Skip to content
ProPublica Donate
ProPublica Donate

Phillips Family Foundation

  • Covington, KY
  • Tax-exempt since Jan. 1998
  • EIN: 31-1544453

Organization summary

Type of Nonprofit

Designated as a 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$274k (2023)

Expenses
$180k (2023)

Total Assets
$4.65M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$274,363
Expenses
$179,835
Net Income
$94,528
Net Assets
$4,646,490
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $36,885
13.4%
Interest Revenue $31,195
11.4%
Dividends $68,860
25.1%
Sales of Assets $137,423
50.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,349
93.6%
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 $4,646,490
Total Liabilities $0
Net Assets $4,646,490
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$341,626
Expenses
$341,976
Net Income
-$350
Net Assets
$4,176,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,401
2.8%
Dividends $68,619
20.1%
Sales of Assets $263,606
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,718
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 $4,176,772
Total Liabilities $0
Net Assets $4,176,772
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$424,161
Expenses
$402,083
Net Income
$22,078
Net Assets
$4,887,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,563
0.4%
Dividends $92,506
21.8%
Sales of Assets $330,092
77.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $398,310
99.1%
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 $4,887,743
Total Liabilities $0
Net Assets $4,887,743
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,542
Expenses
$99,928
Net Income
$87,614
Net Assets
$4,591,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,563
0.8%
Dividends $86,375
46.1%
Sales of Assets $99,604
53.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,350
97.4%
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 $4,591,424
Total Liabilities $1
Net Assets $4,591,423
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$214,598
Expenses
$201,172
Net Income
$13,426
Net Assets
$4,037,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $650
0.3%
Interest Revenue $5,312
2.5%
Dividends $105,952
49.4%
Sales of Assets $93,039
43.4%
Other Income $9,645
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,821
93.9%
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 $4,037,532
Total Liabilities $1
Net Assets $4,037,531
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,620
Expenses
$240,127
Net Income
-$96,507
Net Assets
$3,477,601
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,497
1.7%
Dividends $95,546
66.5%
Sales of Assets $31,382
21.9%
Other Income $14,195
9.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,002
93.3%
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 $3,477,601
Total Liabilities $0
Net Assets $3,477,601
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,816
Expenses
$191,224
Net Income
-$102,408
Net Assets
$3,883,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,064
11.3%
Dividends $74,712
84.1%
Sales of Assets $0
Other Income $4,040
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,265
96.4%
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 $3,883,515
Total Liabilities $0
Net Assets $3,883,515
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (Director) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,953
Expenses
$170,689
Net Income
-$21,736
Net Assets
$3,295,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,112
8.1%
Dividends $90,746
60.9%
Sales of Assets $46,095
30.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,080
99.6%
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 $3,295,413
Total Liabilities $0
Net Assets $3,295,413
Compensation
Key Employees and Officers Compensation Other
Annette Phillips (President) $0 $0
Monica Phillips (Director) $0 $0
Kim Leland (Director) $0 $0

Document Links

990-PF
Filed on Aug. 18, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,137,676
Expenses
$100,213
Net Income
$1,037,463
Net Assets
$3,599,641
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $984,526
86.5%
Interest Revenue $1,903
0.2%
Dividends $96,254
8.5%
Sales of Assets $52,602
4.6%
Other Income $2,391
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,495
95.3%
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 $3,599,641
Total Liabilities $0
Net Assets $3,599,641

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,256
Expenses
$81,898
Net Income
-$642
Net Assets
$2,735,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,960
2.4%
Dividends $62,657
77.1%
Sales of Assets $13,330
16.4%
Other Income $3,309
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,738
85.2%
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 $2,735,433
Total Liabilities $0
Net Assets $2,735,433

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,635,240
Expenses
$79,761
Net Income
$1,555,479
Net Assets
$2,736,074
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,590,000
97.2%
Interest Revenue $1,358
0.1%
Dividends $38,199
2.3%
Sales of Assets $0
Other Income $6,300
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,275
74.3%
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 $2,736,075
Total Liabilities $1
Net Assets $2,736,074

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

990-PF

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated