Nonprofit · EIN 26-1115574
CLAIRE B PHILLIPS FAMILY FOUNDATION INC
Tax-exempt (reinstated) · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $307,572 | $101,967 | $205,605 | $1,872,694 | $0 | $1,872,694 |
| December 31, 2024 | 990-PF | $233,034 | $84,601 | $148,433 | $1,667,751 | $0 | $1,667,751 |
| December 31, 2023 | 990-PF | $264,847 | $84,471 | $180,376 | $1,519,634 | $0 | $1,519,634 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $120,580
- Dividends
- $63,635
- Net gain from sales of assets
- $123,307
- Other income
- $50
Expenses
- Grants and similar amounts paid
- $96,720
- Disbursements for charitable purposes
- $99,171
- Excise tax on investment income
- $2,556
Balance sheet and other
- Total assets, start of year
- $1,667,751
- Total assets, end of year
- $1,872,694
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,872,694
- Fair market value of assets
- $2,429,333
- Qualifying distributions
- $99,171
- Net investment income
- $185,593
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A GREENBERG 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
| PAMELA P ROSSMANN 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A GREENBERG 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
| PAMELA P ROSSMANN 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A GREENBERG 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
| PAMELA P ROSSMANN 425 WALNUT ST PO BOX 1118, CINCINNATI, OH 452011118 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % US BANK NA
- Signed the 990-PF
- PAMELA P ROSSMANN, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1115574
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,872,694
- Income (IRS master file)
- $796,547
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $307,572 | $101,967 | $1,872,694 | IRS |
| 990-PF | December 2024 | $233,034 | $84,601 | $1,667,751 | IRS |
| 990-PF | December 2023 | $264,847 | $84,471 | $1,519,634 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 26-1115574).
Questions about CLAIRE B PHILLIPS FAMILY FOUNDATION INC
- What is the EIN of CLAIRE B PHILLIPS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of CLAIRE B PHILLIPS FAMILY FOUNDATION INC is 26-1115574.
- Is CLAIRE B PHILLIPS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
- Are donations to CLAIRE B PHILLIPS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CLAIRE B PHILLIPS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAIRE B PHILLIPS FAMILY FOUNDATION INC 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 CLAIRE B PHILLIPS FAMILY FOUNDATION INC 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 CLAIRE B PHILLIPS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CLAIRE B PHILLIPS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $307,572, expenses of $101,967 and total assets of $1,872,694 at year end.
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