Nonprofit · EIN 06-1601149
SCHAEFFER-PHILLIPS FOUNDATION INC
Tax-exempt · DARIEN, CT 06820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,577 | $22,904 | $1,673 | $316,212 | $0 | $316,212 |
| December 31, 2024 | 990-PF | $24,381 | $22,280 | $2,101 | $314,539 | $0 | $314,539 |
| December 31, 2023 | 990-PF | $23,724 | $18,267 | $5,457 | $312,438 | $0 | $312,438 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,577
Expenses
- Grants and similar amounts paid
- $19,565
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $22,565
- Excise tax on investment income
- $342
Balance sheet and other
- Total assets, start of year
- $314,539
- Total assets, end of year
- $316,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $316,212
- Fair market value of assets
- $486,594
- Qualifying distributions
- $22,565
- Net investment income
- $24,577
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L PHILLIPS JR 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | PRES. AND TREAS. | 1 | $0 |
| MARTA S PHILLIPS 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | SEC. | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L PHILLIPS JR 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | PRES. AND TREAS. | 1 | $0 |
| MARTA S PHILLIPS 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | SEC. | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L PHILLIPS JR 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | PRES. AND TREAS. | 1 | $0 |
| MARTA S PHILLIPS 92 FIVE MILE RIVER ROAD, DARIEN, CT 06820 | SEC. | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 92 FIVE MILE RIVER RD, DARIEN, CT 06820-6234
- In care of
- % JAMES L PHILLIPS JR
- Signed the 990-PF
- JAMES PHILLIPS, PRESIDENT
- Phone
- (203) 722-2787
- Return prepared by
- THERRIEN & ASSOCIATES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1601149
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $316,212
- Income (IRS master file)
- $24,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,577 | $22,904 | $316,212 | XML |
| 990-PF | December 2024 | $24,381 | $22,280 | $314,539 | XML |
| 990-PF | December 2023 | $23,724 | $18,267 | $312,438 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 06-1601149).
Questions about SCHAEFFER-PHILLIPS FOUNDATION INC
- What is the EIN of SCHAEFFER-PHILLIPS FOUNDATION INC?
- The employer identification number (EIN) of SCHAEFFER-PHILLIPS FOUNDATION INC is 06-1601149.
- Is SCHAEFFER-PHILLIPS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SCHAEFFER-PHILLIPS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHAEFFER-PHILLIPS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHAEFFER-PHILLIPS FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHAEFFER-PHILLIPS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SCHAEFFER-PHILLIPS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHAEFFER-PHILLIPS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,577, expenses of $22,904 and total assets of $316,212 at year end.
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