Phillis Foundation
- Assets
- $1.3m
- Revenue
- $150.0k
- Investments
- $336.9k
- Employees
- 0
- Location
- Saratoga, CA
- Founding
- 12/2001
- Data as of
- 12/2021
- EIN
- 77-0578845
Organization Overview
Phillis Foundation is located in Saratoga, CA. The organization was established in 2001. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phillis Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Phillis Foundation generated $150.0k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $268.4k during the year ending 12/2021. While expenses have increased by 8.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Phillis Foundation has awarded 42 individual grants totaling $429,934. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
FRIENDS OF WYCLIFFE HALL OXFORD: CHRISTIAN EDUCATIONAL ENDEAVORS
DAVID CALEB COOK FOUNDATION: PRINTING AND DELIVERY OF LITERATURE AMONG UNDEREDUCATED AND UNDERPRIVILEGED CHILDREN IN VARIOUS PARTS OF THE WORLD
HELPING HANDS FOR HOSPITALS: GRANT FOR THE PURCHASE OF OXYGEN CONCENTRATORS FOR USE IN HOSPITALS TREATING PATIENTS WITH COVID-19 IN INDIA
GEMS USA: GRANT TO PROVIDE BOREWELLS FOR NEEDY REMOTE VILLAGES IN INDIA
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phillip G Svalya President | 5 | $0 | |
Daniel G Svalya Treasurer | 1 | $0 | |
Karina R Svalya Vice-President | 1 | $0 | |
Lois F Svalya Secretary | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $40,000 |
| Interest on Savings | $20,840 |
| Dividends & Interest | $0 |
| Net Rental Income | $14,958 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $52,531 |
| Total Revenue | $150,025 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $28,479 |
| Printing and publications | $0 |
| Other expenses | $24,696 |
| Total operating and administrative expenses | $66,697 |
| Contributions, gifts, grants paid | $201,712 |
| Total expenses and disbursements | $268,409 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $975,981 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $336,858 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,312,839 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Phillis Foundation has awarded $201,712 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
DAVID CALEG COOK FOUNDATION PURPOSE: PRINTING AND DELIVERY OF LITERATURE AMONG UNDEREDUCATED AND UNDERPRIVILEGED CHILDREN IN VARIOUS PARTS OF THE WORLD | $45,212 |
HELPING HANDS FOR HOSPITALS INT'D I PURPOSE: GRANT FOR THE PURCHASE OF OXYGEN CONCENTRATORS FOR THE TREATMENT OF COVID-19 PATIENTS IN HOSPITALS IN INDIA | $40,000 |
GEMS USA PURPOSE: GRANT FOR BOREWELLS FOR REMOTE NEEDY VILLAGES IN INDIA | $25,000 |
Winter Park, FL PURPOSE: GRANT FOR CHRISTIAN EDUCATIONAL ENDEAVORS | $20,000 |
ASSEMBLIES OF GOD WORLD MISSIONS PURPOSE: SUPPORT OF INSTRUCTION PROGRAM FOR MISSIONARIES | $15,000 |
FRONTIERS PURPOSE: SUPPORT OF CHRISTIAN AND HUMANITARIAN WORK IN THE MUSLIM WORLD | $14,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Humanity United San Francisco, CA | $82,516,947 | $35,858,577 |
Public Policy Institute Of California San Francisco, CA | $340,951,909 | $34,836,055 |
Singleton Foundation For Financial Literacy And Entrepreneurship Burbank, CA | $5,023,733 | $12,067,602 |
Draper Richards Kaplan Foundation Menlo Park, CA | $54,158,347 | $29,356,238 |
Oprah Winfrey Leadership Academy Foundation Los Angeles, CA | $17,969,443 | $12,010,898 |
Wadhwani Operating Foundation Los Altos, CA | $0 | $65,339,394 |
Henry T Nicholas Education Foundation Inc Santa Ana, CA | $712,720 | $5,509,546 |
Chinese Character A Day Foundation Huntington Beach, CA | $0 | $31,765 |
Janie And Donald Friend Foundation San Francisco, CA | $0 | $1,186,592 |
Tomkat Ranch Educational Foundation Pescadero, CA | $1,784,473 | $4,660,042 |
Pacific Research Institute For Public Policy Pasadena, CA | $22,104,229 | $7,799,578 |
Ionetix Ppe Foundation San Francisco, CA | $0 | $4,350,988 |