Wilbur S Smith And Stephanie E Smith Phillips Foundation Inc

Sheffield David G Ttee

Charleston, SC
Tax-exempt since Feb. 2004
EIN: 55-0798231

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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

$57.2k (2024)

Expenses

$30.9k (2024)

Total Assets

$1.03M (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

$57,179

Expenses

$30,920

Net Income

$26,259

Net Assets

$1,026,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,493	16.6%
Dividends	$23,310	40.8%
Sales of Assets	$23,875	41.8%
Other Income	$501	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,000	58.2%
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	$1,026,454
Total Liabilities	$0
Net Assets	$1,026,454

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$316,870

Expenses

$64,942

Net Income

$251,928

Net Assets

$999,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,313	1.4%
Dividends	$19,081	6.0%
Sales of Assets	$6,187	2.0%
Other Income	$287,289	90.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	84.7%
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	$999,782
Total Liabilities	$0
Net Assets	$999,782

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$23,754

Expenses

$57,640

Net Income

-$33,886

Net Assets

$747,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148	0.6%
Dividends	$17,545	73.9%
Sales of Assets	$1,669	7.0%
Other Income	$4,392	18.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	86.7%
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	$747,854
Total Liabilities	$0
Net Assets	$747,854

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 16, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$56,603

Expenses

$59,958

Net Income

-$3,355

Net Assets

$781,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$16,458	29.1%
Sales of Assets	$37,086	65.5%
Other Income	$3,053	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	83.4%
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	$781,740
Total Liabilities	$0
Net Assets	$781,740

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$75,132

Expenses

$61,328

Net Income

$13,804

Net Assets

$785,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$18,725	24.9%
Sales of Assets	$52,860	70.4%
Other Income	$3,522	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,000	83.2%
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	$785,218
Total Liabilities	$1
Net Assets	$785,217

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$34,053

Expenses

$47,110

Net Income

-$13,057

Net Assets

$768,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$184	0.5%
Dividends	$19,822	58.2%
Sales of Assets	$10,692	31.4%
Other Income	$3,355	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	84.9%
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	$768,761
Total Liabilities	$1
Net Assets	$768,760

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 11, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$35,855

Expenses

$47,069

Net Income

-$11,214

Net Assets

$785,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,565	51.8%
Sales of Assets	$14,754	41.1%
Other Income	$2,536	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	85.0%
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	$785,137
Total Liabilities	$0
Net Assets	$785,137

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$28,282

Expenses

$47,321

Net Income

-$19,039

Net Assets

$796,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,112	60.5%
Sales of Assets	$10,313	36.5%
Other Income	$857	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	84.5%
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	$796,577
Total Liabilities	$0
Net Assets	$796,577

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$27,076

Expenses

$40,999

Net Income

-$13,923

Net Assets

$817,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,743	61.8%
Sales of Assets	$6,185	22.8%
Other Income	$4,148	15.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	97.6%
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	$817,806
Total Liabilities	$0
Net Assets	$817,806

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on May 2, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$30,956

Expenses

$40,287

Net Income

-$9,331

Net Assets

$831,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,576	56.8%
Sales of Assets	$13,368	43.2%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	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	$831,729
Total Liabilities	$0
Net Assets	$831,729

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$28,659

Expenses

$54,806

Net Income

-$26,147

Net Assets

$841,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,250	74.1%
Sales of Assets	$6,487	22.6%
Other Income	$922	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,500	99.4%
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	$841,180
Total Liabilities	$0
Net Assets	$841,180

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$15,216

Expenses

$50,000

Net Income

-$34,784

Net Assets

$867,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,338	81.1%
Sales of Assets	$1,249	8.2%
Other Income	$1,629	10.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	100%
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	$867,928
Total Liabilities	$0
Net Assets	$867,928

Compensation

Key Employees and Officers	Compensation	Other
Stephanie E Smith Phillips (Director)	$0	$0
James H Phillips (Director)	$0	$0
William F Quattlebaum (Director)	$0	$0

990-PF

Filed on May 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$24,489

Expenses

$50,000

Net Income

-$25,511

Net Assets

$896,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,720	> 100%
Sales of Assets	$0
Other Income	$1,185	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	100%
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	$896,065
Total Liabilities	$1
Net Assets	$896,064

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$32,877

Expenses

$50,060

Net Income

-$17,183

Net Assets

$920,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.1%
Dividends	$31,447	95.7%
Sales of Assets	$0
Other Income	$3,059	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	99.9%
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	$920,734
Total Liabilities	$1
Net Assets	$920,733

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

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

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Wilbur S Smith And Stephanie E Smith Phillips Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $57.2k (2024)

Expenses $30.9k (2024)

Total Assets $1.03M (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

$57.2k (2024)

Expenses

$30.9k (2024)

Total Assets

$1.03M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2015

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2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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