Schaeffer Phillips Foundation Inc

Darien, CT
Tax-exempt since Aug. 2001
EIN: 06-1601149

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$24.4k (2024)

Expenses

$22.3k (2024)

Total Assets

$315k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$24,381

Expenses

$22,280

Net Income

$2,101

Net Assets

$314,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,381	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,950	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,539
Total Liabilities	$0
Net Assets	$314,539

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on Feb. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$23,724

Expenses

$18,267

Net Income

$5,457

Net Assets

$312,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,724	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,950	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$312,438
Total Liabilities	$0
Net Assets	$312,438

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on Feb. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$22,830

Expenses

$9,668

Net Income

$13,162

Net Assets

$306,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,830	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,350	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$307,431
Total Liabilities	$450
Net Assets	$306,981

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on Feb. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$22,870

Expenses

$9,868

Net Income

$13,002

Net Assets

$293,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,870	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,750	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,819
Total Liabilities	$0
Net Assets	$293,819

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on March 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

-$28,630

Expenses

$15,957

Net Income

-$44,587

Net Assets

$280,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,824
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,500	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$280,817
Total Liabilities	$1
Net Assets	$280,816

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on Feb. 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$8,827

Expenses

$11,604

Net Income

-$2,777

Net Assets

$325,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,781	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,050	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,404
Total Liabilities	$1
Net Assets	$325,403

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0

990-PF

Filed on Feb. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$20,389

Expenses

$26,836

Net Income

-$6,447

Net Assets

$328,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.3%
Dividends	$5,112	25.1%
Sales of Assets	$15,225	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,200	38.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,148
Total Liabilities	$12,967
Net Assets	$328,181

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on Feb. 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$14,792

Expenses

$28,817

Net Income

-$14,025

Net Assets

$334,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.3%
Dividends	$9,786	66.2%
Sales of Assets	$4,960	33.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,125	28.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,914
Total Liabilities	$17,286
Net Assets	$334,628

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on Jan. 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$10,196

Expenses

$63,687

Net Income

-$53,491

Net Assets

$348,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.5%
Dividends	$13,204	> 100%
Sales of Assets	-$3,056
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,225	58.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$365,950
Total Liabilities	$17,297
Net Assets	$348,653

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

-$3,306

Expenses

$56,729

Net Income

-$60,035

Net Assets

$402,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$84
Dividends	$9,419
Sales of Assets	-$12,809
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,075	49.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$422,476
Total Liabilities	$20,332
Net Assets	$402,144

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on March 30, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$49,360

Expenses

$41,569

Net Income

$7,791

Net Assets

$462,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62	0.1%
Dividends	$13,591	27.5%
Sales of Assets	$35,707	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,375	20.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$487,893
Total Liabilities	$25,714
Net Assets	$462,179

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on Jan. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$46,927

Expenses

$63,555

Net Income

-$16,628

Net Assets

$454,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.1%
Dividends	$17,480	37.2%
Sales of Assets	$29,383	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,375	49.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$482,291
Total Liabilities	$27,903
Net Assets	$454,388

Compensation

Key Employees and Officers	Compensation	Other
James L Phillips Jr (Pres. And Treas.)	$0	$0
Marta S Phillips (Sec.)	$0	$0
Peter S Milhaupt (Director)	$0	$0

990-PF

Filed on Feb. 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$64,911

Expenses

$118,321

Net Income

-$53,410

Net Assets

$471,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75	0.1%
Dividends	$21,111	32.5%
Sales of Assets	$43,725	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,600	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$491,136
Total Liabilities	$20,120
Net Assets	$471,016

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$17,620

Expenses

$66,092

Net Income

-$48,472

Net Assets

$524,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$102	0.6%
Dividends	$26,743	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,900	49.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,621
Total Liabilities	$24,195
Net Assets	$524,426

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Updated August 21, 2025

Schaeffer Phillips Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.4k (2024)

Expenses $22.3k (2024)

Total Assets $315k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$24.4k (2024)

Expenses

$22.3k (2024)

Total Assets

$315k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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