Dr. Phillips Charities Grant

Dr. P. Phillips Foundation

Suggest an update

Grant amount: Up to US $2,100,000

Next deadline: Jan 10, 2020 1:00pm PST (Full proposal)

Later deadlines: May 8, 2020 1:00pm PDT (Full proposal), Sep 11, 2020 1:00pm PDT (Full proposal)

Applicant type: Nonprofit

Funding uses: Capital Project, Education / Outreach, Project / Program

Location of project: Counties in Florida: Orange County, Osceola County

Location of residency: Counties in Florida: Orange County, Osceola County

View website    Save Need help writing this grant?

About this funder:

Loading...

Overview:

Note: Organizations may submit our Letter of Intent Forms 1 & 2 any time for our review to see if the next step is of interest. Due Date for Completed Applications is the "full proposal" deadline above.

Dr. Phillips Charities

Dr. Phillips Charities is comprised of two separate, nonprofit, philanthropic organizations, The Dr. P. Phillips Foundation and Dr. Phillips, Inc. These two organizations are committed to enhancing the quality of life by using their resources to make a meaningful impact on the needs of our Central Florida community.

The Dr. P. Phillips Foundation is a private foundation. The rules governing private foundations require it to distribute at least 5 percent of its average assets each year to qualified beneficiaries.

Dr. Phillips Inc. is a Type III supporting organization. The rules governing Type III supporting organizations require it to distribute the greater of 3.5 percent of its average assets each year or substantially all of its annual adjusted net income to the supported beneficiaries named in its charter.

Dr. Phillips Charities, comprised of The Dr. P. Phillips Foundation and Dr. Phillips Inc., generally distributes around $14 million a year, depending on the value of assets and return on investments.

The Dr. P. Phillips Foundation

The Phillips family's generosity and keen passion for helping people in the community led to the establishment of The Dr. P. Phillips Foundation in 1953 to support charitable needs in the Central Florida area. The family felt that it was important to support programs that would correct the origins or causes of a problem, thus leading to the Foundation's motto "helping others help themselves."

The Dr. P. Phillips Foundation is a private foundation under the Internal Revenue Code. The Foundation makes grants to charitable organizations that focus on educational programs, children and youth services, cultural programs, health or rehabilitative programs and social services. The Foundation also supports nonprofit organizations that seek to preserve the free enterprise system and protect private property rights. Known as Dr. Phillips Charities, together with Dr. Phillips Inc., The Dr. P. Phillips Foundation has made grants, pledges and program related investments in excess of $180 million.

Grant Process

Dr. Phillips Charities honors the legacy of the Phillips family and its support of organizations that live up to the motto "helping others help themselves."

As stewards of the Phillips family legacy for over 50 years, Dr. Phillips Charities has born the ethical responsibility of ensuring that its charitable contributions honor and contribute to the Phillips family vision. Directors of Dr. Phillips Charities make grants that will have a significant and lasting impact on the community, including worthy capital purposes and innovative projects that address a critical community need and that demonstrate a potential for ongoing support from the community.

Those organizations and projects that garner support reflect:

  • Organizations that are well-managed as exhibited by a good track record over a period of years.
  • Newly formed entities will not be funded until a time period has passed to show that the entity can give a clear picture of its abilities to carry our the purposes of the grant.
  • Organizations that have a system of accountability in place to insure the funds are used for the intended purpose.
  • Organizations that demonstrate appropriate resources and expertise to carry out the objectives of the grant.
  • Projects that are innovative, efficient in their use of funds and meet a specific need.
  • Projects that are well-planned in their approach to solving core problems and delivering services.
  • Projects that promote better quality of life and a sense of community.
  • Projects that require initial "seed money" enabling an organization to expand and continue after the initial funding is received/spent.
  • Projects that seek to preserve the free enterprise system and protect private property rights.
  • Projects that are designed to benefit, preserve and improve the community of Dr. Phillips, Florida.

Funding Priorities

The primary focus of Dr. Phillips Charities, comprised of The Dr. P. Phillips Foundation and Dr. Phillips Inc., is to respond to community needs in Orange and Osceola Counties. Funding for organizations outside of this geographic area will not be considered.

Proposals that address established areas of interest are given the highest priority.

Areas of interest include:

  • Educational Programs
  • Youth Services
  • Cultural Programs
  • Health Programs
  • Social Services

Grant Size

Dr. Phillips Charities awards grants ranging from a few thousand dollars to over a million dollars. The size of the grant depends upon the purpose of the request, the scope and significance of the project, the overall budget of the applicant organization and the diversity of the applicant's funding sources.

You can learn more about this opportunity by visiting the funder's website.

Eligibility:

  • Directors of the Dr. Phillips Charities make grants that will have a significant and lasting impact on the community, including worthy capital purposes and innovative projects that address a critical community need and that demonstrate a potential for ongoing support from the community.
  • Although grants routinely are not made for general operating costs, the Dr. Phillips Charities will consider requests to expand innovative programs and serve more people or to continue effective programs until on-going funding can be stabilized.
  • An Independent Audit for most recently completed fiscal year is required. If the Audit is not for the most recently completed fiscal year, please indicate when you anticipate the audit being completed and forwarded to us.
  • Grants are made ONLY to organizations and institutions exempt from federal taxation under Section 501(c)(3) of the Internal Revenue Code of 1986 as amended.
    • In addition, if the 501(c)(3) is a supporting organization, the Dr. Phillips Charities only consider requests if it is either a 509(a)(1) or 509(a)(2) supporting organization. 
  • Dr. Phillips Charities encourages requests from organizations that are both located in and provide services to the residents of Central Florida with Orange and Osceola Counties being the area of primary focus at this time. 

Ineligibility:

  • Dr. Phillips Charities DOES NOT make grants:
    • to individuals or private foundations;
    • to private schools for projects other than scholarships to increase total enrollment using a nationally accepted screening criteria to determine financial need;
    • to projects of social, religious, fraternal or veterans groups that primarily benefit their own members or adherents;
    • to retire accumulated debt; or,
    • for legislative lobbying or other political purposes.
  • Requests are not encouraged for endowments, research, trips or tours, scholarships, conference attendance, newsletters or other promotional materials, magazines or books, and television or video production. Requests for vans or other vehicles will not be considered. 
  • Grants for a particular project or program are made on a one-time-only basis. Pledges will generally not exceed a three-year period. Multiple requests in a twelve month period are not encouraged.
  • Grants are not made to 509(a)(3) supporting organizations.
  • Grants are not made to an organization until the organization has completed five full years of operation from the date of receipt of its exemption determination letter from the Internal Revenue Service.