Skip to content
Plinth
Foundation Dossiers
Plinth

· Private foundation

The Jay & Rose Phillips Family Foundation of California

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.3M
Granted FY2019
32
Grants FY2019
4
States reached
$1.0M
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead

Read this first · the figures below need context

100% of The Jay & Rose Phillips Family Foundation of California’s FY2021 grant dollars went to American Endowment Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year The Jay & Rose Phillips Family Foundation of California named its own grantees at scale: 25 organizations, $3M. It is dated, not current.

Organizations named directly on the return

23
’17
23
’18
25
’19
22
’20
2
’21

Amber years are those where most dollars went to a sponsor.

01What you fund
0198% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2021.

Philanthropy$82MHealth$5.1MHuman Services$3.1MEducation$2.3MCrime & Legal$610kCivil Rights$450kYouth Development$400kInternational$238kArts & Culture$170kOther$1.8M
02FY2019 · 32 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2019

  • Under $10k7 grants · $25k
  • $10k–50k9 grants · $150k
  • $50k–250k12 grants · $925k
  • $250k+4 grants · $2.2M
$50,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
Stanford Health Care$1,000,000
Jewish Family and Children's Services$650,000
Coaching Corps$300,000
Stanford University$250,000
Fresh Lifelines for Youth$100,000
CareMessage$100,000
Legal Aid At Work$100,000
The Voter Participation Center$100,000
Canine Companions for Independence$100,000
Big Sur Land Trust$100,000
Southern California Counseling Center$75,000
Family Violence Appellate Project$50,000
The GEANCO Foundation$50,000
CASA of Los Angeles$50,000
Partners for Justice$50,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–21, $2.8M) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 15% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%Jewish Community Center of San Francisco: $150k → 10%Happy Trails for Kids: $10k → 14%Jewish Community Center of San Francisco: $25k → 10%Happy Trails for Kids: $10k → 14%Jewish Family and Children's Services: $650k → 10%Jewish Family and Children's Services: $600k → 10%Jewish Family and Children's Services: $500k → 10%Jewish Family and Children's Services: $500k → 10%SOUTHERN CALIFORNIA COUNSELING CENTER: $100k → 14%Southern California Counseling Center: $75k → 14%Southern California Counseling Center: $75k → 14%Southern California Counseling Center: $75k → 14%Southern California Counseling Center: $75k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

97%of every dollar goes to organizations you’ve funded before.
$9.9M · 29 repeat orgs$300k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +76% since the first grant, against +4% for the ones you funded once.

29 repeat relationships — 28 still active in FY2019, 1 since wound down; 6 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

29
7

Total granted

$9.9M
$157k

Median revenue growth · since first grant

+76%
+4%

Still filing today

79%
57%

New vs renewed · share of each year

In FY2021, 92% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21
EducationHuman ServicesHealthCrime & LegalCivil RightsArts & CultureOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • SH
    STANFORD HEALTH CARE
    4× · 2017–2020 · $5.0M · revenue +96%
  • FL
    FRESH LIFELINES FOR YOUTH INC
    4× · 2017–2020 · $400k · revenue +110%
  • C
    CAREMESSAGE
    4× · 2017–2020 · $400k · revenue +213%

Funded once

  • AA
    AMERICAN ASSOCIATION OF STATE COLLEGES
    one grant, 2017 · $100k
  • AA
    Alzheimer's Association
    one grant, 2018 · $25k
  • MC
    MARIN COUNTRY DAY SCHOOL
    one grant, 2017 · $10k · revenue +4%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
2
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
3
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
4
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
5
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

—
6
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
7
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
8
Altamed Health Services Corporation

To eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world-class delivery system for latino, multi-ethnic underserved communities in southern california.

Health
9
California Dental Association Foundation

The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.

Science & Tech
10
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
11
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
12
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education

For reference, the grantee most central to the portfolio’s shape is Jewish Community Center of San Francisco and the most unlike its peers is Imperial Valley Food Bank. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyPolicy Research & AdvocacyYouth Sports ProgramsSchool Support OrganizationsEnvironmental Advocacy & Co…Arts & Culture OrganizationsInternational Development &…Jewish Community Organizati…University Support Foundati…Criminal Justice Legal Advo…Independent K-12 SchoolsCommunity Health Centers
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 41 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%3%5–10yr19%9%10–20yr17%35%20–35yr12%15%35–55yr12%38%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr19%1%10–20yr17%90%20–35yr12%1%35–55yr12%9%55yr+

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/36
the rest of the field
14%
12,832/91,670

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

35 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 35 of the 46 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
34/35
Grantees still filing
26/35
Grew since you first funded

