Albert D Phelps Jr Charitable
Albert D Phelps Jr Charitable is a private foundation, based in Fairfield, CT. IRS filing data is available from 2021 through 2025. In 2025, it awarded 2 grants totaling $12K.
Albert D Phelps Jr Charitable at a glance
In short: Albert D Phelps Jr Charitable gave $12K across 2 grants in 2025 (avg $6K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,998
- +1099.8% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $5,999
- +499.9% vs 2024
- Median grant
- $5,999
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Albert D Phelps Jr Charitable funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Jockey Hollow Middle School ($11K). Together the top 2 received $12K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Albert D Phelps Jr Charitable gives
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $1K (2024) to $12K (2025). In 2025 it made 2 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jockey Hollow Middle School Monroe, CT | Unrestricted | $11,498 |
| Smilow Cancer Hospital New Haven, CT | Unrestricted | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | — | — | $13,712 | $11,998 | 2 | $13,712 | $587 |
| 2024 | $13,712 | — | $2,714 | $1,000 | 1 | $2,714 | $825 |
| 2023 | $16,326 | $17,500 | $2,458 | $2,000 | 6 | $2,458 | $565 |
| 2022 | $1,284 | $2,000 | $1,985 | — | — | $1,985 | $63 |
| 2021 | $1,269 | $2,000 | $1,772 | — | — | — | $57 |
Under IRS private-foundation payout rules, Albert D Phelps Jr Charitable reported a distributable amount of $587 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Albert D Phelps Jr Charitable is led by Benjamin Gershel, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Benjamin Gershel
President
New on the 2025 filing
10 hrs/week
No compensation reported
Shannon Gershel
Director, Treasurer & Secretary
New on the 2025 filing
10 hrs/week
No compensation reported
Blaise Fredella
Vice President
On filings since 2022
10 hrs/week
No compensation reported
Former officers (4)
- Former: Robin A. Calise (2021–2024) — Director, Treasurer & Secretary
- Former: Steven M. Warren (2021–2024) — President
- Former: Albert D. Phelps Jr. (2021) — Vice President
- Former: Mona Phelps (2021) — V.p. & Assistant Secretary
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Albert D Phelps Jr Charitable
How much does Albert D Phelps Jr Charitable give each year?
Albert D Phelps Jr Charitable gave $12K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
Where does Albert D Phelps Jr Charitable operate?
Albert D Phelps Jr Charitable has awarded grants in Connecticut, Massachusetts, New York.
How much is Albert D Phelps Jr Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Albert D Phelps Jr Charitable reported a distributable amount of $587 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Albert D Phelps Jr Charitable's EIN?
Albert D Phelps Jr Charitable's EIN (Employer Identification Number) is 06-1127466. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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