Gerald W And Mary Ann Phillips Family Charitable Foundation

Loudon, TN
Tax-exempt since Aug. 1999
EIN: 62-1744494

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$48.9k (2024)

Expenses

$50.4k (2024)

Total Assets

$442k (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

$48,902

Expenses

$50,448

Net Income

-$1,546

Net Assets

$441,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,771	11.8%
Dividends	$14,882	30.4%
Sales of Assets	$28,249	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,278	83.8%
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	$441,662
Total Liabilities	$0
Net Assets	$441,662

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$47,586

Expenses

$56,432

Net Income

-$8,846

Net Assets

$442,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,208	6.7%
Dividends	$14,457	30.4%
Sales of Assets	$29,921	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,308	87.4%
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	$442,889
Total Liabilities	$0
Net Assets	$442,889

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on April 8, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$48,452

Expenses

$52,502

Net Income

-$4,050

Net Assets

$451,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,985	8.2%
Dividends	$13,108	27.1%
Sales of Assets	$31,359	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,668	87.0%
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	$451,735
Total Liabilities	$0
Net Assets	$451,735

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on March 31, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$25,062

Expenses

$57,719

Net Income

-$32,657

Net Assets

$455,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,230	20.9%
Dividends	$13,727	54.8%
Sales of Assets	$6,105	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,697	87.8%
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	$455,785
Total Liabilities	$0
Net Assets	$455,785

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on March 30, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$17,988

Expenses

$50,967

Net Income

-$32,979

Net Assets

$488,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,856	38.1%
Dividends	$12,212	67.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,352	87.0%
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	$488,442
Total Liabilities	$1
Net Assets	$488,441

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 7, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$16,398

Expenses

$47,614

Net Income

-$31,216

Net Assets

$521,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,414	45.2%
Dividends	$14,022	85.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,859	87.9%
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	$521,421
Total Liabilities	$1
Net Assets	$521,420

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 13, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$39,216

Expenses

$46,125

Net Income

-$6,909

Net Assets

$552,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,941	17.7%
Dividends	$16,992	43.3%
Sales of Assets	$15,283	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,447	89.9%
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	$552,637
Total Liabilities	$0
Net Assets	$552,637

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 9, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$27,281

Expenses

$38,974

Net Income

-$11,693

Net Assets

$559,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,840	25.1%
Dividends	$15,922	58.4%
Sales of Assets	$4,519	16.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,265	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	$559,546
Total Liabilities	$0
Net Assets	$559,546

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$15,667

Expenses

$32,516

Net Income

-$16,849

Net Assets

$571,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,845	30.9%
Dividends	$10,458	66.8%
Sales of Assets	$364	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,911	95.1%
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	$571,239
Total Liabilities	$0
Net Assets	$571,239

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 11, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$20,687

Expenses

$37,684

Net Income

-$16,997

Net Assets

$588,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,273	44.8%
Dividends	$9,611	46.5%
Sales of Assets	$1,803	8.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,813	95.0%
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	$588,088
Total Liabilities	$0
Net Assets	$588,088

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$25,999

Expenses

$36,775

Net Income

-$10,776

Net Assets

$605,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,931	38.2%
Dividends	$8,919	34.3%
Sales of Assets	$7,149	27.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,832	94.7%
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	$605,085
Total Liabilities	$0
Net Assets	$605,085

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$34,045

Expenses

$33,910

Net Income

$135

Net Assets

$615,861

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,054	35.4%
Dividends	$12,187	35.8%
Sales of Assets	$9,064	26.6%
Other Income	$740	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,611	96.2%
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	$615,861
Total Liabilities	$0
Net Assets	$615,861

Compensation

Key Employees and Officers	Compensation	Other
Gerald W Phillips (Co Trustee)	$0	$0
Mary Ann Phillips (Co Trustee)	$0	$0

990-PF

Filed on May 13, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$16,880

Expenses

$33,104

Net Income

-$16,224

Net Assets

$615,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,503	74.1%
Dividends	$6,673	39.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,802	96.1%
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	$615,726
Total Liabilities	$0
Net Assets	$615,726

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$17,127

Expenses

$29,374

Net Income

-$12,247

Net Assets

$631,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,773	74.6%
Dividends	$5,174	30.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,272	96.2%
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	$631,950
Total Liabilities	$0
Net Assets	$631,950

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

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Updated March 23, 2026

Gerald W And Mary Ann Phillips Family Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $48.9k (2024)

Expenses $50.4k (2024)

Total Assets $442k (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

$48.9k (2024)

Expenses

$50.4k (2024)

Total Assets

$442k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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