Phelan Family Foundation
The Phelan Family Foundation is a private foundation based in Naples, Florida. It makes grants to charitable organizations; its 2024 filing states that it contributes only to preselected organizations.
Phelan Family Foundation at a glance
In short: Phelan Family Foundation gave $530K across 10 grants in 2024 (avg $53K), top state Pennsylvania. 10% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $530,000
- -0.5% vs 2023
- Grants made (2024)
- 10
- +25.0% vs 2023
- Average grant
- $53,000
- -20.4% vs 2023
- Median grant
- $25,000
- Total assets
- $6,355,593
- -6.1% vs 2023
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2024; small sample)
- Primary geography
- Pennsylvania (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Phelan Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 262 Mermaids Bight, Naples, FL 34103
Phone: (215) 851-8132
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Phelan Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was VOX AMA Deus ($250K). Together the top 10 received $530K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 32 grants of 48 (67%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed among recipients in Pennsylvania (48%), Missouri (24%), Washington, DC (9%), and North Carolina (6%); 5% is listed with an unspecified state. The grants also included recipients in Illinois, Florida, and Maine.
Grant Distribution by State
Share of 2024 grant dollars across all 10 itemized grants.
States
Cities
Is Phelan Family Foundation open to new grantees?
10%
first-time grantees, 2024
In 2024, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $25K; repeat grants $56K. How we count
Medians: $25K first-time, $25K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+16%). Method
- In 2024 it paid out 145% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $363K (2020) to $533K (2023). In 2024 it made 10 grants totaling $530K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| VOX AMA Deus Gladwyne, PA | Charitable | $250,000 |
| Children International Kansas City, MO | Charitable | $125,000 |
| Project Hope Washington, DC | Charitable | $50,000 |
| Nature Power Foundation | Charitable | $25,000 |
| Opportunity International Chicago, IL | Charitable | $25,000 |
| Don't Ever Give up Inc Cary, NC | Charitable | $25,000 |
| Lyrics for Life Foundation Inc Newberry, FL | Charitable | $17,500 |
| The V Foundation Cary, NC | Charitable | $7,500 |
| Camp Sunshine Casco, ME | Charitable | $2,500 |
| Habitat for Humanity Phoenixville, PA | Charitable | $2,500 |
Ready to take the next step with Phelan Family Foundation?
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 | $6,355,593 | $172,502 | $776,057 | $530,000 | 10 | $530,000 | — | $365,228 |
| 2023 | $6,769,363 | $236,040 | $683,486 | $532,500 | 8 | $532,500 | $88,975 | $311,641 |
| 2022 | $7,048,719 | $-74,146 | $502,897 | $467,350 | 8 | $467,350 | $77,689 | $336,041 |
| 2021 | $7,536,211 | $236,240 | $564,029 | $455,000 | 11 | $455,000 | $132,211 | $450,840 |
| 2020 | $7,831,688 | $415,713 | $411,345 | $362,500 | 11 | — | $371,868 | $404,122 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included organizations whose stated missions span the performing arts, poverty alleviation, cancer research, and housing. For example, Vox Ama Deus says it brings Renaissance, Baroque, and Classical music to life through performance and education. Children International says it works to end poverty by investing in children and youth. The V Foundation says it funds cancer research, while Habitat for Humanity of the Lehigh Valley says it builds, rehabilitates, and sells housing to economically disadvantaged people in its area.
Grantmaking
In 2024, the foundation gave $530,000 through 10 grants. Grants ranged from $2,500 to $250,000, with a median grant of $25,000.
The largest 2024 grants were $250,000 to Vox Ama Deus, $125,000 to Children International, and $50,000 to Project HOPE. Other listed recipients included Nature Power Foundation ($25,000), Opportunity International ($25,000), Don’t Ever Give Up ($25,000), Lyrics for Life Foundation ($17,500), The V Foundation ($7,500), Camp Sunshine ($2,500), and Habitat for Humanity ($2,500).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lawrence T. Phelan as president and Kenneth J. Phelan as secretary and treasurer.
Phelan Family Foundation is led by Lawrence T. Phelan, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lawrence T. Phelan
President
On filings since 2020
1.5 hrs/week
No compensation reported
Kenneth J. Phelan
Secretary & Treasurer
On filings since 2020
1.5 hrs/week
No compensation reported
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 Phelan Family Foundation
How much does Phelan Family Foundation give each year?
Phelan Family Foundation gave $530K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $533K across 8 grants.
What is Phelan Family Foundation's typical grant size?
Phelan Family Foundation's median grant in 2024 was $25,000, and its average grant was $53,000, across 10 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Phelan Family Foundation that year got $25K on average.
Where does Phelan Family Foundation give grants?
Phelan Family Foundation's top state is Pennsylvania, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Missouri (24%) and District of Columbia (9%). The most frequent recipient cities were Cary, NC (2 grants).
Does Phelan Family Foundation give general operating support?
Not in 2024: none of the 10 grants with a stated purpose on Phelan Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (10 grants).
Who are Phelan Family Foundation's largest grantees?
Phelan Family Foundation's largest 2024 grantees include VOX AMA Deus ($250,000), Children International ($125,000) and Project Hope ($50,000), according to its 2024 IRS Form 990-PF. Together they received 80% of its itemized 2024 grant dollars.
How large is Phelan Family Foundation?
Phelan Family Foundation reported $6.4M in total assets on its 2024 IRS Form 990-PF. It paid out $530K in qualifying distributions that year, against a required minimum of $365K (roughly 5% of its investment assets).
What does Phelan Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included organizations whose stated missions span the performing arts, poverty alleviation, cancer research, and housing. See mission & focus areas ↑
How do I apply for a grant from Phelan Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Phelan Family 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 September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Phelan Family Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/phelan-family-foundation-morg_3a09235b9a0a4e0d89ec71edf3a0d31e
BibTeX
@misc{grantable_271554558_2026,
author = {{Grantable}},
title = {{Phelan Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/phelan-family-foundation-morg_3a09235b9a0a4e0d89ec71edf3a0d31e},
note = {Accessed 2026-10-16. 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 Phelan Family 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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