2024-11-11T10:03:31-08:00 2023-12-31 930770718 Jones Ham & Cluff PC CPAs 14475 SW Allen Blvd Suite A Beaverton OR 97005 990PF 2023-01-01 464337405 Phillips Family Foundation PHIL 5037970626 6140 S Macadam Avenue Portland OR 97239 H Frank Phillips III President 2024-11-06 true true Gary E Ham Jr P00351087 5036436333 2023 2024-10-15 13:58:12Z X 2541182 X 350000 X 3700 3700 3700 64902 64902 64902 38587 1045608 38587 26395 4 4 4 457193 107193 95001 2850 2850 57 57 2115 2115 1286 1286 6308 6308 0 94000 94000 100308 6308 94000 356885 100885 95001 258779 1829 1829 1713035 2301611 2419378 59408 88660 93054 31467 27474 26921 2062689 2419574 2541182 0 X 2062689 2419574 2062689 2419574 2062689 2419574 2062689 356885 2419574 2419574 MORGAN STANLEY-SHORT TERM COVERED P 2023-01-01 2023-01-01 224220 197825 26395 26395 MORGAN STANLEY-LONG-TERM COVERED P 2001-01-01 2023-01-01 405888 393696 12192 12192 FEDERATED HERMES GVT OBL P 2023-01-01 2023-01-01 415500 415500 38587 26395 1402 1402 1402 2250 2250 X 72 776 776 false false false false false false false true true OR true false false false false true N/A H Frank Phillips III 5037970626 6140 S Macadam Avenue Portland OR 97239 false false false false false false false false false false false false false false false false false false false false false false Henry Francis Phillips III 6140 S Macadam Ave Portland OR 97239 President 5.00 0 Janet L Phillips 6140 S Macadam Ave Portland OR 97239 Secretary 5.00 0 Henry Francis Phillips IV 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 John V Phillips 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 Jean M Hinkley 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 NONE NONE 1956756 33110 0 1989866 0 1989866 29848 1960018 98001 98001 1402 1402 96599 96599 96599 94000 94000 96599 26164 40535 13525 80224 94000 0 94000 2599 2599 77625 0 23565 54060 40535 13525 Henry Francis Phillips III Janet L Phillips X De La Salle North Catholic High Sch 7528 N Fenwick Ave Portland OR 97217 None To provide an affordable, college preparatory, faith-based education to young men and women throughout the Portland metro area with limited financial resources. 20000 Friends of the Children 44 NE Morris Street Portland OR 97212 None PC To provide Portland's most vulnerable children a nurturing and sustained relationship with a professional mentor who teaches positive values and has attainable 30000 White Bird PO Box 99 Portland OR 97207 None PC To help making dance exciting, educational, equitable and accessible to everyone. 1000 St Jude Children's Research Hospita 262 Danny Thomas Pl Memphis TN 38105 None PC To advance cures, and means of prevention, for pediatric catstrophic diseases through research and treatment 1000 Eisenhower Medical Center 39000 BOB Hope Drive Rancho Mirage CA 92270 None PC To serve the changing healthcare needs by providing excellence in patient care with supportive education and research 5000 Oregon Health Science University Fo 2020 SW 4th Avenue Suite 900 Portland OR 97201 None PC To improve the health and well-being of the state and its citizens 10000 St Andrews Catholic Church Comm Cen 806 NE Alberta Ave Portland OR 97211 None PC To be a visible presence of Christ in our culturally and racially diverse neighborhood, rooted in the Gospel and nurtured by liturgy, prayer, and the community of faith. To work with the poor, the powerless, and the oppressed for the liberation of all; to seek justice, compassion, and peace in our lives, community and world; and to proclaim and celebrate Gods unconditional love for all. 10000 Leukemia Lymphoma Society 3 Internatioal Drive Suite 200 Rye Brook NY 10573 None PC To cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. 1000 CAST for Kids Foundation 2755 Commercial St SE Suite 101 Salem OR 97302 None PC Enriching the lives of children with special needs through fishing 500 Legacy Health Foundation PO Box 4500 Unit 96 Portland OR 97208 None PC To provide good health for people, patients and communnities across the Portland and Vancouver metro area and mid-Willamette Valley. 15500 94000 14 3700 14 64902 38587 Wells Fargo & Co New 18 4 68606 38587 107193 false false false false false false false false false false Morgan Stanley Acct - Corporate Bonds 88660 93054 Morgan Stanley Acct. - Stocks 1561561 1673487 Morgan Stanley Acct - ETFs and CEFs 376554 382395 Morgan Stanley-Federated Govt ObliPRM 363496 363496 Morgan Stanley - Unit Investment Trusts FMV 27474 26921 Management Fees 1286 1286 Wells Fargo & Co New 4 4 4 Tax preparation 2850 2850 0 0 Federal tax 1230 1230 Foreign Tax 479 479 State tax 406 406