2020-10-23T09:28:27-07:00 2019-12-31 930770718 Jones Ham & Cluff PC CPAs 14475 SW Allen Blvd Suite A Beaverton OR 97005 990PF 2019-01-01 464337405 Phillips Family Foundation PHIL 5037970626 6140 S Macadam Avenue Portland OR 97239 H Frank Phillips III President 2020-10-21 true Gary E Ham Jr P00351087 5036436333 2019 2021-04-22 16:20:28Z X 1096172 X 160000 9796 9796 9796 17135 17135 17135 4364 441214 4364 11458 191295 31295 38389 1995 1995 738 738 2493 2493 5226 5226 0 40535 40535 45761 5226 40535 145534 26069 38389 175393 177229 177229 55906 50000 51578 419395 591286 674981 190339 167976 172870 16882 16958 19514 857915 1003449 1096172 0 X 857915 1003449 857915 1003449 857915 1003449 857915 145534 1003449 1003449 MORGAN STANLEY-SHORT TERM COVERED P 2019-03-22 2019-10-07 87026 76811 10215 10215 MORGAN STANLEY LONG TERM COVERED P 2017-02-27 2019-02-15 116508 123602 -7094 -7094 10000 KEYBANK NA/CLEVEL 2350 P 2016-03-15 2019-03-08 10000 10000 455.380 UNIT FT BIOTECHNOLOGY 40 P 2016-01-01 2019-02-25 455 455 381.810 UNIT FT BIOTECHNOLOGY 40 P 2016-01-01 2019-12-25 382 382 FEDERATED INSTL PRIME OBLIG P 2019-02-19 2019-10-07 226843 225600 1243 1243 4364 11458 521 521 521 X 14 535 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 0 0 0 0 0 0 0 0 0 521 521 521 521 0 40535 40535 40535 0 5000 25550 29800 26164 86514 40535 0 40535 127049 0 127049 5000 25550 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 expectation for each child to become healthy, productive members of the community. 25000 Silver Lake Fire Department 4th St Silver Lake OR 97638 None PC To serve and protect the community of Silver Lake, Oregon. 15000 Bike to the Beach 1990 K Street NW Washington DC 20006 None PF Bike to the Sea connects communities by building and improving shared-use paths and promoting safe and happy trail use for all ages and abilities. 535 40535 14 9796 14 17135 4364 26931 4364 31295 false false false false false false false false false false X X 1 G&B Milwaukie LLC 6140 SW Macadam Ave Portland OR 97239 20000 X 2 Belmont 10 11 LLC 6140 SW Macadam Ave Portland OR 97239 20000 X 3 Washington Street Building LLC 6140 SW Macadam Ave Portland OR 97239 20000 X 4 Grand Benedicts Inc 6140 SW Macadam Ave Portland OR 97229 100000 X Morgan Stanley Acct - Corporate Bonds 167976 172870 Morgan Stanley Acct. - Stocks 325465 398635 Morgan Stanley Acct - ETFs and CEFs 180497 191022 Morgan Stanley-Federated Govt ObliPRM 85324 85324 Morgan Stanley - Unit Investment Trusts FMV 16958 19514 Management Fees 2993 2993 Return of 2018 Contribution -500 -500 Tax Preparation 1995 1995 0 0 Federal tax 363 363 Foreign Tax 139 139 State tax 236 236