William H Phipps Foundation

Hudson, WI
Tax-exempt since Nov. 1951
EIN: 39-6043312

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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.

Donations to this organization are tax deductible.

Revenue

$168k (2024)

Expenses

$372k (2024)

Total Assets

$6.47M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2010 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 April
2024

Revenue

$167,875

Expenses

$371,768

Net Income

-$203,893

Net Assets

$6,466,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,150	24.5%
Dividends	$146,261	87.1%
Sales of Assets	-$19,536
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,500	90.0%
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	$6,466,131
Total Liabilities	$0
Net Assets	$6,466,131

Compensation

Key Employees and Officers	Compensation	Other
Jill Burchill (President)	$0	$0
Christine Carufel (Vicepres&Sec)	$0	$0
Eric G Johnson (Director)	$0	$0
Paul Mcginnis (Director)	$0	$0
Ryan Cari (Director)	$0	$0

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990-PF

Filed on March 18, 2025

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

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Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$209,493

Expenses

$242,180

Net Income

-$32,687

Net Assets

$6,670,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,235	17.3%
Dividends	$151,071	72.1%
Sales of Assets	$22,187	10.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,667	82.9%
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	$6,670,026
Total Liabilities	$0
Net Assets	$6,670,026

Compensation

Key Employees and Officers	Compensation	Other
Jill Burchill (President)	$0	$0
Monica Weekes (Vicepres&Sec)	$0	$0
Eric G Johnson (Director)	$0	$0
Christine Carufel (Director)	$0	$0
Ryan Cari (Director)	$0	$0

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990-PF

Filed on March 15, 2024

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

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PDF XML

Fiscal Year Ending April
2022

Revenue

$370,035

Expenses

$303,248

Net Income

$66,787

Net Assets

$6,702,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,445	10.9%
Dividends	$120,488	32.6%
Sales of Assets	$209,102	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,500	81.6%
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	$6,702,713
Total Liabilities	$0
Net Assets	$6,702,713

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Vicepres&Sec)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2021

Revenue

$249,295

Expenses

$244,772

Net Income

$4,523

Net Assets

$6,635,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,748	17.9%
Dividends	$106,804	42.8%
Sales of Assets	$97,743	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,003	81.7%
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	$6,635,926
Total Liabilities	$0
Net Assets	$6,635,926

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Vicepres&Sec)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 15, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2020

Revenue

$189,132

Expenses

$253,669

Net Income

-$64,537

Net Assets

$6,631,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,594	24.6%
Dividends	$139,308	73.7%
Sales of Assets	$3,230	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,837	94.2%
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	$6,631,403
Total Liabilities	$1
Net Assets	$6,631,402

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Secretary&Tr)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 15, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2019

Revenue

$586,605

Expenses

$360,110

Net Income

$226,495

Net Assets

$6,695,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,004	7.8%
Dividends	$143,858	24.5%
Sales of Assets	$396,743	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$342,726	95.2%
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	$6,695,940
Total Liabilities	$1
Net Assets	$6,695,939

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Secretary&Tr)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 17, 2020

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

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Schedules ▼

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Fiscal Year Ending April
2018

Revenue

$426,941

Expenses

$317,922

Net Income

$109,019

Net Assets

$6,469,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,624	8.8%
Dividends	$139,040	32.6%
Sales of Assets	$250,277	58.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,450	95.4%
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	$6,469,445
Total Liabilities	$0
Net Assets	$6,469,445

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Secretary&Tr)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2017

Revenue

$160,488

Expenses

$300,969

Net Income

-$140,481

Net Assets

$6,360,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,381	20.8%
Dividends	$98,487	61.4%
Sales of Assets	$28,620	17.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,822	95.6%
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	$6,360,426
Total Liabilities	$0
Net Assets	$6,360,426

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Eric G Johnson (Director)	$0	$0
Monica Weekes (Secretary&Tr)	$0	$0
Charles Huntley (Director)	$0	$0
Jill Burchill (Director)	$0	$0

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990-PF

Filed on March 16, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2016

Revenue

$247,698

Expenses

$343,320

Net Income

-$95,622

Net Assets

$6,500,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,552	14.8%
Dividends	$138,578	55.9%
Sales of Assets	$71,775	29.0%
Other Income	$793	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,135	97.0%
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	$6,500,907
Total Liabilities	$0
Net Assets	$6,500,907

Compensation

Key Employees and Officers	Compensation	Other
Ken Heiser (Director)	$0	$0
John Clymer (President&Tr)	$0	$0
Kitty Rhoades (Director)	$0	$0
Monica Weekes (Secretary&Tr)	$0	$0
Charles Huntley (Director)	$0	$0

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990-PF

Filed on March 16, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2015

Revenue

$197,013

Expenses

$262,844

Net Income

-$65,831

Net Assets

$6,596,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,113	23.9%
Dividends	$153,062	77.7%
Sales of Assets	-$3,162
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,462	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	$6,596,529
Total Liabilities	$0
Net Assets	$6,596,529

Compensation

Key Employees and Officers	Compensation	Other
Frederick E Nagel (Dir & Pres)	$0	$0
Ken Heiser (Director)	$0	$0
John Clymer (Dir & Sec &)	$0	$0
Kitty Rhoades (Director)	$0	$0
Monica Weekes (Director)	$0	$0
Charles Huntley (Director)	$0	$0

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990-PF

Filed on March 15, 2016

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

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PDF XML

Fiscal Year Ending April
2014

Revenue

$324,998

Expenses

$392,676

Net Income

-$67,678

Net Assets

$6,662,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,374	15.5%
Dividends	$121,901	37.5%
Sales of Assets	$152,723	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$381,220	97.1%
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	$6,662,360
Total Liabilities	$0
Net Assets	$6,662,360

Compensation

Key Employees and Officers	Compensation	Other
Frederick E Nagel (Dir & Pres)	$0	$0
Ken Heiser (Director)	$0	$0
John Clymer (Dir & Sec &)	$0	$0
Kitty Rhoades (Director)	$0	$0
Monica Weekes (Director)	$0	$0
Charles Huntley (Director)	$0	$0

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990-PF

Filed on Dec. 12, 2014

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

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Fiscal Year Ending April
2013

Revenue

$211,640

Expenses

$301,879

Net Income

-$90,239

Net Assets

$6,730,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,438	15.8%
Dividends	$148,168	70.0%
Sales of Assets	$27,986	13.2%
Other Income	$2,048	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,827	96.3%
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	$6,730,038
Total Liabilities	$1
Net Assets	$6,730,037

990-PF

Filed on April 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2012

Revenue

$708,996

Expenses

$336,819

Net Income

$372,177

Net Assets

$6,820,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,788	8.2%
Dividends	$122,045	17.2%
Sales of Assets	$521,837	73.6%
Other Income	$7,326	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,593	86.6%
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	$6,820,277
Total Liabilities	$1
Net Assets	$6,820,276

990-PF

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

PDF

Fiscal Year Ending April
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 April
2010

Revenue

$300,865

Expenses

$422,825

Net Income

-$121,960

Net Assets

$6,147,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86,621	28.8%
Dividends	$87,858	29.2%
Sales of Assets	$115,385	38.4%
Other Income	$11,001	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,012	90.8%
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	$6,147,349
Total Liabilities	$1
Net Assets	$6,147,348

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.

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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

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Updated March 23, 2026

William H Phipps Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $168k (2024)

Expenses $372k (2024)

Total Assets $6.47M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$168k (2024)

Expenses

$372k (2024)

Total Assets

$6.47M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002