Schaefer-Phillips Foundation Inc
Schaefer-Phillips Foundation Inc is a private foundation based in Darien, Connecticut. Its 2025 filing reports grants to charitable organizations for community and educational purposes, including recipients in Connecticut and other states.
Schaefer-Phillips Foundation Inc at a glance
In short: Schaefer-Phillips Foundation Inc gave $21K across 10 grants in 2025 (avg $2K), mostly in Connecticut. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,565
- +4.4% vs 2024
- Grants made (2025)
- 10
- -9.1% vs 2024
- Average grant
- $2,057
- +14.8% vs 2024
- Median grant
- $1,000
- Total assets
- $316,212
- +0.5% vs 2024
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2025; small sample)
- Primary geography
- Connecticut (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schaefer-Phillips Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 92 Five Mile River Rd, Darien, CT 06820
Phone: (203) 722-2787
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schaefer-Phillips Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Noroton Presbyterian Church ($11K). Together the top 10 received $21K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars were distributed to recipients in Connecticut (70%), Rhode Island (10%), Texas (10%), Massachusetts (5%), and New York (5%). The listed 2025 grants also include Pet Partners in Bellevue, Washington.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Schaefer-Phillips Foundation Inc open to new grantees?
40%
first-time grantees, 2025
In 2025, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $1K; repeat grants $3K. How we count
Medians: $1K first-time, $1K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving grew 194% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7K (2022) to $21K (2025). In 2025 it made 10 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Noroton Presbyterian Church Darien, CT | Community | $10,715 |
| The Wheeler School Providence, RI | Educational | $2,000 |
| Sheppard Memorial Fund Crane, TX | Community | $2,000 |
| St Paul's School Kensington, CT | Educational | $1,000 |
| Summer St Church Nantucket, MA | Community | $1,000 |
| Wiks USA New Haven, CT | Educational | $1,000 |
| Lion Charter School Bronx, NY | Educational | $1,000 |
| Green Ledge Rowayton, CT | Community | $1,000 |
| At Home in Darien Darien, CT | Community | $750 |
| Pet Partners Bellevue, WA | Community | $100 |
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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 | $316,212 | $24,577 | $22,904 | $20,565 | 10 | $22,565 | $24,577 | $23,244 |
| 2024 | $314,539 | $24,381 | $22,280 | $19,700 | 11 | $21,950 | $24,381 | $21,716 |
| 2023 | $312,438 | $23,724 | $18,267 | $15,950 | 10 | $17,950 | $23,724 | $18,746 |
| 2022 | $307,431 | $22,830 | $9,668 | $7,000 | 7 | $9,350 | $22,830 | $19,390 |
| 2021 | $293,819 | $22,870 | $9,868 | $8,000 | 5 | $9,750 | $22,870 | $19,959 |
| 2020 | $280,817 | $-28,630 | $15,957 | $12,750 | 5 | — | $8,513 | $14,170 |
| 2019 | $325,404 | $8,827 | $11,604 | $7,800 | 10 | — | $7,302 | $16,721 |
Under IRS private-foundation payout rules, Schaefer-Phillips Foundation Inc reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants included community and educational purposes. Among its grantees, The Wheeler School describes its mission as helping students “learn our powers and be answerable for their use.” At Home in Darien says it helps Darien seniors live independently, comfortably, and with dignity in their homes and community. Pet Partners describes its work as promoting positive human-animal interactions to improve the lives of those it serves.
Grantmaking
In 2025, the foundation made 10 grants totaling $20,565. Grants ranged from $100 to $10,715, with a median grant of $1,000. Its largest grants included $10,715 to Noroton Presbyterian Church for community purposes; $2,000 each to The Wheeler School for educational purposes and Sheppard Memorial Fund for community purposes; and $1,000 each to St Paul’s School, WIKS USA, and Lion Charter School for educational purposes, and Summer St Church and Green Ledge for community purposes. It also gave $750 to At Home in Darien and $100 to Pet Partners, both for community purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James L Phillips Jr as president and treasurer, and Marta S Phillips as secretary.
Schaefer-Phillips Foundation Inc is led by James L. Phillips Jr., President & Treasurer on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
James L. Phillips Jr.
President & Treasurer
On filings since 2019
1 hr/week
No compensation reported
Marta S. Phillips
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Schaefer-Phillips Foundation Inc
How much does Schaefer-Phillips Foundation Inc give each year?
Schaefer-Phillips Foundation Inc gave $21K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 11 grants.
What is Schaefer-Phillips Foundation Inc's typical grant size?
Schaefer-Phillips Foundation Inc's median grant in 2025 was $1,000, and its average grant was $2,057, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Schaefer-Phillips Foundation Inc that year got $1K on average.
Where does Schaefer-Phillips Foundation Inc give grants?
Schaefer-Phillips Foundation Inc gives mostly in Connecticut: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (10%) and Texas (10%). The most frequent recipient cities were Darien, CT (2 grants).
Does Schaefer-Phillips Foundation Inc give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Schaefer-Phillips Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community" (6 grants) and "Educational" (4 grants).
Who are Schaefer-Phillips Foundation Inc's largest grantees?
Schaefer-Phillips Foundation Inc's largest 2025 grantees include Noroton Presbyterian Church ($10,715), The Wheeler School ($2,000) and Sheppard Memorial Fund ($2,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Schaefer-Phillips Foundation Inc?
Schaefer-Phillips Foundation Inc reported $316K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Schaefer-Phillips Foundation Inc fund?
No foundation mission statement is provided. Its 2025 grants included community and educational purposes. Among its grantees, The Wheeler School describes its mission as helping students “learn our powers and be answerable for their use.” See mission & focus areas ↑
How do I apply for a grant from Schaefer-Phillips Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Schaefer-Phillips Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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