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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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
239 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Saint David's School ($12,500), Bowdoin College ($8,000), Maryland ASPCA ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Aldo Leopold Foundation Baraboo, WI | General Purpose | $1,000 |
| Animal Welfare Institute Washington, DC | General Purpose | $1,000 |
| Asclepius Initiative Louisville, KY | General Purpose | $3,500 |
| Ashland Town Library Ashland, MA | General Purpose | $500 |
| Bowdoin College Brunswick, ME | General Purpose | $8,000 |
| Bridge of Peace Syria Fayetteville, AR | General Purpose | $2,000 |
| Citizens for Lexington Conservation Lexington, MA | General Purpose | $500 |
| Colby Sawyer University New London, NH | General Purpose | $6,500 |
| Community Endowment for Lexington Natick, MA | General Purpose | $500 |
| Convent of the Sacred Heart New York, NY | General Purpose | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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
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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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