The Judith B Phelan and Richard S
The Judith B Phelan and Richard S is a private foundation based in Germantown, New York. Its 2025 filing reports 19 grants totaling $21,700 to charitable organizations.
The Judith B Phelan and Richard S at a glance
In short: The Judith B Phelan and Richard S gave $22K across 19 grants in 2025 (avg $1K), mostly in Massachusetts. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,700
- +0.8% vs 2024
- Grants made (2025)
- 19
- -9.5% vs 2024
- Average grant
- $1,142
- +11.4% vs 2024
- Median grant
- $500
- Total assets
- $141,089
- +0.8% vs 2024
- New grantees (estimate)
- 11% first-time grantees (2 of 19, 2025; small sample)
- Primary geography
- Massachusetts (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Judith B Phelan and Richard S
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 293 71 Mountainview Rd, Germantown, NY 12526
Phone: (518) 537-5200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Judith B Phelan and Richard S funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Homestead of Nantucket ($8K). Together the top 10 received $19K.
Grant Size Distribution
112 grants across all recorded years
The most common grant size was under $50K: 112 grants of 112 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went primarily to organizations in Massachusetts (67%), followed by New York (21%) and New Hampshire (12%). The filing also reports shares for Maine (1%) and Illinois (0%).
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is The Judith B Phelan and Richard S open to new grantees?
11%
first-time grantees, 2025
In 2025, 2 of 19 grantees (11%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $300; repeat grants $1K. How we count
Medians: $300 first-time, $500 repeat.
- 84% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2019) to $22K (2023). In 2025 it made 19 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $141,089 | $24,450 | $23,720 | $21,700 | 19 | $21,700 | $11,184 | $20,681 |
| 2024 | $140,038 | $34,331 | $25,604 | $21,525 | 21 | $21,525 | $19,370 | $21,167 |
| 2023 | $140,404 | $14,310 | $26,291 | $22,250 | 22 | $22,250 | $12,778 | $21,345 |
| 2022 | $152,385 | $22,821 | $23,951 | $20,975 | 26 | $20,975 | $22,198 | $22,347 |
| 2021 | $153,515 | $23,736 | $20,748 | $18,000 | 24 | $18,000 | $10,748 | $21,026 |
| 2020 | $150,527 | $21,726 | $21,316 | $17,775 | 22 | — | $9,369 | $17,822 |
| 2019 | $150,117 | $20,758 | $21,584 | $16,385 | 20 | — | $9,064 | $17,980 |
Under IRS private-foundation payout rules, The Judith B Phelan and Richard S reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including schools, conservation and preservation organizations, a parish, a library, and an air medical transport organization.
The grantees describe their work in their own terms. Kimball Union Academy says its mission is to create a sense of belonging and help students develop knowledge, voice, and character. Tabor Academy says it seeks to inspire a love of learning, encourage responsibility, and foster care for others and citizenship. Nantucket Conservation Foundation says it protects and stewards land and shoreline and conserves the island’s natural resources. Other 2025 grantees describe work in girls’ secondary education (Emma Willard School), community library services (Germantown Library), historic preservation (Nantucket Preservation Trust), conservation (Nantucket Land & Water Council), and preserving and interpreting local history (Nantucket Historical Association).
Grantmaking
In 2025, the foundation reported 19 grants totaling $21,700. Grant amounts ranged from $100 to $8,000, with a median of $500.
The largest reported grants included $8,000 to The Homestead of Nantucket; $2,500 to Kimball Union Academy; $2,000 to Tabor Academy; and $1,500 to Nantucket Conservation Foundation. Other grants included $1,250 to Holy Trinity Parish, $1,000 each to Emma Willard School and Germantown Student Education Foundation, and $500 each to Boston Med Flight, Germantown Library, Nantucket Atheneum, Nantucket Land & Water Council, and Nantucket Preservation Trust.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Judith B Phelan as president; Richard S Phelan as treasurer/clerk; and Kathrin J Midgley, Stuart B Phelan, and Matthew E Phelan as directors.
The Judith B Phelan and Richard S is led by Judith B. Phelan, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Judith B. Phelan
President
On filings since 2019
1 hr/week
No compensation reported
Kathrin J. Midgley
Director
On filings since 2019
1 hr/week
No compensation reported
Matthew E. Phelan
Director
On filings since 2019
1 hr/week
No compensation reported
Stuart B. Phelan
Director
On filings since 2019
1 hr/week
No compensation reported
Richard S. Phelan
Treasurer & Clerk
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Judith B Phelan and Richard S
How much does The Judith B Phelan and Richard S give each year?
The Judith B Phelan and Richard S gave $22K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 21 grants.
What is The Judith B Phelan and Richard S's typical grant size?
The Judith B Phelan and Richard S's median grant in 2025 was $500, and its average grant was $1,142, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Judith B Phelan and Richard S that year got $300 on average.
Where does The Judith B Phelan and Richard S give grants?
The Judith B Phelan and Richard S gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (21%) and New Hampshire (12%). The most frequent recipient cities were Nantucket, MA (8 grants) and Germantown, NY (3 grants).
Does The Judith B Phelan and Richard S give general operating support?
Yes: 100% of The Judith B Phelan and Richard S's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Judith B Phelan and Richard S's largest grantees?
The Judith B Phelan and Richard S's largest 2025 grantees include The Homestead of Nantucket ($8,000), Kimball Union Academy ($2,500) and Tabor Academy ($2,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is The Judith B Phelan and Richard S?
The Judith B Phelan and Richard S reported $141K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
What does The Judith B Phelan and Richard S fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including schools, conservation and preservation organizations, a parish, a library, and an air medical transport organization. See mission & focus areas ↑
How do I apply for a grant from The Judith B Phelan and Richard S?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Judith B Phelan and Richard S accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- IRS filings on file for fiscal years 2019–2025
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