Margaret Mosher Phillips Foundaton

Shenandoah, TX
Tax-exempt since Aug. 1980
EIN: 75-1709181

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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

$164k (2024)

Expenses

$49.9k (2024)

Total Assets

$953k (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

$163,823

Expenses

$49,939

Net Income

$113,884

Net Assets

$953,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,624	12.6%
Sales of Assets	$143,199	87.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,305	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	$953,326
Total Liabilities	$0
Net Assets	$953,326

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Palmer (President)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$120,625

Expenses

$55,439

Net Income

-$176,064

Net Assets

$839,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,271
Sales of Assets	-$147,896
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,005	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	$839,442
Total Liabilities	$0
Net Assets	$839,442

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Palmer (President)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$13,276

Expenses

$59,353

Net Income

-$46,077

Net Assets

$1,015,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	18.8%
Interest Revenue	$0
Dividends	$38,215	> 100%
Sales of Assets	-$28,684
Other Income	$1,245	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,800	83.9%
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	$1,015,506
Total Liabilities	$0
Net Assets	$1,015,506

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Palmer (President)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 9, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$117,414

Expenses

$45,164

Net Income

$72,250

Net Assets

$1,061,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.9%
Interest Revenue	$0
Dividends	$26,738	22.8%
Sales of Assets	$89,676	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,800	68.2%
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	$1,061,583
Total Liabilities	$0
Net Assets	$1,061,583

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Palmer (President)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$373,233

Expenses

$41,868

Net Income

$331,365

Net Assets

$989,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	26.8%
Interest Revenue	$0
Dividends	$19,172	5.1%
Sales of Assets	$251,226	67.3%
Other Income	$2,835	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,600	77.9%
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	$989,333
Total Liabilities	$1
Net Assets	$989,332

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Palmer (President)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 4, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$26,542

Expenses

$45,895

Net Income

-$19,353

Net Assets

$657,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,027	> 100%
Sales of Assets	$0
Other Income	$782	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,800	80.2%
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	$657,968
Total Liabilities	$1
Net Assets	$657,967

Compensation

Key Employees and Officers	Compensation	Other
Ruth Anne Morgan Palmer (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

990-PF

Filed on Nov. 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$32,556

Expenses

$47,636

Net Income

-$15,080

Net Assets

$677,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,962	82.8%
Sales of Assets	$5,202	16.0%
Other Income	$392	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,950	79.7%
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	$677,321
Total Liabilities	$0
Net Assets	$677,321

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$27,406

Expenses

$43,394

Net Income

-$15,988

Net Assets

$692,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,761	90.3%
Sales of Assets	$2,645	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,610	77.5%
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	$692,401
Total Liabilities	$0
Net Assets	$692,401

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

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990-PF

Filed on Dec. 11, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$27,426

Expenses

$50,989

Net Income

-$23,563

Net Assets

$708,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,952	94.6%
Sales of Assets	$1,474	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,000	72.6%
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	$708,389
Total Liabilities	$0
Net Assets	$708,389

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

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990-PF

Filed on Aug. 30, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$313,799

Expenses

$55,234

Net Income

$258,565

Net Assets

$731,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,537	7.8%
Sales of Assets	$289,262	92.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,100	78.0%
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	$731,952
Total Liabilities	$0
Net Assets	$731,952

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca L Atkinson (Treasurer)	$0	$0

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990-PF

Filed on May 24, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$19,674

Expenses

$76,755

Net Income

-$57,081

Net Assets

$473,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,344	98.3%
Sales of Assets	$0
Other Income	$330	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,400	91.7%
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	$473,387
Total Liabilities	$0
Net Assets	$473,387

Compensation

Key Employees and Officers	Compensation	Other
Rebecca Atkinson (Treasurer)	$1,500	$0
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0

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990-PF

Filed on May 14, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$26,291

Expenses

$108,078

Net Income

-$81,787

Net Assets

$513,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,742	97.9%
Sales of Assets	$0
Other Income	$549	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,350	90.1%
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	$513,145
Total Liabilities	$0
Net Assets	$513,145

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Rosenlund (Trustee)	$0	$0
Ruth Ann Morgan (Trustee)	$0	$0
Janice K Dauterman (Trustee)	$0	$0
Rebecca Atkinson (Treasurer)	$0	$0

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990-PF

Filed on Aug. 5, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$31,190

Expenses

$66,939

Net Income

-$35,749

Net Assets

$560,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,351	74.9%
Sales of Assets	$7,347	23.6%
Other Income	$492	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,301	84.1%
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	$560,437
Total Liabilities	$1
Net Assets	$560,436

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,988

Expenses

$57,575

Net Income

-$35,587

Net Assets

$588,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,886	95.0%
Sales of Assets	$0
Other Income	$1,102	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,500	80.8%
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	$588,839
Total Liabilities	$1
Net Assets	$588,838

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2001

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

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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Updated March 23, 2026

Margaret Mosher Phillips Foundaton

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $164k (2024)

Expenses $49.9k (2024)

Total Assets $953k (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

$164k (2024)

Expenses

$49.9k (2024)

Total Assets

$953k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001