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Nonprofit · EIN 13-6861582

JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA

Tax-exempt · WOODBRIDGE, NJ 07095

Financials

$645K$1.2M2023$1.4M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,428,594$1,329,577$99,017$15,874,013$0$15,874,013
December 31, 2023990-PF$645,334$1,175,695-$530,361$15,789,448$0$15,789,448
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$395,435
Net gain from sales of assets
$919,798
Other income
$113,361

Expenses

Grants and similar amounts paid
$1,200,000
Compensation of officers, directors and key employees
$5,146
Disbursements for charitable purposes
$1,205,765
Excise tax on investment income
$18,055

Balance sheet and other

Total assets, start of year
$15,789,448
Total assets, end of year
$15,874,013
Total liabilities, end of year
$0
Net assets, end of year
$15,874,013
Fair market value of assets
$21,314,847
Qualifying distributions
$1,205,765
Net investment income
$1,422,273

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.

NameTitleHours / weekCompensation
BESSEMER TRUST COMPANY
100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 07095
CORPORATE TRUSTEE2$5,146
MICHAEL DOUGLAS
C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 07095
TRUSTEE2$0
STUART S JANNEY III
C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 07095
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BESSEMER TRUST COMPANY
100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 07095
CORPORATE TRUSTEE2$6,192
MICHAEL DOUGLAS
C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 07095
TRUSTEE2$0
STUART S JANNEY III
C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 07095
TRUSTEE2$0

Address and contacts

Address (IRS master file)
BTCO 100 WOODBRIDGE CENTER DR, WOODBRIDGE, NJ 07095-0000
In care of
% BESSEMER TRUST CO NA
Signed the 990-PF
MARIANNA KOPACH, AVP
Phone
(516) 508-9623

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6861582
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,874,013
Income (IRS master file)
$5,364,005

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,428,594$1,329,577$15,874,013XML
990-TDecember 2024–––IRS
990-PFDecember 2023$645,334$1,175,695$15,789,448XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 13-6861582).

Questions about JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA

What is the EIN of JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA?
The employer identification number (EIN) of JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA is 13-6861582.
Is JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA 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 JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA 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 JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $5,146 (BESSEMER TRUST COMPANY, CORPORATE TRUSTEE).
How much revenue does JOHN S PHIPPS FAMILY FOUNDATION BESSEMER TRUST CO NA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,428,594, expenses of $1,329,577 and total assets of $15,874,013 at year end.

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