Nonprofit · EIN 34-1656718
JESSE AND CARYL PHILIPS FOUNDATION
Tax-exempt · DAYTON, OH 45405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,868,085 | $1,298,074 | $570,011 | $18,490,584 | $0 | $18,490,584 |
| June 30, 2024 | 990-PF | $3,771,224 | $3,128,489 | $642,735 | $17,920,573 | $0 | $17,920,573 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $443,326
- Interest
- $352
- Net gain from sales of assets
- $919,120
- Other income
- $505,287
Expenses
- Grants and similar amounts paid
- $790,140
- Compensation of officers, directors and key employees
- $193,416
- Disbursements for charitable purposes
- $1,004,284
- Excise tax on investment income
- $22,926
Balance sheet and other
- Total assets, start of year
- $17,920,573
- Total assets, end of year
- $18,490,584
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,490,584
- Fair market value of assets
- $27,991,778
- Qualifying distributions
- $1,004,284
- Net investment income
- $1,868,085
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARYL PHILIPS 3870 HONEY HILL ROAD, DAYTON, OH 45405 | PRESIDENT | 10 | $119,192 |
| MARY BEATTY 525 S HAMPTON ROAD, NEW CASTLE, OH 45405 | TRUSTEE | 2 | $37,112 |
| BENJAMIN BEATTY 525 S HAMPTON ROAD, NEW CASTLE, OH 45405 | TRUSTEE | 2 | $37,112 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARYL PHILIPS 3870 HONEY HILL ROAD, DAYTON, OH 45405 | PRESIDENT | 10 | $119,192 |
| MARY BEATTY 525 S HAMPTON ROAD, NEW CASTLE, OH 45405 | TRUSTEE | 2 | $36,676 |
| BENJAMIN BEATTY 525 S HAMPTON ROAD, NEW CASTLE, OH 45405 | TRUSTEE | 2 | $36,676 |
Address and contacts
- Address (IRS master file)
- 3870 HONEY HILL LN, DAYTON, OH 45405-1826
- In care of
- %
- Signed the 990-PF
- CARYL PHILIPS, PRESIDENT
- Phone
- (480) 305-2028
- Return prepared by
- DANIEL LEVINE CPA
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-1656718
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,490,584
- Income (IRS master file)
- $8,378,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,868,085 | $1,298,074 | $18,490,584 | XML |
| 990-PF | June 2024 | $3,771,224 | $3,128,489 | $17,920,573 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 34-1656718).
Questions about JESSE AND CARYL PHILIPS FOUNDATION
- What is the EIN of JESSE AND CARYL PHILIPS FOUNDATION?
- The employer identification number (EIN) of JESSE AND CARYL PHILIPS FOUNDATION is 34-1656718.
- Is JESSE AND CARYL PHILIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to JESSE AND CARYL PHILIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JESSE AND CARYL PHILIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JESSE AND CARYL PHILIPS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JESSE AND CARYL PHILIPS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JESSE AND CARYL PHILIPS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $119,192 (CARYL PHILIPS, PRESIDENT).
- How much revenue does JESSE AND CARYL PHILIPS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,868,085, expenses of $1,298,074 and total assets of $18,490,584 at year end.
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