THE JAY & ROSE PHILLIPS FAMILY
Cite this
Plain text THE JAY & ROSE PHILLIPS FAMILY. furp.org, nonprofit organization profile, tax years 2015–2021. https://furp.org/org/274196690. Retrieved 2026-10-21.
APA furp.org. (n.d.). THE JAY & ROSE PHILLIPS FAMILY [Nonprofit organization profile; tax years 2015–2021]. Retrieved October 21, 2026, from https://furp.org/org/274196690
MLA “THE JAY & ROSE PHILLIPS FAMILY.” furp.org, tax years 2015–2021, https://furp.org/org/274196690. Accessed 21 Oct. 2026.
Retrieved 2026-10-21; covers tax years 2015–2021. Data: furp.org, CC BY 4.0.
2021 · Form 990PF · revenue $58K · expenses $82.2M · assets $0
- Also known as
- FOUNDATION OF CALIFORNIA
- EIN
- 27-4196690
- Address
- 199 FREMONT STREET 20TH FLOOR, SAN FRANCISCO, CA 94105
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 4 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| John P Levin | CHAIRMAN | 2015-2021 | 5 | $0 reported | 2 |
| Terryl A Levin | SECRETARY | 2015-2021 | 5 | $0 reported | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 2016-2021 | 5 | $0 reported | 1 |
| Suzan L Corben (former) | TREASURER | 2015 | 5 | $0 reported | 1 |
People by year
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIRMAN | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| Peter M Folger | TREASURER & DIRECTOR | 5 | $0 | - | $0 | $0 | 1 |
2015 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN P LEVIN | CHAIR | 5 | $0 | - | $0 | $0 | 2 |
| TERRYL A LEVIN | SECRETARY | 5 | $0 | - | $0 | $0 | 1 |
| SUZAN L CORBEN | TREASURER | 5 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2021 · 1 contractor · $57K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEILER LLP | REDWOOD CITY, CA | ACCOUNTING SERVICES | $57,110 |
2020 · 1 contractor · $142K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $142,289 |
2019 · 1 contractor · $144K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $143,629 |
2018 · 1 contractor · $145K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $145,098 |
2017 · 1 contractor · $230K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $229,986 |
2016 · 1 contractor · $246K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $246,279 |
2015 · 1 contractor · $277K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT FEES | $276,905 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2021 · 4 grants to organizations · $82.0M
2020 · 28 grants to organizations · $3.4M
2019 · 32 grants to organizations · $3.3M
2018 · 31 grants to organizations · $3.7M
2017 · 32 grants to organizations · $3.7M
2016 · 31 grants to organizations · $3.4M
2015 · 40 grants to organizations · $3.5M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2021 · Form 990PF | ||||||||
| $58,236 | $82,191,365 | $0 | $0 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $2,450,644 | $3,764,494 | $77,606,844 | $77,553,101 | $0 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $3,489,967 | $3,612,108 | $75,978,951 | $75,925,208 | $0 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $3,525,174 | $3,978,590 | $66,267,940 | $66,229,640 | $0 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $13,485,283 | $4,197,959 | $75,259,212 | $75,170,912 | $0 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $2,640,020 | $3,877,191 | $66,214,806 | $66,126,506 | $0 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $4,562,993 | $4,060,942 | $67,698,893 | $67,610,593 | $0 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE JAY & ROSE PHILLIPS FAMILY FOUNDATION | CA | Not reported | -$205,157 | $81,052,521 | CHAIR | $0 | Similar name, revenue differs more than 10x, same state |
| THE CHARLES G PHILLIPS FAMILY | FL | Not reported | $12 | $25 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| THE PHILLIPS FAMILY FOUNDATION | NV | Not reported | $0 | $0 | TRUSTEE | $0 | Similar name |
Who funds organizations like this
Grantors that funded the 3 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JEWISHCOLORADO | DAF sponsor | $23,585 | 1 | 1 | 2020–2020 | THE JAY & ROSE PHILLIPS FAMILY FOUNDATION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2021 · Form 990PF · $82,191,365 spent · pay $0 · grants $82,048,543 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $82,048,543 | 99.8% | |
| Fees: accounting | $59,929 | 0.1% | |
| Fees: other professional | $39,484 | 0.0% | |
| Fees: legal | $24,980 | 0.0% | |
| Other expenses | $9,671 | 0.0% | |
| Taxes | $8,758 | 0.0% | |
| Total | $82,191,365 | 100% |
2020 · Form 990PF · $3,764,494 spent · pay $0 · grants $3,435,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,435,500 | 91.3% | |
| Taxes | $113,398 | 3.0% | |
| Fees: other professional | $108,138 | 2.9% | |
| Fees: accounting | $63,990 | 1.7% | |
| Other expenses | $35,127 | 0.9% | |
| Fees: legal | $8,341 | 0.2% | |
| Total | $3,764,494 | 100% |
2019 · Form 990PF · $3,612,108 spent · pay $0 · grants $3,300,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,300,000 | 91.4% | |
| Taxes | $109,730 | 3.0% | |
| Fees: other professional | $108,252 | 3.0% | |
| Fees: accounting | $56,325 | 1.6% | |
| Other expenses | $35,537 | 1.0% | |
| Fees: legal | $2,264 | 0.1% | |
| Total | $3,612,108 | 100% |
2018 · Form 990PF · $3,978,590 spent · pay $0 · grants $3,670,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,670,000 | 92.2% | |
| Fees: other professional | $108,352 | 2.7% | |
| Taxes | $93,024 | 2.3% | |
| Fees: accounting | $57,210 | 1.4% | |
| Other expenses | $37,154 | 0.9% | |
| Fees: legal | $12,850 | 0.3% | |
| Total | $3,978,590 | 100% |
2017 · Form 990PF · $4,197,959 spent · pay $0 · grants $3,666,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,666,500 | 87.3% | |
| Fees: other professional | $207,172 | 4.9% | |
| Taxes | $202,708 | 4.8% | |
| Other expenses | $64,296 | 1.5% | |
| Fees: accounting | $45,155 | 1.1% | |
| Fees: legal | $12,128 | 0.3% | |
| Total | $4,197,959 | 100% |
2016 · Form 990PF · $3,877,191 spent · pay $0 · grants $3,372,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,372,000 | 87.0% | |
| Fees: other professional | $327,324 | 8.4% | |
| Other expenses | $79,724 | 2.1% | |
| Fees: accounting | $41,725 | 1.1% | |
| Taxes | $34,269 | 0.9% | |
| Fees: legal | $22,149 | 0.6% | |
| Total | $3,877,191 | 100% |
2015 · Form 990PF · $4,060,942 spent · pay $0 · grants $3,518,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,518,000 | 86.6% | |
| Fees: other professional | $329,454 | 8.1% | |
| Taxes | $83,639 | 2.1% | |
| Other expenses | $79,805 | 2.0% | |
| Fees: accounting | $43,085 | 1.1% | |
| Fees: legal | $6,959 | 0.2% | |
| Total | $4,060,942 | 100% |