2025-08-07T09:33:30-04:00 2023-12-31 990PF 2023-01-01 271259958 PHILLIPS FAMILY FOUNDATION % Robert Phillips PHIL 9188775000 3845 S 103RD EAST AVE STE 101 TULSA OK 74146 ROBERT D PHILLIPS JR TRUSTEE 2025-08-08 2023 2025-03-06 01:10:19Z X X 1951273 X 412108 2053 2053 0 37711 36315 0 29077 1441641 29077 0 0 0 0 0 1263 0 0 482212 67445 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 486 0 0 0 0 0 0 0 0 0 0 0 84 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13148 10912 0 0 13718 10912 0 0 85500 81250 99218 10912 0 81250 382994 56533 0 28921 1074036 1074036 0 0 0 0 0 1383405 711438 877237 0 0 0 0 0 0 0 1412326 1785474 1951273 5842 5842 0 0 0 0 0 0 0 0 0 5842 5842 X 1406484 1779632 1406484 1779632 1412326 1785474 1406484 382994 1789478 9846 1779632 Public Traded Securities 1441641 0 1412564 29077 29077 29077 0 786 786 786 0 800 0 784 -16 2 0 0 false false false 0 0 0 false false false false true true OK true false true false false true R D Phillips Jr 9186252254 3845 S 103RD EAST AVE STE 101 TULSA OK 74146 false false false false false false false false false false false false false false false false false false false false false R D PHILLIPS JR 3845 S 103rd E Ave Suite 101 Tulsa OK 74146 Trustee 1.00 0 0 0 955657 320561 370943 1647161 0 0 1647161 24707 1622454 81123 81123 786 0 786 80337 0 80337 0 80337 81250 0 0 0 0 81250 80337 62704 2021 32236 0 81250 49014 32236 0 0 0 0 13690 80337 0 RD PHILLIPS JR N A RD Phillips Jr 3845 S 103rd E Ave Suite 101 Tulsa OK 74146 9188775000 bphillips@Sierra-Capital.com See Statement N A See Statement Nevada Museum of Art 160 West Liberty Street Reno NV 89501 No Relationship PC General Contribution 1000 Big Brothers Big Sisters of Northern Nevada 1300 Foster Drive 210 Reno NV 89509 No Relationship PC Contribution 3500 Northern Nevada Children's Cancer F 3550 Barron Way 9A Reno NV 89511 No Relationship PC 2023 Gold Ribbon Annual Event 25000 UCSF Benioff Children's Hospitals Box 0248 San Francisco CA 94143 No Relationship PC Fund-A-Need Donation 28000 UCSF Benioff Children's Hospitals Box 0248 San Francisco CA 94143 No Relationship PC BP28 Gala 28000 85500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 2053 0 0 14 37711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 29077 0 0 0 0 0 0 0 0 0 1263 0 0 0 0 0 0 0 0 0 0 0 0 0 68841 1263 70104 11(a) The $1,263 reported in Part XV-A Line 11 Column e consists of incidental income including $1,023 from credit card cash rewards $229 from nondividend distributions and $11 in miscellaneous income. These amounts do not directly further the Phillips Family Foundations exempt purposes under IRC Section 501c3 as they are not derived from program-related activities. The credit card rewards and miscellaneous income are incidental receipts from administrative expenses and the nondividend distributions are returns of capital from investments. false false false false false false false false false false X X 1 Sierra Capital Management Group LLC 5660 Foret Circle Reno NV 89511 17510 X 2 Sierra Capital Management Group LLC 5660 Foret Circle Reno NV 89511 67950 X 3 Sierra Capital Management Group LLC 5660 Foret Circle Reno NV 89511 188965 X 4 Sierra Capital Management Group LLC 5660 Foret Circle Reno NV 89511 137683 X 1 Holly Energy Partners LP HEP 1,000 shares of Common Stock 17510 2023-05-22 2 Plains All American Pipeline LP PAA 5,000 shares of Common Stock 67950 2023-05-22 3 Fleetcor Technologies Inc FLT 700 shares of Common Stock 188965 2023-09-21 4 Fleetcor Technologies Inc FLT 506 shares of Common Stock 137683 2023-12-14 Tax990 Software Fees 46 0 0 0 Schettler Macy CPA 440 0 0 0 Undistributed Income for 2021 Morgan Stanley 0 0 Fidelity 270088 312017 Charles Schwab 441350 565220 2022 Excise Taxes Paid CK#1062 9846 Morgan Stanley ADV Fees 10912 10912 0 0 Purchase NCET 500 0 0 0 Management and General Expenses 340 0 0 0 Accrued Interest Paid in Advance 1396 0 0 0 Elan CC Cash Rewards Non-dividend distributions 1260 0 0 Holly K-1 Box 1 -141 0 0 Plains K-1 Box 1 144 0 0 Robert D Phillips Jr 5660 Foret Circle Reno NV 89511 Plains K-1 Box 21 84 0 0 0