Nonprofit · EIN 31-1544453
PHILLIPS FAMILY FOUNDATION
Tax-exempt · COVINGTON, KY 41011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $274,363 | $179,835 | $94,528 | $4,646,490 | $0 | $4,646,490 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $36,885
- Dividends
- $68,860
- Interest
- $31,195
- Net gain from sales of assets
- $137,423
Expenses
- Grants and similar amounts paid
- $168,349
- Disbursements for charitable purposes
- $168,349
- Excise tax on investment income
- $2,337
Balance sheet and other
- Total assets, start of year
- $4,176,772
- Total assets, end of year
- $4,646,490
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,646,490
- Fair market value of assets
- $4,646,490
- Qualifying distributions
- $168,349
- Net investment income
- $179,626
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE PHILLIPS 1200 DEER RUN RD, MANSFIELD, OH 44906 | DIRECTOR | 2 | $0 |
| MONICA PHILLIPS 1200 DEER RUN RD, MANSFIELD, OH 44906 | DIRECTOR | 2 | $0 |
| KIM LELAND 1200 DEER RUN RD, MANSFIELD, OH 44906 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 715 BAKEWELL ST, COVINGTON, KY 41011-1227
- In care of
- % WILLIAM D HEICHEL
- Signed the 990-PF
- ANNETTE PHILLIPS, DIRECTOR
- Phone
- (513) 317-8520
- Return prepared by
- KEITH & ASSOCIATES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1544453
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,646,490
- Income (IRS master file)
- $1,121,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $274,363 | $179,835 | $4,646,490 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 31-1544453).
Questions about PHILLIPS FAMILY FOUNDATION
- What is the EIN of PHILLIPS FAMILY FOUNDATION?
- The employer identification number (EIN) of PHILLIPS FAMILY FOUNDATION is 31-1544453.
- Is PHILLIPS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PHILLIPS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILLIPS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILLIPS FAMILY FOUNDATION 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 PHILLIPS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of PHILLIPS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHILLIPS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $274,363, expenses of $179,835 and total assets of $4,646,490 at year end.
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