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. 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
21
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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