Patricia E Phelan and Joseph W Phelan
Patricia E Phelan and Joseph W Phelan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GERMANTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 15 grants totaling $104K. Net investment income was $164K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
+1.6% YoY
Annual Giving
$104K
-73.3% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$7K
-73.3% YoY
Under IRS private-foundation payout rules, Patricia E Phelan and Joseph W Phelan reported a distributable amount of $147K for 2024 — the minimum it must pay out in qualifying distributions.
About Patricia E Phelan and Joseph W Phelan
Based on IRS filings
Patricia E Phelan and Joseph W Phelan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GERMANTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 15 grants totaling $104K. Net investment income was $164K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,654,603 | $2,613,243 | $2,932,288 |
| Revenue | $167,518 | $95,399 | $317,484 |
| Expenses | $126,230 | $414,824 | $284,118 |
| Qualifying Distributions | $103,600 | $388,100 | $254,950 |
| Net Investment Income | $164,237 | $92,365 | $214,443 |
| Distributable Amount | $146,695 | $141,575 | $146,394 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ndh Foundation ($40,000), Columbia Memorial Health Foundation ($25,000), Reformed Church of Germantown ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COLUMBIA COUNTY HISTORICAL SOCIETY KINDERHOOK, NY | GENERAL PURPOSE | $500 |
| COLUMBIA GREENE COMMUNITY FOUNDATION HUDSON, NY | GENERAL PURPOSE | $2,000 |
| COLUMBIA GREENE HUMANE SOCIETY HUDSON, NY | GENERAL PURPOSE | $2,000 |
| COLUMBIA MEMORIAL HEALTH FOUNDATION HUDSON, NY | GENERAL PURPOSE | $25,000 |
| DING DARLING WILDLIFE SOCIETY SANIBEL, FL | GENERAL PURPOSE | $250 |
| GULF COAST HUMANE SOCIETY FORT MYERS, FL | GENERAL PURPOSE | $2,000 |
| HARRY CHAPIN FOOD BANK FORT MYERS, FL | GENERAL PURPOSE | $2,000 |
| KIMBALL UNION ACADEMY MERIDEN, NH | GENERAL PURPOSE | $300 |
| NANTUCKET CONSERVATION FOUNDATION NANTUCKET, MA | GENERAL PURPOSE | $1,000 |
| NANTUCKET HISTORICAL ASSOCIATION NANTUCKET, MA | GENERAL PURPOSE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA E PHELAN | PRESIDENT/DIRECTOR | 1 | — |
| JOSEPH W PHELAN | TREASURER/DIRECTOR | 1 | — |
| ROBERT K PHELAN | DIRECTOR | 1 | — |
| RANDALL P PHELAN | DIRECTOR | 1 | — |
| MEGAN A PHELAN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Patricia E Phelan and Joseph W Phelan?
Patricia E Phelan and Joseph W Phelan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GERMANTOWN, NY. It holds $2.7M in total assets as of 2024.
How large is Patricia E Phelan and Joseph W Phelan?
As of 2024, Patricia E Phelan and Joseph W Phelan holds $2.7M in total assets with $168K in annual revenue. It awarded 15 grants totaling $104K in 2024.
Where does Patricia E Phelan and Joseph W Phelan operate?
Patricia E Phelan and Joseph W Phelan has awarded grants in Florida, Massachusetts, Michigan, New Hampshire, New York, Virginia.
What size grants does Patricia E Phelan and Joseph W Phelan award?
In 2024, Patricia E Phelan and Joseph W Phelan awarded 15 grants totaling $104K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Patricia E Phelan and Joseph W Phelan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Patricia E Phelan and Joseph W Phelan reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Patricia E Phelan and Joseph W Phelan's EIN?
Patricia E Phelan and Joseph W Phelan's EIN (Employer Identification Number) is 01-0567810. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.