Civic Intelligence

William David and Mary Walker Phillips Foundation

990PF • Fiscal year 2011 • EIN 77-0562084

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
750 E Gettysburg93704
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

37th percentile

-5.5%

Faster asset growth than 37% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$366,299

Down $21,313 (-5.5%) from 2010

Net Assets

Down

$366,299

Down $21,313 (-5.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$32,542

Up $9,496 (+41%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $387,612Liabilities 2010: $0Net Assets 2010: $387,6122010Assets 2011: $366,299Liabilities 2011: $0Net Assets 2011: $366,2992011Assets 2012: $135,994Liabilities 2012: $0Net Assets 2012: $135,9942012Assets 2013: $142,907Liabilities 2013: $1Net Assets 2013: $142,9072013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2011

Assets$366,299
Liabilities$0
Net Assets$366,299
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $23,0462010Expenses 2011: $32,5422011Expenses 2012: $217,7002012Revenue 2013: $11,250Expenses 2013: $4,337Net Income 2013: $6,9132013Revenue 2014: $11,086Expenses 2014: $149,771Net Income 2014: -$138,6852014

Highlighted filing

2011

Revenue-
Expenses$32,542
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BOROTrustee-$0--
MARY ANNE WELLS EDDTreasurer-$0--
CAROL ARMSTRONG HOWARDSecretary-$0--
JANE PHILLIPS FORTINOVice President-$0--
W DAVID PHILLIPSPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FOR ENDOWMENT FUND TO FUND ONGOING ACTIVITIES.PUBLICFRESNO, CA, US$9,000
Paid Grant-TO FUND PROGRAM SERVICES.PUBLICFRESNO, CA, US$6,000
Paid Grant-TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.PUBLICFRESNO, CA, US$4,500
Paid Grant-TO FUND SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE COLLEGE OF ARTS AND HUMANITIES.PUBLICFRESNO, CA, US$4,000
Paid Grant-TO FUND A CLASSICAL PIANO COMPETITION FOR YOUNG SCHOOL CHILDREN.PUBLICFRESNO, CA, US$1,000
Paid Grant-TO FUND EDUCATIONAL PROGRAM SERVICES PROVIDED.PUBLICFRESNO, CA, US$1,000
Paid Grant-TO FUND PROGRAM SERVICES.PUBLICFRESNO, CA, US$500
Paid Grant-CONSTRUCT AND FURNISH EDUCATION CENTERPUBLICFRESNO, CA, US$500
Filing and Contact Details

Filer

EIN
77-0562084
Raw XML Appendix336 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.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount02305
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02305
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03510
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome05367
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02352
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05862
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome05367
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA011229
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02305
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome07676
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01814
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps026500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss026500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm03510
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03510
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss03510
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-21313
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice080075
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm02352
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02352
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02352
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm081
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss081
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss05367
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01634
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm01814
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03533
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome07676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps026500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss032542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome07676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses011229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06042
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0337144
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0340868
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0314986
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01
IRS990PF/BalanceSheets/RetainedEarningsBOY0387612
IRS990PF/BalanceSheets/RetainedEarningsEOY0366299
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY050467
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY025431
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV025431
IRS990PF/BalanceSheets/TotalAssetsBOY0387612
IRS990PF/BalanceSheets/TotalAssetsEOY0366299
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0340417
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0387612
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0366299
IRS990PF/BalanceSheets/TotalNetAssetsBOY0387612
IRS990PF/BalanceSheets/TotalNetAssetsEOY0366299
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis014268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MSSB - PER SCHEDULE IN FILE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice016082
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss01814
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-21313
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0366299
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0387612
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0366299
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017300
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017300
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017300
IRS990PF/DistributableAmount/MinimumInvestmentReturn017333
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome033
IRS990PF/DistributableAmount/TotalTax033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0149
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0149
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0340417
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0351946
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances036880
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0315066
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05279
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017333
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0346667
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0351946
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT BORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARY ANNE WELLS EDD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CAROL ARMSTRONG HOWARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JANE PHILLIPS FORTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4W DAVID PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 4734
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116463 N WISHON NO 103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12447 26TH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13P O BOX 222059
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14750 E GETTYSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SANTA MONICA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3CARMEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093744
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193704
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290402
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode393922
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode493704
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions026500
IRS990PF/QualifyingDistributions/ExpensesAndContributions026500
IRS990PF/QualifyingDistributions/QualifyingDistributions026500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WILLIAM DAVID PHILLIPS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05592296537
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10750 E GETTYSBURG
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FRESNO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0937043135
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount56000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount69000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FUND SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE COLLEGE OF ARTS AND HUMANITIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO FUND A CLASSICAL PIANO COMPETITION FOR YOUNG SCHOOL CHILDREN.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO FUND EDUCATIONAL PROGRAM SERVICES PROVIDED.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO FUND PROGRAM SERVICES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO FUND PROGRAM SERVICES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6FOR ENDOWMENT FUND TO FUND ONGOING ACTIVITIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CONSTRUCT AND FURNISH EDUCATION CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0FRESNO STATE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1PHILIP LORENZ MEMORIAL KEYBRD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2FRESNO HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3FRESNO ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ValleyPBS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5KVPR VALLEY PUBLIC RADIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6FRESNO PHILHARMONIC ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7SAN JOAQUIN RIVER PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102380 E KEATS AVE M/S - MB 99
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 14162
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine127160 W KEARNEY BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132233 NORTH FIRST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141544 VAN NESS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153437 W SHAW 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162377 W SHAW AVE STE 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1711605 OLD FRIANT ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093740
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode293706
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode393703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493721
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode593711
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode693711
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode793730
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear026500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear017300
IRS990PF/UndistributedIncome/AppliedToYear108338
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017300
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0862
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0862
IRS990PF/UndistributedIncome/QualifyingDistributions026500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0862
IRS990PF/UndistributedIncome/TotalCorpus0862
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08338
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount081
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome081
OtherExpensesSchedule/OtherExpenses/Description0GOVERNMENT FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1BROKERAGE SERVICE FEES
OtherExpensesSchedule/OtherExpenses/Description2BANK CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome055
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13470
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome28
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks055
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13470
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks28
TaxesSchedule/Taxes/Amount0123
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome0123
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770562084
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM DAVID AND MARY WALKER PHILLIPS
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone05592296537
ReturnHeader/Filer/USAddress/AddressLine10750 E GETTYSBURG
ReturnHeader/Filer/USAddress/City0FRESNO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093704
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0W DAVID PHILLIPS
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNN JEFFRIES HERING AND WONG LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105711 N WEST AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FRESNO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0937112366
ReturnHeader/Preparer/Name0GARY S DUNN
ReturnHeader/Preparer/Phone05594908780
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T11:17:06-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$366,299
Liabilities
$0
Net assets
$366,299
Revenue
-
Expenses
$32,542
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$1.50$1.39
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.04$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$2.18
2011Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.33
2010Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.23