Nonprofit · EIN 59-2748614
THOMAS T PHILLIPS JR FOUNDATION INC
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $46,966 | $38,324 | $8,642 | $507,524 | $0 | $507,524 |
| August 31, 2024 | 990-PF | $20,000 | $38,324 | -$18,324 | $498,882 | $0 | $498,882 |
| August 31, 2023 | 990-PF | $16,941 | $37,913 | -$20,972 | $517,206 | $0 | $517,206 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $17,536
- Interest
- $4
- Net gain from sales of assets
- $29,426
Expenses
- Grants and similar amounts paid
- $31,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $36,444
- Excise tax on investment income
- $627
Balance sheet and other
- Total assets, start of year
- $498,882
- Total assets, end of year
- $507,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $507,524
- Fair market value of assets
- $887,981
- Qualifying distributions
- $36,444
- Net investment income
- $46,966
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | PRESIDENT/DIRECTOR | 1 | $0 |
| LESLIE SUSKIN 2358 NW 15 PLACE, GAINESVILLE, FL 32605 | DIRECTOR | 0 | $0 |
| SAMUEL R SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | SECRETARY/TREASURER/DIRECTOR | 0 | $0 |
| CHRISTIE A HEAVENER 311 E MORSE BLVD APT 8-1, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
| BENJAMIN SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | ASST SECRETARY/ASST TREASURER/DIRECTOR | 0 | $0 |
990-PF for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | PRESIDENT/DIRECTOR | 1 | $0 |
| LESLIE SUSKIN 2358 NW 15 PLACE, GAINESVILLE, FL 32605 | DIRECTOR | 0 | $0 |
| SAMUEL R SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | SECRETARY/TREASURER/DIRECTOR | 0 | $0 |
| CHRISTIE A HEAVENER 311 E MORSE BLVD APT 8-1, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
| BENJAMIN SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | ASST SECRETARY/ASST TREASURER/DIRECTOR | 0 | $0 |
990-PF for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK J SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | PRESIDENT/DIRECTOR | 1 | $0 |
| LESLIE SUSKIN 2358 NW 15 PLACE, GAINESVILLE, FL 32605 | DIRECTOR | 0 | $0 |
| SAMUEL R SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | SECRETARY/TREASURER/DIRECTOR | 0 | $0 |
| CHRISTIE A HEAVENER 731 PINE TREE RD, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
| BENJAMIN SHORSTEIN 8265 BAYBERRY RD, JACKSONVILLE, FL 32256 | ASST SECRETARY/ASST TREASURER/DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8265 BAYBERRY RD, JACKSONVILLE, FL 32256-7432
- Signed the 990-PF
- MARK J SHORSTEIN, PRESIDENT/DIRECTOR
- Phone
- (904) 739-1311
- Return prepared by
- SHORSTEIN & SHORSTEIN PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 59-2748614
- 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
- 1987
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $507,524
- Income (IRS master file)
- $98,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $46,966 | $38,324 | $507,524 | XML |
| 990-PF | August 2024 | $20,000 | $38,324 | $498,882 | XML |
| 990-PF | August 2023 | $16,941 | $37,913 | $517,206 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 59-2748614).
Questions about THOMAS T PHILLIPS JR FOUNDATION INC
- What is the EIN of THOMAS T PHILLIPS JR FOUNDATION INC?
- The employer identification number (EIN) of THOMAS T PHILLIPS JR FOUNDATION INC is 59-2748614.
- Is THOMAS T PHILLIPS JR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THOMAS T PHILLIPS JR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS T PHILLIPS JR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS T PHILLIPS JR FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS T PHILLIPS JR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of THOMAS T PHILLIPS JR FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THOMAS T PHILLIPS JR FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $46,966, expenses of $38,324 and total assets of $507,524 at year end.
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