John and Amy Phelan Family Foundation
John and Amy Phelan Family Foundation is a private foundation, based in Palm Beach, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $63.5M in total assets. In 2024, it awarded 9 grants totaling $4.0M. Net investment income was $11.5M.
John and Amy Phelan Family Foundation at a glance
In short: John and Amy Phelan Family Foundation gave $4.0M across 9 grants in 2024 (avg $443K), top state Rhode Island. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,983,333
- +70.9% vs 2023
- Grants made (2024)
- 9
- +80.0% vs 2023
- Average grant
- $442,593
- -5.1% vs 2023
- Median grant
- $250,000
- Total assets
- $63,528,293
- +13.7% vs 2023
- Primary geography
- Rhode Island (37% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who John and Amy Phelan Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was LSE Foundation ($1.5M). Together the top 8 received $3.4M.
Organizations only. It also paid 1 grant to individuals ($550,000), which are not listed by name.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was in the $250–500K range: 8 grants of 30 (27%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How John and Amy Phelan Family Foundation gives
- Giving grew 659% from 2021 to 2024. Method
- In 2024 it paid out 102% of 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 2020 to 2024, annual grant giving ranged from $525K (2021) to $4.0M (2024). In 2024 it made 9 grants totaling $4.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LSE Foundation Newport, RI | For activities of the united states centre at lse | $1,475,000 |
| Southern Methodist University Dallas, TX | For the First Week Society | $1,000,000 |
| 1 grant to individuals Recipients not named | — | $550,000 |
| National Medal of Honor Museum Foundation Arlington, TX | Ongoing operations and campaing to construct national medal of honor museum | $250,000 |
| Preservation Foundation of Palm Beach Palm Beach, FL | For the learning path and outdoor classroom, phipps ocean park campaign | $250,000 |
| Third Option Foundation Reston, VA | For the Reserve Fund Campaign | $250,000 |
| Prostate Cancer Foundation Santa Monica, CA | For Donee's Exempt Purpose | $100,000 |
| Whitney Museum of Art New York, NY | For the Adam D. Weinberg Artists First Fund | $83,333 |
| Federal Enforcement Homeland Security Foundation New York, NY | Annual Fund | $25,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $63,528,293 | $24,728,284 | $4,192,106 | $3,983,333 | 9 | $4,133,333 | $11,458,136 | $4,069,561 |
| 2023 | $55,851,045 | $5,960,779 | $2,538,144 | $2,331,255 | 5 | $2,331,255 | $3,692,645 | $2,879,176 |
| 2022 | $56,441,787 | $11,083,787 | $2,994,393 | $2,565,977 | 6 | $2,815,977 | $8,710,615 | $2,569,859 |
| 2021 | $53,470,445 | $7,414,642 | $709,477 | $525,000 | 3 | $678,477 | $2,263,291 | $2,720,130 |
| 2020 | $46,123,885 | $6,948,369 | $1,750,194 | $1,632,650 | 7 | — | $6,420,340 | $2,468,072 |
Under IRS private-foundation payout rules, John and Amy Phelan Family Foundation reported a distributable amount of $4.1M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John and Amy Phelan Family Foundation is led by John C. Phelan, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
John C. Phelan
President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Amy Phelan
Vice President & Secretary
On filings since 2020
1 hr/week
No compensation reported
Abigail Makenzie Moon Phelan
Board Member
On filings since 2023
1 hr/week
No compensation reported
Former officers (2)
- Former: Marc Lisker (2020–2023) — Assistant Treasurer & Secretary
- Former: Glenn R. Fuhrman (2020) — Assistant Treasurer & Secretary
Data from IRS Form 990 filings, 2020–2024. "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 John and Amy Phelan Family Foundation
How much does John and Amy Phelan Family Foundation give each year?
John and Amy Phelan Family Foundation gave $4.0M across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.3M across 5 grants.
What is John and Amy Phelan Family Foundation's typical grant size?
John and Amy Phelan Family Foundation's median grant in 2024 was $250,000, and its average grant was $442,593, across 9 grants on its 2024 IRS Form 990-PF.
Where does John and Amy Phelan Family Foundation give grants?
John and Amy Phelan Family Foundation's top state is Rhode Island, with 37% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Texas (31%) and Massachusetts (14%). The most frequent recipient cities were New York, NY (2 grants).
Does John and Amy Phelan Family Foundation give general operating support?
Yes: 11% of John and Amy Phelan Family Foundation's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are John and Amy Phelan Family Foundation's largest grantees?
John and Amy Phelan Family Foundation's largest 2024 grantees include LSE Foundation ($1,475,000), Southern Methodist University ($1,000,000) and National Medal of Honor Museum Foundation ($250,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($550,000), which are not listed by name. Together they received 68% of its itemized 2024 grant dollars.
How large is John and Amy Phelan Family Foundation?
John and Amy Phelan Family Foundation reported $63.5M in total assets on its 2024 IRS Form 990-PF. It paid out $4.1M in qualifying distributions that year, against a required minimum of $4.1M (roughly 5% of its investment assets).
What is John and Amy Phelan Family Foundation's EIN?
John and Amy Phelan Family Foundation's EIN (Employer Identification Number) is 46-1579312. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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