Nonprofit · EIN 99-1358167
PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024
Tax-exempt · AUSTIN, TX 78704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $203,415 | $15,028 | $188,387 | $418,631 | $0 | $418,631 |
| December 31, 2024 | 990-PF | $198,669 | $3,727 | $194,942 | $202,861 | $0 | $202,861 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $2,705
- Net gain from sales of assets
- $710
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,000
- Excise tax on investment income
- $47
Balance sheet and other
- Total assets, start of year
- $202,861
- Total assets, end of year
- $418,631
- Total liabilities, end of year
- $0
- Net assets, end of year
- $418,631
- Fair market value of assets
- $418,631
- Qualifying distributions
- $15,000
- Net investment income
- $3,415
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 |
|---|---|---|---|
| GARY PHILLIPS 9742 SUNSET CIRCLE, LENEXA, KS 66220 | TRUSTEE | 5 | $0 |
| SYDNEY PHILLIPS 3600 S LAMAR BLVD 107, AUSTIN, TX 78704 | TRUSTEE | 5 | $0 |
| MARSHA PHILLIPS 9742 SUNSET CIRCLE, LENEXA, KS 66220 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY PHILLIPS 9742 SUNSET CIRCLE, LENEXA, KS 66220 | TRUSTEE | 5 | $0 |
| SYDNEY PHILLIPS 3600 S LAMAR BLVD 107, AUSTIN, TX 78704 | TRUSTEE | 5 | $0 |
| MARSHA PHILLIPS 9742 SUNSET CIRCLE, LENEXA, KS 66220 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3600 S LAMAR BLVD APT 107, AUSTIN, TX 78704-8097
- Signed the 990-PF
- GARY PHILLIPS, TRUSTEE
- Phone
- (913) 660-3129
- Return prepared by
- MARINER WEALTH ADVISORS
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
- 99-1358167
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $418,631
- Income (IRS master file)
- $296,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $203,415 | $15,028 | $418,631 | IRS |
| 990-PF | December 2024 | $198,669 | $3,727 | $202,861 | 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 99-1358167).
Questions about PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024
- What is the EIN of PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024?
- The employer identification number (EIN) of PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 is 99-1358167.
- Is PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 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 PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 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 PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHILLIPS FAMILY FOUNDATION UTA DATED 01-04-2024 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $203,415, expenses of $15,028 and total assets of $418,631 at year end.
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