Nonprofit · EIN 75-1709181
MARGARET MOSHER PHILLIPS FOUNDATON
Tax-exempt · SHENANDOAH, TX 77380
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $163,823 | $49,939 | $113,884 | $953,326 | $0 | $953,326 |
| December 31, 2023 | 990-PF | -$120,625 | $55,439 | -$176,064 | $839,442 | $0 | $839,442 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $20,624
- Net gain from sales of assets
- $143,199
Expenses
- Grants and similar amounts paid
- $47,900
- Disbursements for charitable purposes
- $48,305
- Excise tax on investment income
- $280
Balance sheet and other
- Total assets, start of year
- $839,442
- Total assets, end of year
- $953,326
- Total liabilities, end of year
- $0
- Net assets, end of year
- $953,326
- Fair market value of assets
- $1,299,322
- Qualifying distributions
- $48,305
- Net investment income
- $21,014
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTH ANNE PALMER 107 MILLRIDGE RD, UNIVERSAL CITY, TX 78148 | PRESIDENT | 0 | $0 |
| JANICE K DAUTERMAN 4506 MANNING, DALLAS, TX 75220 | TRUSTEE | 0 | $0 |
| REBECCA ATKINSON 8900 SIX PINES DR 501, SHENANDOAH, TX 77380 | TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ruth Anne Palmer 107 Millridge Rd, Universal City, TX 78148 | President | 0 | $0 |
| Janice K Dauterman 4506 Manning, Dallas, TX 75220 | Trustee | 0 | $0 |
| Rebecca Atkinson 8900 Six Pines Dr 501, Shenandoah, TX 77380 | Treasurer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 8900 SIX PINES DR, SHENANDOAH, TX 77380-4295
- Signed the 990-PF
- REBECCA ATKINSON, TREASURER
- Phone
- (720) 737-0850
- Return prepared by
- The Pierson Firm PLLC
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 | Not 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
- 75-1709181
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $953,326
- Income (IRS master file)
- $446,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $163,823 | $49,939 | $953,326 | IRS |
| 990-PF | December 2023 | -$120,625 | $55,439 | $839,442 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 75-1709181).
Questions about MARGARET MOSHER PHILLIPS FOUNDATON
- What is the EIN of MARGARET MOSHER PHILLIPS FOUNDATON?
- The employer identification number (EIN) of MARGARET MOSHER PHILLIPS FOUNDATON is 75-1709181.
- Is MARGARET MOSHER PHILLIPS FOUNDATON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to MARGARET MOSHER PHILLIPS FOUNDATON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET MOSHER PHILLIPS FOUNDATON file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET MOSHER PHILLIPS FOUNDATON 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 MARGARET MOSHER PHILLIPS FOUNDATON 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 MARGARET MOSHER PHILLIPS FOUNDATON?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARGARET MOSHER PHILLIPS FOUNDATON have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $163,823, expenses of $49,939 and total assets of $953,326 at year end.
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