FURP.ORG / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
John P Levin CHAIRMAN2015-2021 5 $0 reported 2
Terryl A Levin SECRETARY2015-2021 5 $0 reported 1
Peter M Folger TREASURER & DIRECTOR2016-2021 5 $0 reported 1
Suzan L Corben (former) TREASURER2015 5 $0 reported 1

People by year

2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIRMAN5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
Peter M Folger TREASURER & DIRECTOR5 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN P LEVIN CHAIR5 $0-$0 $02
TERRYL A LEVIN SECRETARY5 $0-$0 $01
SUZAN L CORBEN TREASURER5 $0-$0 $01

Highest-paid independent contractors

2021 · 1 contractor · $57K
NameLocationServicePaid
SEILER LLPREDWOOD CITY, CAACCOUNTING SERVICES$57,110
2020 · 1 contractor · $142K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT FEES$142,289
2019 · 1 contractor · $144K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT FEES$143,629
2018 · 1 contractor · $145K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT FEES$145,098
2017 · 1 contractor · $230K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT FEES$229,986
2016 · 1 contractor · $246K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT FEES$246,279
2015 · 1 contractor · $277K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$58,236$82,191,365 $0$0 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$2,450,644$3,764,494 $77,606,844$77,553,101 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$3,489,967$3,612,108 $75,978,951$75,925,208 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$3,525,174$3,978,590 $66,267,940$66,229,640 $0- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$13,485,283$4,197,959 $75,259,212$75,170,912 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$2,640,020$3,877,191 $66,214,806$66,126,506 $0- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE JAY & ROSE PHILLIPS FAMILY FOUNDATIONCANot reported -$205,157$81,052,521 CHAIR$0 Similar name, revenue differs more than 10x, same state
THE CHARLES G PHILLIPS FAMILYFLNot reported $12$25 TRUSTEE$0 Similar name, revenue differs more than 10x
THE PHILLIPS FAMILY FOUNDATIONNVNot 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JEWISHCOLORADO DAF sponsor$23,5851 12020–2020 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
LineAs describedTotalShare
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$82,191,365100%

View the filing

2020 · Form 990PF · $3,764,494 spent · pay $0 · grants $3,435,500 · events $0
LineAs describedTotalShare
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$3,764,494100%

View the filing

2019 · Form 990PF · $3,612,108 spent · pay $0 · grants $3,300,000 · events $0
LineAs describedTotalShare
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$3,612,108100%

View the filing

2018 · Form 990PF · $3,978,590 spent · pay $0 · grants $3,670,000 · events $0
LineAs describedTotalShare
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$3,978,590100%

View the filing

2017 · Form 990PF · $4,197,959 spent · pay $0 · grants $3,666,500 · events $0
LineAs describedTotalShare
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$4,197,959100%

View the filing

2016 · Form 990PF · $3,877,191 spent · pay $0 · grants $3,372,000 · events $0
LineAs describedTotalShare
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$3,877,191100%

View the filing

2015 · Form 990PF · $4,060,942 spent · pay $0 · grants $3,518,000 · events $0
LineAs describedTotalShare
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$4,060,942100%

View the filing