Waite And Genevieve Phillips Foundation

Amarillo, TX
Tax-exempt since Sept. 1985
EIN: 85-0335071

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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

$476k (2024)

Expenses

$633k (2024)

Total Assets

$8.58M (2024)

Total Liabilities

$1.79k (2024)

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 May
2024

Revenue

$476,076

Expenses

$633,453

Net Income

-$157,377

Net Assets

$8,582,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,367	4.9%
Dividends	$270,021	56.7%
Sales of Assets	$182,688	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$544,771	86.0%
Compensation of Officers*	$138,000	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,584,569
Total Liabilities	$1,793
Net Assets	$8,582,776

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$20,000	$0

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990-PF

Filed on Oct. 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$350,100

Expenses

$534,652

Net Income

-$184,552

Net Assets

$8,740,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,511	0.4%
Dividends	$263,369	75.2%
Sales of Assets	$85,220	24.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,647	85.2%
Compensation of Officers*	$138,000	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,740,186
Total Liabilities	$36
Net Assets	$8,740,150

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$20,000	$0

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990-PF

Filed on Oct. 16, 2023

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

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XML

Fiscal Year Ending May
2022

Revenue

$537,879

Expenses

$741,487

Net Income

-$203,608

Net Assets

$8,924,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$926	0.2%
Dividends	$326,635	60.7%
Sales of Assets	$207,540	38.6%
Other Income	$2,778	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,561	88.5%
Compensation of Officers*	$141,333	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,924,737
Total Liabilities	$39
Net Assets	$8,924,698

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Lela Phillips Puckett (Director)	$23,333	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0

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990-PF

Filed on April 18, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$487,813

Expenses

$570,174

Net Income

-$82,361

Net Assets

$9,128,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$380	0.1%
Dividends	$251,511	51.6%
Sales of Assets	$231,321	47.4%
Other Income	$4,601	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,906	86.4%
Compensation of Officers*	$138,000	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,128,308
Total Liabilities	$2
Net Assets	$9,128,306

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$20,000	$0

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990-PF

Filed on April 14, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$398,140

Expenses

$535,852

Net Income

-$137,712

Net Assets

$9,210,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,759	0.7%
Dividends	$355,771	89.4%
Sales of Assets	$39,610	9.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$522,868	97.6%
Compensation of Officers*	$138,000	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,210,666
Total Liabilities	$2
Net Assets	$9,210,664

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$20,000	$0

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990-PF

Filed on June 13, 2021

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

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Schedules ▼

XML

Fiscal Year Ending May
2019

Revenue

$186,646

Expenses

$565,923

Net Income

-$379,277

Net Assets

$9,348,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,558	1.4%
Dividends	$351,278	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$544,051	96.1%
Compensation of Officers*	$128,000	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,348,380
Total Liabilities	$2
Net Assets	$9,348,378

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Treas)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$10,000	$0

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990-PF

Filed on April 14, 2020

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

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PDF XML

Fiscal Year Ending May
2018

Revenue

$425,681

Expenses

$515,806

Net Income

-$90,125

Net Assets

$9,727,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,002	0.5%
Dividends	$360,495	84.7%
Sales of Assets	$62,877	14.8%
Other Income	$307	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$495,404	96.0%
Compensation of Officers*	$128,000	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,727,665
Total Liabilities	$5
Net Assets	$9,727,660

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Tre)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$10,000	$0

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990-PF

Filed on April 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2017

Revenue

$479,299

Expenses

$557,725

Net Income

-$78,426

Net Assets

$9,817,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,045	4.4%
Dividends	$397,049	82.8%
Sales of Assets	$60,652	12.7%
Other Income	$553	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$527,944	94.7%
Compensation of Officers*	$128,000	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,817,795
Total Liabilities	$9
Net Assets	$9,817,786

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$78,000	$0
Connie J Wootton (Sr Vice Pres/Sec Tre)	$20,000	$0
Douglas Clay Holcomb (Vice President)	$20,000	$0
Lela Phillips Puckett (Director)	$10,000	$0

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990-PF

Filed on April 10, 2018

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

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Fiscal Year Ending May
2016

Revenue

$20,682

Expenses

$640,939

Net Income

-$620,257

Net Assets

$9,919,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,050	5.1%
Dividends	$437,615	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$606,640	94.6%
Compensation of Officers*	$120,309	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,922,904
Total Liabilities	$3,500
Net Assets	$9,919,404

990-PF

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

PDF

Fiscal Year Ending May
2015

Revenue

$1,074,421

Expenses

$780,329

Net Income

$294,092

Net Assets

$10,539,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$984	0.1%
Dividends	$526,604	49.0%
Sales of Assets	$543,268	50.6%
Other Income	$3,565	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$628,833	80.6%
Compensation of Officers*	$93,258	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,543,654
Total Liabilities	$3,993
Net Assets	$10,539,661

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$64,631	$11,868
Connie J Wootton (Sr Vice Pres/Sec Tre)	$10,371	$1,859
Douglas Clay Holcomb (Vice President)	$8,669	$10,243
Elliott W Phillips (Chairman Emeritus)	$5,439	$4,046
Lela Phillips Puckett (Director)	$4,149	$0

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990-PF

Filed on Sept. 9, 2015

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

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Fiscal Year Ending May
2014

Revenue

$540,510

Expenses

$737,405

Net Income

-$196,895

Net Assets

$10,245,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,056	0.2%
Dividends	$463,277	85.7%
Sales of Assets	$71,725	13.3%
Other Income	$4,452	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$595,683	80.8%
Compensation of Officers*	$91,987	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,250,690
Total Liabilities	$5,119
Net Assets	$10,245,571

Compensation

Key Employees and Officers	Compensation	Other
Julie Phillips Puckett (Chairman President)	$63,623	$10,592
Connie J Wootton (Sr Vice Pres/Sec Tre)	$10,254	$1,887
Douglas Clay Holcomb (Vice President)	$8,572	$8,998
Elliott W Phillips (Chairman Emeritus)	$5,437	$4,582
Lela Phillips Puckett (Director)	$4,101	$0

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990-PF

Filed on Oct. 8, 2014

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

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Fiscal Year Ending May
2013

Revenue

$1,085,248

Expenses

$699,602

Net Income

$385,646

Net Assets

$10,442,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,265	0.2%
Dividends	$423,056	39.0%
Sales of Assets	$656,414	60.5%
Other Income	$3,513	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$568,324	81.2%
Compensation of Officers*	$94,325	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,445,490
Total Liabilities	$3,026
Net Assets	$10,442,464

990-PF

Filed on Nov. 14, 2013

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

View Filing

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PDF XML

Fiscal Year Ending May
2012

Revenue

$500,626

Expenses

$610,887

Net Income

-$110,261

Net Assets

$10,056,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,429	0.9%
Dividends	$521,953	> 100%
Sales of Assets	$0
Other Income	$8,061	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,826	81.3%
Compensation of Officers*	$81,100	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,059,494
Total Liabilities	$2,669
Net Assets	$10,056,825

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

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Waite And Genevieve Phillips Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $476k (2024)

Expenses $633k (2024)

Total Assets $8.58M (2024)

Total Liabilities $1.79k (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Revenue

$476k (2024)

Expenses

$633k (2024)

Total Assets

$8.58M (2024)

Total Liabilities

$1.79k (2024)

Fiscal Year Ending May
2024

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2023

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2022

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2021

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2008

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