Civic Intelligence

The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2024 • EIN 95-6042761

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 12, 2025

Organization Profile
122 Chapin WayOswego, IL 60543

(949) 637-8053

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-327%

Higher net margin than 3% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$10,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 179.4% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-84%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$183,401

Down $3,359 (-1.8%) from 2023

Net Assets

$183,401

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$5,573

Down $28,269 (-84%) from 2023

Expenses

Down

$23,819

Down $30,907 (-56%) from 2023

Net Income

Up

-$18,246

Up $2,638 (+13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $756,687Liabilities 2011: $02011Assets 2012: $641,208Liabilities 2012: $02012Assets 2013: $597,386Liabilities 2013: $02013Assets 2014: $461,727Liabilities 2014: $0Net Assets 2014: $461,7272014Assets 2015: $347,865Liabilities 2015: $0Net Assets 2015: $347,8652015Assets 2017: $248,833Liabilities 2017: $0Net Assets 2017: $248,8332017Assets 2018: $255,807Liabilities 2018: $0Net Assets 2018: $255,8072018Assets 2019: $305,797Liabilities 2019: $12019Assets 2020: $326,241Liabilities 2020: $0Net Assets 2020: $326,2412020Assets 2021: $361,138Liabilities 2021: $12021Assets 2022: $191,401Liabilities 2022: $0Net Assets 2022: $191,4012022Assets 2023: $186,760Liabilities 2023: $12023Assets 2024: $183,401Liabilities 2024: $0Net Assets 2024: $183,4012024

Highlighted filing

2024

Assets$183,401
Liabilities$0
Net Assets$183,401
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $48,839Expenses 2011: $76,541Net Income 2011: -$27,7022011Revenue 2012: $51,904Expenses 2012: $167,383Net Income 2012: -$115,4792012Revenue 2013: $63,037Expenses 2013: $107,042Net Income 2013: -$44,0052013Revenue 2014: $55,802Expenses 2014: $191,461Net Income 2014: -$135,6592014Revenue 2015: $41,863Expenses 2015: $155,725Net Income 2015: -$113,8622015Revenue 2017: $50,185Expenses 2017: $119,477Net Income 2017: -$69,2922017Revenue 2018: $14,799Expenses 2018: $7,825Net Income 2018: $6,9742018Revenue 2019: $16,838Expenses 2019: $19,950Net Income 2019: -$3,1122019Revenue 2020: $15,468Expenses 2020: $15,434Net Income 2020: $342020Revenue 2021: $10,979Expenses 2021: $5,960Net Income 2021: $5,0192021Revenue 2022: $514Expenses 2022: $105,296Net Income 2022: -$104,7822022Revenue 2023: $33,842Expenses 2023: $54,726Net Income 2023: -$20,8842023Revenue 2024: $5,573Expenses 2024: $23,819Net Income 2024: -$18,2462024

Highlighted filing

2024

Revenue$5,573
Expenses$23,819
Net Income-$18,246
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donovan BernauerTreasurer/Sec-$10,000-$10,000
Crystal BernauerPresident-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Phillips Foundation
EIN
95-6042761
Phone
9496378053
Address
122 CHAPIN WAY, OSWEGO, IL 60543

Signing Officer

Name
Donovan Bernauer
Title
Secretary
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Accudata & Co
Address
301 FOREST AVE, LAGUNA BEACH, CA 92651
Preparer
Gregory M Ward CPA
Phone
9494973371
Raw XML Appendix243 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/AccountingFeesDetail/AdjustedNetIncomeAmt0225
AccountingFeesSchedule/AccountingFeesDetail/Amt01025
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt069487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1108842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt069487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1108842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04735
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0838
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05573
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01025
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04735
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04735
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04735
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0838
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt023819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023819
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18246
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014887
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0183401
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0186760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0183401
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09108
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09108
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09108
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09116
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/DistributableAmountGrp/TotalTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08
IRS990PF/FMVAssetsEOYAmt0183401
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0186760
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0183401
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0163465
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0178329
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0178329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05072
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0186760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0183401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0183401
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0186760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0183401
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0186760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0183401
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0185095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012076
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0173019
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02776
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09116
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0182319
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0185095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0122 CHAPIN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1122 CHAPIN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OSWEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OSWEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060543
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160543
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0222 NORTH CALIFORNIA ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORANGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092688
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donovan Bernauer
IRS990PF/StatementsRegardingActyGrp/PhoneNum09496378053
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0To aid, assist, contribute to and/or establish charitable, religious and educational institutions, organizations and foundations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Call for Grant Application Forms
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Phillips Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09496378053
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0122 Chapin Way
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Oswego
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060543
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Religious or humane intended grants only
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0At least 60 days before anticipated receipt of funds
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01462
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09108
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0777
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0777
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09885
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt22703
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22703
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ALLSPRING FUNDS MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BLACKSTONE INC COST BASIS CHARGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WF ACCOUNT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22703
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt044
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donovan Bernauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILLIPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0956042761
ReturnHeader/Filer/PhoneNum09496378053
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 CHAPIN WAY
ReturnHeader/Filer/USAddress/CityNm0OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474850285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCUDATA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 FOREST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory M Ward CPA
ReturnHeader/ReturnTs02025-11-12T09:24:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,401
Liabilities
$0
Net assets
$183,401
Revenue
$5,573
Expenses
$23,819
Net income
-$18,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
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