Nonprofit · EIN 25-6201015
ARTHUR W PHILLIPS TRUST UW
Also known as MCFATE W J ET ALL TTEES
Tax-exempt · FRANKLIN, PA 16323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,662,422 | $604,356 | $1,058,066 | $13,039,141 | $10 | $13,039,131 |
| September 30, 2024 | 990-PF | $657,447 | $995,822 | -$338,375 | $11,981,065 | $0 | $11,981,065 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $530,292
- Interest
- $140
- Net gain from sales of assets
- $1,131,990
Expenses
- Grants and similar amounts paid
- $392,000
- Compensation of officers, directors and key employees
- $44,500
- Disbursements for charitable purposes
- $472,743
- Excise tax on investment income
- $21,400
Balance sheet and other
- Total assets, start of year
- $11,981,065
- Total assets, end of year
- $13,039,141
- Total liabilities, end of year
- $10
- Net assets, end of year
- $13,039,131
- Fair market value of assets
- $20,709,729
- Qualifying distributions
- $472,743
- Net investment income
- $1,662,422
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W MCFATE P O BOX 316, OIL CITY, PA 16301 | TRUSTEE | 5 | $17,500 |
| TRENTON E MOULIN 1322 ELK STREET, FRANKLIN, PA 16323 | TRUSTEE | 5 | $13,500 |
| LARRY S ADAMS 55 CENTENNIAL DRIVE, FOXBURG, PA 16036 | TRUSTEE | 5 | $13,500 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRENTON MOULIN 1322 ELK STREET, FRANKLIN, PA 16323 | TRUSTEE | 5 | $0 |
| ROBERT W MCFATE P O BOX 316, OIL CITY, PA 16301 | TRUSTEE | 5 | $0 |
| LARRY S ADAMS 55 CENTENNIAL DRIVE, FOXBURG, PA 16036 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1322 ELK ST, FRANKLIN, PA 16323-1525
- In care of
- % WILLIAM J MCFATE TRUSTEE
- Signed the 990-PF
- TRENTON E MOULIN, TRUSTEE
- Phone
- (814) 677-8687
- Return prepared by
- MCGILL POWER BELL & ASSOC 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 25-6201015
- 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
- 1980
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,039,141
- Income (IRS master file)
- $4,373,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,662,422 | $604,356 | $13,039,141 | XML |
| 990-PF | September 2024 | $657,447 | $995,822 | $11,981,065 | XML |
| 990-PF | September 2023 | $371,483 | $1,103,367 | $12,319,441 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 25-6201015).
Questions about ARTHUR W PHILLIPS TRUST UW
- What is the EIN of ARTHUR W PHILLIPS TRUST UW?
- The employer identification number (EIN) of ARTHUR W PHILLIPS TRUST UW is 25-6201015.
- Is ARTHUR W PHILLIPS TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to ARTHUR W PHILLIPS TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR W PHILLIPS TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR W PHILLIPS TRUST UW due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARTHUR W PHILLIPS TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ARTHUR W PHILLIPS TRUST UW?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $17,500 (ROBERT W MCFATE, TRUSTEE).
- How much revenue does ARTHUR W PHILLIPS TRUST UW have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,662,422, expenses of $604,356 and total assets of $13,039,141 at year end.
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