Ms-sc Trust Fbo Phillips Exeter Academy

CHEVY CHASE, MD EIN: 57-6114852

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.

Financial Overview

From 2021 IRS Form 990-PF · 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 nonprofit organization, 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 grants totaling $1.5M. Net investment income was $2.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Exeter

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$559K$1M$2M$2M20202021
Metric20212020
Total Assets$24,990,047$34,535,315
Revenue$2,032,798$1,398,425
Expenses$1,735,371$556,328
Qualifying Distributions
Net Investment Income$2,032,798$1,398,425
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$375K$750K$1M$2M1 grants20201 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

PHILLIPS EXETER ACADEMY$1.5M

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
TIMOTHY D PITTMANTRUSTEE3
JOSEPH FELLOWSTRUSTEE1
W HODDING CARTERTRUSTEE1
JOHN F HASSELL IIITRUSTEE1
FRED E PITTMAN MD 1121-121721FOUNDER/TRUSTEE3

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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