Funder DirectoryEDWARD J PHILLIPS FAMILY FOUNDATION
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Private foundation (trust)EIN 202041201Est. 2005-06

EDWARD J PHILLIPS FAMILY FOUNDATION

WAYZATA, MN 55391

Total Assets

$34.1M

FY 2023

Annual Giving

$1.0M

FY 2023

Grants Made

21

FY 2023

Avg Grant

$49K

FY 2023

Grant Range

$5K–$250K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$807K

Total Expenses

$1.3M

Qualifying Distributions

$1.0M

Distributable Amount

$1.5M

Min. Investment Return

$1.5M

Undistributed Income

$507K

Payout rate 67%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.67%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

21 grants

Grant sizes from minimum $5K through median $30K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $1.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

MAYO FOUNDATION
$725K
3 grants
MULTIPLE MYELOMA RESEARCH FOUNDATION
$430K
3 grants
NORTHSIDE ACHIEVEMENT ZONE
$400K
3 grants
CONSTELLATION FUND
$150K
2 grants
TEMPLE ISRAEL
$135K
3 grants
THE LEUKEMIA LYMPHOMA SOCIETY
$120K
2 grants
SCHOOL FOR ETHICS AND GLOBAL LEADERSHIP
$120K
3 grants
MINNESOTA HILLEL
$100K
2 grants

Grant Size Distribution

50 grants

<$10K
11
grants
$10–50K
24
grants
$50–250K
15
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Minnesota
$2.0M
71% of total
Connecticut
$430K
15% of total
District of Columbia
$120K
4% of total
California
$85K
3% of total
Michigan
$81K
3% of total
Wisconsin
$40K
1% of total
Colorado
$30K
1% of total
New York
$25K
1% of total
Illinois
$15K
1% of total

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EDWARD J PHILLIPS FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo