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
Under IRS private-foundation payout rules, The Jay & Rose Phillips Family Foundation reported a distributable amount of $997K for 2021 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2021 grants, the largest include American Endowment Foundation ($80,417,874), Boulder Jewish Community Center ($120,000), Colorado Coalition for the Homeless ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADVOCATES FOR CHILDREN AURORA CO, CO | unrestricted | $30,000 |
| AMERICAN ENDOWMENT FOUNDATION HUDSON, OH | unrestricted | $80,417,874 |
| BAYAUD ENTERPRISES DENVER, CO | unrestricted | $50,000 |
| BOULDER JEWISH COMMUNITY CENTER BOULDER, CO | unrestricted | $120,000 |
| COLORADO CENTER ON LAW & POLICY Denver, CO | unrestricted | $55,000 |
| Colorado Coalition for the Homeless Denver, CO | unrestricted | $100,000 |
| The Gathering Place Denver, CO | unrestricted | $30,000 |
| Planned Parenthood of the Rocky Mountains Denver, CO | unrestricted | $100,000 |
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
Frequently Asked Questions
What is 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. It holds — in total assets as of 2021.
Where does The Jay & Rose Phillips Family Foundation operate?
The Jay & Rose Phillips Family Foundation has awarded grants in Colorado, Massachusetts, Ohio.
What size grants does The Jay & Rose Phillips Family Foundation award?
In 2021, The Jay & Rose Phillips Family Foundation awarded 8 grants totaling $80.9M — an average of about $10.1M per grant, based on its IRS Form 990 filings.
How much is The Jay & Rose Phillips Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, The Jay & Rose Phillips Family Foundation reported a distributable amount of $997K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jay & Rose Phillips Family Foundation's EIN?
The Jay & Rose Phillips Family Foundation's EIN (Employer Identification Number) is 27-4196851. IRS Form 990 filing data is available on this page for 2020–2021.
Explore Open Grants
Browse active grant opportunities in The Jay & Rose Phillips Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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