Arlene E Phelps

Foundation · Grantmaker Dallas, TX EIN: 16-6237220

Arlene E Phelps is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $780K in total assets. In 2025, it awarded 10 grants totaling $35K. Net investment income was $76K.

Key facts about Arlene E Phelps

In short: Arlene E Phelps gave $35K across 10 grants in 2025 (avg $4K), mostly in New York. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
16-6237220
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,000
Grants made (2025)
10
Average grant
$3,500
Median grant
$2,000
New grantees (estimate)
20% first-time grantees (2 of 10, 2025)
Total assets
$780,409
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$780K

+4.8% YoY

Annual Giving

$35K

-19.0% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$4K

-35.2% YoY

Under IRS private-foundation payout rules, Arlene E Phelps reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.

Is Arlene E Phelps open to new grantees?

20%

first-time grantees, 2025

In 2025, 2 of 10 grantees (20%) were first-time recipients. First grants averaged $1K; repeat grants $4K. How we count

Medians: $1K first-time, $3K repeat.

  • 80% of 2025 grantees were also funded in 2024. Method
  • Giving fell 25% from 2022 to 2025. Method
  • In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 10 itemized 2025 grant dollars.

States

Cities

CamdenMcConnellsvilleViennaNew Harford

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants20207 grants20217 grants20226 grants20238 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

McConnellsville Community Church: $19KMcConnellsville CommunityChurch$19KCluster 13 Ministries: $3KCluster 13 Ministries$3KMcConnelsville Fire Department: $3KMcConnelsville Fire Department$3KCamden Area Food Pantry: $3KCamden Area Food Pantry$3KVienna Fire Department: $3KVienna Fire Department$3KAa Community Area Action Group: $2KAa Community Area Action Group$2KFriends of Forest Park Inc: $1KFriends of Forest Park Inc$1KCamden Life Center: $1KCamden Life Center$1KCamden Library Association: $1KCamden Library Association$1KMcConnellsville Garden Club: $500McConnellsville Garden Club$500

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MCCONNELLSVILLE COMMUNITY CHURCH McConnellsville, NYUNRESTRICTED GENERAL$18,500
CLUSTER 13 MINISTRIES Camden, NYUNRESTRICTED GENERAL$3,000
MCCONNELSVILLE FIRE DEPARTMENT McConnellsville, NYUNRESTRICTED GENERAL$3,000
CAMDEN AREA FOOD PANTRY Camden, NYUNRESTRICTED GENERAL$3,000
VIENNA FIRE DEPARTMENT Vienna, NYUNRESTRICTED GENERAL$2,500
AA COMMUNITY AREA ACTION GROUP McConnellsville, NYUNRESTRICTED GENERAL$1,500
FRIENDS OF FOREST PARK INC Camden, NYUNRESTRICTED GENERAL$1,000
CAMDEN LIFE CENTER Camden, NYUNRESTRICTED GENERAL$1,000
CAMDEN LIBRARY ASSOCIATION Camden, NYUNRESTRICTED GENERAL$1,000
MCCONNELLSVILLE GARDEN CLUB McConnellsville, NYUNRESTRICTED GENERAL$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$780,409$744,686$719,432
Revenue$83,753$80,300$25,756
Expenses$48,262$54,811$57,551
Qualifying Distributions$39,270$47,281$51,113
Net Investment Income$76,209$72,373$17,005
Distributable Amount$45,519$43,497$39,909

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Arlene E Phelps's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $10K (2021) → $10K (2025)

Former officers (1)
  • Former: Bank Of America NA (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $10KBank of AmericaTrustee$10K

Frequently asked questions about Arlene E Phelps

How much does Arlene E Phelps give each year?

Arlene E Phelps gave $35K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 8 grants.

What is Arlene E Phelps's typical grant size?

Arlene E Phelps's median grant in 2025 was $2,000, and its average grant was $3,500, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Arlene E Phelps that year got $1K on average.

Where does Arlene E Phelps give grants?

Arlene E Phelps gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Camden, NY (5 grants) and McConnellsville, NY (4 grants).

Does Arlene E Phelps give general operating support?

Yes: 100% of Arlene E Phelps's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Arlene E Phelps's largest grantees?

Arlene E Phelps's largest 2025 grantees include McConnellsville Community Church ($18,500), Cluster 13 Ministries ($3,000) and McConnelsville Fire Department ($3,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.

How large is Arlene E Phelps?

Arlene E Phelps reported $780K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).

What is Arlene E Phelps's EIN?

Arlene E Phelps's EIN (Employer Identification Number) is 16-6237220. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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