Charlotte Palmer Phillips FoundationInc
Charlotte Palmer Phillips FoundationInc is a private foundation based in Newton, Massachusetts. Its 2024 filing lists 48 grants totaling $110,000 to charitable organizations, including schools, colleges, cultural organizations, and humanitarian and animal-welfare organizations.
Charlotte Palmer Phillips FoundationInc at a glance
In short: Charlotte Palmer Phillips FoundationInc gave $110K across 48 grants in 2024 (avg $2K), top state New York. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $110,000
- +35.0% vs 2023
- Grants made (2024)
- 48
- +17.1% vs 2023
- Average grant
- $2,292
- +15.3% vs 2023
- Median grant
- $1,000
- Total assets
- $2,595,360
- +7.1% vs 2023
- New grantees (estimate)
- 13% first-time grantees (6 of 48, 2024)
- Primary geography
- New York (29% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charlotte Palmer Phillips FoundationInc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 2223 Washington Street Suite 101, Newton, MA 02462
Phone: (617) 227-7031
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charlotte Palmer Phillips FoundationInc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Saint David's School ($13K). Together the top 10 received $65K.
Grant Size Distribution
259 grants across all recorded years
The most common grant size was under $50K: 259 grants of 259 (100%).
Geographic Focus
Where this funder awards grants
In 2024, the largest shares of grant dollars by recipient state went to New York (29%), Massachusetts (11%), California (8%), Wisconsin (8%), and New Hampshire (8%).
Grant Distribution by State
Share of 2024 grant dollars across all 48 itemized grants.
States
Cities
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 grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $82K (2023) to $130K (2021). In 2024 it made 48 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,595,360 | $318,814 | $155,919 | $110,000 | 48 | $126,932 | $285,959 | $149,775 |
| 2023 | $2,423,465 | $42,966 | $132,391 | $81,500 | 41 | $106,355 | $45,252 | $133,976 |
| 2022 | $2,512,890 | $185,763 | $150,189 | $94,500 | 53 | $121,952 | $157,528 | $132,555 |
| 2021 | $2,477,316 | $211,979 | $182,389 | $129,500 | 58 | $155,142 | $184,732 | $152,674 |
| 2020 | $2,390,478 | $266,957 | $169,824 | $117,000 | 59 | — | $262,642 | $127,967 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The foundation’s 2024 grants included educational institutions, a science museum, a humanitarian organization, and an animal-welfare organization. Bowdoin College describes its mission as providing a liberal arts education that develops students’ intellectual, creative, social, and leadership abilities. The Exploratorium describes itself as a public learning laboratory exploring science, art, and human perception through inquiry-based experiences. The International Rescue Committee says it responds to humanitarian crises and helps people affected by conflict and disaster survive, recover, and gain control of their future.
Grantmaking
In 2024, the foundation awarded 48 grants totaling $110,000. Grants ranged from $500 to $12,500, with a median of $1,000. The largest grants included $12,500 to Saint David’s School, $8,000 to Bowdoin College, $7,000 to Maryland ASPCA, $6,500 to Colby Sawyer University, and $6,000 to the University of Wisconsin Foundation. The listed purposes for these largest grants were “General Purpose.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Marjorie Gilbert, Ann Reinke Strong, John Gibbons, Marjorie T Cook-Sullivan, and John B Chessare MD MPH as trustees; William S Strong ESQ as president and treasurer; and Sarah E Cogan ESQ as secretary.
Charlotte Palmer Phillips FoundationInc is led by William S Strong Esq., President & Treasurer since 2023 (on filings since 2020); 4 of 7 officers listed in 2024 are compensated.
Officers on the 2024 filing
William S Strong Esq.
President & Treasurer
President & Treasuer → President & Treasurer, 2023
On filings since 2020
0.5 hrs/week
$5K (2020) → $8K (2024)
John Gibbons
Trustee
On filings since 2020
0.3 hrs/week
$2K (2020) → $2K (2024)
Marjorie Gilbert
Trustee
On filings since 2020
0.3 hrs/week
$2K (2020) → $2K (2024)
Ann Reinke Strong
Trustee
On filings since 2020
No compensation reported
John B Chessare MD MPH
Trustee
On filings since 2020
No compensation reported
Marjorie T Cook-Sullivan
Trustee
On filings since 2020
No compensation reported
Sarah E Cogan Esq.
Secretary
On filings since 2020
0.5 hrs/week
$5K (2020) → $5K (2024)
Former officers (1)
- Former: Paul M Frank Esq. (2020) — Trustee · Filing note: Deceased 2021
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $8K, to William S Strong ESQ (President/Treasurer). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Charlotte Palmer Phillips FoundationInc
How much does Charlotte Palmer Phillips FoundationInc give each year?
Charlotte Palmer Phillips FoundationInc gave $110K across 48 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $82K across 41 grants.
What is Charlotte Palmer Phillips FoundationInc's typical grant size?
Charlotte Palmer Phillips FoundationInc's median grant in 2024 was $1,000, and its average grant was $2,292, across 48 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Charlotte Palmer Phillips FoundationInc that year got $1K on average.
Where does Charlotte Palmer Phillips FoundationInc give grants?
Charlotte Palmer Phillips FoundationInc's top state is New York, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were 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).
Does Charlotte Palmer Phillips FoundationInc give general operating support?
Yes: 100% of Charlotte Palmer Phillips FoundationInc's 2024 grants with a stated purpose (48 of 48) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Charlotte Palmer Phillips FoundationInc's largest grantees?
Charlotte Palmer Phillips FoundationInc's largest 2024 grantees include Saint David's School ($12,500), Bowdoin College ($8,000) and Maryland ASPCA ($7,000), according to its 2024 IRS Form 990-PF. Together they received 25% of its itemized 2024 grant dollars.
How large is Charlotte Palmer Phillips FoundationInc?
Charlotte Palmer Phillips FoundationInc reported $2.6M in total assets on its 2024 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $150K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charlotte Palmer Phillips FoundationInc fund?
No mission statement is provided. The foundation’s 2024 grants included educational institutions, a science museum, a humanitarian organization, and an animal-welfare organization. See mission & focus areas ↑
How do I apply for a grant from Charlotte Palmer Phillips FoundationInc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Charlotte Palmer Phillips FoundationInc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Charlotte Palmer Phillips FoundationInc funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/charlotte-palmer-phillips-foundationinc-morg_ec0e253b57af479889804bcf5f8c63e3
BibTeX
@misc{grantable_136100994_2026,
author = {{Grantable}},
title = {{Charlotte Palmer Phillips FoundationInc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charlotte-palmer-phillips-foundationinc-morg_ec0e253b57af479889804bcf5f8c63e3},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charlotte Palmer Phillips FoundationInc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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