The AW Phinney Jr Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $755K in total assets. In 2024, it awarded 1 grants totaling $51K. Net investment income was $43K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$755K
+1.0% YoY
Annual Giving
$51K
-2.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$51K
-2.4% YoY
About The AW Phinney Jr Charitable
Based on IRS filings
The AW Phinney Jr Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $755K in total assets. In 2024, it awarded 1 grants totaling $51K. Net investment income was $43K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $754,780 | $747,674 | $790,778 |
| Revenue | $45,607 | $49,397 | $29,771 |
| Expenses | $54,000 | $64,686 | $68,415 |
| Qualifying Distributions | $50,871 | $52,134 | $57,624 |
| Net Investment Income | $42,514 | $36,880 | $21,015 |
| Distributable Amount | $57,007 | $50,871 | $52,134 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAMELA PHINNEY | TRUSTEE | 1 | — |
| ALLISON W PHINNEY III | TRUSTEE | 1 | — |
| ELIZABETH ADAMS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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