Phillips Family Foundation Trust

Private foundation · Grantmaker Penobscot, ME EIN: 20-2760817

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.

Key facts about Phillips Family Foundation Trust

In short: Phillips Family Foundation Trust gave $120K across 8 grants in 2025 (avg $15K), top state Arizona. Source: 2025 IRS Form 990-PF.

EIN
20-2760817
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$120,000
Grants made (2025)
8
Average grant
$15,000
Median grant
$14,400
Total assets
$1,704,992
Primary geography
Arizona (48% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+59.9% YoY

Annual Giving

$120K

-25.7% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$15K

-25.7% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 8 itemized 2025 grant dollars.

Cities

TucsonFairfaxPaysonPortlandSaint MichaelsSaint MichealsDenverHilton Head IslandWeatogueWestbrook

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K10 grants202010 grants20218 grants20226 grants20238 grants20248 grants2025

From 2020 to 2025, annual grant giving ranged from $45K (2020) to $162K (2024). In 2025 it made 8 grants totaling $120K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Galapagos Conservancy Inc: $24KGalapagos Conservancy Inc$24KImago Dei Middle School: $14KImago Dei Middle School$14KRim Country Literacy Program Inc: $14KRim Country Literacy ProgramInc$14KSt Michael Indian School: $14KSt Michael Indian School$14KThe Bible Society of Maine: $14KThe Bible Society of Maine$14KTucson Botanical Gardens: $14KTucson Botanical Gardens$14KEnergy Outreach Colorado: $12KEnergy Outreach Colorado$12KHealing Meals Comm Project: $12KHealing Meals Comm Project$12K

The largest 2025 recipient was Galapagos Conservancy Inc ($24K). Together the top 8 received $120K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Galapagos Conservancy Inc Fairfax, VATortoise Support/Conservation Efforts$24,000
Imago Dei Middle School Tucson, AZBreaking Cycle of Poverty for 4TH-8TH Grade Youth$14,400
Rim Country Literacy Program Inc Payson, AZOperating funds rim kids project literacy and clothing for low income families$14,400
St Michael Indian School Saint Micheals, AZTechnology-Interactive Touch Table Project K-5 Grades Contribution$14,400
The Bible Society of Maine Portland, MEOperating Funds Prison Outreach & After School/Homework Support$14,400
Tucson Botanical Gardens Tucson, AZImproving pathways for handicap access/horticultural therapy greenhouse upkeep grant$14,400
Energy Outreach Colorado Denver, COProvides energy assistance to those in need across the state$12,000
Healing Meals Comm Project Weatogue, CTTo provide nourishing organic meals to individual and families facing health crises$12,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$1,704,992$1,066,505$1,132,212
Revenue$794,823$132,658$12,269
Expenses$156,336$198,365$103,767
Qualifying Distributions$127,125$169,260$77,927
Net Investment Income$765,612$103,553$13,080
Distributable Amount$105,433$114,584$100,356

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  3. IRS filings on file for fiscal years 2021–2024

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

Anna Julia Johnson Phillips — Trustee: $4KAnna Julia Johnson…Trustee$4KPaul Christopher Phillips — Trustee: $4KPaul Christopher…Trustee$4K

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.

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