Schaefer-phillips Foundation Inc

Foundation · Grantmaker DARIEN, CT EIN: 06-1601149

Schaefer-phillips Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 11 grants totaling $20K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$315K

+0.7% YoY

Annual Giving

$20K

+23.5% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$2K

+12.3% YoY

Under IRS private-foundation payout rules, Schaefer-phillips Foundation Inc reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Schaefer-phillips Foundation Inc

Based on IRS filings

Schaefer-phillips Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 11 grants totaling $20K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

DarienIndianapolisKensingtonNantucketNew BedfordNew HavenNew YorkPhiladelphiaProvidenceRye BrookSagaponackStamfordWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$13K$20K$27K20202021202220232024
Metric202420232022
Total Assets$314,539$312,438$307,431
Revenue$24,381$23,724$22,830
Expenses$22,280$18,267$9,668
Qualifying Distributions$21,950$17,950$9,350
Net Investment Income$24,381$23,724$22,830
Distributable Amount$21,716$18,746$19,390

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K5 grants20205 grants20217 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NOROTON PRESBYTERIAN CHU…$8KDARRIEN COMMUNITY ASSOCI…$4KNANTUCKET CONSERVATION F…$3KAT HOME IN DARIEN$1KTHE WHEELER SCHOOL$1KWIKS USA$1KMARIA MITCHELL ASSOCIATION$1KMATHER HOMESTEAD$500SUMMER ST CHURCH$500CHRISTIAN MISSION TO GAZA$100

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Noroton Presbyterian Church ($8,000), Darrien Community Association ($4,000), Nantucket Conservation Foundation ($2,500).

RecipientPurposeAmount
AT HOME IN DARIEN DARIEN, CTCOMMUNITY$1,000
CHRISTIAN MISSION TO GAZA DARIEN, CTCOMMUNITY$100
DARRIEN COMMUNITY ASSOCIATION DARIEN, CTCOMMUNITY$4,000
NANTUCKET CONSERVATION FOUNDATION NANTUCKET, MACOMMUNITY$2,500
NOROTON PRESBYTERIAN CHURCH DARIEN, CTCOMMUNITY$8,000
PLANNED PARENTHOOD STAMFORD, CTCOMMUNITY$100
THE WHEELER SCHOOL PROVIDENCE, RIEDUCATIONAL$1,000
WIKS USA NEW HAVEN, CTEDUCATIONAL$1,000
MATHER HOMESTEAD DARIEN, CTCOMMUNITY$500
SUMMER ST CHURCH NANTUCKET, MACOMMUNITY$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES L PHILLIPS JRPRES. AND TREAS.1
MARTA S PHILLIPSSEC.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Schaefer-phillips Foundation Inc?

Schaefer-phillips Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. It holds $315K in total assets as of 2024.

How large is Schaefer-phillips Foundation Inc?

As of 2024, Schaefer-phillips Foundation Inc holds $315K in total assets with $24K in annual revenue. It awarded 11 grants totaling $20K in 2024.

Where does Schaefer-phillips Foundation Inc operate?

Schaefer-phillips Foundation Inc has awarded grants in Connecticut, District of Columbia, Indiana, Massachusetts, New York, Pennsylvania, Rhode Island.

What size grants does Schaefer-phillips Foundation Inc award?

In 2024, Schaefer-phillips Foundation Inc awarded 11 grants totaling $20K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Schaefer-phillips Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Schaefer-phillips Foundation Inc reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Schaefer-phillips Foundation Inc's EIN?

Schaefer-phillips Foundation Inc's EIN (Employer Identification Number) is 06-1601149. IRS Form 990 filing data is available on this page for 2020–2024.

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

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