Claire B Phillips Family Foundation Inc

MILWAUKEE, WI EIN: 26-1115574

Claire B Phillips Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $78K. Net investment income was $111K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+9.7% YoY

Annual Giving

$78K

-3.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

-3.7% YoY

Under IRS private-foundation payout rules, Claire B Phillips Family Foundation Inc reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.

About Claire B Phillips Family Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $337K (94%)

New York $23K (6%)

States

New York Ohio

Cities

CincinnatiWest Islip

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,667,751	$1,519,634	$1,340,158
Revenue	$233,034	$264,847	$142,829
Expenses	$84,601	$84,471	$87,822
Qualifying Distributions	$79,586	$82,667	$84,493
Net Investment Income	$110,781	$142,036	$28,455
Distributable Amount	$99,225	$83,636	$79,256

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

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cincinnati Zoo Botanical Garden ($45,000), Mount St Joseph University ($17,500), Good Samaritan Hospital Foundation ($15,000).

Recipient	Purpose	Amount
CINCINNATI ZOO BOTANICAL GARDEN CINCINNATI, OH	GENERAL OPERATING	$45,000
MOUNT ST JOSEPH UNIVERSITY CINCINNATI, OH	GENERAL OPERATING	$17,500
GOOD SAMARITAN HOSPITAL FOUNDATION WEST ISLIP, NY	GENERAL OPERATING	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PEGGY A GREENBERG	TRUSTEE	1	—
PAMELA P ROSSMANN	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Claire B Phillips Family Foundation Inc?

Claire B Phillips Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.7M in total assets as of 2024.

How large is Claire B Phillips Family Foundation Inc?

As of 2024, Claire B Phillips Family Foundation Inc holds $1.7M in total assets with $233K in annual revenue. It awarded 3 grants totaling $78K in 2024.

Where does Claire B Phillips Family Foundation Inc operate?

Claire B Phillips Family Foundation Inc has awarded grants in New York, Ohio.

What size grants does Claire B Phillips Family Foundation Inc award?

In 2024, Claire B Phillips Family Foundation Inc awarded 3 grants totaling $78K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Claire B Phillips Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Claire B Phillips Family Foundation Inc reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Claire B Phillips Family Foundation Inc's EIN?

Claire B Phillips Family Foundation Inc's EIN (Employer Identification Number) is 26-1115574. IRS Form 990 filing data is available on this page for 2020–2024.