Phillips Family Foundation Trust
Phillips Family Foundation Trust is a private foundation, based in Penobscot, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 8 grants totaling $120K. Net investment income was $766K.
Phillips Family Foundation Trust at a glance
In short: Phillips Family Foundation Trust gave $120K across 8 grants in 2025 (avg $15K), top state Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,000
- -25.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $15,000
- -25.7% vs 2024
- Median grant
- $14,400
- Total assets
- $1,704,992
- +59.9% vs 2024
- Primary geography
- Arizona (48% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Phillips Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Galapagos Conservancy Inc ($24K). Together the top 8 received $120K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Phillips Family Foundation Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 121% 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
From 2020 to 2025, annual grant giving ranged from $45K (2020) to $162K (2024). In 2025 it made 8 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Galapagos Conservancy Inc Fairfax, VA | Tortoise Support/Conservation Efforts | $24,000 |
| Imago DEI Middle School Tucson, AZ | Breaking Cycle of Poverty for 4TH-8TH Grade Youth | $14,400 |
| Rim Country Literacy Program Inc Payson, AZ | Operating funds rim kids project literacy and clothing for low income families | $14,400 |
| St Michael Indian School Saint Micheals, AZ | Technology-Interactive Touch Table Project K-5 Grades Contribution | $14,400 |
| The Bible Society of Maine Portland, ME | Operating Funds Prison Outreach & After School/Homework Support | $14,400 |
| Tucson Botanical Gardens Tucson, AZ | Improving pathways for handicap access/horticultural therapy greenhouse upkeep grant | $14,400 |
| Energy Outreach Colorado Denver, CO | Provides energy assistance to those in need across the state | $12,000 |
| Healing Meals Comm Project Weatogue, CT | To provide nourishing organic meals to individual and families facing health crises | $12,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,704,992 | $794,823 | $156,336 | $120,000 | 8 | $127,125 | $765,612 | $105,433 |
| 2024 | $1,066,505 | $132,658 | $198,365 | $161,500 | 8 | $169,260 | $103,553 | $114,584 |
| 2023 | $1,132,212 | $12,269 | $103,767 | $70,000 | 6 | $77,927 | $13,080 | $100,356 |
| 2022 | $1,223,710 | $52,650 | $175,565 | $140,998 | 8 | $148,611 | $25,696 | $102,749 |
| 2021 | $1,346,625 | $42,394 | $87,398 | $49,000 | 10 | $56,298 | $13,929 | $113,194 |
| 2020 | $1,391,629 | $161,492 | $76,803 | $45,000 | 10 | — | $137,833 | $89,934 |
Under IRS private-foundation payout rules, Phillips Family Foundation Trust reported a distributable amount of $105K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Phillips Family Foundation Trust's 2025 filing lists 6 officers; 2 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Anna Julia Johnson Phillips
Trustee
On filings since 2020
0.5 hrs/week
$3K (2020) → $4K (2025)
Paul Christopher Phillips
Trustee
On filings since 2020
0.5 hrs/week
$3K (2020) → $4K (2025)
Alida Vernon Phillips
Advisor
On filings since 2020
0.3 hrs/week
No compensation reported
John Wg Phillips
Advisor
On filings since 2020
0.3 hrs/week
No compensation reported
Richard S. Hudgins
Advisor
On filings since 2020
0.3 hrs/week
No compensation reported
Watson Lyman Phillips
Advisor
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $4K, to Anna Julia Johnson Phillips (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Phillips Family Foundation Trust
How much does Phillips Family Foundation Trust give each year?
Phillips Family Foundation Trust gave $120K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $162K across 8 grants.
What is Phillips Family Foundation Trust's typical grant size?
Phillips Family Foundation Trust's median grant in 2025 was $14,400, and its average grant was $15,000, across 8 grants on its 2025 IRS Form 990-PF.
Where does Phillips Family Foundation Trust give grants?
Phillips Family Foundation Trust's top state is Arizona, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (20%) and Maine (12%). The most frequent recipient cities were Tucson, AZ (2 grants).
Does Phillips Family Foundation Trust give general operating support?
Yes: 25% of Phillips Family Foundation Trust's 2025 grants with a stated purpose (2 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Phillips Family Foundation Trust's largest grantees?
Phillips Family Foundation Trust's largest 2025 grantees include Galapagos Conservancy Inc ($24,000), Imago DEI Middle School ($14,400) and Rim Country Literacy Program Inc ($14,400), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Phillips Family Foundation Trust?
Phillips Family Foundation Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $105K (roughly 5% of its investment assets).
What is Phillips Family Foundation Trust's EIN?
Phillips Family Foundation Trust's EIN (Employer Identification Number) is 20-2760817. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Phillips Family Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Phillips Family Foundation Trust's focus areas in our free grants database
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