The Catherine E Philbin Memorial is a private foundation focused on Education, based in OXFORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $242K in total assets. In 2024, it awarded 8 grants totaling $8K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$242K
-6.4% YoY
Annual Giving
$8K
-34.3% YoY
Grant Count
8
-20.0% YoY
Avg Grant Size
$1K
-17.9% YoY
Under IRS private-foundation payout rules, The Catherine E Philbin Memorial reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About The Catherine E Philbin Memorial
Based on IRS filings
The Catherine E Philbin Memorial is a private foundation focused on Education, based in OXFORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $242K in total assets. In 2024, it awarded 8 grants totaling $8K. Net investment income was $11K.
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 | $242,182 | $258,605 | $275,780 |
| Revenue | $15,906 | $9,746 | $10,679 |
| Expenses | $32,329 | $26,921 | $18,053 |
| Qualifying Distributions | $8,375 | $12,750 | $8,750 |
| Net Investment Income | $11,103 | $6,623 | $7,059 |
| Distributable Amount | $10,177 | $13,067 | $13,666 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Natalie Casilli ($2,000), Olivia K Oikle ($1,500), Caitlin R Ware ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ELIZABETH CZERMAK CLINTON, MA | TUITION | $1,000 |
| SELAH G HARPER UPTON, MA | TUITION | $750 |
| MIQUEL ANDREI G MINA MARLBOROUGH, MA | TUITION | $500 |
| KAITLYN Q SHEA FITCHBURG, MA | TUITION | $750 |
| NATALIE CASILLI MILFORD, MA | TUITION | $2,000 |
| OLIVIA K OIKLE SUTTON, MA | TUITION | $1,500 |
| CAITLIN R WARE LUNENBURG, MA | TUITION | $1,500 |
| ABIGAIL M MARSH BARRE, MA | TUITION | $375 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPHINE VEGLIA | TRUSTEE | 2 | $15,000 |
| ROBERT PHILBIN | TRUSTEE | 2 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Catherine E Philbin Memorial?
The Catherine E Philbin Memorial is a private foundation focused on Education, based in OXFORD, MA. It holds $242K in total assets as of 2024.
How large is The Catherine E Philbin Memorial?
As of 2024, The Catherine E Philbin Memorial holds $242K in total assets with $16K in annual revenue. It awarded 8 grants totaling $8K in 2024.
Where does The Catherine E Philbin Memorial operate?
The Catherine E Philbin Memorial has awarded grants in Massachusetts.
What size grants does The Catherine E Philbin Memorial award?
In 2024, The Catherine E Philbin Memorial awarded 8 grants totaling $8K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The Catherine E Philbin Memorial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Catherine E Philbin Memorial reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Catherine E Philbin Memorial's EIN?
The Catherine E Philbin Memorial's EIN (Employer Identification Number) is 04-3406706. 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.