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.
Key facts about Phelan Family Foundation
- EIN
- 27-1554558
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $530,000
- Grants made (2024)
- 10
- Average grant
- $53,000
- Median grant
- $25,000
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2024)
- Total assets
- $6,355,593
- Primary geography
- Pennsylvania (48% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Phelan Family Foundation funds
By grant dollars, the top recipient states for Phelan Family Foundation's 10 itemized 2024 grants were Pennsylvania (48%), Missouri (24%) and District of Columbia (9%). The most frequent recipient cities were Cary, NC (2 grants). None of its 10 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (10 grants).
Is Phelan Family Foundation open to new grantees?
10%
first-time grantees, 2024
In 2024, 1 of 10 grantees (10%) were first-time recipients. 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Phelan Family Foundation
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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
Share of all 10 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Vox Ama Deus ($250,000), Children International ($125,000), Project Hope ($50,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lawrence T Phelan | President | 1.5 | — |
| Kenneth J Phelan | Secretary and Treasurer | 1.5 | — |
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.