Phelps Family Foundation

Encino, CA
Tax-exempt since June 2006
EIN: 20-1974643

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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)

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 Nov.
2021

Revenue

$3,001

Expenses

$5,003

Net Income

-$2,002

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	100.0%
Interest Revenue	$0
Dividends	$1	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on March 1, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$3,205

Expenses

$853,988

Net Income

-$850,783

Net Assets

$2,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,170	98.9%
Interest Revenue	$0
Dividends	$35	1.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$850,000	99.5%
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	$2,002
Total Liabilities	$0
Net Assets	$2,002

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$377,288

Expenses

$457,193

Net Income

-$79,905

Net Assets

$852,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$367,950	97.5%
Interest Revenue	$0
Dividends	$9,338	2.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$453,500	99.2%
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	$852,785
Total Liabilities	$1
Net Assets	$852,784

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on Sept. 28, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2019

Revenue

$19,570

Expenses

$243,226

Net Income

-$223,656

Net Assets

$932,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,570	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,000	98.7%
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	$932,690
Total Liabilities	$0
Net Assets	$932,690

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on Dec. 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$16,266

Expenses

$1,025,836

Net Income

-$1,009,570

Net Assets

$1,156,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,266	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,022,750	99.7%
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	$1,156,346
Total Liabilities	$0
Net Assets	$1,156,346

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on Jan. 31, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2017

Revenue

$257,701

Expenses

$390,491

Net Income

-$132,790

Net Assets

$2,165,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	97.0%
Interest Revenue	$0
Dividends	$7,701	3.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$387,650	99.3%
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	$2,165,916
Total Liabilities	$0
Net Assets	$2,165,916

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on Jan. 29, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2016

Revenue

$212,923

Expenses

$1,462,359

Net Income

-$1,249,436

Net Assets

$2,298,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,595	2.2%
Sales of Assets	$0
Other Income	$208,328	97.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,445,550	98.9%
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	$2,298,706
Total Liabilities	$0
Net Assets	$2,298,706

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on July 10, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2015

Revenue

$959,281

Expenses

$896,049

Net Income

$63,232

Net Assets

$3,548,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$405,638	42.3%
Interest Revenue	$0
Dividends	$10,192	1.1%
Sales of Assets	$541,448	56.4%
Other Income	$2,003	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,666	33.7%
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	$3,548,142
Total Liabilities	$0
Net Assets	$3,548,142

Compensation

Key Employees and Officers	Compensation	Other
Michael E Phelps (President)	$0	$0
Patricia E Phelps (Vice President/Secretary)	$0	$0
Randy Rich (Treasurer)	$0	$0

990-PF

Filed on July 24, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2014

Revenue

$346,790

Expenses

$1,356,932

Net Income

-$1,010,142

Net Assets

$3,484,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,230	3.8%
Sales of Assets	$157,262	45.3%
Other Income	$176,298	50.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,334,000	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	$3,484,910
Total Liabilities	$0
Net Assets	$3,484,910

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$151,166

Expenses

$1,525,844

Net Income

-$1,374,678

Net Assets

$4,495,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,603	1.1%
Interest Revenue	$0
Dividends	$23,626	15.6%
Sales of Assets	$38,589	25.5%
Other Income	$87,348	57.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,507,291	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	$4,495,052
Total Liabilities	$0
Net Assets	$4,495,052

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$11,240

Expenses

$1,347,751

Net Income

-$1,336,511

Net Assets

$5,869,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,301	> 100%
Dividends	$0
Sales of Assets	$57,174	> 100%
Other Income	-$74,235

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,330,426	98.7%
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	$5,869,730
Total Liabilities	$0
Net Assets	$5,869,730

990-PF

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

PDF

Fiscal Year Ending March
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending March
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Phelps Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov.
2021

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005