Claire & Charles Phillips Fdn Inc

Private foundation · Grantmaker Eagan, MN EIN: 31-1634128

Claire & Charles Phillips Fdn Inc is a private foundation focused on Education, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 4 grants totaling $70K. Net investment income was $195K.

Key facts about Claire & Charles Phillips Fdn Inc

In short: Claire & Charles Phillips Fdn Inc gave $70K across 4 grants in 2025 (avg $18K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
31-1634128
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$70,358
Grants made (2025)
4
Average grant
$17,590
Median grant
$15,000
Total assets
$1,097,605
Primary geography
Ohio (86% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+12.6% YoY

Annual Giving

$70K

+17.6% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$18K

-11.8% YoY

Under IRS private-foundation payout rules, Claire & Charles Phillips Fdn Inc reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.

How Claire & Charles Phillips Fdn Inc gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Claire & Charles Phillips Fdn Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

CincinnatiCincinattiArlingtonDallasNew YorkWest Islip

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K6 grants2020 5 grants2021 5 grants2022 4 grants2023 3 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $57K (2020) to $79K (2022). In 2025 it made 4 grants totaling $70K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Mount St Joseph University: $35KMount St Joseph University$35KCincinnati Childrens Hospital: $20KCincinnati Childrens Hospital$20KAmerican Heart Association: $10KAmerican Heart Association$10KThe Auxiliary of the Jewish Hospital: $5KThe Auxiliary of the JewishHospital$5K

The largest 2025 recipient was Mount St Joseph University ($35K). Together the top 4 received $70K.

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mount St Joseph University Cincinnati, OHGeneral Operating$35,180
Cincinnati Childrens Hospital Cincinnati, OHGeneral Operating$20,000
American Heart Association Dallas, TXGeneral Operating$10,000
The Auxiliary of the Jewish Hospital Cincinnati, OHGeneral Operating$5,178

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,097,605$974,655$934,012
Revenue$207,036$118,085$237,911
Expenses$83,863$77,428$85,951
Qualifying Distributions$73,401$62,580$74,319
Net Investment Income$195,448$107,946$228,386
Distributable Amount$75,952$73,091$68,793

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

Leadership & Key People

Officers and directors from IRS filings

Claire & Charles Phillips Fdn Inc's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Pamela Rossmann

    Treasurer Trustee

    On filings since 2020

    No compensation reported

  • Peggy Greenberg

    Secretary Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Claire & Charles Phillips Fdn Inc

How much does Claire & Charles Phillips Fdn Inc give each year?

Claire & Charles Phillips Fdn Inc gave $70K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 3 grants.

What is Claire & Charles Phillips Fdn Inc's typical grant size?

Claire & Charles Phillips Fdn Inc's median grant in 2025 was $15,000, and its average grant was $17,590, across 4 grants on its 2025 IRS Form 990-PF.

Where does Claire & Charles Phillips Fdn Inc give grants?

Claire & Charles Phillips Fdn Inc gives mostly in Ohio: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (14%). The most frequent recipient cities were Cincinnati, OH (3 grants).

Does Claire & Charles Phillips Fdn Inc give general operating support?

Yes: 100% of Claire & Charles Phillips Fdn Inc's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Claire & Charles Phillips Fdn Inc?

Claire & Charles Phillips Fdn Inc reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $76K (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 is Claire & Charles Phillips Fdn Inc?

Claire & Charles Phillips Fdn Inc is a private foundation focused on Education, based in Eagan, MN. It holds $1.1M in total assets as of 2025.

What is Claire & Charles Phillips Fdn Inc's EIN?

Claire & Charles Phillips Fdn Inc's EIN (Employer Identification Number) is 31-1634128. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Claire & Charles Phillips Fdn Inc by hand.

Explore Open Grants

Browse active grant opportunities in Claire & Charles Phillips Fdn Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Greater Cincinnati Foundation

Cincinnati, OH

The Greater Cincinnati Foundation supports education, affordable housing, arts and culture, community well-being, neighborhood development, and basic needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 grants had a median of $20,000, while specific opportunities range from small awards to grants of up to $450,000. It offers open RFP and LOI opportunities; the profile does not state whether it accepts unsolicited requests outside those opportunities.

Assets

$1.0B

Grants

1,408

Total Given

$184.4M

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.

