Civic Intelligence

The Stephen Phillips Memorial Scholarship Fund Inc

990PF • Fiscal year 2015 • EIN 27-5040651

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

Organization Profile

View Organization Page

C/O Lwc 230 Congress StreetBoston, MA 02110

(617) 523-6531

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.09x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$200,671

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

21st percentile

-3.6%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$41,980,527

Down $1,581,445 (-3.6%) from 2014

Net Assets

Down

$41,751,439

Down $1,544,334 (-3.6%) from 2014

Liabilities

Down

$229,088

Down $37,111 (-14%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$2,546,034

Down $1,133,512 (-31%) from 2014

Expenses

Down

$4,134,868

Down $125,404 (-2.9%) from 2014

Net Income

Down

-$1,588,834

Down $1,008,108 (-174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $38,191,134Liabilities 2012: $342,556Net Assets 2012: $37,848,5782012Assets 2014: $43,561,972Liabilities 2014: $266,199Net Assets 2014: $43,295,7732014Assets 2015: $41,980,527Liabilities 2015: $229,088Net Assets 2015: $41,751,4392015Assets 2016: $42,629,310Liabilities 2016: $187,050Net Assets 2016: $42,442,2602016Assets 2017: $42,504,013Liabilities 2017: $143,246Net Assets 2017: $42,360,7672017Assets 2018: $44,363,962Liabilities 2018: $97,634Net Assets 2018: $44,266,3282018Assets 2019: $45,073,754Liabilities 2019: $69,753Net Assets 2019: $45,004,0012019Assets 2020: $44,660,669Liabilities 2020: $19,616Net Assets 2020: $44,641,0532020Assets 2021: $45,790,109Liabilities 2021: $19,616Net Assets 2021: $45,770,4932021Assets 2022: $43,097,955Liabilities 2022: $19,616Net Assets 2022: $43,078,3392022Assets 2023: $42,633,718Liabilities 2023: $16,183Net Assets 2023: $42,617,5352023Assets 2024: $41,616,438Liabilities 2024: $15,365Net Assets 2024: $41,601,0732024

Highlighted filing

2015

Assets$41,980,527
Liabilities$229,088
Net Assets$41,751,439
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $79,4222012Revenue 2014: $3,679,546Expenses 2014: $4,260,272Net Income 2014: -$580,7262014Revenue 2015: $2,546,034Expenses 2015: $4,134,868Net Income 2015: -$1,588,8342015Revenue 2016: $5,010,802Expenses 2016: $4,400,106Net Income 2016: $610,6962016Revenue 2017: $4,270,989Expenses 2017: $4,409,982Net Income 2017: -$138,9932017Revenue 2018: $7,112,274Expenses 2018: $4,701,336Net Income 2018: $2,410,9382018Revenue 2019: $5,517,320Expenses 2019: $4,850,839Net Income 2019: $666,4812019Revenue 2020: $3,931,098Expenses 2020: $4,720,458Net Income 2020: -$789,3602020Revenue 2021: $8,308,700Expenses 2021: $7,272,211Net Income 2021: $1,036,4892021Revenue 2022: $2,798,772Expenses 2022: $5,859,255Net Income 2022: -$3,060,4832022Revenue 2023: $5,764,072Expenses 2023: $6,259,207Net Income 2023: -$495,1352023Revenue 2024: $4,513,711Expenses 2024: $6,854,952Net Income 2024: -$2,341,2412024

Highlighted filing

2015

Revenue$2,546,034
Expenses$4,134,868
Net Income-$1,588,834
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA W ILERExecutive DirectorFT$171,147$29,524$200,671
LAWRENCE COOLIDGETreasurer/Director-$47,137-$47,137
ARTHUR H EMERYDirector-$35,137-$35,137
JOHN H FINLEY IVClerk/Director-$35,137-$35,137
RICHARD GROSSDirector-$35,137-$35,137
ROBERT M RANDOLPHPresident/Director-$35,137-$35,137
Filing and Contact Details

Filer

Filer Name
The Stephen Phillips Memorial
EIN
27-5040651
Phone
6175236531
Address
C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110

