Nonprofit · EIN 85-0335071
WAITE AND GENEVIEVE PHILLIPS FOUNDATION
Tax-exempt · AMARILLO, TX 79105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $403,768 | $712,704 | -$308,936 | $8,383,842 | $110,002 | $8,273,840 |
| May 31, 2024 | 990-PF | $476,076 | $633,453 | -$157,377 | $8,584,569 | $1,793 | $8,582,776 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $279,793
- Interest
- $50,369
- Net gain from sales of assets
- $73,606
Expenses
- Grants and similar amounts paid
- $395,475
- Compensation of officers, directors and key employees
- $168,833
- Disbursements for charitable purposes
- $627,569
- Excise tax on investment income
- $4,515
Balance sheet and other
- Total assets, start of year
- $8,584,569
- Total assets, end of year
- $8,383,842
- Total liabilities, end of year
- $110,002
- Net assets, end of year
- $8,273,840
- Fair market value of assets
- $11,614,630
- Qualifying distributions
- $627,569
- Net investment income
- $403,768
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PHILLIPS PUCKETT 2800 S BONHAM, AMARILLO, TX 79109 | CHAIRMAN-PRESIDENT | 20 | $83,833 |
| LELA PHILLIPS MURPHY 151 MONROE RD, CIMARRON, NM 87714 | DIRECTOR | 3 | $45,000 |
| CONNIE J WOOTTON 5476 WHITE FENCE ROAD, CANYON, TX 79015 | SR VICE-PRES/SEC-TREAS | 3 | $20,000 |
| DOUGLAS CLAY HOLCOMB 619 S TYLER SUITE 101, AMARILLO, TX 79101 | VICE-PRESIDENT | 3 | $20,000 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PHILLIPS PUCKETT 2804 S TRAVIS, AMARILLO, TX 79109 | CHAIRMAN-PRESIDENT | 20 | $78,000 |
| CONNIE J WOOTTON 5476 WHITE FENCE ROAD, CANYON, TX 79015 | SR VICE-PRES/SEC-TREAS | 3 | $20,000 |
| DOUGLAS CLAY HOLCOMB 619 S TYLER SUITE 101, AMARILLO, TX 79101 | VICE-PRESIDENT | 3 | $20,000 |
| LELA PHILLIPS PUCKETT 151 MONROE RD, CIMARRON, NM 87714 | DIRECTOR | 3 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 9398, AMARILLO, TX 79105-9398
- Signed the 990-PF
- Julie P Puckett, PRESIDENT
- Phone
- (806) 376-4279
- Return prepared by
- BROSIER AND BUCHANAN PARTNERS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-0335071
- 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
- 1985
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,383,842
- Income (IRS master file)
- $7,404,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $403,768 | $712,704 | $8,383,842 | XML |
| 990-PF | May 2024 | $476,076 | $633,453 | $8,584,569 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 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 85-0335071).
Questions about WAITE AND GENEVIEVE PHILLIPS FOUNDATION
- What is the EIN of WAITE AND GENEVIEVE PHILLIPS FOUNDATION?
- The employer identification number (EIN) of WAITE AND GENEVIEVE PHILLIPS FOUNDATION is 85-0335071.
- Is WAITE AND GENEVIEVE PHILLIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WAITE AND GENEVIEVE PHILLIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAITE AND GENEVIEVE PHILLIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAITE AND GENEVIEVE PHILLIPS FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAITE AND GENEVIEVE PHILLIPS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of WAITE AND GENEVIEVE PHILLIPS FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $83,833 (JULIE PHILLIPS PUCKETT, CHAIRMAN-PRESIDENT).
- How much revenue does WAITE AND GENEVIEVE PHILLIPS FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $403,768, expenses of $712,704 and total assets of $8,383,842 at year end.
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