The Jay & Rose Phillips Family Foundation
The Jay & Rose Phillips Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in REDWOOD CITY, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 8 grants totaling $80.9M. Net investment income was $179K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$80.9M
+2208.6% YoY
Grant Count
8
-84.3% YoY
Avg Grant Size
$10.1M
+14617.3% YoY
About The Jay & Rose Phillips Family Foundation
Based on IRS filings
The Jay & Rose Phillips Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in REDWOOD CITY, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 8 grants totaling $80.9M. Net investment income was $179K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $76,656,038 |
| Revenue | $-205,157 | $2,554,400 |
| Expenses | $81,052,521 | $3,833,334 |
| Qualifying Distributions | $80,946,117 | — |
| Net Investment Income | $178,800 | $2,308,974 |
| Distributable Amount | $997,240 | $3,440,512 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2021
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAULA P BERNSTEIN | CHAIR | 5 | — |
| WILLIAM E BERNSTEIN | DIRECTOR | 5 | — |
| ERIK P BERNSTEIN | SECRETARY | 5 | — |
| JOHN P LEVIN | TREASURER | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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