The Judith B Phelan and Richard S

Foundation · Grantmaker Germantown, NY EIN: 14-1836706

The Judith B Phelan and Richard S is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Germantown, NY. IRS filing data is available from 2019 through 2025. In 2025, it awarded 19 grants totaling $22K.

Key facts about The Judith B Phelan and Richard S

EIN: 14-1836706
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $21,700
Grants made (2025): 19
Average grant: $1,142
Median grant: $500
New grantees (estimate): 16% first-time grantees (3 of 19, 2025)
Primary geography: Massachusetts (67% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Judith B Phelan and Richard S funds

By grant dollars, the top recipient states for The Judith B Phelan and Richard S's 19 itemized 2025 grants were Massachusetts (67%), New York (21%) and New Hampshire (12%). The most frequent recipient cities were Nantucket, MA (8 grants) and Germantown, NY (3 grants). 100% of grants with a stated purpose were for general or operating support.

Is The Judith B Phelan and Richard S open to new grantees?

16%

first-time grantees, 2025

In 2025, 3 of 19 grantees (16%) were first-time recipients. First grants averaged $267; repeat grants $1K. How we count

Medians: $200 first-time, $500 repeat.

84% of 2025 grantees were also funded in 2024. Method
Giving held roughly steady from 2022 to 2025 (+3%). Method

Estimate from itemized IRS Form 990-PF grant lists (2019–2025). 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 The Judith B Phelan and Richard S

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$22K

+0.8% YoY

Grant Count

-9.5% YoY

Avg Grant Size

$1K

+11.4% YoY

About The Judith B Phelan and Richard S

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $14K (67%)

New York $4K (21%)

New Hampshire $3K (12%)

Maine $200 (1%)

Illinois $100 (0%)

Share of all 19 itemized 2025 grant dollars.

States

Connecticut Illinois Massachusetts Maine New Hampshire New York Vermont

Cities

NantucketGermantownHudsonBedfordJacksonvilleMarionMeridenTroyRocklandAlbanyRhinebeckDanburyBridgewater

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	—	—	—
Revenue	—	—	—
Expenses	—	—	—
Qualifying Distributions	—	—	—
Net Investment Income	—	—	—
Distributable Amount	—	—	—

Data update history

When this profile's IRS filing data changed on Grantable

September 24, 2026 IRS filings on file for fiscal years 2019–2025

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

112 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include The Homestead of Nantucket ($8,000), Kimball Union Academy ($2,500), Tabor Academy ($2,000).

Recipient	Purpose	Amount
THE HOMESTEAD OF NANTUCKET Nantucket, MA	GENERAL PURPOSE	$8,000
KIMBALL UNION ACADEMY Meriden, NH	GENERAL PURPOSE	$2,500
TABOR ACADEMY Marion, MA	GENERAL PURPOSE	$2,000
NANTUCKET CONSERVATION FOUNDATION INC Nantucket, MA	GENERAL PURPOSE	$1,500
HOLY TRINITY PARISH Hudson, NY	GENERAL PURPOSE	$1,250
EMMA WILLARD SCHOOL Troy, NY	GENERAL PURPOSE	$1,000
GERMANTOWN STUDENT EDUCATION FOUNDATION Germantown, NY	GENERAL PURPOSE	$1,000
BOSTON MED FLIGHT Bedford, MA	GENERAL PURPOSE	$500
GERMANTOWN LIBRARY Germantown, NY	GENERAL PURPOSE	$500
NANTUCKET ANTHENEUM INC Nantucket, MA	GENERAL PURPOSE	$500

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
Judith B Phelan	President	1	—
Richard S Phelan	Treasurer/Clerk	1	—
Kathrin J Midgley	Director	1	—
Stuart B Phelan	Director	1	—
Matthew E Phelan	Director	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Judith B Phelan and Richard S?

The Judith B Phelan and Richard S is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Germantown, NY. It holds — in total assets as of 2025.

Where does The Judith B Phelan and Richard S operate?

The Judith B Phelan and Richard S has awarded grants in Connecticut, Illinois, Massachusetts, Maine, New Hampshire, New York, Vermont.

What size grants does The Judith B Phelan and Richard S award?

In 2025, The Judith B Phelan and Richard S awarded 19 grants totaling $22K — an average of about $1K per grant, based on its IRS Form 990 filings.

What is The Judith B Phelan and Richard S's EIN?

The Judith B Phelan and Richard S's EIN (Employer Identification Number) is 14-1836706. IRS Form 990 filing data is available on this page for 2019–2025.