2021-11-11T08:49:56-08:00 2020-12-31 930770718 Jones Ham & Cluff PC CPAs 14475 SW Allen Blvd Suite A Beaverton OR 97005 990PF 2020-01-01 464337405 Phillips Family Foundation PHIL 5037970626 6140 S Macadam Avenue Portland OR 97239 H Frank Phillips III President 2021-11-04 true H Frank Phillips III 999009999 Gary E Ham Jr P00351087 5036436333 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 1352672 X 250000 7266 7266 7266 20183 20183 20183 13834 424877 13834 6781 291283 41283 34230 2426 2426 2185 2185 12 12 456 456 37 37 5116 5116 0 45000 45000 50116 5116 45000 241167 36167 34230 177229 271953 271953 50000 50000 51494 591286 743917 840430 167976 153959 158815 16958 24787 29980 1003449 1244616 1352672 0 X 1003449 1244616 1003449 1244616 1003449 1244616 1003449 241167 1244616 1244616 MORGAN STANLEY-SHORT TERM COVERED P 2020-01-01 2020-01-01 53975 47194 6781 6781 MORGAN STANLEY-LONG-TERM COVERED P 2000-01-01 2020-12-31 90802 83749 7053 7053 FEDERATED INSTL PRIME OBLIG P 2020-01-01 2020-01-01 280100 280100 13834 6781 503 503 503 X 10 513 false false false false false false false true true OR true false false false false true N/A H Frank Phillips III 5037970626 6140 S Macadam Avenue Portland OR 97239 false false false false false false false false false false false false false false false false false false false false false false Henry Frank Phillips III 6140 S Macadam Ave Portland OR 97239 President 5.00 0 Janet L Phillips 6140 S Macadam Ave Portland OR 97239 Secretary 5.00 0 Henry Francis Phillips IV 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 John V Phillips 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 Jean M Hinkley 6140 S Macadam Ave Portland OR 97239 Director 1.00 0 NONE NONE 1006543 90331 0 1096874 0 1096874 16453 1080421 54021 54021 503 503 53518 53518 53518 45000 45000 45000 53518 5000 25550 29800 26164 40535 127049 45000 0 45000 8518 8518 118531 0 118531 22032 29800 26164 40535 Henry Frank Phillips III Janet L Phillips X Friends of the Children Portland 7227 SW Bridgeport Rd Portland OR 97224 None PC To provide Portland's most vulnerable children a nurturing and sustained relationship with a professional mentor who teaches positive values and has attainable expectations for each child to become healthy, productive members of the community. 25000 De La Salle North Catholic High Sch 7528 N Fenwick Ave Portland OR 97217 None To provide an affordable, college preparatory, faith-based education to young men and women throughout the Portland metro area with limited financial resources. 20000 45000 14 7266 14 20183 13834 27449 13834 41283 false false false false false false false false false false X X 1 Belmont 10 11 LLC 6140 SW Macadam Ave Portland OR 97239 75000 X 2 Washington Street Building LLC 6140 SW Macadam Ave Portland OR 97239 100000 X 3 Grand Benedicts Inc 6140 SW Macadam Ave Portland OR 97229 75000 X Morgan Stanley Acct - Corporate Bonds 153959 158815 Morgan Stanley Acct. - Stocks 491827 587353 Morgan Stanley Acct - ETFs and CEFs 229740 230727 Morgan Stanley-Federated Govt ObliPRM 22350 22350 Morgan Stanley - Unit Investment Trusts FMV 24787 29980 Legal fees 2426 2426 0 0 Management Fees 17 17 Penalties 20 20 QuickBooks fees 100 100 0 0 Tax prepration 2085 2085 0 0 Federal tax 38 38 Foreign Tax 168 168 State tax 250 250