Nonprofit · EIN 62-1744494
GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION
Tax-exempt · LOUDON, TN 37774
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $246,724 | $58,652 | $188,072 | $630,078 | $0 | $630,078 |
| December 31, 2024 | 990-PF | $48,902 | $50,448 | -$1,546 | $441,662 | $0 | $441,662 |
| December 31, 2023 | 990-PF | $47,586 | $56,432 | -$8,846 | $442,889 | $0 | $442,889 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,873
- Interest
- $17
- Net gain from sales of assets
- $217,829
- Other income
- $5
Expenses
- Grants and similar amounts paid
- $51,474
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $51,638
- Excise tax on investment income
- $3,340
Balance sheet and other
- Total assets, start of year
- $441,662
- Total assets, end of year
- $630,078
- Total liabilities, end of year
- $0
- Net assets, end of year
- $630,078
- Fair market value of assets
- $1,132,460
- Qualifying distributions
- $51,638
- Net investment income
- $246,724
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 |
|---|---|---|---|
| GERALD W PHILLIPS 629 BLACK BEAR CIRCLE, LOUDON, TN 37774 | CO-TRUSTEE | 0 | $0 |
| MARY ANN PHILLIPS 629 BLACK BEAR CIRCLE, LOUDON, TN 37774 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD W PHILLIPS 629 BLACK BEAR CIRCLE, LOUDON, TN 37774 | CO-TRUSTEE | 0 | $0 |
| MARY ANN PHILLIPS 629 BLACK BEAR CIRCLE, LOUDON, TN 37774 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD W PHILLIPS 526 MIDWAY CIRCLE, BRENTWOOD, TN 37027 | CO-TRUSTEE | 0 | $0 |
| MARY ANN PHILLIPS 526 MIDWAY CIRCLE, BRENTWOOD, TN 37027 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 629 BLACK BEAR CIR, LOUDON, TN 37774-2068
- In care of
- % GERALD & MARY ANN PHILLIPS
- Signed the 990-PF
- GERALD W PHILLIPS, TRUSTEE
- Phone
- (615) 894-0032
- Return prepared by
- LBMC PC
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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-1744494
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $630,078
- Income (IRS master file)
- $359,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $246,724 | $58,652 | $630,078 | IRS |
| 990-PF | December 2024 | $48,902 | $50,448 | $441,662 | IRS |
| 990-PF | December 2023 | $47,586 | $56,432 | $442,889 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 62-1744494).
Questions about GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION
- What is the EIN of GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION is 62-1744494.
- Is GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE 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 GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE 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 GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does GERALD W AND MARY ANN PHILLIPS FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $246,724, expenses of $58,652 and total assets of $630,078 at year end.
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All nonprofits in LOUDON · Tennessee · Philanthropy, voluntarism and grantmaking foundations