The Sally S and Robert K Phelan Legacy
The Sally S and Robert K Phelan Legacy 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 $675K in total assets. In 2024, it awarded 7 grants totaling $20K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$675K
+4.1% YoY
Annual Giving
$20K
-14.5% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$3K
-2.3% YoY
About The Sally S and Robert K Phelan Legacy
Based on IRS filings
The Sally S and Robert K Phelan Legacy 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 $675K in total assets. In 2024, it awarded 7 grants totaling $20K. Net investment income was $20K.
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 | $674,819 | $648,464 | $595,218 |
| Revenue | $20,000 | $5,670 | $5,435 |
| Expenses | $24,206 | $25,536 | $20,850 |
| Qualifying Distributions | $20,000 | $23,400 | $20,000 |
| Net Investment Income | $19,994 | $5,670 | $5,211 |
| Distributable Amount | $33,720 | $29,896 | $30,844 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MEGAN E PHELAN | DIRECTOR, PRESIDENT | 1 | — |
| MICHAEL J DEL VECCHIO | DIRECTOR, TREASURER | 1 | — |
| MEGAN A PHELAN | DIRECTOR, SECRETARY | 1 | — |
| JOSEPH PHELAN | DIRECTOR | 1 | — |
| RANDALL PHELAN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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