Wilson W Phelps Foundation

Private foundation · Grantmaker Irvine, CA EIN: 33-0743687

The Wilson W Phelps Foundation is a private foundation located in Irvine, California. In 2025, it reported 20 grants totaling $662,981, supporting organizations and programs that included schools, youth services, food assistance, housing, and community activities.

Key facts about Wilson W Phelps Foundation

In short: Wilson W Phelps Foundation gave $663K across 20 grants in 2025 (avg $33K), mostly in California. 28% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
33-0743687
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$662,981
Grants made (2025)
20
Average grant
$33,149
Median grant
$25,000
New grantees (estimate)
28% first-time grantees (5 of 18, 2025)
Total assets
$5,232,155
Primary geography
California (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.2M

+1.7% YoY

Annual Giving

$663K

+10.6% YoY

Grant Count

20

+5.3% YoY

Avg Grant Size

$33K

+5.1% YoY

Under IRS private-foundation payout rules, Wilson W Phelps Foundation reported a distributable amount of $651K for 2025 — the minimum it must pay out in qualifying distributions.

Is Wilson W Phelps Foundation open to new grantees?

28%

first-time grantees, 2025

In 2025, 5 of 18 grantees (28%) were first-time recipients. First grants averaged $14K; repeat grants $35K. How we count

Medians: $10K first-time, $25K repeat.

  • 61% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+11%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No foundation mission statement is provided. Its 2025 grants supported activities including classroom and school resources, scholarships, food assistance, housing for young people, and services for people with special needs.

The organizations it supports describe a range of missions. Fullerton School District’s mission, as stated by the organization, is to advance technology in education within the district. Hart Community Homes says it works to heal, educate, and empower at-risk youth. Tara’s Chance says it promotes the well-being of people with special needs through equine-assisted activities and therapies. Community Action Partnership describes its work as aligning partners and resources around community-led solutions to help families reach their full potential.

Grantmaking

In filing year 2025, the foundation reported 20 grants totaling $662,981. Grants ranged from $1,500 to $129,525, with a median grant of $25,000.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in California.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 20 itemized grants.

States

Cities

FullertonGarden GroveLa HabraYorba LindaAnaheimSanta Ana

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K17 grants2020 16 grants2021 20 grants2022 21 grants2023 19 grants2024 20 grants2025

From 2020 to 2025, annual grant giving ranged from $469K (2021) to $663K (2025). In 2025 it made 20 grants totaling $663K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Fullerton Joint Union High Sch Dist: $130KFullerton Joint Union High SchDist$130KFullerton School District: $77KFullerton School District$77KCommunity Action Partnership: $75KCommunity Action Partnership$75KBoys and Girls Club: $53KBoys and Girls Club$53KHart Community Homes Inc: $50KHart Community Homes Inc$50KCal State University Fullerton: $45KCal State University Fullerton$45KYoung Lives Redeemed: $35KYoung Lives Redeemed$35KSCRPA- Fullerton Train Museum: $35KSCRPA- Fullerton Train Museum$35KMeals on Wheels of Fullerton Inc: $25KMeals on Wheels of FullertonInc$25KHigher Ground Youth Family Services: $25KHigher Ground Youth FamilyServices$25K

The largest 2025 recipient was Fullerton Joint Union High Sch Dist ($130K). Together the top 10 received $549K.

Grant Size Distribution

96 grants across all recorded years

81<$50K11$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 81 grants of 96 (84%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fullerton Joint Union High Sch Dist Fullerton, CAClassroom Sets Steam Kits, Julie Kim Joy Service Scholarship, cabinetry to house equipment$129,525
Fullerton School District Fullerton, CABooks, 6th grade 2 nights science camp, building & learning trades for 2nd Tiny home, develope Culturally responsive Mariachi,Update Media Center, Outdoor Furniture, Various other assistance$76,556
Community Action Partnership Garden Grove, CAOrange County Food Bank's Farm to Family Program$75,000
Boys and Girls Club Fullerton, CAScholarship for 25 Students, and 30 Chromebooks$52,500
Hart Community Homes Inc Fullerton, CAFees and Architectural Services, 4 units 8 bedrooms$50,000
Cal State University Fullerton Fullerton, CAGuardian Scholars -Scholarships for 2 Foster Youths and Emergency Fund$45,000
Young Lives Redeemed Fullerton, CAHouse Homeless Foster Youths$35,000
SCRPA- Fullerton Train Museum Fullerton, CAUnion Pacific Car Transportation Upgrades$35,000
Meals on Wheels of Fullerton Inc Fullerton, CAMeal subsidies for low income homebound individuals$25,000
Higher Ground Youth Family Services Yorba Linda, CAUpgrade outdoor space & harm prevention programs$25,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $5,232,155 $770,767 $683,965 $662,981
2024 $5,145,353 $721,318 $620,617 $599,432
2023 $5,044,652 $596,391 $604,615 $589,788
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,232,155$5,145,353$5,044,652
Revenue$770,767$721,318$596,391
Expenses$683,965$620,617$604,615
Qualifying Distributions$663,779$600,616$590,718
Net Investment Income$763,037$709,073$586,787
Distributable Amount$651,367$605,136$522,251

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists John W Phelps as CEO; James Phelps as CFO; Louise Shamblen and Carol B Phelps as directors; Marlene McGlensey as secretary; and Becky McGlensey and Torane Phelps as directors.

Wilson W Phelps Foundation is led by John W Phelps, CEO since 2023 (on filings since 2020); none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John W Phelps

    CEO

    Chair → CEO, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Becky McGlensey

    Director

    Trustee → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Carol B Phelps

    Director

    Trustee → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Louise Shamblen

    Director

    Vice Chair → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Torane Phelps

    Director

    Trustee → Director, 2023

    On filings since 2020

    No compensation reported

  • James Phelps

    CFO

    Treasurer → CFO, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Marlene McGlensey

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Contact

Mailing address: 3153 Scholarship, Irvine, CA 92612
Phone: (949) 752-7401

Frequently asked questions about Wilson W Phelps Foundation

How much does Wilson W Phelps Foundation give each year?

Wilson W Phelps Foundation gave $663K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $599K across 19 grants.

What is Wilson W Phelps Foundation's typical grant size?

Wilson W Phelps Foundation's median grant in 2025 was $25,000, and its average grant was $33,149, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Wilson W Phelps Foundation that year got $14K on average.

Where does Wilson W Phelps Foundation give grants?

Wilson W Phelps Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fullerton, CA (17 grants).

Does Wilson W Phelps Foundation give general operating support?

Not in 2025: none of the 20 grants with a stated purpose on Wilson W Phelps Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Wilson W Phelps Foundation's largest grantees?

Wilson W Phelps Foundation's largest 2025 grantees include Fullerton Joint Union High Sch Dist ($129,525), Fullerton School District ($76,556) and Community Action Partnership ($75,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.

How large is Wilson W Phelps Foundation?

Wilson W Phelps Foundation reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $664K in qualifying distributions that year, against a required minimum of $651K (roughly 5% of its investment assets).

What does Wilson W Phelps Foundation fund?

No foundation mission statement is provided. Its 2025 grants supported activities including classroom and school resources, scholarships, food assistance, housing for young people, and services for people with special needs. See mission & focus areas ↑

How do I apply for a grant from Wilson W Phelps Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Wilson W Phelps Foundation's EIN?

Wilson W Phelps Foundation's EIN (Employer Identification Number) is 33-0743687. IRS Form 990 filing data is available on this page for 2020–2025.

Does Wilson W Phelps Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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