The Phillips Family Foundation
The Phillips Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Albany, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 9 grants totaling $140K. Net investment income was $188K.
Key facts about The Phillips Family Foundation
- EIN
- 30-0220787
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $140,000
- Grants made (2024)
- 9
- Average grant
- $15,556
- Median grant
- $15,000
- Total assets
- $2,280,323
- Primary geography
- Florida (39% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Phillips Family Foundation funds
By grant dollars, the top recipient states for The Phillips Family Foundation's 9 itemized 2024 grants were Florida (39%), Vermont (29%) and Indiana (14%). The most frequent recipient cities were Manchester Ctr, VT (2 grants). 100% of grants with a stated purpose were for general or operating support.
How The Phillips Family Foundation gives
- Giving grew 33% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Phillips Family Foundation
- How to evaluate The Phillips Family Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+1.9% YoY
Annual Giving
$140K
-3.4% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$16K
+18.0% YoY
Under IRS private-foundation payout rules, The Phillips Family Foundation reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.
About The Phillips Family Foundation
Based on IRS filings
The Phillips Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Albany, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 9 grants totaling $140K. Net investment income was $188K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,280,323 | $2,237,975 | $2,107,461 |
| Revenue | $209,544 | $299,530 | $134,060 |
| Expenses | $167,196 | $169,016 | $178,853 |
| Qualifying Distributions | $140,000 | $146,750 | $151,523 |
| Net Investment Income | $188,348 | $277,764 | $111,230 |
| Distributable Amount | $155,111 | $136,256 | $143,300 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include The Lyme Treatment Foundation ($20,000), Kids Summer Lunch Program ($20,000), Grace Place for Children and Families ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| The Lyme Treatment Foundation Boca Raton, FL | GENERAL CHARITABLE PURPOSES | $20,000 |
| Kids Summer Lunch Program Plainfield, IN | GENERAL CHARITABLE PURPOSES | $20,000 |
| Grace Place for Children and Families Naples, FL | GENERAL CHARITABLE PURPOSES | $20,000 |
| The Fistula Foundation San Jose, CA | GENERAL CHARITABLE PURPOSES | $15,000 |
| Community Food Cupboard Inc Manchester Ctr, VT | GENERAL CHARITABLE PURPOSES | $15,000 |
| Cafe of Life Inc Bonita Springs, FL | GENERAL CHARITABLE PURPOSES | $15,000 |
| Meals on Wheels Bennington, VT | GENERAL CHARITABLE PURPOSES | $15,000 |
| Mother's Club of Haiti Frederick, MD | GENERAL CHARITABLE PURPOSES | $10,000 |
| United Counseling Services Manchester Ctr, VT | GENERAL CHARITABLE PURPOSES | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles a Phillips | Trustee | 1 | — |
| Jan V M Phillips | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Phillips Family Foundation?
The Phillips Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Albany, NY. It holds $2.3M in total assets as of 2024.
How large is The Phillips Family Foundation?
As of 2024, The Phillips Family Foundation holds $2.3M in total assets with $210K in annual revenue. It awarded 9 grants totaling $140K in 2024.
Where does The Phillips Family Foundation operate?
The Phillips Family Foundation has awarded grants in California, Connecticut, Florida, Georgia, Indiana, Maryland, Minnesota, New York, Vermont.
What size grants does The Phillips Family Foundation award?
In 2024, The Phillips Family Foundation awarded 9 grants totaling $140K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is The Phillips Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Phillips Family Foundation reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Phillips Family Foundation's EIN?
The Phillips Family Foundation's EIN (Employer Identification Number) is 30-0220787. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.