Funder DirectoryCAROL B PHELON FOUNDATION
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Private foundation (trust)EIN 813637307Est. 2017-03

CAROL B PHELON FOUNDATION

FORT MYERS, FL 33919

Total Assets

$22.0M

FY 2023

Annual Giving

$1.0M

FY 2023

Grants Made

1

FY 2023

Avg Grant

$1.0M

FY 2023

Grant Range

$1.0M–$1.0M

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$445K

Total Expenses

$1.2M

Qualifying Distributions

$1.1M

Distributable Amount

$1.0M

Min. Investment Return

$1.0M

Undistributed Income

$818K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $1.2M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

106 grants

Recipient names are missing from the available filing data for some grants.

HUMANE SOCIETY OF COLLIER COUNTY
$35K
2 grants
HABITAT FOR HUMANITY OF COLLIER COUNTY
$35K
2 grants
PROVIDENCE HOUSE
$25K
1 grant
THE SALVATION ARMY OF COLLIER COUNTY
$25K
1 grant
Audubon Western Everglades
$25K
1 grant
HARRY CHAPLIN FOOD BANK OF SW FL
$23K
2 grants
GOODWILL INDUSTRIES OF SW FL
$23K
2 grants
THE SHELTER FOR ABUSED WOMEN & CHLDREN
$21K
2 grants

Grant Size Distribution

106 grants

<$10K
71
grants
$10–50K
32
grants
$50–250K
$250K–1M
1
grants
$1–5M
2
grants
$5M+

Geographic Focus

3 states

Florida
$4.1M
99% of total
North Carolina
$32K
1% of total
Alabama
$6K
0% of total

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CAROL B PHELON FOUNDATION — Grants, Financials & Contact | Grantivo