2025-11-14T15:23:31-08:00 2024-12-31 934947887 Kaitlin E Kirk 284 Country Place Ln Van Alstyne TX 75495 990PF 2024-01-01 046977585 KERMIT G PHILLIPS II CHARITABLE TR AKA PHILLIPS FOUNDATION KERM 2142380467 1400 BATTLEGROUND AVE STE 201 GREENSBORO NC 27408 KEVIN PHILLIPS Trustee 2025-11-14 true true Kaitlin E Kirk P01360772 9037445176 2024 2025-03-06 01:10:19Z X 62324229 X X 1149303 1149303 1 1 1 4011103 4011103 -17443 5142964 5160407 213410 181398 368453 313185 54491 46317 59131 59131 75175 63899 625424 272029 -392 110 175700 149345 103652 86952 3135 2665 140071 133541 1818360 0 1308462 1533001 1533001 3351361 0 2841463 1791603 5160407 335875 37444 37444 462296 525284 525284 390 1611 390 390 8644 8644 8644 1976741 2026571 1977715 38769066 39146565 47548107 1330038 1331353 1262651 5713877 5786625 9951595 527795 40712 487193 487083 487083 535145 525316 525316 49620486 49875275 62324229 12368 22407 4091666 3129255 4104034 3151662 X 45516452 46723613 45516452 46723613 49620486 49875275 45516452 1791603 47308055 584442 46723613 4011103 71730 71730 71730 96 96 X 3339 74973 0 false false false false false false false true true NC true false false false false true https://phillipsfdtn.org/ Phillips Foundation 2142380467 1400 BATTLEGROUND AVE STE 201 GREENSBORO NC 27408 false false false false false false false false false false false false false false false false false false false false false false KAT PHILLIPS 1400 BATTLEGROUND AVE STE 201 GREENSBORO NC 27408 Trustee 0.00 0 KEITH PHILLIPS 1400 BATTLEGROUND AVE STE 201 GREENSBORO NC 27408 Trustee 0.00 0 KEVIN PHILLIPS 1400 BATTLEGROUND AVE STE 201 GREENSBORO NC 27408 Trustee 0.00 0 ELIZABETH CARLOCK PHILLIPS PO BOX 191123 DALLAS TX 75219 Executive Dir. 20.00 46000 ERICA K SHIELDS PO Box 191123 DALLAS TX 75219 MANAGING DIRECTOR 40.00 167410 8744 9150 KATHERINE KNIGHT PO Box 191123 DALLAS TX 75219 SR. DIR IMPACT INV 25.00 95028 LAUREN BALDWIN PO Box 191123 DALLAS TX 75219 DIR. STRATEGIC IN 40.00 93644 7047 4150 MORGAN STANLEY 333 W SAN CARLOS ST STE 1100 SAN JOSE CA 95110 INVESTMENT MANAGEMENT 281572 KATE KIRK LLC 284 COUNTRY PLACE LANE VAN ALSTYNE TX 75495 ACCOUNTING SERVICES 75175 PUBLIC RESPONSIBILITY: THE PHILLIPS FOUNDATION SEEKS TO ENHANCE THE RESULTS OF ITS GRANTMAKING IN EDUCATION TO GROW EDUCATION-RELATED INITIATIVES. LEVERAGING ITS BODY OF WORK, THE FOUNDATION WILL DEVELOP PROGRAMS, COLLABORATIONS AND TECHNOLOGY DESIGNED TO INSPIRE LEARNING AND ADDRESS IMPEDIMENTS TO CHILDREN, YOUTH AND ADULTS REACHING THEIR FULL POTENTIAL AS GENEROUS AND IMPACT DRIVEN INDIVIDUALS. THROUGH EXPLORATION OF PARTNERSHIPS WITH OTHERS IN THE FIELD, COUPLED WITH ORIGINAL PROGRAMS DESIGNED TO EDUCATE CHILDREN, YOUTH AND ADULTS ABOUT GENEROSITY, STEWARDSHIP, COMMUNITY NEEDS AND SOCIAL RESPONSIBILITY, THE FOUNDATION WILL INNOVATE, CONVENE AND COLLABORATE TO EFFECT POSITIVE CHANGE. 500000 IMPACT INVESTING: THE PHILLIPS FOUNDATION SEEKS TO CREATE A PLATFORM TO AMPLIFY SOCIAL AND ENVIRONMENTAL VALUE THROUGH FINANCIAL INVESTMENTS, A PRACTICE KNOWN AS IMPACT INVESTING. THROUGH A SERIES OF EVENTS, GATHERINGS AND COLLABORATIONS THAT BRING TOGETHER A VARIETY OF STAKEHOLDERS, THE FOUNDATION WILL MEET THIS MISSION-RELATED GOAL THROUGH ACTIVITIES INCLUDING BUT NOT LIMITED TO: PROVIDING EDUCATIONAL PROGRAMS, CONDUCTING RESEARCH, PUBLISHING RESOURCES, CONVENING PARTNERS, FOSTERING COLLABORATION, CREATING DEALFLOW AND EXPLORING OPPORTUNITIES. 