Private foundation (trust)EIN 271554558Est. 2010-07
PHELAN FAMILY FOUNDATION
NAPLES, FL 34103
Total Assets
$7.9M
FY 2024
Annual Giving
$530K
FY 2024
Grants Made
10
FY 2024
Avg Grant
$53K
FY 2024
Grant Range
$3K–$250K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$173K
Total Expenses
$776K
Qualifying Distributions
$530K
Distributable Amount
$365K
Min. Investment Return
$365K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
10 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
37 grants
Grant Size Distribution
37 grants
Geographic Focus
9 states
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