Phillips Family Foundation Trust

990PF • Fiscal year 2012 • EIN 20-2760817

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 13, 2013

Organization Profile

4750 E Country Villa Drive85718

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$470,184

Flat from 2012

Net Assets

$470,184

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$60,491

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$470,184

Liabilities$0

Net Assets$470,184

Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$60,491

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 13, 2013
Return Version: 2012v2.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD S HUDGINS	Trustee	-	$1,500	-	$1,500
JOHN WG PHILLIPS	Advisor	-	$0	-	-
ALIDA VERNON PHILLIPS	Advisor	-	$0	-	-
KATHERINE KNEZ-PHILLIPS	Advisor	-	$0	-	-
WATSON LYMAN PHILLIPS	Advisor	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	TUITION FREE MIDDLE SCHOOL FOR CHILDREN OF LOW-INCOME FAMILIES FROM TUCSON NEIGHBORHOODS.	SCHOOL	TUCSON, AZ, US	$7,500
Paid Grant	-	Assist disadvantaged people, disabled individuals, and seniors to remain or become stabilized and lead independent lives.	PUBLIC	Tucson, AZ, US	$7,500
Paid Grant	-	Provision of short-term emergency assistance (food, clothing, shelter, medicine).	PUBLIC	BLUFFTON, SC, US	$6,000
Paid Grant	-	Provides professional and supportive services to children and adults	PUBLIC	TUCSON, AZ, US	$5,400
Paid Grant	-	TO SUPPORT THE CONSERVATION OF THE UNIQUE BIODIVERSITY AND ECOSYSTEMS OF THE GALAPAGOS THROUGH DIRECTED RESEARCH, INFORMED PUBLIC POLICY AND BUILDING A SUSTAINABLE SOCIETY.	PUBLIC	FAIRFAX, VA, US	$5,000
Paid Grant	-	PROVIDES MULTIPLE EVER-CHANGING PROGRAMS TO MEET THE NEEDS OF CHILDREN AND ADULTS WHO ARE DEVELOPMENTALLY DISABLED.	PUBLIC	PHOENIX, AZ, US	$5,000
Paid Grant	-	Provide students from local Native American communities with a quality education.	SCHOOL	ST MICHAELS, AZ, US	$5,000
Paid Grant	-	Assistance with funding programs and services and making scholarships available to families in need.	PUBLIC	EUGENE, OR, US	$5,000
Paid Grant	-	PROMOTES RESPONSIBLE AND APPROPRIATE USE OF PLANTS AND WATER IN A DESERT ENVIRONMENT THROUGH EDUCATION AND DEMONSTRATION AND PROVIDES A PLACE OF BEAUTY AND TRANQUILITY FOR TUCSON RESIDENTS AND VISITORS.	PUBLIC	TUCSON, AZ, US	$2,000