753691 SOCIAL SECTOR LEADERSHIP: THE PHILLIPS FOUNDATION SEEKS TO STRENGTHEN THE ABILITY OF NONPROFITS TO ACCOMPLISH THEIR CHARITABLE MISSIONS BY EMPOWERING THE NONPROFIT SECTOR TO EMPLOY EXEMPLARY GOVERNANCE AND EXECUTIVE LEADERSHIP PRACTICES. THE FOUNDATION WILL CONDUCT RESEARCH, ENGAGE WITH STRATEGIC PARTNERS AND DEVELOP PROGRAMS AND RESOURCES DESIGNED TO EQUIP NONPROFITS, PHILANTHROPIC INSTITUTIONS AND THEIR LEADERS TO ENACT SYSTEMIC CHANGE. WITH AN EMPHASIS ON ACCOUNTABILITY AND INNOVATION, THE FOUNDATION WILL PROMOTE AND ADVOCATE FOR EXEMPLARY LEADERSHIP AND GOVERNANCE. IN TURN, THIS WILL ENABLE NONPROFITS AND PHILANTHROPISTS TO MAXIMIZE THEIR LEVEL OF IMPACT. 530629 CRISIS PREVENTION: THE PHILLIPS FOUNDATION SEEKS TO LEVERAGE THE FOUNDATION'S EXISTING GRANT PARTNERSHIPS TO EVOLVE TOWARD UPSTREAM PREVENTION OF SOCIAL ISSUES BY ADDRESSING ROOT PROBLEMS OF FAMILY BREAKDOWN AND DYSFUNCTION THROUGH RESEARCH-BASED TOOLS FOR HEALTHY RELATIONSHIPS, SELF-SUFFICIENCY AND FAMILY WELLNESS. 180627 IMPACT VENTURES ACCELERATOR AS A LOAN PRI - RETURN OF PRINCIPAL -10000 -10000 62033168 859982 0 62893150 0 62893150 943397 61949753 3097488 3097488 71730 71730 3025758 3025758 3025758 2841463 10000 2831463 3025758 90904 90904 2831463 0 2831463 90904 90904 103391 KEITH PHILLIPS X SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 PC IMPACT LAB INITIATIVE 580000 LIFT OUR VOICES 2101 4TH AVE STE 2100 SEATTLE WA 98121 PC OPERATIONS AND PROGRAM SUPPORT 100000 PANORAMA GLOBAL 2101 4th Avenue Suite 2100 Seattle WA 98121 PC OPERATIONS AND PROGRAM SUPPORT 138000 THE IMPACT 110 E 25TH ST NEW YORK NY 10010 PC OPERATIONS AND PROGRAM SUPPORT 5642 GIVING TUESDAY INC 165 COURT ST 107 BROOKLYN NY 11201 PC PROGRAMS SUPPORT 200000 PANORAMA GLOBAL 2101 4th Avenue Suite 2100 SEATTLE WA 98121 PC CHILD SEXUAL ABUSE PREVENTION GRANT 50000 SHIFT EDUCATION 125 S ELM ST 500 GREENSBORO NC 27401 PC OPERATIONS AND PROGRAM SUPPORT 500000 CENTER FOR VIOLENCE PREVENTION 2603 NW 13TH ST STE 105 GAINESVILLE FL 32609 PC RESEARCH 5000 UNIVERSITY OF NORTH CAROLINA GREENSBORO 1111 SPRING GARDEN STREET GREENSBORO NC 27412 NC RETURN OF UNUSED HRI GRANT FUNDS -45641 1533001 14 1149303 531190 1 18 4011103 K-1 Capital Gains 525990 -44103 SCHEDULE K-1 ACTIVITY 525990 26660 -17442 5160406 5142964 false false false false false false false false false false Accounting Fees 75175 0 0 63899 2014 IMPROV 2014-12-31 2200 2090 SL 10.0000 110 Corporate Fixed Income 1331353 1262651 Traded Stocks/Mutual Funds 39146565 47548107 2026571 1977715 Mission Related Investments AT COST 4475470 4475470 Alternative Investments AT COST 1311155 5476125 Furniture and Fixtures 22330 22330 Machinery and Equipment 16182 16182 Improvements 2200 2200 Land 487083 487083 487083 Legal Fees 59131 0 0 59131 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 584442 BANK CHARGES 6434 6434 DONATIONS 6150 6150 FURNITURE & EQUIPMENT 2065 1756 INSURANCE 7623 6479 MEMBERSHIPS & SUBSCRIPTIONS 83955 83955 OFFICE SUPPLIES 3568 3033 POSTAGE & SHIPPING 546 464 SOFTWARE SUBSCRIPTIONS 21297 18102 STAFF GIFTS & EVENTS 3811 3239 UTILITIES 3689 3136 WEBSITE HOSTING 933 793 K-1 Capital Gains -44103 SCHEDULE K-1 ACTIVITY 26660 PAYROLL LIABILITIES 19399 19132 MRI'S PAYABLE 2986904 2041096 PRI'S PAYABLE 1085362 1069027 Rounding 1 Consulting & Outside Services 117330 0 0 76757 Digital Media & Website 117510 0 0 117510 Financial Advisor 281572 0 0 0 Financial Advisor 31250 0 0 0 I.T. 29762 0 0 29762 Marketing & Communications 48000 0 0 48000 Payroll Tax 392