Phelan Family Foundation

NAPLES, FL EIN: 27-1554558

Phelan Family Foundation is a private foundation focused on Human Services, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 10 grants totaling $530K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.4M

-6.1% YoY

Annual Giving

$530K

-0.5% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$53K

-20.4% YoY

Under IRS private-foundation payout rules, Phelan Family Foundation reported a distributable amount of $365K for 2024 — the minimum it must pay out in qualifying distributions.

About Phelan Family Foundation

Based on IRS filings

Phelan Family Foundation is a private foundation focused on Human Services, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 10 grants totaling $530K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AtlantaBrunswickCambridgeCaryCascoChicagoGladwyneKansas CityNaplesNewberryPaoliPhoenixvilleS NaplesSarasotaWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$213K$427K$640K$854K20202021202220232024
Metric202420232022
Total Assets$6,355,593$6,769,363$7,048,719
Revenue$172,502$236,040$-74,146
Expenses$776,057$683,486$502,897
Qualifying Distributions$530,000$532,500$467,350
Net Investment Income$88,975$77,689
Distributable Amount$365,228$311,641$336,041

Giving Over Time

Total grant dollars and number of grants per year

$0$133K$266K$399K$533K11 grants202011 grants20218 grants20228 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

VOX AMA DEUS$250KCHILDREN INTERNATIONAL$125KPROJECT HOPE$50KNATURE POWER FOUNDATION$25KOPPORTUNITY INTERNATIONAL$25KDON'T EVER GIVE UP INC$25KLYRICS FOR LIFE FOUNDATI…$18KTHE V FOUNDATION$8KCAMP SUNSHINE$3KHABITAT FOR HUMANITY$3K

Grant Size Distribution

48 grants across all recorded years

32<$50K7$50–100K7$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vox Ama Deus ($250,000), Children International ($125,000), Project Hope ($50,000).

RecipientPurposeAmount
CAMP SUNSHINE CASCO, MECHARITABLE$2,500
CHILDREN INTERNATIONAL KANSAS CITY, MOCHARITABLE$125,000
HABITAT FOR HUMANITY PHOENIXVILLE, PACHARITABLE$2,500
LYRICS FOR LIFE FOUNDATION INC NEWBERRY, FLCHARITABLE$17,500
NATURE POWER FOUNDATION CHARITABLE$25,000
OPPORTUNITY INTERNATIONAL CHICAGO, ILCHARITABLE$25,000
DON'T EVER GIVE UP INC CARY, NCCHARITABLE$25,000
VOX AMA DEUS GLADWYNE, PACHARITABLE$250,000
THE V FOUNDATION CARY, NCCHARITABLE$7,500
PROJECT HOPE WASHINGTON, DCCHARITABLE$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LAWRENCE T PHELANPRESIDENT1.5
KENNETH J PHELANSECRETARY AND TREASURER1.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Phelan Family Foundation?

Phelan Family Foundation is a private foundation focused on Human Services, based in NAPLES, FL. It holds $6.4M in total assets as of 2024.

How large is Phelan Family Foundation?

As of 2024, Phelan Family Foundation holds $6.4M in total assets with $173K in annual revenue. It awarded 10 grants totaling $530K in 2024.

Where does Phelan Family Foundation operate?

Phelan Family Foundation has awarded grants in District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maine, Missouri, North Carolina, Pennsylvania.

What size grants does Phelan Family Foundation award?

In 2024, Phelan Family Foundation awarded 10 grants totaling $530K — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is Phelan Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Phelan Family Foundation reported a distributable amount of $365K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Phelan Family Foundation's EIN?

Phelan Family Foundation's EIN (Employer Identification Number) is 27-1554558. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Related Funders

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

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