H Phillips Schol FD Tr UA
H Phillips Schol FD Tr UA is a private foundation, based in Booklyn, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $151K in total assets. In 2025, it awarded 1 grant totaling $7K. Net investment income was $14K.
Key facts about H Phillips Schol FD Tr UA
In short: H Phillips Schol FD Tr UA gave $7K across 1 grant in 2025 (avg $7K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6109415
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,500
- Grants made (2025)
- 1
- Average grant
- $6,500
- Median grant
- $6,500
- Total assets
- $151,137
- Primary geography
- Connecticut (100% 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
$151K
+1.6% YoY
Annual Giving
$7K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$7K
+0.0% YoY
Under IRS private-foundation payout rules, H Phillips Schol FD Tr UA reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How H Phillips Schol FD Tr UA gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF CONNECTICUT Storrs, CT | UNRESTRICTED GENERAL | $6,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $151,137 | $148,700 | $146,234 |
| Revenue | $16,506 | $15,364 | $5,177 |
| Expenses | $14,113 | $12,742 | $9,457 |
| Qualifying Distributions | $11,770 | $10,612 | $7,541 |
| Net Investment Income | $14,407 | $13,165 | $2,793 |
| Distributable Amount | $8,879 | $8,537 | $7,897 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
H Phillips Schol FD Tr UA's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$1K (2019) → $2K (2025)
KEY Bank
Trustee
New on the 2025 filing
1 hr/week
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.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about H Phillips Schol FD Tr UA
How much does H Phillips Schol FD Tr UA give each year?
H Phillips Schol FD Tr UA gave $7K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.
How large is H Phillips Schol FD Tr UA?
H Phillips Schol FD Tr UA reported $151K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
Where does H Phillips Schol FD Tr UA operate?
H Phillips Schol FD Tr UA has awarded grants in Connecticut, Florida, Massachusetts, Rhode Island.
What is H Phillips Schol FD Tr UA's EIN?
H Phillips Schol FD Tr UA's EIN (Employer Identification Number) is 06-6109415. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching H Phillips Schol FD Tr UA by hand.
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