The Joel Shapiro and Ellen Phelan
The Joel Shapiro and Ellen Phelan is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 3 grants totaling $50K. Net investment income was $104K.
The Joel Shapiro and Ellen Phelan at a glance
In short: The Joel Shapiro and Ellen Phelan gave $50K across 3 grants in 2024 (avg $17K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 3
- Average grant
- $16,667
- Median grant
- $20,000
- Total assets
- $1,757,983
- +50.5% vs 2023
- Primary geography
- New York (80% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Joel Shapiro and Ellen Phelan funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was St Ann's School ($20K). Together the top 3 received $50K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 27 grants of 28 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How The Joel Shapiro and Ellen Phelan gives
- Giving held roughly steady from 2021 to 2024 (+19%). Method
- In 2024 it paid out 52% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $42K (2021) to $434K (2020). In 2024 it made 3 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Ann's School Brooklyn, NY | To Further Donee's Exempt Purpose | $20,000 |
| Foundation for Contemporary Art New York, NY | To Further Donee's Exempt Purpose | $20,000 |
| Rhode Island School of Design Providence, RI | To Further Donee's Exempt Purpose | $10,000 |
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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 | $1,757,983 | $694,879 | $104,964 | $50,000 | 3 | $74,018 | $104,018 | $141,391 |
| 2023 | $1,168,092 | $48,084 | $16,002 | — | — | $4,635 | $36,717 | $120,997 |
| 2022 | $1,136,010 | $44,313 | $15,107 | — | — | $4,680 | $33,886 | $109,084 |
| 2021 | $1,308,953 | $415,652 | $56,745 | $42,000 | 5 | $46,250 | $57,097 | $108,492 |
| 2020 | $1,163,970 | $508,264 | $446,598 | $433,500 | 20 | — | $25,498 | $84,300 |
Under IRS private-foundation payout rules, The Joel Shapiro and Ellen Phelan reported a distributable amount of $141K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Joel Shapiro and Ellen Phelan is led by Ivy Shapiro, President on the 2024 filing; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ivy Shapiro
President
New on the 2024 filing
3 hrs/week
No compensation reported
Thomas Conley Rollins
Treasurer
Director → Treasurer, 2024
On filings since 2023
1 hr/week
No compensation reported
Pamela Franks
Vice President
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (4)
- Former: Ivy Crewdson (2020–2023) — Vice President
- Former: Joel Shapiro (2020–2023) — President
- Former: James Cuno (2020–2022) — Director
- Former: William Bush (2020–2022) — Director
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 The Joel Shapiro and Ellen Phelan
How much does The Joel Shapiro and Ellen Phelan give each year?
The Joel Shapiro and Ellen Phelan gave $50K across 3 grants in 2024, according to its 2024 IRS Form 990-PF.
What is The Joel Shapiro and Ellen Phelan's typical grant size?
The Joel Shapiro and Ellen Phelan's median grant in 2024 was $20,000, and its average grant was $16,667, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Joel Shapiro and Ellen Phelan give grants?
The Joel Shapiro and Ellen Phelan gives mostly in New York: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (20%).
How large is The Joel Shapiro and Ellen Phelan?
The Joel Shapiro and Ellen Phelan reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $141K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Joel Shapiro and Ellen Phelan's EIN?
The Joel Shapiro and Ellen Phelan's EIN (Employer Identification Number) is 13-3923000. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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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