Funder DirectoryJOHN AND AMY PHELAN FAMILY FOUNDATION
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Private foundation (trust)EIN 461579312Est. 2013-08

JOHN AND AMY PHELAN FAMILY FOUNDATION

PALM BEACH, FL 33480

Total Assets

$64.4M

FY 2023

Annual Giving

$2.3M

FY 2023

Grants Made

5

FY 2023

Avg Grant

$466K

FY 2023

Grant Range

$50K–$1.4M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$6.0M

Total Expenses

$2.5M

Qualifying Distributions

$2.3M

Distributable Amount

$2.9M

Min. Investment Return

$3.0M

Undistributed Income

$2.9M

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $50K through median $250K to maximum $1.4M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $2.6M in 2022. Hover bars for details.

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

Top Recipients

18 grants

THE AMERICAN FUND FOR LSE
$1.7M
3 grants
PHELAN FAMILY FOUNDATION DAF
$1.7M
2 grants
HARVARD BUSINESS SCHOOL FORWARD FELLOWSHIP
$1.1M
2 grants
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
$600K
1 grant
NATIONAL MEDAL OF HONOR MUSEUM
$500K
2 grants
SPIRIT OF AMERICA
$380K
2 grants
THE AMERICAN IRELAND FUND
$308K
1 grant
PROSTATE CANCER FOUNDATION
$100K
1 grant

Grant Size Distribution

18 grants

<$10K
1
grants
$10–50K
2
grants
$50–250K
9
grants
$250K–1M
4
grants
$1–5M
2
grants
$5M+

Geographic Focus

9 states

Massachusetts
$1.7M
26% of total
Pennsylvania
$1.7M
25% of total
Rhode Island
$1.5M
22% of total
New York
$633K
10% of total
Texas
$500K
8% of total
Virginia
$380K
6% of total
California
$100K
2% of total
Florida
$100K
2% of total
Colorado
$10K
0% of total

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JOHN AND AMY PHELAN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo