The Jay & Rose Phillips Family Foundation of California
The Jay & Rose Phillips Family Foundation of California is a private foundation, based in San Francisco, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $82.0M. Net investment income was $169K.
The Jay & Rose Phillips Family Foundation of California at a glance
In short: The Jay & Rose Phillips Family Foundation of California gave $82.0M across 4 grants in 2021 (avg $20.5M), mostly in Ohio. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $82,048,543
- +2288.3% vs 2020
- Grants made (2021)
- 4
- -85.7% vs 2020
- Average grant
- $20,512,136
- +16617.8% vs 2020
- Median grant
- $55,000
- Primary geography
- Ohio (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who The Jay & Rose Phillips Family Foundation of California funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2021
The largest 2021 recipient was American Endowment Foundation ($81.9M). Together the top 4 received $82.0M.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 17 grants of 32 (53%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 4 itemized grants.
Cities
How The Jay & Rose Phillips Family Foundation of California gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $3.4M (2020) to $82.0M (2021). In 2021 it made 4 grants totaling $82.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Endowment Foundation Hudson, OH | Unrestricted | $81,928,543 |
| Southern California Counseling Center Los Angeles, CA | Unrestricted | $100,000 |
| East Palo Academy Foundation Palo Alto, CA | Unrestricted | $10,000 |
| Kqed San Francisco, CA | Unrestricted | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $58,236 | $82,191,365 | $82,048,543 | 4 | $82,091,147 | $168,809 | $1,088,958 |
| 2020 | $77,606,844 | $2,450,644 | $3,764,494 | $3,435,500 | 28 | — | $2,184,706 | $3,484,317 |
Under IRS private-foundation payout rules, The Jay & Rose Phillips Family Foundation of California reported a distributable amount of $1.1M for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jay & Rose Phillips Family Foundation of California is led by John P. Levin, Chairman on every filing since 2020; none of the 3 officers listed in 2021 report compensation.
Officers on the 2021 filing
John P. Levin
Chairman
On filings since 2020
5 hrs/week
No compensation reported
Peter M Folger
Treasurer & Director
On filings since 2020
5 hrs/week
No compensation reported
Terryl A. Levin
Secretary
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Jay & Rose Phillips Family Foundation of California
How much does The Jay & Rose Phillips Family Foundation of California give each year?
The Jay & Rose Phillips Family Foundation of California gave $82.0M across 4 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $3.4M across 28 grants.
What is The Jay & Rose Phillips Family Foundation of California's typical grant size?
The Jay & Rose Phillips Family Foundation of California's median grant in 2021 was $55,000, and its average grant was $20,512,136, across 4 grants on its 2021 IRS Form 990-PF.
Where does The Jay & Rose Phillips Family Foundation of California give grants?
The Jay & Rose Phillips Family Foundation of California gives mostly in Ohio: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there.
Does The Jay & Rose Phillips Family Foundation of California give general operating support?
Yes: 100% of The Jay & Rose Phillips Family Foundation of California's 2021 grants with a stated purpose (4 of 4) were for general or operating support, per its 2021 IRS Form 990-PF.
How much is The Jay & Rose Phillips Family Foundation of California 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 of California reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jay & Rose Phillips Family Foundation of California's EIN?
The Jay & Rose Phillips Family Foundation of California's EIN (Employer Identification Number) is 27-4196690. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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Figures come from The Jay & Rose Phillips Family Foundation of California's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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