Nonprofit · EIN 33-1747176
RAY P AND EVELYN H PHILLIPS FOUNDATION
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $614,756 | $67,837 | $546,919 | $1,494,306 | $0 | $1,494,306 |
| June 30, 2025 | 990-PF | $969,934 | $22,547 | $947,387 | $947,387 | $0 | $947,387 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $538,390
- Dividends
- $32,011
- Interest
- $44,355
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $55,668
- Excise tax on investment income
- $903
Balance sheet and other
- Total assets, start of year
- $947,387
- Total assets, end of year
- $1,494,306
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,494,306
- Fair market value of assets
- $1,494,306
- Qualifying distributions
- $55,668
- Net investment income
- $76,366
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark H Oppenheimer 3500 PNC Tower 101 S Fifth Street, Louisville, KY 40202 | President | 1 | $0 |
| Mark H Oppenheimer 3500 PNC Tower 101 S Fifth Street, Louisville, KY 40202 | Secretary | 1 | $0 |
| Archie L Marr 500 Summit Drive, Corbin, KY 40701 | Treasurer | 1 | $0 |
| Gregory M Sawyers 1704 Calvary View Lane, Clemmons, NC 27012 | Director | 1 | $0 |
990-PF for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark H Oppenheimer 3500 PNC Tower 101 S Fifth Street, Louisville, KY 40202 | President | 1 | $0 |
| Mark H Oppenheimer 3500 PNC Tower 101 S Fifth Street, Louisville, KY 40202 | Secretary | 1 | $0 |
| Archie L Marr 500 Summit Drive, Corbin, KY 40701 | Treasurer | 1 | $0 |
| Wendell D Miller 500 Summit Drive, Corbin, KY 40701 | Director | 1 | $0 |
| Cecil T Sawyers 604 Tazewell Street, Marion, VA 24354 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 101 S 5TH ST STE 3500, LOUISVILLE, KY 40202-3140
- In care of
- % MARK OPPENHEIMER
- Signed the 990-PF
- Mark H Oppenheimer, President
- Phone
- (606) 528-2454
- Return prepared by
- Marr Miller & Myers PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-1747176
- 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
- 2025
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $947,387
- Income (IRS master file)
- $969,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $614,756 | $67,837 | $1,494,306 | XML |
| 990-PF | June 2025 | $969,934 | $22,547 | $947,387 | XML |
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 33-1747176).
Questions about RAY P AND EVELYN H PHILLIPS FOUNDATION
- What is the EIN of RAY P AND EVELYN H PHILLIPS FOUNDATION?
- The employer identification number (EIN) of RAY P AND EVELYN H PHILLIPS FOUNDATION is 33-1747176.
- Is RAY P AND EVELYN H PHILLIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to RAY P AND EVELYN H PHILLIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RAY P AND EVELYN H PHILLIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RAY P AND EVELYN H PHILLIPS FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RAY P AND EVELYN H PHILLIPS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of RAY P AND EVELYN H PHILLIPS FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does RAY P AND EVELYN H PHILLIPS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $614,756, expenses of $67,837 and total assets of $1,494,306 at year end.
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