Carol B Phelon Foundation
The Carol B Phelon Foundation is a private foundation based in Fort Myers, Florida. Its 2025 filing reports one grant of $1,112,500 for general support to a recipient in Fort Myers.
Carol B Phelon Foundation at a glance
In short: Carol B Phelon Foundation gave $1.1M across 1 grant in 2025 (avg $1.1M), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,112,500
- +27.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,112,500
- +27.6% vs 2024
- Median grant
- $1,112,500
- Total assets
- $18,508,133
- +8.6% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Carol B Phelon Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 8695 College Parkway Suite 100, Fort Myers, FL 33919
Phone: (239) 461-5900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Carol B Phelon Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
The recipient listed for 2025 was in Florida; all grant dollars reported that year went to recipients in that state.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Carol B Phelon Foundation gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $872K (2024) to $1.2M (2022). In 2025 it made 1 grant totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Fort Myers, FL | General Support | $1,112,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $18,508,133 | $2,861,974 | $1,407,992 | $1,112,500 | 1 | $1,178,361 | $2,656,422 | $1,235,983 |
| 2024 | $17,049,322 | $1,139,783 | $1,127,517 | $872,000 | 1 | $934,064 | $948,679 | $1,228,086 |
| 2023 | $16,996,352 | $444,641 | $1,245,891 | $1,024,000 | 1 | $1,078,141 | $260,486 | $1,022,807 |
| 2022 | $17,794,270 | $371,999 | $1,528,282 | $1,155,000 | 1 | $1,241,713 | $109,963 | $1,021,827 |
| 2021 | $18,925,373 | $1,692,775 | $1,146,414 | $978,000 | 1 | $1,013,405 | $1,577,257 | $1,162,598 |
| 2020 | $18,404,045 | $1,484,165 | $1,099,625 | $945,355 | 88 | — | $1,389,552 | $976,465 |
Under IRS private-foundation payout rules, Carol B Phelon Foundation reported a distributable amount of $1.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2025, the foundation reported one grant totaling $1,112,500. The sole listed grant was $1,112,500 to SEE ATTACHED in Fort Myers, Florida, for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Walter G Burkert and Natasha B Travis as trustees.
Carol B Phelon Foundation's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Walter G. Burkert
Trustee
On filings since 2020
1 hr/week
$22K (2020) → $56K (2025)
Natasha B. Travis
Trustee
On filings since 2024
1 hr/week
$23K (2024) → $56K (2025)
Former officers (1)
- Former: Finemark Mational Bank Trust (2023–2024) — 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
The highest reported compensation on the 2025 filing was $56K, to Walter G Burkert (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Carol B Phelon Foundation
How much does Carol B Phelon Foundation give each year?
Carol B Phelon Foundation gave $1.1M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $872K across 1 grant.
How large is Carol B Phelon Foundation?
Carol B Phelon Foundation reported $18.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Carol B Phelon Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Carol B Phelon Foundation make grants?
The recipient listed for 2025 was in Florida; all grant dollars reported that year went to recipients in that state.
What is Carol B Phelon Foundation's EIN?
Carol B Phelon Foundation's EIN (Employer Identification Number) is 81-3637307. IRS Form 990 filing data is available on this page for 2020–2025.
Does Carol B Phelon Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carol B Phelon Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Carol B Phelon Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Carol B Phelon Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/carol-b-phelon-foundation-morg_52467dd0c5a94b09abf7a7a0445df684
BibTeX
@misc{grantable_813637307_2026,
author = {{Grantable}},
title = {{Carol B Phelon Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/carol-b-phelon-foundation-morg_52467dd0c5a94b09abf7a7a0445df684},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Carol B Phelon Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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