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.
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.
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
States
Cities
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 |
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2021
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Phillips Exeter Academy ($1,500,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PHILLIPS EXETER ACADEMY EXETER, NH | SCHOLARSHIPS FOR NEEDY RESIDENTS OF SC AND MS TO ATTEND PHILLIPS EXETER ACADEMY | $1,500,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TIMOTHY D PITTMAN | TRUSTEE | 3 | — |
| JOSEPH FELLOWS | TRUSTEE | 1 | — |
| W HODDING CARTER | TRUSTEE | 1 | — |
| JOHN F HASSELL III | TRUSTEE | 1 | — |
| FRED E PITTMAN MD 1121-121721 | FOUNDER/TRUSTEE | 3 | — |
Frequently Asked Questions
How large is Ms-sc Trust Fbo Phillips Exeter Academy?
As of 2021, Ms-sc Trust Fbo Phillips Exeter Academy holds $25.0M in total assets with $2.0M in annual revenue. It awarded 1 grants totaling $1.5M in 2021.
Where does Ms-sc Trust Fbo Phillips Exeter Academy operate?
Ms-sc Trust Fbo Phillips Exeter Academy has awarded grants in New Hampshire.
What size grants does Ms-sc Trust Fbo Phillips Exeter Academy award?
In 2021, Ms-sc Trust Fbo Phillips Exeter Academy awarded 1 grants totaling $1.5M — an average of about $1.5M per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Ms-sc Trust Fbo Phillips Exeter Academy's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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