Charlotte Palmer Phillips FoundationInc
Charlotte Palmer Phillips Foundation Inc is a private foundation based in Newton, Massachusetts. Incorporated in 1958 in New York, the foundation has been tax-exempt since December 1959. It operates as a 501(c)(3) organization dedicated to charitable, educational, and other qualifying philanthropic purposes.
Key facts about Charlotte Palmer Phillips FoundationInc
- EIN
- 13-6100994
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $110,000
- Grants made (2024)
- 48
- Average grant
- $2,292
- Median grant
- $1,000
- New grantees (estimate)
- 13% first-time grantees (6 of 48, 2024)
- Total assets
- $2,595,360
- Primary geography
- New York (29% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Charlotte Palmer Phillips FoundationInc funds
By grant dollars, the top recipient states for Charlotte Palmer Phillips FoundationInc's 48 itemized 2024 grants were New York (29%), Massachusetts (11%) and California (8%). The most frequent recipient cities were New York, NY (6 grants), Boston, MA (4 grants), Washington, DC (3 grants) and Lexington, MA (3 grants). 100% of grants with a stated purpose were for general or operating support.
Is Charlotte Palmer Phillips FoundationInc open to new grantees?
13%
first-time grantees, 2024
In 2024, 6 of 48 grantees (13%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
- 65% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Charlotte Palmer Phillips FoundationInc
- How to evaluate Charlotte Palmer Phillips FoundationInc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Charlotte Palmer Phillips FoundationInc with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+7.1% YoY
Annual Giving
$110K
+35.0% YoY
Grant Count
48
+17.1% YoY
Avg Grant Size
$2K
+15.3% YoY
Under IRS private-foundation payout rules, Charlotte Palmer Phillips FoundationInc reported a distributable amount of $150K for 2024 — the minimum it must pay out in qualifying distributions.
Ready to take the next step with Charlotte Palmer Phillips FoundationInc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 48 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $2.6 million
- Annual Revenue: $319,000
- Annual Expenses: $156,000
- Total Liabilities: $0
The foundation maintains a healthy financial position with assets significantly exceeding annual expenditures, indicating a sustainable grantmaking capacity.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,595,360 | $2,423,465 | $2,512,890 |
| Revenue | $318,814 | $42,966 | $185,763 |
| Expenses | $155,919 | $132,391 | $150,189 |
| Qualifying Distributions | $126,932 | $106,355 | $121,952 |
| Net Investment Income | $285,959 | $45,252 | $157,528 |
| Distributable Amount | $149,775 | $133,976 | $132,555 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
259 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Saint David's School ($12,500), Bowdoin College ($8,000), Maryland ASPCA ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Saint David's School New York, NY | General Purpose | $12,500 |
| Bowdoin College Brunswick, ME | General Purpose | $8,000 |
| Maryland ASPCA Baltimore, MD | General Purpose | $7,000 |
| Colby Sawyer University New London, NH | General Purpose | $6,500 |
| University of Wisconsin Foundation Madison, WI | General Purpose | $6,000 |
| St Joseph's Seminary Fund Yonkers, NY | General Purpose | $5,000 |
| The Catholic Thing Washington, DC | General Purpose | $5,000 |
| Grace Church School New York, NY | General Purpose | $4,834 |
| The Exploratorium San Francisco, CA | General Purpose | $4,833 |
| The Miquon School Conshohocken, PA | General Purpose | $4,833 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marjorie Gilbert | Trustee | 0.25 | $2,000 |
| William S Strong ESQ | President/Treasurer | 0.5 | $7,500 |
| Sarah E Cogan ESQ | Secretary | 0.5 | $5,000 |
| Ann Reinke Strong | Trustee | — | — |
| John Gibbons | Trustee | 0.25 | $2,000 |
| Marjorie T Cook-Sullivan | Trustee | — | — |
| John B Chessare MD MPH | Trustee | — | — |
Contact Information
Address: 2223 Washington Street, Suite 101 Newton, MA 02462-1417
Telephone: 617-227-7031
Legal Representative: Kotin Crabtree & Strong LLP
Frequently Asked Questions
What size grants does Charlotte Palmer Phillips FoundationInc award?
In 2024, Charlotte Palmer Phillips FoundationInc awarded 48 grants totaling $110K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Charlotte Palmer Phillips FoundationInc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte Palmer Phillips FoundationInc reported a distributable amount of $150K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlotte Palmer Phillips FoundationInc's EIN?
Charlotte Palmer Phillips FoundationInc's EIN (Employer Identification Number) is 13-6100994. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charlotte Palmer Phillips FoundationInc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Boston Foundation Inc
Boston, MA
Assets
$2.1B
Grants
2,046
Total Given
$169.9M
The Chicago Community Trust
Chicago, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Ge Aerospace Foundation
Norwalk, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Fidelity Foundation
Boston, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Eastern Bank Foundation
Wakefield, MA
Assets
—
Grants
1,786
Total Given
$19.0M
Analog Devices Foundation
Boston, MA
Assets
—
Grants
1,177
Total Given
$1.9M
Barr Foundation
Boston, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
Boston, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (Fka Oneworld Boston Inc)
Woburn, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
Verizon Foundation
Basking Ridge, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
More Funders in Massachusetts
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.