Nonprofit · EIN 77-0578845
PHILLIS FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $110,762 | $236,285 | -$125,523 | $809,057 | $0 | $809,057 |
| December 31, 2024 | 990-PF | $240,426 | $332,021 | -$91,595 | $934,580 | $0 | $934,580 |
| December 31, 2023 | 990-PF | $110,456 | $268,882 | -$158,426 | $1,028,175 | $0 | $1,028,175 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,900
- Interest
- $22,089
- Net rental income
- $12,664
- Other income
- $34,893
Expenses
- Grants and similar amounts paid
- $122,010
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $236,285
Balance sheet and other
- Total assets, start of year
- $934,580
- Total assets, end of year
- $809,057
- Total liabilities, end of year
- $0
- Net assets, end of year
- $809,057
- Fair market value of assets
- $809,057
- Qualifying distributions
- $236,285
- Net investment income
- $103,862
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP G SVALYA P O Box 2849, SARATOGA, CA 95070 | President | 5 | $0 |
| LOIS F SVALYA P O Box 2849, SARATOGA, CA 95070 | Secretary | 5 | $0 |
| DANIEL G SVALYA P O Box 2849, SARATOGA, CA 95070 | Treasurer | 1 | $0 |
| KARINA R SVALYA P O Box 2849, SARATOGA, CA 95070 | Vice-president | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP G SVALYA P O Box 2849, SARATOGA, CA 95070 | President | 5 | $0 |
| LOIS F SVALYA P O Box 2849, SARATOGA, CA 95070 | Secretary | 5 | $0 |
| DANIEL G SVALYA P O Box 2849, SARATOGA, CA 95070 | Treasurer | 1 | $0 |
| KARINA R SVALYA P O Box 2849, SARATOGA, CA 95070 | Vice-president | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP G SVALYA P O Box 2849, SARATOGA, CA 95070 | President | 5 | $0 |
| LOIS F SVALYA P O Box 2849, SARATOGA, CA 95070 | Secretary | 5 | $0 |
| DANIEL G SVALYA P O Box 2849, SARATOGA, CA 95070 | Treasurer | 1 | $0 |
| KARINA R SVALYA P O Box 2849, SARATOGA, CA 95070 | Vice-president | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2849, SARATOGA, CA 95070-0849
- In care of
- % PHILLIP SVALYA
- Signed the 990-PF
- PHILLIP G SVALYA, PRESIDENT
- Phone
- (408) 316-3607
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0578845 or by the name PHILLIS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0578845
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $809,057
- Income (IRS master file)
- $110,762
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $110,762 | $236,285 | $809,057 | XML |
| 990-PF | December 2024 | $240,426 | $332,021 | $934,580 | XML |
| 990-PF | December 2023 | $110,456 | $268,882 | $1,028,175 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0578845).
Questions about PHILLIS FOUNDATION
- What is the EIN of PHILLIS FOUNDATION?
- The employer identification number (EIN) of PHILLIS FOUNDATION is 77-0578845.
- Is PHILLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to PHILLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does PHILLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILLIS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILLIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PHILLIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PHILLIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $110,762, expenses of $236,285 and total assets of $809,057 at year end.
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All nonprofits in SARATOGA · California · Philanthropy, voluntarism and grantmaking foundations