The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2018 • EIN 95-6042761

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile

222 N California StreetOrabge, CA 92866

(949) 637-8053

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$255,807

Flat from 2018

Net Assets

Flat

$255,807

Flat from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Revenue

Flat

$14,799

Flat from 2018

Expenses

Flat

$7,825

Flat from 2018

Net Income

Flat

$6,974

Flat from 2018

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2018

Assets$255,807

Liabilities$0

Net Assets$255,807

Open 2018 Filing

Operations Trend

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

Highlighted filing

2018

Revenue$14,799

Expenses$7,825

Net Income$6,974

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 7, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
Donovan Bernauer	Secretary	-	$0	-	-
Crystal Bernauer	President	-	$0	-	-
Donovan Bernauer	Trustee	-	$0	-	-
Crystal Bernauer	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Phillips Foundation
EIN: 95-6042761
Phone: 9496378053
Address: 222 N California Street, Orabge, CA 92866

Signing Officer

Name: Crystal Bernauer
Title: President
Signed: 2019-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Alexander Alvarez & Company
Address: 301 Forest Avenue Suite A-4, Laguna Beach, CA 92651-2115
Preparer: James I Mills CPA
Phone: 9494973371

Raw XML Appendix298 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Call for Grant Application Forms
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	The Phillips Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9496378053
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	23873 Willows Street Apt 408
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Laguna Hills
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	92653
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Religious or humane intended grants only
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	At least 60 days before anticipated receipt of funds
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	79390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	79390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	79390
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	79390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	79390
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	22427
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	REIT Invetments
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	22408
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	170
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	6731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	PaidToCrystalBernauerTrusteefor2017&2018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PaidtoDoncovanBernauerSecretary2017&2018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	2500
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Crystal Bernauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Phillips Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	PHIL
ReturnHeader/Filer/EIN	0	956042761
ReturnHeader/Filer/PhoneNum	0	9496378053
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	222 N California Street
ReturnHeader/Filer/USAddress/CityNm	0	Orabge
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92866
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	953282589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Alexander Alvarez & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 Forest Avenue Suite A-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	926512115
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES I MILLS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-05-07T11:58:32-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $255,807
Liabilities: $0
Net assets: $255,807
Revenue: $14,799
Expenses: $7,825
Net income: $6,974

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.06	$0.24	$0.18
2023Summary only. Only limited summary data is available for this year.	$1.87	$0.00		$0.34	$0.55	$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.91	$0.00	$1.91	$0.01	$1.05	$1.05
2021Summary only. Only limited summary data is available for this year.	$3.61	$0.00		$0.11	$0.06	$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.26	$0.00	$3.26	$0.15	$0.15	$0.00
2019Summary only. Only limited summary data is available for this year.	$3.06	$0.00		$0.17	$0.20	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$2.56	$0.00	$2.56	$0.15	$0.08	$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.56	$0.00	$2.56	$0.15	$0.08	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$2.49	$0.00	$2.49	$0.50	$1.19	$0.69
2015Detailed filing. Detailed filing data is available for this year.	$3.48	$0.00	$3.48	$0.42	$1.56	$1.14
2014Detailed filing. Detailed filing data is available for this year.	$4.62	$0.00	$4.62	$0.56	$1.91	$1.36
2013Summary only. Only limited summary data is available for this year.	$5.97	$0.00		$0.63	$1.07	$0.44
2012Summary only. Only limited summary data is available for this year.	$6.41	$0.00		$0.52	$1.67	$1.15
2011Summary only. Only limited summary data is available for this year.	$7.57	$0.00		$0.49	$0.77	$0.28