Nonprofit · EIN 46-4025821
FREDERICK B AND AYAKO I PHILLIPS FOUNDATION
Tax-exempt · LOUISVILLE, KY 40216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,181 | $82,652 | -$54,471 | $1,735,758 | $0 | $1,735,758 |
| June 30, 2025 | 990-PF | $61,872 | $74,371 | -$12,499 | $1,790,229 | $0 | $1,790,229 |
| June 30, 2024 | 990-PF | $43,941 | $87,512 | -$43,571 | $1,803,307 | $0 | $1,803,307 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $34,227
- Net gain from sales of assets
- -$6,046
Expenses
- Grants and similar amounts paid
- $73,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $73,000
- Excise tax on investment income
- $473
Balance sheet and other
- Total assets, start of year
- $1,790,229
- Total assets, end of year
- $1,735,758
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,735,758
- Fair market value of assets
- $2,433,880
- Qualifying distributions
- $73,000
- Net investment income
- $34,227
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B RUSSELL 333 E MAIN ST SUITE 400, LOUISVILLE, KY 40202 | TRUSTEE | 1 | $0 |
| MAUREEN SAMUELS 804 GAGEL AVE, LOUISVILLE, KY 40216 | BOARD MEMBER | 1 | $0 |
| CATHY LONGSTREET 2702 STONEFIELD LANE, LAGRANGE, KY 40031 | BOARD MEMBER | 1 | $0 |
| CHARLENE SATORI 4481 ZARING MILL RD, SHELBYVILLE, KY 40065 | BOARD MEMBER | 1 | $0 |
| ALEX LONGSTREET 929 WILLOW POINT DR, LOUISVILLE, KY 40299 | BOARD MEMBER | 1 | $0 |
| SCOTT ROBINSON 333 E MAIN ST SUITE 400, LOUISVILLE, KY 40202 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B RUSSELL 333 E MAIN ST SUITE 400, LOUISVILLE, KY 40202 | TRUSTEE | 1 | $0 |
| MAUREEN SAMUELS 804 GAGEL AVE, LOUISVILLE, KY 40216 | BOARD MEMBER | 1 | $0 |
| CATHY LONGSTREET 2702 STONEFIELD LANE, LAGRANGE, KY 40031 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID B RUSSELL 333 E MAIN ST SUITE 400, LOUISVILLE, KY 40202 | TRUSTEE | 1 | $0 |
| MAUREEN SAMUELS 804 GAGEL AVE, LOUISVILLE, KY 40216 | BOARD MEMBER | 1 | $0 |
| CATHY LONGSTREET 2702 STONEFIELD LANE, LAGRANGE, KY 40031 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 804 GAGEL AVE, LOUISVILLE, KY 40216-4010
- In care of
- % AYAKO I PHILLIPS
- Signed the 990-PF
- MAUREEN SAMUELS, TRUSTEE
- Phone
- (502) 296-9147
- Return prepared by
- W ALLEN PRIEST CPA 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 46-4025821
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $1,735,758
- Income (IRS master file)
- $108,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,181 | $82,652 | $1,735,758 | XML |
| 990-PF | June 2025 | $61,872 | $74,371 | $1,790,229 | XML |
| 990-PF | June 2024 | $43,941 | $87,512 | $1,803,307 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 46-4025821).
Questions about FREDERICK B AND AYAKO I PHILLIPS FOUNDATION
- What is the EIN of FREDERICK B AND AYAKO I PHILLIPS FOUNDATION?
- The employer identification number (EIN) of FREDERICK B AND AYAKO I PHILLIPS FOUNDATION is 46-4025821.
- Is FREDERICK B AND AYAKO I PHILLIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to FREDERICK B AND AYAKO I PHILLIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERICK B AND AYAKO I PHILLIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERICK B AND AYAKO I PHILLIPS FOUNDATION 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 FREDERICK B AND AYAKO I PHILLIPS FOUNDATION 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 FREDERICK B AND AYAKO I PHILLIPS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FREDERICK B AND AYAKO I PHILLIPS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,181, expenses of $82,652 and total assets of $1,735,758 at year end.
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