The Judith B Phelan and Richard S

GERMANTOWN, NY EIN: 14-1836706

The Judith B Phelan and Richard S is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GERMANTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $140K in total assets. In 2024, it awarded 21 grants totaling $22K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$140K

-0.3% YoY

Annual Giving

$22K

-3.3% YoY

Grant Count

-4.5% YoY

Avg Grant Size

$1K

+1.3% YoY

Under IRS private-foundation payout rules, The Judith B Phelan and Richard S reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

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 $56K (56%)

New York $27K (27%)

New Hampshire $13K (12%)

Illinois $3K (3%)

Maine $1K (1%)

Vermont $1K (1%)

Connecticut $600 (1%)

States

Connecticut Illinois Massachusetts Maine New Hampshire New York Vermont

Cities

AlbanyBedfordBridgewaterDanburyGermantownHudsonJacksonvilleMarionMeridenNantucketRhinebeckRocklandTroy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$140,038	$140,404	$152,385
Revenue	$34,331	$14,310	$22,821
Expenses	$25,604	$26,291	$23,951
Qualifying Distributions	$21,525	$22,250	$20,975
Net Investment Income	$19,370	$12,778	$22,198
Distributable Amount	$21,167	$21,345	$22,347

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 2024

Grant Size Distribution

115 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Homestead of Nantucket ($8,000), Kimball Union Academy ($2,500), Tabor Academy ($2,000).

Recipient	Purpose	Amount
ARTISTS ASSOCIATION OF NANTUCKET INC NANTUCKET, MA	GENERAL PURPOSE	$250
BOSTON MED FLIGHT BEDFORD, MA	GENERAL PURPOSE	$500
CMH FOUNDATION HUDSON, NY	GENERAL PURPOSE	$200
EGAN MARITIME INSTITUTE NANTUCKET, MA	GENERAL PURPOSE	$400
EMMA WILLARD SCHOOL TROY, NY	GENERAL PURPOSE	$1,000
FOUNDATIONS OF NUVANCE HEALTH DANBURY, CT	GENERAL PURPOSE	$200
GERMANTOWN LIBRARY GERMANTOWN, NY	GENERAL PURPOSE	$500
GERMANTOWN STUDENT EDUCATION FOUNDATION GERMANTOWN, NY	GENERAL PURPOSE	$1,000
HOLY TRINITY PARISH HUDSON, NY	GENERAL PURPOSE	$625
ISLAND INSTITUTE ROCKLAND, ME	GENERAL PURPOSE	$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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 private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GERMANTOWN, NY. It holds $140K in total assets as of 2024.

How large is The Judith B Phelan and Richard S?

As of 2024, The Judith B Phelan and Richard S holds $140K in total assets with $34K in annual revenue. It awarded 21 grants totaling $22K in 2024.

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 2024, The Judith B Phelan and Richard S awarded 21 grants totaling $22K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is The Judith B Phelan and Richard S required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Judith B Phelan and Richard S reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.