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Nonprofit · EIN 84-4032465

PHELPS FAMILY FOUNDATION

Tax-exempt · TUSCALOOSA, AL 35406

Financials

$54K$27K2023$55K$37K2024$54K$56K2025
Revenue Expenses · by fiscal year end
Financials of PHELPS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$53,880$55,810-$1,930$338,381$0$338,381
December 31, 2024990-PF$55,210$36,881$18,329$321,311$0$321,311
December 31, 2023990-PF$54,211$26,751$27,460$302,982$0$302,982
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$50,000
Interest
$3,880

Expenses

Grants and similar amounts paid
$54,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$54,900
Excise tax on investment income
$41

Balance sheet and other

Total assets, start of year
$321,311
Total assets, end of year
$338,381
Total liabilities, end of year
$0
Net assets, end of year
$338,381
Fair market value of assets
$338,381
Qualifying distributions
$54,900
Net investment income
$3,880

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.

NameTitleHours / weekCompensation
CARROLL C PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
PRESIDENT1$0
SAM TAYLOR PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
PAUL CHANDLER PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
ANN ELIZABETH PHELPS HILL
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
SECRETARY1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CARROLL C PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
PRESIDENT1$0
SAM TAYLOR PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
PAUL CHANDLER PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
ANN ELIZABETH PHELPS HILL
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
SECRETARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CARROLL C PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
PRESIDENT1$0
SAM TAYLOR PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
PAUL CHANDLER PHELPS
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
VICE-PRESIDENT1$0
ANN ELIZABETH PHELPS HILL
1550 MCFARLAND BLVD N, TUSCALOOSA, AL 35406
SECRETARY1$0

Address and contacts

Address (IRS master file)
1205 INDIAN HILLS CIR, TUSCALOOSA, AL 35406-2203
Signed the 990-PF
CARROLL C PHELPS, PRESIDENT
Phone
(205) 247-3415
Return prepared by
WARREN AVERETT 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4032465
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$338,381
Income (IRS master file)
$53,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$53,880$55,810$338,381XML
990-PFDecember 2024$55,210$36,881$321,311IRS
990-PFDecember 2023$54,211$26,751$302,982XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 84-4032465).

Questions about PHELPS FAMILY FOUNDATION

What is the EIN of PHELPS FAMILY FOUNDATION?
The employer identification number (EIN) of PHELPS FAMILY FOUNDATION is 84-4032465.
Is PHELPS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to PHELPS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHELPS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PHELPS FAMILY 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 PHELPS FAMILY 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 PHELPS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PHELPS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $53,880, expenses of $55,810 and total assets of $338,381 at year end.

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