Gerald W & Mary a Phillips Family
Gerald W & Mary a Phillips Family is a private foundation based in Loudon, Tennessee. Its 2025 filing reports 20 grants totaling $51,474, with listed purposes including family and children services, support for adults with special needs, veterans support, and general purposes.
Gerald W & Mary a Phillips Family at a glance
In short: Gerald W & Mary a Phillips Family gave $51K across 20 grants in 2025 (avg $3K), mostly in Tennessee. 70% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $51,474
- +25.7% vs 2024
- Grants made (2025)
- 20
- +53.8% vs 2024
- Average grant
- $2,574
- -18.3% vs 2024
- Median grant
- $1,000
- Total assets
- $630,078
- +42.7% vs 2024
- New grantees (estimate)
- 70% first-time grantees (14 of 20, 2025; small sample)
- Primary geography
- Tennessee (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Gerald W & Mary a Phillips Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 629 Black Bear Circle, Loudon, TN 37774
Phone: (615) 894-0032
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gerald W & Mary a Phillips Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was First Baptist Church Lenior City ($20K). Together the top 10 received $48K.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 88 grants of 88 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in Tennessee. The filing reports 2% each for New York and North Carolina, and 0% for Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
Cities
Is Gerald W & Mary a Phillips Family open to new grantees?
70%
first-time grantees, 2025
In 2025, 14 of 20 grantees (70%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $313 first-time, $2K repeat.
- 25% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $41K (2019) to $51K (2025). In 2025 it made 20 grants totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Lenior City Lenoir City, TN | Family & Children Services | $20,000 |
| Wears Valley Ranch Sevierville, TN | Family & Children Services | $10,000 |
| CASA of Tennessee Valley Franklin, TN | Family & Children Services | $6,299 |
| Brightstone Franklin, TN | Helping Adults with Special Needs | $5,000 |
| Ronald McDonald House Nashville, TN | Family & Children Services | $2,000 |
| MTSU Foundation Murfreesboro, TN | Family & Children Services | $1,000 |
| VFW Nashville, TN | Veterans Support | $1,000 |
| Tunnel to Towers Staten Island, NY | Family & Children Services | $1,000 |
| American Legion Nashville, TN | Veterans Support | $1,000 |
| Joni and Friends- Knoxville Knoxville, TN | Family & Children Services | $1,000 |
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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 | $630,078 | $246,724 | $58,652 | $51,474 | 20 | $51,638 | $240,320 | $50,036 |
| 2024 | $441,662 | $48,902 | $50,448 | $40,950 | 13 | $42,278 | $41,536 | $49,005 |
| 2023 | $442,889 | $47,586 | $56,432 | $48,100 | 18 | $49,308 | $41,050 | $42,932 |
| 2022 | $451,735 | $48,452 | $52,502 | $44,570 | 17 | $45,668 | $41,618 | $42,258 |
| 2021 | $455,785 | $25,062 | $57,719 | $49,700 | 20 | $50,697 | $18,040 | $48,510 |
| 2020 | $488,442 | $17,988 | $50,967 | $43,365 | 22 | — | $12,453 | $39,121 |
| 2019 | $521,421 | $16,398 | $47,614 | $40,894 | 20 | — | $16,119 | $38,509 |
Under IRS private-foundation payout rules, Gerald W & Mary a Phillips Family reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations serving children and families, adults with intellectual and developmental disabilities, veterans, and other charitable purposes.
Among the supported organizations, Wears Valley Ranch describes its mission as promoting the development of children in need of a stronger family support system through Christ-centered home settings. BrightStone says it provides for the multiple needs of adults with intellectual and developmental disabilities. The American Legion describes its mission as maintaining a Post Home for veterans and supporting veterans in distress. East Tennessee Children’s Hospital describes itself as a regional nonprofit pediatric health care system serving East Tennessee.
Grantmaking
In 2025, the foundation reported 20 grants totaling $51,474. Grant amounts ranged from $75 to $20,000, with a median grant of $1,000.
The largest listed grants were $20,000 to First Baptist Church Lenior City and $10,000 to Wears Valley Ranch, both for family and children services. Other notable grants included $6,299 to CASA of Tennessee Valley for family and children services, $5,000 to BrightStone for helping adults with special needs, and $2,000 to Ronald McDonald House for family and children services. The filing also lists $1,000 grants to organizations including MTSU Foundation, VFW, Tunnel to Towers, American Legion, Joni and Friends–Knoxville, Samaritan Purse, and Wounded Warrior Project.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gerald W Phillips and Mary Ann Phillips as co-trustees.
Gerald W & Mary a Phillips Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gerald W. Phillips
Co-Trustee
On filings since 2019
No compensation reported
Mary Ann Phillips
Co-Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Gerald W & Mary a Phillips Family
How much does Gerald W & Mary a Phillips Family give each year?
Gerald W & Mary a Phillips Family gave $51K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 13 grants.
What is Gerald W & Mary a Phillips Family's typical grant size?
Gerald W & Mary a Phillips Family's median grant in 2025 was $1,000, and its average grant was $2,574, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Gerald W & Mary a Phillips Family that year got $2K on average.
Where does Gerald W & Mary a Phillips Family give grants?
Gerald W & Mary a Phillips Family gives mostly in Tennessee: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (5 grants), Franklin, TN (2 grants), Knoxville, TN (2 grants) and Shelbyville, TN (2 grants).
Does Gerald W & Mary a Phillips Family give general operating support?
Occasionally: 5% of Gerald W & Mary a Phillips Family's 2025 grants with a stated purpose (1 of 20) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Family & Children Services" (13 grants).
Who are Gerald W & Mary a Phillips Family's largest grantees?
Gerald W & Mary a Phillips Family's largest 2025 grantees include First Baptist Church Lenior City ($20,000), Wears Valley Ranch ($10,000) and CASA of Tennessee Valley ($6,299), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Gerald W & Mary a Phillips Family?
Gerald W & Mary a Phillips Family reported $630K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).
What does Gerald W & Mary a Phillips Family fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations serving children and families, adults with intellectual and developmental disabilities, veterans, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from Gerald W & Mary a Phillips Family?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Gerald W & Mary a Phillips Family's EIN?
Gerald W & Mary a Phillips Family's EIN (Employer Identification Number) is 62-1744494. IRS Form 990 filing data is available on this page for 2019–2025.
Does Gerald W & Mary a Phillips Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 8, 2024)
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Cite this profile
Grantable. (2026). Gerald W & Mary a Phillips Family funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/gerald-w-and-mary-a-phillips-family-morg_6da8324c15d146cc821f667989e5a344
BibTeX
@misc{grantable_621744494_2026,
author = {{Grantable}},
title = {{Gerald W \& Mary a Phillips Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/gerald-w-and-mary-a-phillips-family-morg_6da8324c15d146cc821f667989e5a344},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Gerald W & Mary a Phillips Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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