William David and Mary Walker Phillips Foundation

990PF • Fiscal year 2012 • EIN 77-0562084

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile

750 E Gettysburg93704

Siviq Scores

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

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-63%

Faster asset growth than 5% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$135,994

Down $230,305 (-63%) from 2011

Net Assets

Down

$135,994

Down $230,305 (-63%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$217,700

Up $185,158 (+569%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

Highlighted filing

2012

Assets$135,994

Liabilities$0

Net Assets$135,994

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$217,700

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 14, 2013
Return Version: 2012v2.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT BORO	Trustee	-	$0	-	-
MARY ANNE WELLS EDD	Treasurer	-	$0	-	-
CAROL ARMSTRONG HOWARD	Secretary	-	$0	-	-
JANE PHILLIPS FORTINO	Vice President	-	$0	-	-
W DAVID PHILLIPS	President	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	TO FUND SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE COLLEGE OF ARTS AND HUMANITIES.	PUBLIC	FRESNO, CA, US	$200,000
Paid Grant	-	FOR ENDOWMENT FUND TO FUND ONGOING ACTIVITIES.	PUBLIC	FRESNO, CA, US	$7,000
Paid Grant	-	TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.	PUBLIC	FRESNO, CA, US	$3,000
Paid Grant	-	TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.	PUBLIC	FRESNO, CA, US	$3,000

Filing and Contact Details

Filer

EIN: 77-0562084

Raw XML Appendix299 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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AccountingFeesSchedule/AccountingFees/Amount	0	2435
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	2435
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	2484
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	1
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	1525
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	1525
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm	0	84
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss	0	84
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	2103
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	78
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	78
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	4009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	213000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	4700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	217700
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	-12605
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	4700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	4700
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	340868
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	110790
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	366299
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	135994
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	25431
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	25204
IRS990PF/BalanceSheets/TotalAssetsBOY	0	366299
IRS990PF/BalanceSheets/TotalAssetsEOY	0	135994
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	366299
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	135994
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	366299
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	135994
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	-497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	40031
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2012-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2012-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	MSSB - WASH SALE DISALLOWED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	MSSB - DETAILS IN FILE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-526
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	39505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss	0	-497
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-230305
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	135994
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	366299
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	135994
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	11257
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	11257
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	11257
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	11257
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	116
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	0
IRS990PF/MethodOfAccountingCash	0	X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	75575
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	152992
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	3429
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	11257
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	225138
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	228567
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	0.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	0.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	0.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	0.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	4	0.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ROBERT BORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	MARY ANNE WELLS EDD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	CAROL ARMSTRONG HOWARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	JANE PHILLIPS FORTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	W DAVID PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	P O BOX 4734
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	6463 N WISHON NO 103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	447 26TH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	P O BOX 222059
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	4	750 E GETTYSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	SANTA MONICA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	CARMEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	4	FRESNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	4	CA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	93922
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	4	93704
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	213000
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	213000
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	213000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	WILLIAM DAVID PHILLIPS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	5592296537
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	750 E GETTYSBURG
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	FRESNO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	937043135
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/Form990TFiled	0	false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	3000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	3000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	7000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	TO FUND SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE COLLEGE OF ARTS AND HUMANITIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	TO FUND EXHIBITS AND PROVIDE EDUCATION PROGRAM SERVICES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	FOR ENDOWMENT FUND TO FUND ONGOING ACTIVITIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	FRESNO REGIONAL FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	FRESNO ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	FRESNO PHILHARMONIC ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	2380 E KEATS AVE M/S - MB 99
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	2233 NORTH FIRST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	2377 W SHAW AVE STE 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	FRESNO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	93704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	93740
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	93703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	93711
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	213000
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	11257
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	11257
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	862
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	202605
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	201743
IRS990PF/UndistributedIncome/ExcessFromYear1	0	862
IRS990PF/UndistributedIncome/QualifyingDistributions	0	213000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	201743
IRS990PF/UndistributedIncome/TotalCorpus	0	202605
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	862
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
LegalFeesSchedule/LegalFees/AdjustedNetIncome	0	0
LegalFeesSchedule/LegalFees/Amount	0	84
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	0
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	84
OtherExpensesSchedule/OtherExpenses/Description	0	MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description	1	GOVERNMENT FILING FEES
OtherExpensesSchedule/OtherExpenses/Description	2	BROKERAGE SERVICE FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	-13
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	35
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	2081
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	-13
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	35
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	2081
TaxesSchedule/Taxes/Amount	0	78
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome	0	78
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	770562084
ReturnHeader/Filer/Name/BusinessNameLine1	0	WILLIAM DAVID AND MARY WALKER PHILLIPS
ReturnHeader/Filer/Name/BusinessNameLine2	0	FOUNDATION
ReturnHeader/Filer/NameControl	0	WILL
ReturnHeader/Filer/Phone	0	5592296537
ReturnHeader/Filer/USAddress/AddressLine1	0	750 E GETTYSBURG
ReturnHeader/Filer/USAddress/City	0	FRESNO
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	93704
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-05-14
ReturnHeader/Officer/Name	0	W DAVID PHILLIPS
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	DUNN JEFFRIES HERING AND WONG LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	5711 N WEST AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	FRESNO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	937112366
ReturnHeader/Preparer/Name	0	GARY S DUNN
ReturnHeader/Preparer/Phone	0	5594908780
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-14T15:19:07-07:00

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: $135,994
Liabilities: $0
Net assets: $135,994
Revenue: -
Expenses: $217,700
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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