Richard J Phelps Charitable Foundation
The Richard J Phelps Charitable Foundation is a private foundation based in Portland, Maine. The foundation operates as a Section 501(c)(3) exempt private foundation.
Key facts about Richard J Phelps Charitable Foundation
- EIN
- 22-3090828
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $93,200
- Grants made (2025)
- 24
- Average grant
- $3,883
- Median grant
- $1,000
- New grantees (estimate)
- 33% first-time grantees (8 of 24, 2025)
- Total assets
- $7,653
- Primary geography
- Massachusetts (69% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Richard J Phelps Charitable Foundation funds
By grant dollars, the top recipient states for Richard J Phelps Charitable Foundation's 24 itemized 2025 grants were Massachusetts (69%), North Carolina (18%) and Florida (5%). The most frequent recipient cities were Boston, MA (4 grants), Washington, DC (3 grants) and Palm Beach Gardens, FL (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Richard J Phelps Charitable Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 8 of 24 grantees (33%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $350 first-time, $1K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). 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 Richard J Phelps Charitable Foundation
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8K
-78.6% YoY
Annual Giving
$93K
-17.9% YoY
Grant Count
24
-31.4% YoY
Avg Grant Size
$4K
+19.7% YoY
Ready to take the next step with Richard J Phelps Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2008:
- Fair market value of assets: $101,992,574
- Contributions received: $100,000,000
The foundation maintains substantial assets and demonstrates significant annual giving capacity based on its contribution levels.
Note: The available sources contain limited information about this specific foundation. The data provided represents verified information from IRS Form 990-PF filings. For comprehensive grant guidelines, application procedures, and current funding priorities, direct contact with the foundation is recommended.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,653 | $35,779 | $33,519 |
| Revenue | $69,507 | $124,020 | $117,986 |
| Expenses | $97,633 | $119,516 | $101,381 |
| Qualifying Distributions | $95,425 | $116,525 | $98,307 |
| Net Investment Income | $63,965 | $105,290 | $98,682 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
147 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Boston Globe Charitable Fdn ($36,000), The Jimmy Fund ($20,000), Wake Forest University ($16,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON GLOBE CHARITABLE FDN Boston, MA | GENERAL | $36,000 |
| THE JIMMY FUND Brookline, MA | GENERAL | $20,000 |
| WAKE FOREST UNIVERSITY Winston Salem, NC | GENERAL | $16,000 |
| PHILLIPS ACADEMY Andover, MA | GENERAL | $4,000 |
| PALM BEACH ISLAND HOPSICE Palm Beach, FL | GENERAL | $2,400 |
| IRELAND FUNDS OF AMERICA Boston, MA | GENERAL | $2,000 |
| UNIVERSITY OF NOTRE DAME Notre Dame, IN | GENERAL | $2,000 |
| YALE ALUMNI MAGAZINE New Haven, CT | GENERAL | $2,000 |
| BASCOM PALMER EYE INSTITUTE Palm Beach Gardens, FL | GENERAL | $1,500 |
| COMMON CAUSE Washington, DC | GENERAL | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard J Phelps | Trustee | 2 | — |
| Ann Jacobs | Trustee | 1 | — |
Frequently Asked Questions
What size grants does Richard J Phelps Charitable Foundation award?
In 2025, Richard J Phelps Charitable Foundation awarded 24 grants totaling $93K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is Richard J Phelps Charitable Foundation's EIN?
Richard J Phelps Charitable Foundation's EIN (Employer Identification Number) is 22-3090828. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.