Fenwick Foundation

Chapel Hill, NC
Tax-exempt since July 2019
EIN: 56-2150323

Receive an email when new data is available for this organization.

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

$1.2M (2024)

Expenses

$982k (2024)

Total Assets

$6.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 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

$1,199,518

Expenses

$982,450

Net Income

$217,068

Net Assets

$6,796,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$169,418	14.1%
Interest Revenue	$0
Dividends	$159,979	13.3%
Sales of Assets	$138,707	11.6%
Other Income	$731,414	61.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$937,537	95.4%
Compensation of Officers*	$45,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,796,097
Total Liabilities	$0
Net Assets	$6,796,097

Compensation

Key Employees and Officers	Compensation	Other
Frank Phoenix (President)	$15,000	$0
James E Phoenix (Secretary)	$15,000	$0
J Stuart Phoenix (Treasurer)	$15,000	$0

990-PF

Filed on March 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$590,370

Expenses

$990,153

Net Income

-$399,783

Net Assets

$6,575,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$261,167	44.2%
Interest Revenue	$0
Dividends	$141,115	23.9%
Sales of Assets	$188,088	31.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950,831	96.0%
Compensation of Officers*	$45,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,575,935
Total Liabilities	$0
Net Assets	$6,575,935

Compensation

Key Employees and Officers	Compensation	Other
Frank Phoenix (President)	$15,000	$0
James E Phoenix (Secretary)	$15,000	$0
J Stuart Phoenix (Treasurer)	$15,000	$0

990-PF

Filed on March 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2022

Revenue

$818,924

Expenses

$942,914

Net Income

-$123,990

Net Assets

$7,027,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,798	30.6%
Interest Revenue	$0
Dividends	$129,966	15.9%
Sales of Assets	$438,160	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$880,624	93.4%
Compensation of Officers*	$45,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,027,573
Total Liabilities	$0
Net Assets	$7,027,573

Compensation

Key Employees and Officers	Compensation	Other
Frank Phoenix (President)	$15,000	$0
James E Phoenix (Secretary)	$15,000	$0
J Stuart Phoenix (Treasurer)	$15,000	$0

990-PF

Filed on March 14, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2021

Revenue

$822,856

Expenses

$912,239

Net Income

-$89,383

Net Assets

$7,134,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$229,103	27.8%
Interest Revenue	$0
Dividends	$121,952	14.8%
Sales of Assets	$450,720	54.8%
Other Income	$21,081	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$863,450	94.7%
Compensation of Officers*	$45,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,134,271
Total Liabilities	$0
Net Assets	$7,134,271

Compensation

Key Employees and Officers	Compensation	Other
Frank Phoenix (President)	$15,000	$0
James E Phoenix (Secretary)	$15,000	$0
J Stuart Phoenix (Treasurer)	$15,000	$0

990-PF

Filed on March 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$550,341

Expenses

$1,026,127

Net Income

-$475,786

Net Assets

$7,404,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$186,756	33.9%
Interest Revenue	$0
Dividends	$142,320	25.9%
Sales of Assets	$220,539	40.1%
Other Income	$726	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$972,105	94.7%
Compensation of Officers*	$45,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,404,510
Total Liabilities	$1
Net Assets	$7,404,509

Compensation

Key Employees and Officers	Compensation	Other
Frank Phoenix (President)	$15,000	$0
James E Phoenix (Secretary)	$15,000	$0
J Stuart Phoenix (Treasurer)	$15,000	$0

990-PF

Filed on March 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2019

Revenue

$855,091

Expenses

$1,228,375

Net Income

-$373,284

Net Assets

$7,852,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$212,019	24.8%
Interest Revenue	$0
Dividends	$160,466	18.8%
Sales of Assets	$481,737	56.3%
Other Income	$869	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,136,561	92.5%
Compensation of Officers*	$45,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,852,217
Total Liabilities	$0
Net Assets	$7,852,217

990-PF

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

PDF

Fiscal Year Ending April
2018

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
2017

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
2016

Revenue

$1,149,960

Expenses

$1,031,406

Net Income

$118,554

Net Assets

$9,059,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$204,390	17.8%
Interest Revenue	$0
Dividends	$240,088	20.9%
Sales of Assets	$705,482	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$945,755	91.7%
Compensation of Officers*	$45,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,059,327
Total Liabilities	$0
Net Assets	$9,059,327

990-PF

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

PDF

Fiscal Year Ending April
2015

Revenue

$4,452,903

Expenses

$835,231

Net Income

$3,617,672

Net Assets

$8,858,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,757,404	84.4%
Interest Revenue	$0
Dividends	$180,261	4.0%
Sales of Assets	$515,238	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$786,407	94.2%
Compensation of Officers*	$45,000	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,858,888
Total Liabilities	$0
Net Assets	$8,858,888

990-PF

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

PDF

Fiscal Year Ending April
2014

Revenue

$851,309

Expenses

$857,649

Net Income

-$6,340

Net Assets

$5,599,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$182,820	21.5%
Interest Revenue	$0
Dividends	$98,564	11.6%
Sales of Assets	$569,925	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$826,987	96.4%
Compensation of Officers*	$45,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,599,554
Total Liabilities	$0
Net Assets	$5,599,554

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending April
2013

Revenue

$586,378

Expenses

$739,937

Net Income

-$153,559

Net Assets

$5,594,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$165,679	28.3%
Interest Revenue	$0
Dividends	$142,249	24.3%
Sales of Assets	$275,565	47.0%
Other Income	$2,885	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$709,504	95.9%
Compensation of Officers*	$45,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,594,124
Total Liabilities	$0
Net Assets	$5,594,124

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending April
2012

Revenue

$314,962

Expenses

$522,040

Net Income

-$207,078

Net Assets

$5,756,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$178,898	56.8%
Interest Revenue	$0
Dividends	$121,158	38.5%
Sales of Assets	$14,779	4.7%
Other Income	$127	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,347	94.3%
Compensation of Officers*	$51,756	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,756,746
Total Liabilities	$0
Net Assets	$5,756,746

990-PF

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

PDF

PDF (2 of 2)

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

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
2009

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
2008

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
2007

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
2006

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
2005

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
2003

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
2002

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

PDF (2 of 2)

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

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Fenwick Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.2M (2024)

Expenses $982k (2024)

Total Assets $6.8M (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

Document Links

990-PF

Fiscal Year Ending April 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2011

No Extracted Financial Data

Document Links

Revenue

$1.2M (2024)

Expenses

$982k (2024)

Total Assets

$6.8M (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
2003

Fiscal Year Ending April
2002