Trustees of Phillips Academy
SEE SCHEDULE O
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.0B
+5.1% YoY
Annual Giving
$500K
+2.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$250K
+2.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,008,258,462 | $1,911,522,647 | $1,868,875,809 |
| Revenue | $207,899,000 | $186,768,593 | $241,100,696 |
| Expenses | $161,869,538 | $150,737,144 | $142,673,387 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $91,600,966 | $58,678,292 | $119,658,266 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Trustees of Phillips Academy fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KIRSTEN A GLANTZ | CHIEF INVESTMENT OFFICER | 55 | $1,012,670 |
| RAYNARD S KINGTON | HEAD OF SCHOOL / TRUSTEE | 60 | $706,365 |
| THOMAS P LOCKERBY | SECRETARY OF THE ACADEMY | 55 | $452,096 |
| FERNANDO R ALONSO | ASST HEAD OF SCHOOL/CFO | 55 | $335,078 |
| CHRISTIAN A REUSCHE | ASSOC DIRECTOR OF INVESTMENTS | 55 | $383,283 |
| XUE YANG | ASSOC DIRECTOR OF INVESTMENTS | 55 | $357,836 |
| ANDREW JAFFONI | ASSOC DIRECTOR OF INVESTMENTS | 55 | $354,976 |
| AMY PATEL | CHIEF MEDICAL OFFICER | 55 | $254,173 |
| JEFFREY C DOMINA | DEAN OF FACULTY | 55 | $172,168 |
| JAMES F VENTRE | ASST HEAD OF SCHOOL ADMISSION | 55 | $209,689 |
| JESSICA L HERBSTER | GENERAL COUNSEL | 55 | $244,474 |
| MERRILEE MARDON | DEPUTY HEAD OF SCHOOL ACADEMIC | 55 | $150,017 |
| J LAWRENCE MUENCH | DIRECTOR OF FACILITIES | 55 | $203,766 |
| RAJESH MUNDRA | INTERIM DEPUTY HEAD OF SCHOOL | 55 | $125,717 |
| CHRISTOPER S AUGUSTE | TRUSTEE | 3 | — |
| GIL CAFFRAY | TRUSTEE/TREASURER | 3 | — |
| AMY CHRISTODOULO | TRUSTEE | 3 | — |
| DAVID J CORKINS | TRUSTEE | 3 | — |
| AMY C FALLS | TRUSTEE/PRESIDENT | 3 | — |
| KEITH T FLAHERTY | TRUSTEE | 3 | — |
| ANDREW J GUFF JR | TRUSTEE | 3 | — |
| STEFAN L KALUZNY | TRUSTEE | 3 | — |
| TRISTIN BATCHELDER MANNION | TRUSTEE | 3 | — |
| CARLOS MONTEMAYOR | TRUSTEE | 3 | — |
| ALLISON E PICOTT | TRUSTEE | 3 | — |
| TAMARA ELLIOTT ROGERS | TRUSTEE | 3 | — |
| STACY SCHIFF | TRUSTEE | 3 | — |
| MICHAEL SCHMERTZLER | TRUSTEE | 3 | — |
| YICHEN ZHANG | TRUSTEE | 3 | — |
| ERIC L ZINTERHOFER | TRUSTEE | 3 | — |
| JENNIFER AMSTUTZ | ALUMNI TRUSTEE | 3 | — |
| SANJIV DESAI | ALUMNI TRUSTEE | 3 | — |
| CHRISTOPHER JWB LEGGETT | ALUMNI TRUSTEE | 3 | — |
| AISHA JORGE MASSENGILL | ALUMNI TRUSTEE | 3 | — |
| LOYCE LASHAWNDRA PACE | ALUMNI TRUSTEE | 3 | — |
| WILLIAM M TONG | ALUMNI TRUSTEE | 3 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $2.4M (100%)
States
Cities
AndoverMethuenSt AndoverSt Methuen
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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