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
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
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
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.
Grant Size Distribution
106 grants
Geographic Focus
3 states
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