The Phillis Foundation

SARATOGA, CA EIN: 77-0578845

The Phillis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $935K in total assets. In 2024, it awarded 18 grants totaling $205K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$935K

-9.1% YoY

Annual Giving

$205K

+5.3% YoY

Grant Count

18

+63.6% YoY

Avg Grant Size

$11K

-35.7% YoY

About The Phillis Foundation

Based on IRS filings

The Phillis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $935K in total assets. In 2024, it awarded 18 grants totaling $205K. Net investment income was $5K.

Ready to take the next step with The Phillis Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

14states
+6 more states

Cities

AlexandriaBaltimoreBooneBostonCarmelColorado SpringsCovinaCupertinoEdisonFairfaxFalls ChurchFort PierceLincolnMadisonMenlo ParkN Fort MyersNew YorkOld BridgeOrlandoPacific Grove

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$91K$183K$274K$365K20202021202220232024
Metric202420232022
Total Assets$934,580$1,028,175$1,186,601
Revenue$240,426$110,456$149,382
Expenses$332,021$268,882$275,620
Qualifying Distributions$332,021$268,882$219,364
Net Investment Income$4,674
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$103K$154K$205K13 grants202016 grants202112 grants202211 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Edify$75KHelping Hands for Hospit…$31KIntervarsity$25KFriends of Wycliffe Hall…$20KFrontiers$10KThe International Founda…$10KAssemblies of God World …$9KCarmel Presbyterian Church$7KCRU$5KUDT Navy Seal Museum$3K

Grant Size Distribution

70 grants across all recorded years

67<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Edify ($75,000), Helping Hands for Hospitals Int Inc ($31,250), Intervarsity ($25,000).

RecipientPurposeAmount
Christian Art Network Ltd Christian educational endeavor and website improvement$1,009
St Nicholas Orthodox Church Saratoga, CASupport of church ministry$1,000
Crossgate Church Seneca, SCSupport of church ministry$3,000
Breakthrough Lincoln, VACrisis prayer work$1,000
Frontiers Tempe, AZSupport of Christian and Humanitarian work in the muslim world$10,000
Friends of Wycliffe Hall Oxford Winter Park, FLGrant for educational endeavors$20,000
Carmel Presbyterian Church Carmel, CASupport of community outreach and church ministry$7,000
Intervarsity Madison, WISupport for underprivileged students for BCM West Conference$25,000
Helping Hands for Hospitals Int Inc Old Bridge, NJGrant for x-ray machine for hospital in remote part of India$31,250
UDT Navy Seal Museum Fort Pierce, FLSupport for the museums programs and innovative projects to serve members and the public$3,010

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PHILLIP G SVALYAPresident5
LOIS F SVALYASecretary5
DANIEL G SVALYATreasurer1
KARINA R SVALYAVice-president1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Phillis Foundation?

The Phillis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. It holds $935K in total assets as of 2024.

How large is The Phillis Foundation?

As of 2024, The Phillis Foundation holds $935K in total assets with $240K in annual revenue. It awarded 18 grants totaling $205K in 2024.

Where does The Phillis Foundation operate?

The Phillis Foundation has awarded grants in Arizona, California, Colorado, Florida, Massachusetts, Maryland, Missouri, North Carolina, New Jersey, New York, South Carolina, Virginia, Washington, Wisconsin.

What size grants does The Phillis Foundation award?

In 2024, The Phillis Foundation awarded 18 grants totaling $205K — an average of about $11K per grant, based on its IRS Form 990 filings.

What is The Phillis Foundation's EIN?

The Phillis Foundation's EIN (Employer Identification Number) is 77-0578845. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Phillis Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with The Phillis Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching The Phillis Foundation to a real strategy.

Plan your approach