Arthur W Phillips Trust Uw
Arthur W Phillips Trust UW is a private foundation based in Franklin, Pennsylvania. Established in 1980, it operates as a 501(c)(3) tax-exempt organization with no employees. The foundation is also known as the Dr. and Mrs. Arthur William Phillips Charitable Trust and the McFate W J Et All Ttees.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.0M
-2.7% YoY
Annual Giving
$857K
-7.5% YoY
Grant Count
35
-5.4% YoY
Avg Grant Size
$24K
-2.2% YoY
Under IRS private-foundation payout rules, Arthur W Phillips Trust Uw reported a distributable amount of $853K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily supports the Venango County COVID-19 Relief Fund and the sustainability of Exponent Philanthropy. Beyond these core initiatives, it funds cultural and educational programming, including projects such as purchasing Chromebooks for students.
Grantmaking
The foundation made 25 grants in fiscal year 2024, with the three largest grants totaling $205,000 and 23 additional grants totaling $626,300.
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Geographic Focus
Where this funder awards grants
The foundation's giving is concentrated in Pennsylvania, with particular emphasis on Venango County and surrounding regions including Clarion County and Titusville.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending September 2024:
- Total Assets: $11,981,065
- Total Revenues: $657,447
- Total Expenses: $995,822
- Total Giving: $857,035
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,981,065 | $12,319,441 | $13,603,548 |
| Revenue | $657,447 | $371,483 | $384,314 |
| Expenses | $995,822 | $1,103,367 | $1,264,469 |
| Qualifying Distributions | $902,636 | $1,000,200 | $1,152,974 |
| Net Investment Income | $570,238 | $390,517 | — |
| Distributable Amount | $853,099 | $817,975 | $866,243 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
180 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oil Region Library Association ($80,000), Allegheny River Trail in Clarion County ($75,000), Scenic Rivers Ymca ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLEGHENY RIVER TRAIL IN CLARION COUNTY FOXBURG, PA | ASSIST WITH FOW-HUNT PARK AND ALLEGHENY RIVER TRAIL PROJECTS | $75,000 |
| BENEDICTINE SISTERS OF ERIE ERIE, PA | PURCHASE THREE NEW BOILERS | $10,000 |
| COLONEL DRAKE CULTURAL ALLIANCE OIL CITY, PA | ASSIST WITH LYRIC THEATER REHABILITATION PROJECT | $20,000 |
| EMLENTON AREA AMBULANCE SERVICE EMLENTON, PA | ASSIST WITH PURCHASE OF NEW AMBULANCE | $20,000 |
| GROVE CITY COLLEGE GROVE CITY, PA | ASSIST WITH RENOVATION OF ROCKWELL HALL | $50,000 |
| UP RESEARCH INSTITUTE INDIANA, PA | ASSIST WITH FUNDING OF SPEECH SOUND DISORDER PROJECT | $5,000 |
| NORTHWEST HOSPITAL FOUNDATION SENECA, PA | ASSIST WITH COMPLETION OF FITNESS STATION | $20,000 |
| OIL REGION LIBRARY ASSOCIATION OIL CITY, PA | ASSIST WITH THEATER AND LECTURE HALL PRESERVATION | $80,000 |
| OIL REGION MUSIC PRESERVATION MUSEUM FRANKLIN, PA | FUND SEVEN CONCERTS | $5,000 |
| PENN STATE EXTENSION CLARION COUNTY 4-H SHIPPENVILLE, PA | ASSIST WITH FUNDING OF STEM PROGRAM FOR 4-H YOUTH | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRENTON MOULIN | TRUSTEE | 5 | — |
| ROBERT W MCFATE | TRUSTEE | 5 | — |
| LARRY S ADAMS | TRUSTEE | 5 | — |
Frequently Asked Questions
What does Arthur W Phillips Trust Uw fund?
The foundation primarily supports the Venango County COVID-19 Relief Fund and the sustainability of Exponent Philanthropy. Beyond these core initiatives, it funds cultural and educational programming, including projects such as purchasing Chromebooks for students.
How do I apply for a grant from Arthur W Phillips Trust Uw?
**Grant Amounts:** Typical awards range from $2,500 to $100,000. **Recent Grants (Fiscal Year 2024):** • Oil Region Library Association: $80,000 (Assist with Theater and Lecture Hall Preservation) • Allegheny River Trail in Clarion County: $75,000 (Assist with Fow-Hunt Park and Allegheny River Trail Projects) • Titusville Area Hospital: $50,000 (Assist with Renovation of Oncology Department) • Scenic Rivers YMCA: (amount not specified) The foundation made 25 grants in fiscal year 2024, with the…
Where does Arthur W Phillips Trust Uw make grants?
The foundation's giving is concentrated in Pennsylvania, with particular emphasis on Venango County and surrounding regions including Clarion County and Titusville.
What size grants does Arthur W Phillips Trust Uw award?
In 2024, Arthur W Phillips Trust Uw awarded 35 grants totaling $857K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Arthur W Phillips Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur W Phillips Trust Uw reported a distributable amount of $853K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Arthur W Phillips Trust Uw's EIN?
Arthur W Phillips Trust Uw's EIN (Employer Identification Number) is 25-6201015. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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