The Sally S and Robert K Phelan Legacy
The Sally S and Robert K Phelan Legacy is a private foundation, based in Germantown, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $770K in total assets. In 2025, it awarded 7 grants totaling $23K. Net investment income was $8K.
The Sally S and Robert K Phelan Legacy at a glance
In short: The Sally S and Robert K Phelan Legacy gave $23K across 7 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,562
- +12.8% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $3,223
- +12.8% vs 2024
- Median grant
- $2,500
- Total assets
- $770,097
- +14.1% vs 2024
- Primary geography
- New York (78% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Sally S and Robert K Phelan Legacy funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Germantown Central Schools ($11K across 3 grants). Together the top 5 received $23K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How The Sally S and Robert K Phelan Legacy gives
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 66% 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 2025, annual grant giving ranged from $18K (2021) to $23K (2023). In 2025 it made 7 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Germantown Central Schools Germantown, NY | Various Projects | $9,062 |
| Community Foundation of Nantucket Nantucket, MA | Uncle Jim's Scholarship | $5,000 |
| Regional Food Bank of Ne NY Latham, NY | GCS Backpack Program | $3,500 |
| Holy Trinity Church Hudsone, NY | Catholic Daughters of the Americas | $2,500 |
| Germantown Central Schools Germantown, NY | Science Scholarship | $1,000 |
| Long Table Harvest Germantown, NY | General Purpose | $1,000 |
| Germantown Central Schools Germantown, NY | Athletic Boosters | $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 | $770,097 | $8,291 | $22,668 | $22,562 | 7 | $22,562 | $8,285 | $34,420 |
| 2024 | $674,819 | $20,000 | $24,206 | $20,000 | 7 | $20,000 | $19,994 | $33,720 |
| 2023 | $648,464 | $5,670 | $25,536 | $23,400 | 8 | $23,400 | $5,670 | $29,896 |
| 2022 | $595,218 | $5,435 | $20,850 | $20,000 | 6 | $20,000 | $5,211 | $30,844 |
| 2021 | $752,209 | $9,629 | $33,358 | $17,750 | 10 | $17,750 | $9,629 | $33,936 |
| 2020 | $620,397 | $27,066 | $23,443 | $23,225 | 12 | — | $27,066 | $26,390 |
Under IRS private-foundation payout rules, The Sally S and Robert K Phelan Legacy reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Sally S and Robert K Phelan Legacy is led by Megan A. Phelan, Director, President, Director & Secretary since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Megan A. Phelan
Director, President, Director & Secretary
Director, Secretary, Director & President → Director, Secretary & Director, 2022
Director, Secretary & Director → Director, President, Director & Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Randall Phelan
Director
Director → Director & President, 2022
Director & President → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Michael J. Del Vecchio
Director & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (3)
- Former: Joseph W. Phelan (2020–2024) — Director
- Former: Sue-Ellen Bethmann (2020) — Director & Secretary
- Former: Wendy Nack-Lawlor (2020) — Director & President
Data from IRS Form 990 filings, 2020–2025. "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 Sally S and Robert K Phelan Legacy
How much does The Sally S and Robert K Phelan Legacy give each year?
The Sally S and Robert K Phelan Legacy gave $23K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 7 grants.
What is The Sally S and Robert K Phelan Legacy's typical grant size?
The Sally S and Robert K Phelan Legacy's median grant in 2025 was $2,500, and its average grant was $3,223, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Sally S and Robert K Phelan Legacy give grants?
The Sally S and Robert K Phelan Legacy gives mostly in New York: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (22%). The most frequent recipient cities were Germantown, NY (4 grants).
Does The Sally S and Robert K Phelan Legacy give general operating support?
Yes: 14% of The Sally S and Robert K Phelan Legacy's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Sally S and Robert K Phelan Legacy's largest grantees?
The Sally S and Robert K Phelan Legacy's largest 2025 grantees include Germantown Central Schools ($10,562 across 3 grants), Community Foundation of Nantucket ($5,000) and Regional Food Bank of Ne NY ($3,500), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is The Sally S and Robert K Phelan Legacy?
The Sally S and Robert K Phelan Legacy reported $770K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $34K (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 Sally S and Robert K Phelan Legacy's EIN?
The Sally S and Robert K Phelan Legacy's EIN (Employer Identification Number) is 26-3530306. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
- IRS filings on file for fiscal years 2020–2025
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