PHILLIPY FAMILY MEMORIAL FUND
https://N/A
$651K
Total Assets (2024)
$341K
Avg Yearly Giving (2023–2024)
$682K
Giving on File
(2 yrs)
(2 yrs)
3
Grants on File
$331K
Avg Grant Size
About
PURSUANT TO SECTION 3 OF THE LAST WILL AND TESTAMENT OF LESTER N. PHILLIPY, JR., AND THE ORDER ISSUED BY THE CIRCUIT COURT OF BALTIMORE COUNTY, MARYLAND, THE TRUST WAS TERMINATED AND THE TRUST ASSETS WERE DISTRIBUTED IN 2024 TO NATIONAL LUTHERAN HOME AND VILLAGE AT ROCKVILLE, MARYLAND INC. THE AMOUNT OF $655,000.00 WAS DISTRIBUTED ON MAY 9, 2024.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4108285510
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $733K | $207K | N/A |
| 2023 | $20K | $651K | $5K | 1 |
| 2024 | $662K | $0 | $59K | 2 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$7K
25th Pctl
$7K
Median
$20K
Average
$227K
75th Pctl
$655K
Maximum
$655K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JOHN C BALDWIN | TRUSTEE | — |
| MARK FISCHER | TRUSTEE | — |
Grants Awarded (3 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| NATIONAL LUTHERAN COMMUNITIES AND SERVICES THE VILLAGE AT ROCKVILLE | FREDERICK, MD | $655,000 | BENEVOLENT CARE; MINISTRY FOR THE ELDERLY; TERMINATION OF THE FUND PER COURT ORDER | 2024 |
| NATIONAL LUTHERAN COMMUNITIES AND SERVICES | ROCKVILLE, MD | $20,035 | FURTHER EXEMPT PURPOSEFURTHER EXEMPT PURPOSE | 2023 |
| NATIONAL LUTHERAN COMMUNITIES AND SERVICES | ROCKVILLE, MD | $6,703 | BENEVOLENT CARE; MINISTRY FOR THE ELDERLYFURTHER EXEMPT PURPOSEFURTHER EXEMPT PURPOSE | 2024 |