The Jay & Rose Phillips Family Foundation of Colorado

Private foundation · Grantmaker Redwood City, CA EIN: 27-4196851

The Jay & Rose Phillips Family Foundation of Colorado is a private foundation, 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.

Key facts about The Jay & Rose Phillips Family Foundation of Colorado

In short: The Jay & Rose Phillips Family Foundation of Colorado gave $80.9M across 8 grants in 2021 (avg $10.1M), mostly in Ohio. Source: 2021 IRS Form 990-PF.

EIN
27-4196851
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$80,902,874
Grants made (2021)
8
Average grant
$10,112,859
Median grant
$77,500
Primary geography
Ohio (99% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated September 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

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 of Colorado reported a distributable amount of $997K for 2021 — the minimum it must pay out in qualifying distributions.

How The Jay & Rose Phillips Family Foundation of Colorado 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2021 grant dollars across all 8 itemized grants.

Cities

DenverBoulderAurora COBoudlerEdgewaterEnglewoodHudsonLafayetteLittletonShirleyWestminsterWheat Ridge

Giving Over Time

Total grant dollars and number of grants per year

$0$25M$50M$75M$100M51 grants2020 8 grants2021

From 2020 to 2021, annual grant giving ranged from $3.5M (2020) to $80.9M (2021). In 2021 it made 8 grants totaling $80.9M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2021

American Endowment Foundation: $80.4MAmerican Endowment Foundation$80.4MBoulder Jewish Community Center: $120KBoulder Jewish CommunityCenter$120KColorado Coalition for the Homeless: $100KColorado Coalition for theHomeless$100KPlanned Parenthood of the Rocky Mountains: $100KPlanned Parenthood of theRocky Mountains$100KColorado Center on Law & Policy: $55KColorado Center on Law &Policy$55KBayaud Enterprises: $50KBayaud Enterprises$50KAdvocates for Children: $30KAdvocates for Children$30KThe Gathering Place: $30KThe Gathering Place$30K

The largest 2021 recipient was American Endowment Foundation ($80.4M). Together the top 8 received $80.9M.

Grant Size Distribution

59 grants across all recorded years

35<$50K11$50–100K9$100–250K2$250–500K1$500K–1M$1–5M1$5M+

The most common grant size was under $50K: 35 grants of 59 (59%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Endowment Foundation Hudson, OHunrestricted$80,417,874
Boulder Jewish Community Center Boulder, COunrestricted$120,000
Colorado Coalition for the Homeless Denver, COunrestricted$100,000
Planned Parenthood of the Rocky Mountains Denver, COunrestricted$100,000
Colorado Center on Law & Policy Denver, COunrestricted$55,000
Bayaud Enterprises Denver, COunrestricted$50,000
Advocates for Children Aurora CO, COunrestricted$30,000
The Gathering Place Denver, COunrestricted$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25M$50M$75M$100M2020 2021
Metric20212020
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

Leadership & Key People

Officers and directors from IRS filings

The Jay & Rose Phillips Family Foundation of Colorado is led by Paula P. Bernstein, Chair on every filing since 2020; none of the 4 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Paula P. Bernstein

    Chair

    On filings since 2020

    5 hrs/week

    No compensation reported

  • William E. Bernstein

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Erik P. Bernstein

    Secretary

    On filings since 2020

    5 hrs/week

    No compensation reported

  • John P. Levin

    Treasurer

    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 Colorado

How much does The Jay & Rose Phillips Family Foundation of Colorado give each year?

The Jay & Rose Phillips Family Foundation of Colorado gave $80.9M across 8 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $3.5M across 51 grants.

What is The Jay & Rose Phillips Family Foundation of Colorado's typical grant size?

The Jay & Rose Phillips Family Foundation of Colorado's median grant in 2021 was $77,500, and its average grant was $10,112,859, across 8 grants on its 2021 IRS Form 990-PF.

Where does The Jay & Rose Phillips Family Foundation of Colorado give grants?

The Jay & Rose Phillips Family Foundation of Colorado gives mostly in Ohio: 99% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (5 grants).

Does The Jay & Rose Phillips Family Foundation of Colorado give general operating support?

Yes: 100% of The Jay & Rose Phillips Family Foundation of Colorado's 2021 grants with a stated purpose (8 of 8) were for general or operating support, per its 2021 IRS Form 990-PF.

Who are The Jay & Rose Phillips Family Foundation of Colorado's largest grantees?

The Jay & Rose Phillips Family Foundation of Colorado's largest 2021 grantees include American Endowment Foundation ($80,417,874), Boulder Jewish Community Center ($120,000) and Colorado Coalition for the Homeless ($100,000), according to its 2021 IRS Form 990-PF.

How much is The Jay & Rose Phillips Family Foundation of Colorado 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 Colorado 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 of Colorado's EIN?

The Jay & Rose Phillips Family Foundation of Colorado's EIN (Employer Identification Number) is 27-4196851. 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.

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