Phoebus Fund
Phoebus Fund is a private foundation, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $70K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+16.2% YoY
Annual Giving
$70K
+6.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$70K
+6.1% YoY
About Phoebus Fund
Based on IRS filings
Phoebus Fund is a private foundation, based in SHELBURNE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $70K. Net investment income was $28K.
Ready to take the next step with Phoebus Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,632,882 | $1,405,436 | $1,325,698 |
| Revenue | $39,041 | $42,252 | $32,032 |
| Expenses | $84,189 | $77,663 | $90,230 |
| Qualifying Distributions | $73,439 | $69,095 | $76,869 |
| Net Investment Income | $28,291 | $33,684 | $19,085 |
| Distributable Amount | $73,344 | $68,898 | $72,343 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dana Valentine | Trustee | 1 | — |
| Miles Smith | Trustee | 0.5 | — |
| Shelly Smith | Trustee | 0.5 | — |
| B Tyson Smith | Trustee | 0.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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