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Nonprofit · EIN 68-0065800

PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA

Tax-exempt · TIBURON, CA 94920

Financials

$74K$53K2023$76K$49K2024
Revenue Expenses · by fiscal year end
Financials of PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$75,907$48,593$27,314$628,232$0$628,232
December 31, 2023990-PF$74,194$53,253$20,941$601,490$9$601,481
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$25,000
Dividends
$15,571
Interest
$20,212
Net gain from sales of assets
$15,124

Expenses

Grants and similar amounts paid
$25,000
Disbursements for charitable purposes
$48,593
Excise tax on investment income
$707

Balance sheet and other

Total assets, start of year
$601,490
Total assets, end of year
$628,232
Total liabilities, end of year
$0
Net assets, end of year
$628,232
Fair market value of assets
$1,227,751
Qualifying distributions
$48,593
Net investment income
$50,907

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRISTOPHER L MORRISON
563 SAN RAFAEL AVENUE, BELVEDERE, CA 94920
PRESIDENT5$0
DAREN ENGEL
563 SAN RAFAEL AVENUE, BELVEDERE, CA 94920
SECRETARY1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CHRISTOPHER L MORRISON
563 SAN RAFAEL AVENUE, BELVEDERE, CA 94920
PRESIDENT5$0
DAREN ENGEL
563 SAN RAFAEL AVENUE, BELVEDERE, CA 94920
SECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 376, TIBURON, CA 94920-0376
Signed the 990-PF
CHRISTOPHER L MORRISON, PRESIDENT
Phone
(415) 515-9122
Return prepared by
David B Bennett CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0065800 or by the name PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
68-0065800
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$628,232
Income (IRS master file)
$91,656

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$75,907$48,593$628,232IRS
990-PFDecember 2023$74,194$53,253$601,490XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 68-0065800).

Questions about PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA

What is the EIN of PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA?
The employer identification number (EIN) of PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA is 68-0065800.
Is PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does PHILLIPS-MORRISON INSTITUTE OF CALIFORNIA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $75,907, expenses of $48,593 and total assets of $628,232 at year end.

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