Nonprofit · EIN 23-6856169
PHOEBUS FUND
Tax-exempt · SHELBURNE, VT 05482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $36,370 | $91,056 | -$54,686 | $1,682,792 | $0 | $1,682,792 |
| September 30, 2024 | 990-PF | $39,041 | $84,189 | -$45,148 | $1,632,882 | $0 | $1,632,882 |
| September 30, 2023 | 990-PF | $42,252 | $77,663 | -$35,411 | $1,405,436 | $0 | $1,405,436 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $36,370
Expenses
- Grants and similar amounts paid
- $81,644
- Disbursements for charitable purposes
- $84,895
- Excise tax on investment income
- $425
Balance sheet and other
- Total assets, start of year
- $1,632,882
- Total assets, end of year
- $1,682,792
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,682,792
- Fair market value of assets
- $1,682,792
- Qualifying distributions
- $84,895
- Net investment income
- $36,370
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Valentine 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 1 | $0 |
| Miles Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| Shelly Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| B Tyson Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Valentine 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 1 | $0 |
| Miles Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| Shelly Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| B Tyson Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Valentine 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 1 | $0 |
| Miles Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| Shelly Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
| B Tyson Smith 256 Sutton Farm Drive, Shelburne, VT 05482 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 256 SUTTON FARM DR, SHELBURNE, VT 05482-7024
- In care of
- % DANA VALENTINE
- Signed the 990-PF
- DANA VALENTINE, Trustee
- Phone
- (802) 846-9500
- Return prepared by
- J A Goldsbury 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 23-6856169
- 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
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,682,792
- Income (IRS master file)
- $36,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $36,370 | $91,056 | $1,682,792 | XML |
| 990-PF | September 2024 | $39,041 | $84,189 | $1,632,882 | XML |
| 990-PF | September 2023 | $42,252 | $77,663 | $1,405,436 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 23-6856169).
Questions about PHOEBUS FUND
- What is the EIN of PHOEBUS FUND?
- The employer identification number (EIN) of PHOEBUS FUND is 23-6856169.
- Is PHOEBUS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to PHOEBUS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHOEBUS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHOEBUS FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHOEBUS FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of PHOEBUS FUND?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PHOEBUS FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $36,370, expenses of $91,056 and total assets of $1,682,792 at year end.
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