Signing Officer

Name
Lawrence Coolidge
Title
Treasurer
Phone
6175236531
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Alfonso Perillo
Phone
6172276161
Raw XML AppendixShowing 400 of 5,119 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DistributionFromCorpusElection/ElectionDesc0I, BARBARA ILER, BEING A FOUNDATION MANAGER OF STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FOUNDATION, INC., DECLARE THAT THE FOUNDATION ELECTS TO TREAT A PORTION OF THE 2015 QUALIFYING DISTRIBUTIONS TOTALING $91,863 AS OUT OF CORPUS IN ACCORDANCE WITH IRS REG 53.4942(A)-3(D)(2). DURING 2015, THE FOUNDATION RECEIVED A GRANT FROM ANOTHER PRIVATE FOUNDATION IN THE AMOUNT OF $91,863. IN ACCORDANCE WITH THAT AGREEMENT & IRS REGULATIONS, STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FOUNDATION, INC. AGREED TO DISTRIBUTE THE FULL AMOUNT OF THIS GRANT AND TO TREAT THE DISTRIBUTION AS OUT OF CORPUS ON ITS FORM 990-PF, WHICH WILL ALLOW THE DONOR FOUNDATION TO COUNT IT AS A QUALIFYING DISTRIBUTION ON THEIR FORM 990-PF.
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SALE OF TIMBER (NONTAXABLE UNDER IRC SEC. 4940)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SALE OF TIMBER UNDER CUTTING CONTRACTS OR FROM THE SALE OF TIMBERLAND ARE NOT TAXABLE UNDER IRC SEC. 4940, SEE ALSO ZEMURRAY FOUNDATION V. U.S., 55 AFTR 2D 85-1183.
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt068305307
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0266199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0229088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043561972
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041980527
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043295773
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041751439
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02347819
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01000289
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0999620
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt070996806
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02447276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068549530
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01064952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03496593
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt069931854
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt070996806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt031.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt077700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt030809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAMELA CONSTANTINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt027 FLINT STREET UNIT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd001970
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt092602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt185063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0230 CONGRESS STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt147137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt235137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt335137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt435137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5171147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt529524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARTHUR H EMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE COOLIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN H FINLEY IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD GROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT M RANDOLPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BARBARA W ILER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt527 FLINT ST UNIT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd501970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02379082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02396709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03799146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03604453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt064365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.034020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.027901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt017627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt069931854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt070842298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt066076197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02306886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03755353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.136079
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03737726
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03755353
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt017627
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03755353
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORING WOLCOTT COOLIDGE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175236531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://PHILLIPS-SCHOLARSHIP.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE THE "PROSPECTIVE APPLICANTS" & "APPLICATIONS AND FORMS" SECTIONS OF THE SCHOLARSHIP FUND'S WEBSITE FOR APPLICATIONS. THE TRUST'S WEBSITE IS LISTED ON PAGE 5, PART VII-A, LINE 13.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE STEPHEN PHILLIPS MEMORIAL SCHOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09787442111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 870
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001970
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHECKS ARE WRITTEN DIRECTLY TO THE COLLEGES AND UNIVERSITIES THE RECIPIENTS ARE ATTENDING. SCHOLARSHIPS ARE GIVEN ONLY TO STUDENTS WHOSE PERMANENT RESIDENCE IS IN A NEW ENGLAND STATE HOWEVER THE STUDENT MAY ATTEND ANY COLLEGE OR UNIVERSITY IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt614636
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt912000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt108000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt123000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,980,527
Liabilities
$229,088
Net assets
$41,751,439
Revenue
$2,546,034
Expenses
$4,134,868
Net income
-$1,588,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$0.02$41.6$4.51$6.85$2.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.02$42.6$5.76$6.26$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.1$0.02$43.1$2.80$5.86$3.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.02$45.8$8.31$7.27$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$0.02$44.6$3.93$4.72$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.07$45.0$5.52$4.85$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$0.10$44.3$7.11$4.70$2.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.14$42.4$4.27$4.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$42.6$0.19$42.4$5.01$4.40$0.61
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.23$41.8$2.55$4.13$1.59
2014Detailed filing. Detailed filing data is available for this year.$43.6$0.27$43.3$3.68$4.26$0.58
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.34$37.8$0.08