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
Under IRS private-foundation payout rules, The Sally S and Robert K Phelan Legacy reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Germantown Central Schools ($9,000), Germantown Central Schools ($5,000), Regional Food Bank of Ne Ny ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| GERMANTOWN CENTRAL SCHOOLS GERMANTOWN, NY | SCIENCE SCHOLARSHIP | $1,000 |
| GERMANTOWN CENTRAL SCHOOLS GERMANTOWN, NY | GARDEN PROJECT | $5,000 |
| LONG TABLE HARVEST GERMANTOWN, NY | GENERAL PURPOSE | $1,000 |
| GERMANTOWN CENTRAL SCHOOLS GERMANTOWN, NY | ATHLETIC BOOSTERS | $500 |
| GERMANTOWN LIBRARY GERMANTOWN, NY | GENERAL PURPOSE | $1,000 |
| REGIONAL FOOD BANK OF NE NY LATHAM, NY | GCS BACKPACK PROGRAM | $2,500 |
| GERMANTOWN CENTRAL SCHOOLS GERMANTOWN, NY | SCIENCE LAB | $9,000 |
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
Frequently Asked Questions
What is 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. It holds $675K in total assets as of 2024.
How large is The Sally S and Robert K Phelan Legacy?
As of 2024, The Sally S and Robert K Phelan Legacy holds $675K in total assets with $20K in annual revenue. It awarded 7 grants totaling $20K in 2024.
Where does The Sally S and Robert K Phelan Legacy operate?
The Sally S and Robert K Phelan Legacy has awarded grants in Indiana, Massachusetts, Maine, New York, Tennessee, Vermont.
What size grants does The Sally S and Robert K Phelan Legacy award?
In 2024, The Sally S and Robert K Phelan Legacy awarded 7 grants totaling $20K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Sally S and Robert K Phelan Legacy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sally S and Robert K Phelan Legacy reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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