Filing and Contact Details

Filer

EIN: 20-2760817

Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	JOHN WG PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	ALIDA VERNON PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	KATHERINE KNEZ-PHILLIPS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	RICHARD S HUDGINS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	ADVISOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	ADVISOR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	5000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	6000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	8	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	TUITION FREE MIDDLE SCHOOL FOR CHILDREN OF LOW-INCOME FAMILIES FROM TUCSON NEIGHBORHOODS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	Provides professional and supportive services to children and adults
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	PROMOTES RESPONSIBLE AND APPROPRIATE USE OF PLANTS AND WATER IN A DESERT ENVIRONMENT THROUGH EDUCATION AND DEMONSTRATION AND PROVIDES A PLACE OF BEAUTY AND TRANQUILITY FOR TUCSON RESIDENTS AND VISITORS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	TO SUPPORT THE CONSERVATION OF THE UNIQUE BIODIVERSITY AND ECOSYSTEMS OF THE GALAPAGOS THROUGH DIRECTED RESEARCH, INFORMED PUBLIC POLICY AND BUILDING A SUSTAINABLE SOCIETY.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	PROVIDES MULTIPLE EVER-CHANGING PROGRAMS TO MEET THE NEEDS OF CHILDREN AND ADULTS WHO ARE DEVELOPMENTALLY DISABLED.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	Provide students from local Native American communities with a quality education.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	Assist disadvantaged people, disabled individuals, and seniors to remain or become stabilized and lead independent lives.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	Provision of short-term emergency assistance (food, clothing, shelter, medicine).
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	Assistance with funding programs and services and making scholarships available to families in need.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	SCHOOL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	8	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	IMAGO DEI MIDDLE SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	TMM FAMILY SERVICES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	TUCSON BOTANICAL GARDENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	GALAPAGOS CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	CIVITAN FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	ST MICHAEL INDIAN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	6	INTERFAITH COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	7	BLUFFTON SELF HELP INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	8	BIRTH TO THREE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	55 N 6TH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1550 N COUNTRY CLUB RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	2150 N ALVERNON WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	11150 FAIRFAX BLVD SUITE 308
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	3509 E SHEA BLVD SUITE 117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	PO BOX 650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	2820 W Ina Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	PO BOX 2420
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	86 CENTENNIAL LOOP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	TUCSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	TUCSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	TUCSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	FAIRFAX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	ST MICHAELS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	Tucson
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	BLUFFTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	EUGENE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	85702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	85716
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	85712
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	22030
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	85028
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	86511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	85741
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	29910
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	97401
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	48400
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	21163
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	21163
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	34363
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	39058
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	48653
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	50998
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	50060
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	50060
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	200309
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	27237
IRS990PF/UndistributedIncome/ExcessFromYear1	0	34363
IRS990PF/UndistributedIncome/ExcessFromYear2	0	39058
IRS990PF/UndistributedIncome/ExcessFromYear3	0	48653
IRS990PF/UndistributedIncome/ExcessFromYear4	0	50998
IRS990PF/UndistributedIncome/QualifyingDistributions	0	48400
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	27237
IRS990PF/UndistributedIncome/TotalCorpus	0	250369
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	223132
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	120000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	6710 N SCOTTSDALE RD 235
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	SCOTTSDALE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	AZ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	85253
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	LYMAN PHILLIPS CHARITABLE LEAD
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherAssetsSchedule/OtherAssets/Description	0	Dividend Receivable
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	52
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	6050
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	6050
TaxesSchedule/Taxes/Amount	0	84
TaxesSchedule/Taxes/Amount	1	353
TaxesSchedule/Taxes/Category	0	FOREIGN TAX
TaxesSchedule/Taxes/Category	1	EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/NetInvestmentIncome	0	84
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	202760817
ReturnHeader/Filer/Name/BusinessNameLine1	0	PHILLIPS FAMILY FOUNDATION TRUST
ReturnHeader/Filer/NameControl	0	PHIL
ReturnHeader/Filer/Phone	0	5205777077
ReturnHeader/Filer/USAddress/AddressLine1	0	4750 E COUNTRY VILLA DRIVE
ReturnHeader/Filer/USAddress/City	0	TUCSON
ReturnHeader/Filer/USAddress/State	0	AZ
ReturnHeader/Filer/USAddress/ZIPCode	0	85718
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-04-13
ReturnHeader/Officer/Name	0	RICHARD S HUDGINS
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Kleinhans Lashbrook Butler & Davis PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	4534 East Camp Lowell Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Tucson
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	85712
ReturnHeader/Preparer/Name	0	Evelyn A Kleinhans
ReturnHeader/Preparer/Phone	0	5203278530
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-15T14:04:47-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $470,184
Liabilities: $0
Net assets: $470,184
Revenue: -
Expenses: $60,491
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.13	$0.00		$0.01	$0.10	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.05	$0.18	$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.35	$0.00	$1.35	$0.04	$0.09	$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.39	$0.00	$1.39	$0.16	$0.08	$0.08
2019Summary only. Only limited summary data is available for this year.	$1.31	$0.00		$0.08	$0.09	$0.00
2015Summary only. Only limited summary data is available for this year.	$0.63	$0.00		$0.04	$0.05	$0.01
2014Summary only. Only limited summary data is available for this year.	$0.64	$0.00		$0.15	$0.06	$0.09
2013Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.14	$0.06	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47		$0.06
2012Summary only. Only limited summary data is available for this year.	$0.47	$0.00		$0.09	$0.06	$0.03
2011Summary only. Only limited summary data is available for this year.	$0.44	$0.00		$0.14	$0.07	$0.07