Where your money sits — by cause, then by grantee

AMERICAN ENDOWMENT FOUNDATION — $81,928,543 · PhilanthropyAMERICAN ENDOWMENT FOUNDATIONSTANFORD HEALTH CARE — $5,000,000 · Health+2 more — $135,000 · HealthJEWISH FAMILY AND CHILDREN'S SERVICES — $2,250,000 · Human ServicesSOUTHERN CALIFORNIA COUNSELING CENTER — $400,000 · Human ServicesCANINE COMPANIONS FOR INDEPENDENCE INC — $300,000 · Human ServicesJEWISH COMMUNITY CENTER OF SAN FRANCISCO — $175,000 · Human Services+1 more — $20,000 · Human ServicesTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $1,550,000 · EducationCAREMESSAGE — $400,000 · EducationUNIVERSITY OF SOUTHERN CALIFORNIA — $175,000 · Education+5 more — $157,500 · EducationCOACHING CORPS — $1,050,000 · OtherJewish Vocational Services — $148,000 · OtherJewish Big Brothers Big Sisters of LA — $139,000 · OtherAMERICAN ASSOCIATION OF STATE COLLEGES — $100,000 · OtherFRESH LIFELINES FOR YOUTH INC — $400,000 · OtherTHE GEANCO FOUNDATION INC — $237,500 · OtherLOS ANGELES PHILHARMONIC ASSOCIATION — $100,000 · OtherBig Sur Land Trust — $130,000 · Other+15 more — $265,000 · OtherLegal Aid at Work — $400,000 · Crime & LegalPARTNERS FOR JUSTICE INC — $150,000 · Crime & LegalFAMILY VIOLENCE APPELLATE PROJECT — $60,000 · Crime & LegalCASA OF LOS ANGELES — $200,000 · Civil RightsTHE VOTER PARTICIPATION CENTER — $150,000 · Civil RightsCENTER FOR VOTER INFORMATION — $100,000 · Civil Rights
Philanthropy$81,928,543Health$5,135,000Human Services$3,145,000Education$2,282,500Other$2,569,500Crime & Legal$610,000Civil Rights$450,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetAMERICAN ENDOWMENT FOUNDATION — $81,928,543 over 1y, 3.0% of budgetSTANFORD HEALTH CARE — $5,000,000 over 4y, 0.0% of budgetJEWISH FAMILY AND CHILDREN'S SERVICES — $2,250,000 over 4y, 1.7% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $1,550,000 over 4y, 0.0% of budgetCOACHING CORPS — $1,050,000 over 4y, 6.9% of budgetFRESH LIFELINES FOR YOUTH INC — $400,000 over 4y, 1.4% of budgetCAREMESSAGE — $400,000 over 4y, 2.3% of budgetLegal Aid at Work — $400,000 over 4y, 1.7% of budgetSOUTHERN CALIFORNIA COUNSELING CENTER — $400,000 over 5y, 5.0% of budgetCANINE COMPANIONS FOR INDEPENDENCE INC — $300,000 over 4y, 0.3% of budgetTHE GEANCO FOUNDATION INC — $237,500 over 4y, 10.0% of budgetCASA OF LOS ANGELES — $200,000 over 4y, 1.3% of budgetJEWISH COMMUNITY CENTER OF SAN FRANCISCO — $175,000 over 2y, 0.4% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA — $175,000 over 2y, 0.0% of budgetPARTNERS FOR JUSTICE INC — $150,000 over 2y, 16% of budgetTHE VOTER PARTICIPATION CENTER — $150,000 over 2y, 0.3% of budgetBig Sur Land Trust — $130,000 over 4y, 1.6% of budgetBAY AREA CANCER CONNECTIONS — $110,000 over 4y, 2.8% of budgetLOS ANGELES PHILHARMONIC ASSOCIATION — $100,000 over 4y, 0.0% of budgetCENTER FOR VOTER INFORMATION — $100,000 over 1y, 0.2% of budgetTHREE SQUARE — $65,000 over 4y, 0.0% of budgetFAMILY VIOLENCE APPELLATE PROJECT — $60,000 over 3y, 3.4% of budgetSANTA CATALINA SCHOOL — $57,500 over 4y, 0.2% of budgetHARVARD-WESTLAKE SCHOOL — $50,000 over 4y, 0.0% of budgetKQED INC — $40,000 over 4y, 0.0% of budgetAMERICAN CONSERVATORY THEATRE FOUNDATION — $30,000 over 3y, 0.1% of budgetEAST PALO ALTO ACADEMY FOUNDATION — $30,000 over 3y, 0.7% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC — $25,000 over 1y, 0.0% of budgetHAPPY TRAILS FOR KIDS — $20,000 over 2y, 1.9% of budgetCALIFORNIA TROUT INC — $15,000 over 3y, 0.1% of budgetMARIN COUNTRY DAY SCHOOL — $10,000 over 1y, 0.0% of budgetIMPERIAL VALLEY FOOD BANK — $10,000 over 1y, 0.2% of budgetNCGA FOUNDATION — $2,500 over 1y, 0.1% of budgetTHESECONDOPINION — $1,000 over 1y, 0.3% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The San Francisco Fou…Gordon E and Betty I …Gs Donor Advised Phil…Silicon Valley Commun…Jewish Community Fede…American Endowment Fo…Marin Community Found…National Philanthropi…California Community …The California Wellne…The David and Lucile …Morgan Stanley Global…
The San Francisco FoundationCA21.4× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Francisco Foundation · Gordon E and Betty I Moore Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Silicon Valley Community Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · American Endowment Foundation · Marin Community Foundation · National Philanthropic Trust · California Community Foundation · The California Wellness Foundation · The David and Lucile Packard Foundation · Morgan Stanley Global Impact Funding Trust Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Jay & Rose Phillips Family Foundation of California funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%your share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    11report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Jay & Rose Phillips Family Foundation of California?

    Find your warmest path to The Jay & Rose Phillips Family Foundation of California through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 46 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home
    State money flows
    the interactive map of money crossing state lines