Nonprofit · EIN 38-6006236
WILLIAM LYON PHELPS FOUNDATION
Tax-exempt · BERKLEY, MI 48072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $69,957 | $56,367 | $13,590 | $861,290 | $0 | $861,290 |
| December 31, 2023 | 990-PF | $103,168 | $59,724 | $43,444 | $850,757 | $0 | $850,757 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,000
- Dividends
- $57,058
- Interest
- $129
- Other income
- $1,770
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $55,402
- Excise tax on investment income
- $777
Balance sheet and other
- Total assets, start of year
- $850,757
- Total assets, end of year
- $861,290
- Total liabilities, end of year
- $0
- Net assets, end of year
- $861,290
- Fair market value of assets
- $1,855,549
- Qualifying distributions
- $55,402
- Net investment income
- $57,187
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN H PARCELLS 3169 Robina Ave, Berkley, MI 48072 | Treasurer & Sec | 4 | $0 |
| FRANCES ANN BENOIT 3169 ROBINA AVENUE, BERKLEY, MI 48072 | Director | 2 | $0 |
| DAVID H PARCELLS 3169 ROBINA AVENUE, Berkley, MI 48072 | President | 2 | $0 |
| FREDERICK L PARCELLS 3169 ROBINA AVENUE, Berkley, MI 48072 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES ANN BENOIT 3169 ROBINA AVENUE, BERKLEY, MI 48072 | DIRECTOR | 2 | $0 |
| KATHRYN H PARCELLS 3169 ROBINA AVENUE, BERKLEY, MI 48072 | TREASURER/SECRETARY | 4 | $0 |
| DAVID H PARCELLS 3169 ROBINA AVENUE, BERKLEY, MI 48072 | PRESIDENT/DIRECTOR | 2 | $0 |
| FREDERICK L PARCELLS 3169 ROBINA AVENUE, BERKLEY, MI 48072 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3169 ROBINA AVE, BERKLEY, MI 48072-3816
- Signed the 990-PF
- KATHRYN H PARCELLS, Treasurer & Sec
- Phone
- (313) 640-0123
- Return prepared by
- Derderian Kann Seyferth & Salucci 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 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 | Not 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
- 38-6006236
- 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
- 1949
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $861,290
- Income (IRS master file)
- $69,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $69,957 | $56,367 | $861,290 | XML |
| 990-PF | December 2023 | $103,168 | $59,724 | $850,757 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 38-6006236).
Questions about WILLIAM LYON PHELPS FOUNDATION
- What is the EIN of WILLIAM LYON PHELPS FOUNDATION?
- The employer identification number (EIN) of WILLIAM LYON PHELPS FOUNDATION is 38-6006236.
- Is WILLIAM LYON PHELPS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to WILLIAM LYON PHELPS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WILLIAM LYON PHELPS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM LYON PHELPS FOUNDATION 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 WILLIAM LYON PHELPS FOUNDATION 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 WILLIAM LYON PHELPS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILLIAM LYON PHELPS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $69,957, expenses of $56,367 and total assets of $861,290 at year end.
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