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Nonprofit · EIN 20-8054415

PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION

Tax-exempt · MIDDLEVILLE, MI 49333

Financials

$14K$72K2023$45K$68K2024$145K$75K2025
Revenue Expenses · by fiscal year end
Financials of PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$144,971$74,796$70,175$1,050,347$0$1,050,347
December 31, 2024990-PF$45,216$68,229-$23,013$980,172$0$980,172
December 31, 2023990-PF$14,243$72,485-$58,242$1,003,180$0$1,003,180
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$36,010
Net gain from sales of assets
$108,961

Expenses

Grants and similar amounts paid
$64,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$66,700
Excise tax on investment income
$1,903

Balance sheet and other

Total assets, start of year
$980,172
Total assets, end of year
$1,050,347
Total liabilities, end of year
$0
Net assets, end of year
$1,050,347
Fair market value of assets
$1,492,121
Qualifying distributions
$66,700
Net investment income
$144,971

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.

NameTitleHours / weekCompensation
PHILLIP V FREDERICKSON
2160 WATERMARK DRIVE SE, GRAND RAPIDS, MI 49546
DIRECTOR1$0
SYLVIA M FREDERICKSON
2160 WATERMARK DRIVE SE, GRAND RAPIDS, MI 49546
DIRECTOR1$0
LYLE FREDERICKSON
13155 64TH STREET, ALTO, MI 49302
PRESIDENT1$0
MAKENZIE M SMITH
6624 CHERRY VALLEY RD, MIDDLEVILLE, MI 49333
SECRETARY, TREASURER1$0
STEVEN J FREDERICKSON
40521 TIM TAM COURT, LEESBURG, VA 20176
VICE PRESIDENT1$0
RUSSELL D FREDERICKSON
111 W BEAVER CREED BLVD UNIT 3599, AVON, CO 81620
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
PHILLIP V FREDERICKSON
2160 WATERMARK DRIVE SE, GRAND RAPIDS, MI 49546
PRESIDENT1$0
SYLVIA M FREDERICKSON
2160 WATERMARK DRIVE SE, GRAND RAPIDS, MI 49546
SECRETARY, TREASURER1$0
LYLE FREDERICKSON
13155 64TH STREET, ALTO, MI 49302
DIRECTOR1$0
MAKENZIE M SMITH
6624 CHERRY VALLEY RD, MIDDLEVILLE, MI 49333
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PHILLIP V FREDERICKSON
112 C O CLUB DRIVE, CHARLEVOIX, MI 49720
PRESIDENT0$0
SYLVIA M FREDERICKSON
112 C O CLUB DRIVE, CHARLEVOIX, MI 49720
SECRETARY, TREASURER0$0
LYLE FREDERICKSON
13155 64TH STREET, ALTO, MI 49302
DIRECTOR0$0

Address and contacts

Address (IRS master file)
6624 CHERRY VALLEY RD, MIDDLEVILLE, MI 49333-9723
In care of
% PHILLIP V FREDERICKSON
Signed the 990-PF
PHILLIP V FREDERICKSON, PRESIDENT
Phone
(517) 323-4829
Return prepared by
PLANTE & MORAN PLLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8054415
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,050,347
Income (IRS master file)
$377,384

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$144,971$74,796$1,050,347IRS
990-PFDecember 2024$45,216$68,229$980,172XML
990-PFDecember 2023$14,243$72,485$1,003,180XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-8054415).

Questions about PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION

What is the EIN of PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION?
The employer identification number (EIN) of PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION is 20-8054415.
Is PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION 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 PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION 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 PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does PHILLIP V AND SYLVIA M FREDERICKSONFOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $144,971, expenses of $74,796 and total assets of $1,050,347 at year end.

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