2025-11-17T10:27:59-08:00 2024-12-31 930770718 Jones Ham & Cluff PC CPAs 14475 SW Allen Blvd Suite A Beaverton OR 97005 990PF 2024-01-01 464337405 Phillips Family Foundation PHIL 5037970626 6140 S Macadam Avenue Portland OR 97239 H Frank Phillips III President 2025-11-13 true true Gary E Ham Jr P00351087 5036436333 2024 2025-03-06 01:10:19Z X 3020044 X 301603 5413 5413 5413 90405 90405 90405 40544 1977395 40544 69511 437965 136362 165329 2895 2895 2778 2778 5498 5498 11171 11171 0 126500 126500 137671 11171 126500 300294 125191 165329 1829 76 76 2301611 2543757 2836730 88660 148481 156441 27474 27554 26797 2419574 2719868 3020044 0 X 2419574 2719868 2419574 2719868 2419574 2719868 2419574 300294 2719868 2719868 1,671.915 sh Icahn Enterprises, LP P 2024-01-01 2024-01-01 17209 24388 -7179 -7179 1366 sh Brookfield Oaktree P 2001-01-01 2024-10-03 33393 30832 2561 2561 Morgan Stanley - Short Term Covered P 2024-01-01 2024-01-01 488607 411917 76690 76690 Morgan Stanley - Long Term Covered P 2001-01-01 2024-01-01 665485 697013 -31528 -31528 Federated Hermes Gvt Obligations P 2024-01-01 2024-01-01 772701 772701 40544 69511 1740 1740 1740 673 2000 2673 X 29 904 904 false false false false false false false true true OR true false false false false true N/A H Francis 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 Francis 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 2692228 9768 0 2701996 0 2701996 40530 2661466 133073 133073 1740 1740 131333 131333 131333 126500 126500 131333 40535 13525 54060 126500 0 126500 4833 4833 49227 0 35702 13525 13525 Henry Francis 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. 50000 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 St Jude Children's Research Hospita 262 Danny Thomas Pl Memphis TN 38105 None PC To advance cures, and means of prevention, for pediatric catstrophic diseases through research and treatment 2000 Eisenhower Medical Center 39000 BOB Hope Drive Rancho Mirage CA 92270 None PC To serve the changing healthcare needs by providing excellence in patient care with supportive education and research 5000 Oregon Health Science University Fo 2020 SW 4th Avenue Suite 900 Portland OR 97201 None PC To improve the health and well-being of the state and its citizens 10000 St Andrews Catholic Church Comm Cen 806 NE Alberta Ave Portland OR 97211 None PC To be a visible presence of Christ in our culturally and racially diverse neighborhood, rooted in the Gospel and nurtured by liturgy, prayer, and the community of faith. To work with the poor, the powerless, and the oppressed for the liberation of all; to seek justice, compassion, and peace in our lives, community and world; and to proclaim and celebrate Gods unconditional love for all. 10000 Hearing Health Foundation PO box 1397 New York NY 10018 None PC To prevent and cure hearing loss and tinnitus through groundbreaking research and to promote hearing health. 1000 Western Oregon University 345 Monmouth Ave N Monmouthd OR 97361 PC To create a personalized, student-centered learning community where individuals feel a sense of belonging and empowerment. 4000 Old Town Church Forest Grove 2224 15th Ave Forest Grove OR 97116 PC To create an environment where everyone, regardless of their background or stage in their faith journey, can feel welcomed and valued. 1000 Folds of Honor 5971 Patrot Dr Owasso OK 74055 PC To provide educational scholarships to the spouses and children of America's fallen and disabled service members and first responders. 1000 Victory Academy 12155 SW Tooze Rd Sherwood OR 97140 PC To provide children and teens affected by autism spectrum disorder with an integrated academic and therapeutic program that addresses their individual strengths and challenges to foster meaningful relationships and life skills. 10000 Silver Lake Fire Department 53224 4th St Silver Lake OR 97641 PC To provide emergency services, including responding to fire and medical emergencies, and to support the community. 10000 Oregon Adaptive Sports 345 SW Cyber Dr 103 Bend OR 97702 PC To provide life-changing outdoor recreation experiences to individuals with disabilities. 2500 126500 14 5413 14 90405 40544 95818 40544 136362 false false false false false false false false false false X X 1 Grand & Benedicts Inc 6140 SW Macadam Ave Portland OR 97239 300000 X Morgan Stanley Acct - Corporate Bonds 148481 156441 Morgan Stanley Acct. - Stocks 1791903 2066425 Morgan Stanley Acct - ETFs and CEFs 487878 506329 Morgan Stanley-Federated Govt ObliPRM 263976 263976 Morgan Stanley - Unit Investment Trusts FMV 27554 26797 Management Fees 4695 4695 Ordinary losses from K-1's 803 803 Tax preparation 2895 2895 0 0 Federal tax 2250 2250 Foreign Tax 528 528