Funder DirectoryTHE PHILMONEY TRUST
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Private foundation (trust)EIN 852964927Est. 2021-09

THE PHILMONEY TRUST

PROVIDENCE, RI 02903

Total Assets

$903K

FY 2023

Annual Giving

$304K

FY 2023

Grants Made

19

FY 2023

Avg Grant

$16K

FY 2023

Grant Range

$1K–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$659K

Total Expenses

$327K

Qualifying Distributions

$306K

Distributable Amount

$27K

Min. Investment Return

$36K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $1K through median $10K to maximum $50K, 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

4 years

Giving over time from 2020 to 2023. Peak $414K in 2022. Hover bars for details.

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

Top Recipients

50 grants

RI ZOOLOGICAL SOCIETY
$183K
3 grants
NATURE CONS RI
$165K
3 grants
HOLT-ELWELL MEMORIAL FOUNDATION
$150K
3 grants
MT VERNON LADIES' ASSOCIATION
$120K
3 grants
CROSSROADS RHODE ISLAND
$102K
3 grants
SOCIETY OF THE CINCINATTI RI
$85K
3 grants
SOCIETY OF THE CINCINATTI
$75K
3 grants
RHODE ISLAND HISTORICAL SOCIETY
$48K
3 grants

Grant Size Distribution

50 grants

<$10K
25
grants
$10–50K
21
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Rhode Island
$732K
65% of total
New Hampshire
$150K
13% of total
Virginia
$120K
11% of total
District of Columbia
$76K
7% of total
California
$25K
2% of total
New York
$11K
1% of total
Maine
$9K
1% of total

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THE PHILMONEY TRUST — Grants, Financials & Contact | Grantivo