Private foundation (trust)EIN 942842878Est. 1982-11

PHELPS FOUNDATION

ST HELENA, CA 94574

Accepts unsolicited proposals

Total Assets

$64K

FY 2024

Annual Giving

$4.4M

FY 2024

Grants Made

4

FY 2024

Avg Grant

$1.1M

FY 2024

Grant Range

$999K–$1.2M

Typical

Deadlines

NO.

Applications

Financial Snapshot

2024 filing

Total Revenue

$2.0M

Total Expenses

$4.4M

Qualifying Distributions

$4.4M

Distributable Amount

$178K

Min. Investment Return

$205K

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.

Grant Range

4 grants

Grant sizes from minimum $999K through median $1.1M to maximum $1.2M, 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 2024. Peak $4.4M in 2024. Hover bars for details.

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

Top Recipients

20 grants

WILLIAM AND ANDREA PHELPS FAMILY FUND
$1.2M
1 grant
THE LAP CHARITABLE FUND
$1.2M
1 grant
THE TODD AND LAURIE ANDERSON FUND
$1.0M
1 grant
LYNN PHELPS AND RICHARD FINCH CHARITABLE FUND
$999K
1 grant
FIDELITY CHARITABLE
$196K
1 grant
GOLDMAN SACHS PHILANTHROPY FUND
$171K
1 grant
NAPA VALLEY COMMUNITY FOUNDATION
$21K
1 grant
NAPALEARNS
$20K
1 grant

Grant Size Distribution

20 grants

<$10K
12
grants
$10–50K
2
grants
$50–250K
2
grants
$250K–1M
1
grants
$1–5M
3
grants
$5M+

Geographic Focus

5 states

Massachusetts
$1.2M
24% of total
Pennsylvania
$1.2M
24% of total
New York
$1.2M
24% of total
Kentucky
$1.2M
24% of total
California
$122K
2% of total

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PHELPS FOUNDATION — Grants, Financials & Contact | Grantivo