Nonprofit · EIN 58-1607727
PHOEBE SUMTER FOUNDATION INC
Tax-exempt · AMERICUS, GA 31719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $369,781 | $479,127 | -$109,346 | $3,556,268 | $1,587 | $3,554,681 |
| July 31, 2024 | 990 | $228,740 | $584,166 | -$355,426 | $3,555,017 | $0 | $3,555,017 |
| July 31, 2023 | 990 | $194,137 | $147,001 | $47,136 | $3,641,030 | $0 | $3,641,030 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $195,832
- Program service revenue
- $0
- Investment income
- $184,005
- Net gain from sales of assets
- $82,370
- Net income from fundraising events
- -$10,056
- Other revenue
- -$10,056
Expenses
- Grants and similar amounts paid
- $433,769
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $433,769
- Management and general (functional)
- $25,589
- Fundraising (functional)
- $19,769
Balance sheet and other
- Total assets, start of year
- $3,555,017
- Total assets, end of year
- $3,556,268
- Total liabilities, end of year
- $1,587
- Net assets, end of year
- $3,554,681
- Publicly traded securities
- $3,381,588
- Net assets without donor restrictions
- $3,554,681
- Gross receipts
- $1,513,278
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1984
- State of legal domicile
- GA
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 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE COUNCIL | FOUNDATION D Officer | 40 | $0 | $88,622 | $28,759 |
| CHARLES S PRYOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA FENNESSY MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK WHALEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM HARRIS SR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEON HOLLOWAY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK MINICK | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JIMMY WHALEY | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARDIN HOOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERRILL HOUSE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE ANDREWS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE DUNCAN | DIRECTOR(TER Trustee or director | – | $0 | $0 | $0 |
| DR GAYE HAYES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SULEANIA BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA PERLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY SULLIVAN | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended July 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE COUNCIL | FOUNDATION D Officer | 40 | $0 | $76,636 | $30,006 |
| FAITH PINNELL | CHAIR(RES.12 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES S PRYOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA FENNESSY MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK WHALEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM HARRIS SR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEON HOLLOWAY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK MINICK | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JIMMY WHALEY | DTR/CURRENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARDIN HOOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERRILL HOUSE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE ANDREWS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARLYLE WALTON | DIRECTOR/PSM Officer | 1 | $0 | $0 | $0 |
| DR GAYE HAYES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SULEANIA BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE COUNCIL | FOUNDATION D Officer | 40 | $0 | $77,924 | $24,337 |
| FAITH PINNELL | CHAIR (TERM Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES S PRYOR | VICE CHAIRMA Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICIA FENNESSY MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK WHALEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM HARRIS SR | ASST TREASUR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEON HOLLOWAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK MINICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIMMY WHALEY | CHAIRMAN (01 Trustee or director | 1 | $0 | $0 | $0 |
| BARDIN HOOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERRILL HOUSE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE ANDREWS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY REID | DIRECTOR (LE Trustee or director | 1 | $0 | $0 | $0 |
| CARLYLE WALTON | DIRECTOR/PSM Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR GAYE HAYES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SULEANIA BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 126 HIGHWAY 280 WEST, AMERICUS, GA 31719-8645
- Principal officer (990 for 2024)
- JIMMY WHALEY, 126 HIGHWAY 280 WEST, AMERICUS, GA 317198645
- Signed the 990
- JIMMY WHALEY, BOARD CHAIR
- Phone
- (229) 924-6011
- Return prepared by
- DRAFFIN & TUCKER LLP
Mission
SUPPORT FOR MEDICAL & HEALTHCARE SERVICES OF PHOEBE SUMTER MEDICAL CENTER, INC. AND THE AMERICUS-SUMTER COUNTY HOSPITAL AUTHORITY.
Program accomplishments
- FINANCIAL SUPPORT FOR PHOEBE SUMTER MEDICAL CENTER, INC. AND THE AMERICUS- SUMTER COUNTY HOSPITAL AUTHORITY.Expenses $433,769 · grants $433,769
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 58-1607727
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,556,268
- Income (IRS master file)
- $1,513,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $369,781 | $479,127 | $3,556,268 | XML |
| 990 | July 2024 | $228,740 | $584,166 | $3,555,017 | XML |
| 990 | July 2023 | $194,137 | $147,001 | $3,641,030 | XML |
| 990 | July 2022 | $289,926 | $172,865 | $3,576,804 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 58-1607727).
Questions about PHOEBE SUMTER FOUNDATION INC
- What is the EIN of PHOEBE SUMTER FOUNDATION INC?
- The employer identification number (EIN) of PHOEBE SUMTER FOUNDATION INC is 58-1607727.
- Is PHOEBE SUMTER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to PHOEBE SUMTER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHOEBE SUMTER FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHOEBE SUMTER FOUNDATION INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHOEBE SUMTER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of PHOEBE SUMTER FOUNDATION INC?
- The 990 for the year ended July 31, 2025 names JIMMY WHALEY.
- Who are the officers and directors of PHOEBE SUMTER FOUNDATION INC?
- The 990 for the year ended July 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does PHOEBE SUMTER FOUNDATION INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $369,781, expenses of $479,127 and total assets of $3,556,268 at year end.
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