Patricia E and Joseph W Phelan Family
The Patricia E and Joseph W Phelan Family is a private foundation based in Germantown, New York. In 2025, it reported 12 grants totaling $90,500, with recipients including a hospital-supporting foundation, a church, humane and food-service organizations, and conservation and historical organizations.
Patricia E and Joseph W Phelan Family at a glance
In short: Patricia E and Joseph W Phelan Family gave $91K across 12 grants in 2025 (avg $8K), mostly in New York. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $90,500
- -12.6% vs 2024
- Grants made (2025)
- 12
- -20.0% vs 2024
- Average grant
- $7,542
- +9.2% vs 2024
- Median grant
- $2,250
- Total assets
- $2,710,361
- +2.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 12, 2025; small sample)
- Primary geography
- New York (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Patricia E and Joseph W Phelan Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 573, Germantown, NY 12526
Phone: (518) 537-5200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Patricia E and Joseph W Phelan Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was NDH Foundation ($45K). Together the top 10 received $90K.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 87 grants of 89 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in New York, 4% to Florida, 2% to Massachusetts, and 1% to New Hampshire.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is Patricia E and Joseph W Phelan Family open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 12 grantees (0%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving fell 65% from 2022 to 2025. Method
- In 2025 it paid out 57% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $91K (2025) to $388K (2023). In 2025 it made 12 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NDH Foundation Rhinebeck, NY | General Purpose | $45,000 |
| Reformed Church of Germantown Germantown, NY | General Purpose | $25,000 |
| Columbia Greene Humane Society Hudson, NY | General Purpose | $5,000 |
| Columbia Greene Community Foundation Hudson, NY | General Purpose | $3,000 |
| Reformed Church Cemetary Germantown, NY | General Purpose | $3,000 |
| Regional Food Bank of Northeastern NY Latham, NY | General Purpose | $2,500 |
| Gulf Coast Humane Society Fort Myers, FL | General Purpose | $2,000 |
| Harry Chapin Food Bank Fort Myers, FL | General Purpose | $2,000 |
| Nantucket Conservation Foundation Nantucket, MA | General Purpose | $1,000 |
| Nantucket Historical Association Nantucket, MA | General Purpose | $1,000 |
Ready to take the next step with Patricia E and Joseph W Phelan Family?
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 | $2,710,361 | $166,535 | $111,087 | $90,500 | 12 | $90,500 | $145,983 | $158,283 |
| 2024 | $2,654,603 | $167,518 | $126,230 | $103,600 | 15 | $103,600 | $164,237 | $146,695 |
| 2023 | $2,613,243 | $95,399 | $414,824 | $388,100 | 15 | $388,100 | $92,365 | $141,575 |
| 2022 | $2,932,288 | $317,484 | $284,118 | $254,950 | 24 | $254,950 | $214,443 | $146,394 |
| 2021 | $2,899,226 | $794,772 | $214,663 | $174,000 | 23 | $174,000 | $585,216 | $158,317 |
| 2020 | $2,562,370 | $465,234 | $165,877 | $140,250 | 30 | — | $407,857 | $125,532 |
Under IRS private-foundation payout rules, Patricia E and Joseph W Phelan Family reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in several areas. NDH Foundation describes its mission as raising and administering funds for Northern Dutchess Hospital and other nonprofit affiliates. Gulf Coast Humane Society says it cares for companion animals by providing refuge, medical care, and adoption services. The Nantucket Conservation Foundation describes its work as protecting land and coastal areas, conserving natural resources, and conducting ecological research; the Nantucket Historical Association says it preserves and interprets Nantucket’s history.
Grantmaking
In filing year 2025, the foundation reported 12 grants totaling $90,500. Grants ranged from $500 to $45,000, with a median grant of $2,250. The largest awards were $45,000 to NDH Foundation and $25,000 to Reformed Church of Germantown, both for general purposes. Other awards included $5,000 to Columbia Greene Humane Society, $3,000 each to Columbia Greene Community Foundation and Reformed Church Cemetery, and $2,500 to Regional Food Bank of Northeastern NY.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Patricia E Phelan as president and director; Joseph W Phelan as treasurer and director; and Robert K Phelan, Randall P Phelan, and Megan A Phelan as directors.
Patricia E and Joseph W Phelan Family is led by Patricia E. Phelan, President & Director on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Patricia E. Phelan
President & Director
On filings since 2020
1 hr/week
No compensation reported
Joseph W. Phelan
Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Megan A. Phelan
Director
On filings since 2020
1 hr/week
No compensation reported
Randall P. Phelan
Director
On filings since 2020
1 hr/week
No compensation reported
Robert K. Phelan
Director
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Patricia E and Joseph W Phelan Family
How much does Patricia E and Joseph W Phelan Family give each year?
Patricia E and Joseph W Phelan Family gave $91K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $104K across 15 grants.
What is Patricia E and Joseph W Phelan Family's typical grant size?
Patricia E and Joseph W Phelan Family's median grant in 2025 was $2,250, and its average grant was $7,542, across 12 grants on its 2025 IRS Form 990-PF.
Where does Patricia E and Joseph W Phelan Family give grants?
Patricia E and Joseph W Phelan Family gives mostly in New York: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Germantown, NY (2 grants), Hudson, NY (2 grants), Fort Myers, FL (2 grants) and Nantucket, MA (2 grants).
Does Patricia E and Joseph W Phelan Family give general operating support?
Yes: 100% of Patricia E and Joseph W Phelan Family's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Patricia E and Joseph W Phelan Family's largest grantees?
Patricia E and Joseph W Phelan Family's largest 2025 grantees include NDH Foundation ($45,000), Reformed Church of Germantown ($25,000) and Columbia Greene Humane Society ($5,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Patricia E and Joseph W Phelan Family?
Patricia E and Joseph W Phelan Family reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $91K in qualifying distributions that year, against a required minimum of $158K (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.
What does Patricia E and Joseph W Phelan Family fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in several areas. NDH Foundation describes its mission as raising and administering funds for Northern Dutchess Hospital and other nonprofit affiliates. See mission & focus areas ↑
How do I apply for a grant from Patricia E and Joseph W Phelan Family?
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Patricia E and Joseph W Phelan Family's EIN?
Patricia E and Joseph W Phelan Family's EIN (Employer Identification Number) is 01-0567810. IRS Form 990 filing data is available on this page for 2020–2025.
Does Patricia E and Joseph W Phelan Family 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 September 2026.
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 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Patricia E and Joseph W Phelan Family funds
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Cite this profile
Grantable. (2026). Patricia E and Joseph W Phelan Family funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/patricia-e-and-joseph-w-phelan-family-morg_6500f23b59e4409dae119473b6f9f239
BibTeX
@misc{grantable_010567810_2026,
author = {{Grantable}},
title = {{Patricia E and Joseph W Phelan Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/patricia-e-and-joseph-w-phelan-family-morg_6500f23b59e4409dae119473b6f9f239},
note = {Accessed 2026-10-17. 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 Patricia E and Joseph W Phelan Family'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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