Nonprofit · EIN 72-6017594
LEONARD W & BETTY PHILLIPS FOUNDATION
Tax-exempt · SHREVEPORT, LA 71161
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $177,822 | $88,673 | $89,149 | $1,552,548 | $0 | $1,552,548 |
| September 30, 2024 | 990-PF | $103,916 | $75,474 | $28,442 | $1,462,997 | $0 | $1,462,997 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $39,133
- Net gain from sales of assets
- $136,007
- Other income
- $2,682
Expenses
- Grants and similar amounts paid
- $77,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $78,075
- Excise tax on investment income
- $2,350
Balance sheet and other
- Total assets, start of year
- $1,462,997
- Total assets, end of year
- $1,552,548
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,552,548
- Fair market value of assets
- $1,823,349
- Qualifying distributions
- $78,075
- Net investment income
- $177,822
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA P KALLENBERG 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | PRESIDENT | 1 | $0 |
| TERESA DEAN 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | SECRETARY/TREASURER | 1 | $0 |
| COLLIN PHILLIPS 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA P KALLENBERG 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | PRESIDENT | 1 | $0 |
| TERESA DEAN 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | SECRETARY/TREASURER | 1 | $0 |
| COLLIN PHILLIPS 330 MARSHALL STREET SUITE 300, SHREVEPORT, LA 71101 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 70, SHREVEPORT, LA 71161-0070
- Signed the 990-PF
- TERESA DEAN, SECRETARY/TREASURER
- Phone
- (318) 222-1800
- Return prepared by
- PELICAN CPAS & ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 72-6017594
- 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
- 1960
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,552,548
- Income (IRS master file)
- $177,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $177,822 | $88,673 | $1,552,548 | XML |
| 990-PF | September 2024 | $103,916 | $75,474 | $1,462,997 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 72-6017594).
Questions about LEONARD W & BETTY PHILLIPS FOUNDATION
- What is the EIN of LEONARD W & BETTY PHILLIPS FOUNDATION?
- The employer identification number (EIN) of LEONARD W & BETTY PHILLIPS FOUNDATION is 72-6017594.
- Is LEONARD W & BETTY PHILLIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to LEONARD W & BETTY PHILLIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEONARD W & BETTY PHILLIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEONARD W & BETTY PHILLIPS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEONARD W & BETTY PHILLIPS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LEONARD W & BETTY PHILLIPS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LEONARD W & BETTY PHILLIPS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $177,822, expenses of $88,673 and total assets of $1,552,548 at year end.
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