Claire & Charles Phillips Fdn Inc is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $975K in total assets. In 2024, it awarded 3 grants totaling $60K. Net investment income was $108K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$975K
+4.4% YoY
Annual Giving
$60K
-16.5% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$20K
+11.3% YoY
Under IRS private-foundation payout rules, Claire & Charles Phillips Fdn Inc reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.
About Claire & Charles Phillips Fdn Inc
Based on IRS filings
Claire & Charles Phillips Fdn Inc is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $975K in total assets. In 2024, it awarded 3 grants totaling $60K. Net investment income was $108K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $974,655 | $934,012 | $778,147 |
| Revenue | $118,085 | $237,911 | $121,735 |
| Expenses | $77,428 | $85,951 | $91,749 |
| Qualifying Distributions | $62,580 | $74,319 | $81,172 |
| Net Investment Income | $107,946 | $228,386 | $112,282 |
| Distributable Amount | $73,091 | $68,793 | $68,536 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mount St Joseph University ($30,000), The Auxiliary of the Jewish Hospital ($28,844), Cincinnati Art Museum ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI ART MUSEUM CINCINNATI, OH | GENERAL OPERATING | $1,000 |
| THE AUXILIARY OF THE JEWISH HOSPITAL CINCINNATI, OH | GENERAL OPERATING | $28,844 |
| MOUNT ST JOSEPH UNIVERSITY CINCINNATI, OH | GENERAL OPERATING | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PEGGY GREENBERG | SECRETARY TRUSTEE | — | — |
| PAMELA ROSSMANN | TREASURER TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Claire & Charles Phillips Fdn Inc?
Claire & Charles Phillips Fdn Inc is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $975K in total assets as of 2024.
How large is Claire & Charles Phillips Fdn Inc?
As of 2024, Claire & Charles Phillips Fdn Inc holds $975K in total assets with $118K in annual revenue. It awarded 3 grants totaling $60K in 2024.
Where does Claire & Charles Phillips Fdn Inc operate?
Claire & Charles Phillips Fdn Inc has awarded grants in New York, Ohio, Virginia.
What size grants does Claire & Charles Phillips Fdn Inc award?
In 2024, Claire & Charles Phillips Fdn Inc awarded 3 grants totaling $60K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Claire & Charles Phillips Fdn Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Claire & Charles Phillips Fdn Inc reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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