Nonprofit · EIN 56-2150323
FENWICK FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $444,604 | $1,011,195 | -$566,591 | $6,363,147 | $0 | $6,363,147 |
| April 30, 2024 | 990-PF | $1,199,518 | $982,450 | $217,068 | $6,796,097 | $0 | $6,796,097 |
| April 30, 2023 | 990-PF | $590,370 | $990,153 | -$399,783 | $6,575,935 | $0 | $6,575,935 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $134,665
- Dividends
- $159,685
- Net gain from sales of assets
- $150,254
Expenses
- Grants and similar amounts paid
- $616,400
- Compensation of officers, directors and key employees
- $45,000
- Salaries, compensation and benefits (total)
- $226,057
- Disbursements for charitable purposes
- $927,920
- Excise tax on investment income
- $3,643
Balance sheet and other
- Total assets, start of year
- $6,796,097
- Total assets, end of year
- $6,363,147
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,363,147
- Fair market value of assets
- $7,486,039
- Qualifying distributions
- $927,920
- Net investment income
- $309,762
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK PHOENIX 210 WEST BARBEE CHAPEL RD, CHAPEL HILL, NC 27517 | PRESIDENT | 12 | $15,000 |
| JAMES E PHOENIX PO BOX 150629, SAN RAFAEL, CA 94915 | SECRETARY | 2 | $15,000 |
| J STUART PHOENIX 925 HOLT DRIVE, RALEIGH, NC 27608 | TREASURER | 2 | $15,000 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK PHOENIX 210 WEST BARBEE CHAPEL RD, CHAPEL HILL, NC 27517 | PRESIDENT | 12 | $15,000 |
| JAMES E PHOENIX PO BOX 150629, SAN RAFAEL, CA 94915 | SECRETARY | 2 | $15,000 |
| J STUART PHOENIX 925 HOLT DRIVE, RALEIGH, NC 27608 | TREASURER | 2 | $15,000 |
990-PF for the year ended April 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK PHOENIX 210 WEST BARBEE CHAPEL RD, CHAPEL HILL, NC 27517 | PRESIDENT | 12 | $15,000 |
| JAMES E PHOENIX PO BOX 150629, SAN RAFAEL, CA 94915 | SECRETARY | 2 | $15,000 |
| J STUART PHOENIX 925 HOLD DRIVE, RALEIGH, NC 27608 | TREASURER | 2 | $15,000 |
Address and contacts
- Address (IRS master file)
- 210 W BARBEE CHAPEL RD, CHAPEL HILL, NC 27517-7510
- In care of
- % FRANK PHOENIX
- Signed the 990-PF
- FRANK J PHOENIX, TRUSTEE
- Phone
- (609) 274-6834
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2150323
- 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
- 2019
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,363,147
- Income (IRS master file)
- $2,030,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $444,604 | $1,011,195 | $6,363,147 | XML |
| 990-PF | April 2024 | $1,199,518 | $982,450 | $6,796,097 | XML |
| 990-PF | April 2023 | $590,370 | $990,153 | $6,575,935 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 56-2150323).
Questions about FENWICK FOUNDATION
- What is the EIN of FENWICK FOUNDATION?
- The employer identification number (EIN) of FENWICK FOUNDATION is 56-2150323.
- Is FENWICK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FENWICK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FENWICK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FENWICK FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FENWICK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of FENWICK FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $15,000 (FRANK PHOENIX, PRESIDENT).
- How much revenue does FENWICK FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $444,604, expenses of $1,011,195 and total assets of $6,363,147 at year end.
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All nonprofits in CHAPEL HILL · North Carolina · Philanthropy, voluntarism and grantmaking foundations