Nonprofit · EIN 33-1609616
MORRIS AND PHYLLIS FOUNDATION
Tax-exempt · WARREN, OH 44484
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $85,065 | $71,731 | $13,334 | $1,224,114 | $0 | $1,224,114 |
| December 31, 2024 | 990-PF | $0 | $0 | $0 | $1,215,019 | $0 | $1,215,019 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $34,738
- Interest
- $289
- Net gain from sales of assets
- $50,038
Expenses
- Grants and similar amounts paid
- $62,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $62,000
- Excise tax on investment income
- $1,113
Balance sheet and other
- Total assets, start of year
- $1,215,019
- Total assets, end of year
- $1,224,114
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,224,114
- Fair market value of assets
- $1,370,233
- Qualifying distributions
- $62,000
- Net investment income
- $84,926
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 |
|---|---|---|---|
| STEVEN FRIEDMAN 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | PRESIDENT, TRUSTEE | 0 | $0 |
| DAVID A HOSO CPA 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | SECRETARY, TRUSTEE | 0 | $0 |
| PATRICK P O'CONNOR CPA 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | TREASURER, TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN FRIEDMAN 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | PRESIDENT, TRUSTEE | 0 | $0 |
| DAVID A HOSO CPA 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | SECRETARY, TRUSTEE | 0 | $0 |
| PATRICK P O'CONNOR CPA 8700 E MARKET ST SUITE 1, WARREN, OH 44484 | TREASURER, TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8700 E MARKET ST STE 1, WARREN, OH 44484-2340
- In care of
- % STEVEN FRIEDMAN
- Signed the 990-PF
- STEVEN FRIEDMAN, TRUSTEE
- Phone
- (330) 856-9222
- Return prepared by
- O'CONNOR HOSO & LOREE LLC
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 | Check at the IRS |
IRS record
- EIN
- 33-1609616
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,224,114
- Income (IRS master file)
- $286,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,065 | $71,731 | $1,224,114 | IRS |
| 990-PF | December 2024 | $0 | $0 | $1,215,019 | XML |
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 33-1609616).
Questions about MORRIS AND PHYLLIS FOUNDATION
- What is the EIN of MORRIS AND PHYLLIS FOUNDATION?
- The employer identification number (EIN) of MORRIS AND PHYLLIS FOUNDATION is 33-1609616.
- Is MORRIS AND PHYLLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to MORRIS AND PHYLLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORRIS AND PHYLLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORRIS AND PHYLLIS FOUNDATION 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 MORRIS AND PHYLLIS FOUNDATION 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 MORRIS AND PHYLLIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MORRIS AND PHYLLIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,065, expenses of $71,731 and total assets of $1,224,114 at year end.
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