of R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC is 65-0856300.
Is R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC?
The 990-PF for the year ended April 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $150,000 (RITA S JOHNSON, ADMIN).
How much revenue does R CATHLEEN COX MCFARLANE CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $2,767,126, expenses of $2,384,224 and total assets of $33,795,917 at year end.

Other nonprofits in WEST PALM BCH

All nonprofits in WEST PALM BCH · Florida · Philanthropy, voluntarism and grantmaking foundations