Ms-SC Trust FBO Phillips Exeter Academy
The trusts's mission is to provide phillips exeter academy, nh, a 501(c)(3) educational institution, with funds used to support needy students from the states of ms and sc. In the event that trust funds are not needed to support scholarship students from ms and sc, trust funds may be used to support needy scholarship students from one of the following states: tn, al, ar, and ga. In addition, the trust may provide funds to support the educational programs of the academy.
Key facts about Ms-SC Trust FBO Phillips Exeter Academy
In short: Ms-SC Trust FBO Phillips Exeter Academy gave $1.5M across 1 grant in 2021 (avg $1.5M), mostly in New Hampshire. Source: 2021 IRS Form 990.
- EIN
- 57-6114852
- Latest 990 filing
- Form 990, 2021
- Annual giving (2021)
- $1,500,000
- Grants made (2021)
- 1
- Average grant
- $1,500,000
- Median grant
- $1,500,000
- Total assets
- $24,990,047
- Primary geography
- New Hampshire (100% of itemized 2021 grant dollars)
Data from IRS Form 990, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990 · View filing
Total Assets
$25.0M
-27.6% YoY
Annual Giving
$1.5M
+330.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.5M
+330.9% YoY
About Ms-SC Trust FBO Phillips Exeter Academy
Based on IRS filings
Ms-SC Trust FBO Phillips Exeter Academy is a public charity, based in Chevy Chase, MD. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $25.0M in total assets. In 2021, it awarded 1 grant totaling $1.5M. Net investment income was $2.0M.
Ready to take the next step with Ms-SC Trust FBO Phillips Exeter Academy?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $348K (2020) to $1.5M (2021). In 2021 it made 1 grant totaling $1.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2021
The largest 2021 recipient was Phillips Exeter Academy ($1.5M).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phillips Exeter Academy Exeter, NH | Scholarships for needy residents of sc and ms to attend phillips exeter academy | $1,500,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | $24,990,047 | $34,535,315 |
| Revenue | $2,032,798 | $1,398,425 |
| Expenses | $1,735,371 | $556,328 |
| Net Investment Income | $2,032,798 | $1,398,425 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Officers and directors from IRS filings
Ms-SC Trust FBO Phillips Exeter Academy's 2021 filing lists 5 officers; none of the 5 officers listed in 2021 report compensation.
Officers on the 2021 filing
Fred E. Pittman MD
Founder & Trustee
On filings since 2020
3 hrs/week
No compensation reported
John F. Hassell III
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joseph Fellows
Trustee
On filings since 2020
1 hr/week
No compensation reported
Timothy D. Pittman
Trustee
On filings since 2020
3 hrs/week
No compensation reported
W. Hodding Carter
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 Ms-SC Trust FBO Phillips Exeter Academy
How much does Ms-SC Trust FBO Phillips Exeter Academy give each year?
Ms-SC Trust FBO Phillips Exeter Academy gave $1.5M across 1 grant in 2021, according to its 2021 IRS Form 990. In 2020 it gave $348K across 1 grant.
How large is Ms-SC Trust FBO Phillips Exeter Academy?
Ms-SC Trust FBO Phillips Exeter Academy reported $25.0M in total assets on its 2021 IRS Form 990. Its revenue that year was $2.0M.
Where does Ms-SC Trust FBO Phillips Exeter Academy operate?
Ms-SC Trust FBO Phillips Exeter Academy has awarded grants in New Hampshire.
What is Ms-SC Trust FBO Phillips Exeter Academy's EIN?
Ms-SC Trust FBO Phillips Exeter Academy's EIN (Employer Identification Number) is 57-6114852. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Ms-SC Trust FBO Phillips Exeter Academy by hand.
Explore Open Grants
Browse active grant opportunities in Ms-SC Trust FBO Phillips Exeter Academy's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Arnold T Gerstell Charitable Trust
Pittsburgh, PA
Assets
$1.2M
Grants
1
Total Given
$56K
I & G Charitable Foundation
Chicago, IL
In its final reported year, the Chicago-based foundation gave $118,586 in one grant for general purposes to the Jewish Federation of Metropolitan Chicago; earlier giving varied substantially. Its reported grants went to Illinois organizations, and it funds only preselected charities and does not accept unsolicited requests.
Assets
—
Grants
1
Total Given
$119K
The Gupta Foundation Inc
Fort Lauderdale, FL
Assets
$539K
Grants
2
Total Given
$30K
Yellow River Foundation
Fremont, CA
Assets
$37K
Grants
4
Total Given
$3K
The Noboru Murakami and Hiroko
Gilford, NH
Assets
$16K
Grants
7
Total Given
$2K
James and Cecilia TSE Ying Foundation
Reno, NV
The James and Cecilia Tse Ying Foundation supports food assistance, religious services, youth and community programs, public communication, and education, with recent grants concentrated in Nevada and Hawaii and also reaching other states. Its 2025 grants ranged from $100 to $100,000, with a median of $7,500. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
10
Total Given
$231K
Olberg McFall Family Foundation Inc
New York, NY
Assets
$268K
Grants
13
Total Given
$11K
The Charles Lafitte Florida Foundation
Jupiter, FL
The Charles Lafitte Florida Foundation funds education, children’s advocacy, medical research and initiatives, and the arts, favoring effective, high-impact projects; its 2025 grants ranged from $1,200 to $250,000, with a median of $7,600. Recent grants went mainly to organizations in New York, Florida, North Carolina, and New Jersey, and the 2024 filing says eligible 501(c)(3) organizations may apply online.
Assets
$35.9M
Grants
14
Total Given
$641K
Source of Hope Foundation
New York, NY
Source of Hope Foundation funds sustainable humanitarian aid—including food, water, health care, and education—as well as disaster relief, in the United States and countries including the Bahamas, Colombia, Ethiopia, Haiti, Israel/Palestine, and Jordan. Its 2025 grants ranged from $5,000 to $325,000, with a median of $30,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.2M
Grants
16
Total Given
$1.1M
Wagman Foundation
Jenkintown, PA
Wagman Foundation’s 2025 grants supported varied charitable organizations, with 97% of grant dollars going to recipients in California and small amounts to Colorado and New Hampshire; this reflects recipient locations, not a stated eligibility area. Grants ranged from $500 to $623,609, but the median was $1,625, and most awards were modest. It states that it funds only preselected organizations and does not accept unsolicited requests; its 2024 filing was marked as its final return.
Assets
—
Grants
18
Total Given
$649K
The Wood Foundation of Chambersburg PA
Shaker Heights, OH
The Wood Foundation of Chambersburg supports arts and cultural, education, and community organizations; its 2024 grants ranged from $2,000 to $100,000, with a median of $10,000. It gave across several states, with first consideration for organizations serving Chambersburg-Franklin Counties in Pennsylvania. It has no specific request form, but the filing does not say whether it accepts unsolicited requests.
Assets
$3.1M
Grants
20
Total Given
$398K
Andrew and Paulette Laszlo Foundation
Billings, MT
The Andrew and Paulette Laszlo Foundation supports a varied mix of charitable organizations, including education, health, conservation, cultural, and community groups. Its 2025 grants ranged from $500 to $8,000, with a median of $3,500, and mostly went to Montana recipients, though it also funded organizations in other states. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.8M
Grants
20
Total Given
$70K
More Funders in Maryland
Ms-SC Trust FBO Phillips Exeter Academy down — hundreds of funders to go?