Claire & Charles Phillips Fdn Inc
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.
Claire & Charles Phillips Fdn Inc at a glance
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.
- Annual giving (2025)
- $70,358
- +17.6% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $17,590
- -11.8% vs 2024
- Median grant
- $15,000
- Total assets
- $1,097,605
- +12.6% vs 2024
- Primary geography
- Ohio (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Claire & Charles Phillips Fdn Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
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
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $57K (2020) to $79K (2022). In 2025 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mount St Joseph University Cincinnati, OH | General Operating | $35,180 |
| Cincinnati Childrens Hospital Cincinnati, OH | General Operating | $20,000 |
| American Heart Association Dallas, TX | General Operating | $10,000 |
| The Auxiliary of the Jewish Hospital Cincinnati, OH | General Operating | $5,178 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,097,605 | $207,036 | $83,863 | $70,358 | 4 | $73,401 | $195,448 | $75,952 |
| 2024 | $974,655 | $118,085 | $77,428 | $59,844 | 3 | $62,580 | $107,946 | $73,091 |
| 2023 | $934,012 | $237,911 | $85,951 | $71,685 | 4 | $74,319 | $228,386 | $68,793 |
| 2022 | $778,147 | $121,735 | $91,749 | $78,506 | 5 | $81,172 | $112,282 | $68,536 |
| 2021 | $748,164 | $60,500 | $76,393 | $63,592 | 5 | $66,381 | $50,384 | $80,483 |
| 2020 | $764,137 | $28,307 | $68,766 | $57,014 | 6 | — | $19,856 | $65,975 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Claire & Charles Phillips Fdn Inc funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Claire & Charles Phillips Fdn Inc's focus areas in our free grants database
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Claire B Phillips Family Foundation Inc
Eagan, MN
Assets
$1.9M
Grants
2
Total Given
$97K
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