Assets

$1.9M

Grants

41

Total Given

$25.6M

Richard D Reis Family Foundation

Cincinnati, OH

The Richard D Reis Family Foundation primarily supports education in the United States, with grants also going to organizations in areas such as youth services, health, arts, and animal welfare. In 2025, it made 41 grants of $800–$5,000, with a median of $1,000; Ohio received the largest share of funding. It requests written proposals with pertinent information and prefers to receive them by August; it does not restrict giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2M

Grants

41

Total Given

$61K

The Fischer Family Foundation 2008

Fort Mitchell, KY

The foundation funds organizations working in education, housing and homelessness, family support, employment, and financial stability, with most giving in Kentucky and Ohio and some support elsewhere. Its 2024 grants ranged from $150 to $2.3 million, with a median of $50,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

166

Total Given

$13.9M

Children's Hospital Medical Center

Cincinnati, OH

Children’s Hospital Medical Center supports child health through patient care, research, medical education, and community sponsorships, with most 2025 grant dollars going to Ohio and some to Kentucky and other states. Its 44 reported grants ranged from $5,250 to $524,912, with a median of $15,370; internal research awards included $40,000–$50,000 pilot grants and $100,000 per year for two years for eligible junior faculty. The profile does not state whether it accepts unsolicited requests.

Health

Assets

$10.7B

Grants

44

Total Given

$2.5M

Claire B Phillips Family Foundation Inc

Eagan, MN

Philanthropy, Voluntarism & Grantmaking

Assets

$1.9M

Grants

2

Total Given

$97K

The Minneapolis Foundation

Minneapolis, MN

The Minneapolis Foundation supports civic, social, and economic needs, including economic mobility, education equity, community safety, health, and the environment. In 2025, its grants had a median of $25,000, though awards varied widely; 77% of grant dollars went to Minnesota recipients. It does not state a general policy on unsolicited requests; current opportunities are closed, and some programs are invitation-based.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2B

Grants

1,565

Total Given

$121.7M

Saint Paul & Minnesota Foundation

St. Paul, MN

The Saint Paul & Minnesota Foundation funds community-led work in areas including economic development, health and human services, youth and education, arts and culture, democracy, and nonprofit capacity, serving the East Metro and communities statewide. Its 2025 grants had a median of $26,000, while the Management Improvement Fund offers up to $15,000. It accepts unsolicited requests through open application programs, though some opportunities are invite-only.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.7B

Grants

1,473

Total Given

$107.2M

The Richard M Schulze Family Foundation

Minneapolis, MN

The Richard M. Schulze Family Foundation funds education, health care, and human services, including college scholarships, with most support benefiting working- and middle-class families in specified Minnesota and Florida counties; it also makes some national grants. Its 2024 grants had a median of $5,000, though awards ranged from $50 to $10 million. It plans to move to invitation-only grantmaking in 2027; whether it currently accepts unsolicited requests is not stated.

Assets

—

Grants

1,431

Total Given

$47.9M

Wells Fargo Foundation

Minneapolis, MN

The Wells Fargo Foundation funds nonprofits working on financial opportunity, affordable housing, and small-business growth, with giving at national and local levels. Its 2025 grants ranged from $3,000 to $8 million, with a median of $35,000. It does not accept unsolicited requests; eligible organizations are invited to apply.

Philanthropy, Voluntarism & Grantmaking

Assets

$8.6M

Grants

1,376

Total Given

$157.4M

C K Blandin Foundation

Grand Rapids, MN

The C K Blandin Foundation funds community wealth-building, rural placemaking and small-community efforts, including work on housing, civic engagement, community spaces and food systems. It primarily supports rural Minnesota, especially Itasca County and nearby communities, and its 2024 median grant was $2,900, though awards ranged from $50 to $335,000.

Assets

—

Grants

931

Total Given

$15.8M

The McKnight Foundation

Minneapolis, MN

The McKnight Foundation funds nonprofit organizations, research, and community initiatives in arts and culture, food systems, climate and energy, neuroscience, and equitable communities, primarily in Minnesota and the Midwest, with some work in Africa and South America and beyond. Its 2024 grants ranged from $1,150 to $10 million, with a median of $100,000; prospective applicants are asked to contact program staff first, who provide proposal instructions if they determine funding may be considered.

Assets

—

Grants

790

Total Given

$145.9M

More Funders in Minnesota

Claire & Charles Phillips Fdn Inc down — hundreds of funders to go?

Want AI to do this for you?