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The Stephen Phillips Memorial

BOSTON, MA EIN: 27-5040651 Website

The Stephen Phillips Memorial Scholarship Fund is a private non-operating foundation based in Boston, Massachusetts. Established to honor Stephen Phillips, the organization was founded by Betty Phillips twenty years after her husband's death. The foundation operates as a 501(c)(3) educational organization dedicated to making college more accessible by removing financial barriers for deserving students.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$41.6M

-2.4% YoY

Annual Giving

$5.1M

+12.1% YoY

Grant Count

520

-3.5% YoY

Avg Grant Size

$10K

+16.2% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Stephen Phillips Memorial Scholarship Fund provides need-based and merit-based scholarships to students pursuing bachelor's degrees. The organization awards scholarships to students with demonstrated financial need who have achieved academic success. Selection criteria emphasize commitment to serving others, strong work ethic, and leadership qualities.

Grantmaking

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Geographic Focus

Where this funder awards grants

The Stephen Phillips Memorial Scholarship Fund serves students from six New England states: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. The organization has a specific connection to Lynn and Marblehead, Massachusetts, with a dedicated application pathway for applicants from these communities.

Grant Distribution by State

33states
+25 more states

Cities

AlbanyAmherstAnn ArborAnnandaleonhudsonAshburnAtlantaAugustaAustinBabson ParkBaltimoreBangorBar HaborBaton RougeBethlehemBeverlyBiddefordBoca RatonBostonBoulderBridgewater

Financial History

Multi-year comparison from IRS filings

Assets: $44,128,875 (as of 2013)

Annual Income: $14,954,044 (as of 2013)

Organization Type: Private non-operating foundation

Filing Status: Required to file IRS Form 990-PF

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$9M201920202021202220232024
Metric202420232022
Total Assets$41,616,438$42,633,718$43,097,955
Revenue$4,513,711$5,764,072$2,798,772
Expenses$6,854,952$6,259,207$5,859,255
Qualifying Distributions$6,333,435$5,836,641$5,245,565
Net Investment Income$3,113,256$4,386,008$2,036,535
Distributable Amount$5,744,545$4,933,254$5,028,211

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$3M$4M$6M467 grants2019499 grants2020583 grants2021534 grants2022539 grants2023520 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ANGELILA CASSEUS$23KAMANDA LEONE$20KALEXIA DISTASIO$19KANDREW LYNCH$18KALEXIS NOEL$17KADAM BNAINI$16KAANIYA RIDDICK$16KABIGALE POMERLEAU$16KALEXANDER CALVERT$16KALEXANDER DOBSON$16K

Grant Size Distribution

250 grants across all recorded years

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

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

BARBARA W ILEREXECUTIVE DIRECTOR$263KLAWRENCE COOLIDGETREASURER/DIRECTOR$47KPEGGY EYSENBACHDIRECTOR$35KJOHN H FINLEY IVCLERK/DIRECTOR$35KBETH ANDERSONDIRECTOR$35KROBERT M RANDOLPHPRESIDENT/DIRECTOR$35K

From 2024 filing

NameTitleHoursCompensation
PEGGY EYSENBACHDIRECTOR1$35,137
LAWRENCE COOLIDGETREASURER/DIRECTOR1$47,137
JOHN H FINLEY IVCLERK/DIRECTOR1$35,137
BETH ANDERSONDIRECTOR1$35,137
ROBERT M RANDOLPHPRESIDENT/DIRECTOR1$35,137
BARBARA W ILEREXECUTIVE DIRECTOR40$262,914

Recent News & Activity

Recent developments and announcements

The Stephen Phillips Memorial Scholarship Fund maintains an active scholarship program with an annual award cycle. The organization features scholar stories highlighting recipients and their academic achievements across various institutions and fields of study. The foundation actively encourages donors to support existing scholarships and establish new ones to expand reach and invest in additional students.

Empowering Lives: 2026 Grants from Phillips Charitable Foundation - Phillips

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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