Paul Shirley Philpott Medical Trust

Private foundation · Grantmaker Kingman, IN EIN: 31-1043299
N/A

Paul Shirley Philpott Medical Trust is a private foundation focused on N/A, based in Kingman, IN. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $41K in total assets. In 2023, it awarded 3 grants totaling $3K.

Paul Shirley Philpott Medical Trust at a glance

In short: Paul Shirley Philpott Medical Trust gave $3K across 3 grants in 2023 (avg $1K), mostly in Indiana. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$3,000
Grants made (2023)
3
Average grant
$1,000
Median grant
$1,000
Total assets
$40,878
-9.6% vs 2022
Primary geography
Indiana (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated October 2026.

Who Paul Shirley Philpott Medical Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Sawyer Keeling and Purdue: $1KSawyer Keeling and Purdue$1KJilleann Pate and Ivy Tech: $1KJilleann Pate and Ivy Tech$1KMarylee Muniz-Dominguez and Iu: $1KMarylee Muniz-Dominguez and Iu$1K

The largest 2023 recipient was Sawyer Keeling and Purdue ($1K). Together the top 3 received $3K.

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2023 grant dollars across all 3 itemized grants.

States

Cities

BloomingtonLafayetteWest Lafayette

How Paul Shirley Philpott Medical Trust gives

  • Giving held roughly steady from 2020 to 2023 (+0%). Method
  • In 2023 it paid out 143% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K3 grants2020 3 grants2021 0 grants2022 3 grants2023

From 2020 to 2023, annual grant giving ranged from $3K (2020) to $3K (2023). In 2023 it made 3 grants totaling $3K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Sawyer Keeling and Purdue West Lafayette, INScholarship$1,000
Jilleann Pate and Ivy Tech Lafayette, INScholarship$1,000
Marylee Muniz-Dominguez and Iu Bloomington, INScholarship$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023$40,878$316$4,683$3,0003$3,042—$2,121
2022$45,244$314$1,129——$841$26$2,248
2021$46,059$336$4,184$3,0003$3,862$24$2,363
2020$49,907$836$3,854$3,0003—$686$2,522

Under IRS private-foundation payout rules, Paul Shirley Philpott Medical Trust reported a distributable amount of $2K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Paul Shirley Philpott Medical Trust's 2023 filing lists 4 officers; 1 of 4 officers listed in 2023 is compensated.

Officers on the 2023 filing

  • The Fountain Trust Company

    Cotrustee

    On filings since 2020

    $300 (2020) → $1K (2023)

  • Greg Harrison

    Cotrustee

    On filings since 2020

    No compensation reported

  • J. B. Yater

    Cotrustee

    On filings since 2020

    No compensation reported

  • Superintendent Sefsc

    Cotrustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

The Fountain Trust Company — Cotrustee: $1KThe Fountain Trust…Cotrustee$1K

The highest reported compensation on the 2023 filing was $1K, to The Fountain Trust Company (Cotrustee).

Frequently asked questions about Paul Shirley Philpott Medical Trust

How much does Paul Shirley Philpott Medical Trust give each year?

Paul Shirley Philpott Medical Trust gave $3K across 3 grants in 2023, according to its 2023 IRS Form 990-PF.

What is Paul Shirley Philpott Medical Trust's typical grant size?

Paul Shirley Philpott Medical Trust's median grant in 2023 was $1,000, and its average grant was $1,000, across 3 grants on its 2023 IRS Form 990-PF.

Where does Paul Shirley Philpott Medical Trust give grants?

Paul Shirley Philpott Medical Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there.

Does Paul Shirley Philpott Medical Trust give general operating support?

Not in 2023: none of the 3 grants with a stated purpose on Paul Shirley Philpott Medical Trust's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).

How large is Paul Shirley Philpott Medical Trust?

Paul Shirley Philpott Medical Trust reported $41K in total assets on its 2023 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).

What is Paul Shirley Philpott Medical Trust?

Paul Shirley Philpott Medical Trust is a private foundation focused on N/A, based in Kingman, IN. It holds $41K in total assets as of 2023.

What is Paul Shirley Philpott Medical Trust's EIN?

Paul Shirley Philpott Medical Trust's EIN (Employer Identification Number) is 31-1043299. IRS Form 990 filing data is available on this page for 2020–2023.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Paul Shirley Philpott Medical Trust'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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