Nonprofit · EIN 13-5677691
ELLIS L PHILLIPS FOUNDATION
Tax-exempt · WALTHAM, MA 02453
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $878,220 | $466,795 | $411,425 | $4,642,674 | $1,544 | $4,641,130 |
| June 30, 2024 | 990-PF | $315,282 | $435,603 | -$120,321 | $4,312,114 | $2,563 | $4,309,551 |
| June 30, 2023 | 990-PF | $205,937 | $315,788 | -$109,851 | $4,222,191 | $7,470 | $4,214,721 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $67,970
- Net gain from sales of assets
- $810,180
- Other income
- $70
Expenses
- Grants and similar amounts paid
- $251,800
- Compensation of officers, directors and key employees
- $36,195
- Salaries, compensation and benefits (total)
- $74,510
- Disbursements for charitable purposes
- $369,442
- Excise tax on investment income
- $4,624
Balance sheet and other
- Total assets, start of year
- $4,312,114
- Total assets, end of year
- $4,642,674
- Total liabilities, end of year
- $1,544
- Net assets, end of year
- $4,641,130
- Fair market value of assets
- $4,670,236
- Qualifying distributions
- $369,442
- Net investment income
- $430,014
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE WACK 75 HARLAND ROAD, WALTHAM, MA 024537642 | EXEC. DIRECT Highest-paid employee | 20 | $74,510 |
| HARDY G WATTS 311 WEST STREET, DEDHAM, MA 02026 | PRESIDENT | 10 | $36,195 |
| CYNTHIA PHILLIPS PO BOX 863, GREENVILLE, ME 04441 | TREASURER | 5 | $0 |
| KATHRYN NOEL PHILLIPS 26 LINDEN AVENUE, RED HOOK, NY 12571 | VICE PRESIDE | 5 | $0 |
| NICHOLAS ZIMMERMANN 326 E 81ST STREET 6FE, NEW YORK, NY 10028 | DIRECTOR | 5 | $0 |
| SPENCER BLASDALE 3 WINDSOR ROAD, MILTON, MA 02186 | DIRECTOR | 5 | $0 |
| PAULA EDGAR 122 CAMBRIDGE PLACE, BROOKLYN, NY 11238 | DIRECTOR | 5 | $0 |
| ANDREW P PARSEGIAN 41 AMITY PLACE, AMHERST, MA 01002 | DIRECTOR | 5 | $0 |
| MARTIN ZIMMERMANN 254 73RD STREET A6, BROOKLYN, NY 11209 | DIRECTOR | 5 | $0 |
| SARAH PROSSER 850 S CLARK ST UNIT 503, CHICAGO, IL 60605 | DIRECTOR | 5 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE WACK 233 COMMONWEALTH AVE 2, BOSTON, MA 02116 | EXEC. DIRECT Highest-paid employee | 20 | $68,331 |
| HARDY G WATTS 311 WEST STREET, DEDHAM, MA 02026 | PRESIDENT | 10 | $33,193 |
| CYNTHIA PHILLIPS PO BOX 863, GREENVILLE, ME 04441 | TREASURER | 5 | $0 |
| KATHRYN NOEL PHILLIPS 26 LINDEN AVENUE, RED HOOK, NY 12571 | VICE PRESIDE | 5 | $0 |
| NICHOLAS ZIMMERMANN 326 E 81ST STREET 6FE, NEW YORK, NY 10028 | DIRECTOR | 5 | $0 |
| SPENCER BLASDALE 3 WINDSOR ROAD, MILTON, MA 02186 | DIRECTOR | 5 | $0 |
| PAULA EDGAR 122 CAMBRIDGE PLACE, BROOKLYN, NY 11238 | DIRECTOR | 5 | $0 |
| ANDREW P PARSEGIAN 41 AMITY PLACE, AMHERST, MA 01002 | DIRECTOR | 5 | $0 |
| MARTIN ZIMMERMANN 1042 LAFAYETTE AVE 2, BROOKLYN, NY 11221 | DIRECTOR | 5 | $0 |
| SARAH PROSSER 850 S CLARK ST UNIT 503, CHICAGO, IL 60605 | DIRECTOR | 5 | $0 |
990-PF for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE WACK 233 COMMONWEALTH AVE 2, BOSTON, MA 02116 | EXEC. DIRECT Highest-paid employee | 20 | $66,509 |
| HARDY G WATTS 311 WEST STREET, DEDHAM, MA 02026 | PRESIDENT | 10 | $32,308 |
| CYNTHIA PHILLIPS PO BOX 863, GREENVILLE, ME 04441 | TREASURER | 5 | $0 |
| KATHRYN NOEL PHILLIPS 26 LINDEN AVENUE, RED HOOK, NY 12571 | VICE PRESIDE | 5 | $0 |
| NICHOLAS ZIMMERMAN 326 E 81ST STREET 6FE, NEW YORK, NY 10028 | DIRECTOR | 5 | $0 |
| SPENCER BLASDALE 3 WINDSOR ROAD, MILTON, MA 02186 | DIRECTOR | 5 | $0 |
| PAULA EDGAR 122 CAMBRIDGE PLACE, BROOKLYN, NY 11238 | DIRECTOR | 5 | $0 |
| ANDREW P PARSEGIAN 41 AMITY PLACE, AMHERST, MA 01002 | DIRECTOR | 5 | $0 |
| KRISTINA HESS 30 OLD KINGS HWY S, DARIEN, CT 06820 | DIRECTOR | 5 | $0 |
| SARAH PROSSER 513 WALNUT AVE APT 2, SYRACUSE, NY 13210 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 75 HARLAND RD, WALTHAM, MA 02453-7642
- Signed the 990-PF
- HARDY G WATTS, PRESIDENT
- Phone
- (617) 424-7607
- Website
- WWW.ELLISLPHILLIPSFNDN.ORG
- Return prepared by
- WALLACE SAVAGE & DAVIS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-5677691
- 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
- 1947
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,642,674
- Income (IRS master file)
- $2,008,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $878,220 | $466,795 | $4,642,674 | XML |
| 990-PF | June 2024 | $315,282 | $435,603 | $4,312,114 | XML |
| 990-PF | June 2023 | $205,937 | $315,788 | $4,222,191 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 13-5677691).
Questions about ELLIS L PHILLIPS FOUNDATION
- What is the EIN of ELLIS L PHILLIPS FOUNDATION?
- The employer identification number (EIN) of ELLIS L PHILLIPS FOUNDATION is 13-5677691.
- Is ELLIS L PHILLIPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to ELLIS L PHILLIPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELLIS L PHILLIPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLIS L PHILLIPS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLIS L PHILLIPS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ELLIS L PHILLIPS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $74,510 (JULIE WACK, EXEC. DIRECT).
- How much revenue does ELLIS L PHILLIPS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $878,220, expenses of $466,795 and total assets of $4,642,674 at year end.
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