Funder DirectoryTHE JUDITH B PHELAN AND RICHARD S
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Private foundation (trust)EIN 141836706Est. 2003-11

THE JUDITH B PHELAN AND RICHARD S

GERMANTOWN, NY 12526

Total Assets

$439K

FY 2023

Annual Giving

$22K

FY 2023

Grants Made

22

FY 2023

Avg Grant

$1K

FY 2023

Grant Range

$200–$5K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$14K

Total Expenses

$26K

Qualifying Distributions

$22K

Distributable Amount

$21K

Min. Investment Return

$22K

Undistributed Income

$21K

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

22 grants

Grant sizes from minimum $200 through median $500 to maximum $5K, 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

5 years

Giving over time from 2018 to 2023. Peak $22K in 2023. Hover bars for details.

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

Top Recipients

113 grants

THE HOMESTEAD OF NANTUCKET
$16K
4 grants
KIMBALL UNION ACADEMY
$12K
5 grants
TABOR ACADEMY
$10K
5 grants
THE RE-IGNITING OUR FAITH FOUNDATION INC
$8K
4 grants
NANTUCKET CONSERVATION FOUNDATION INC
$8K
5 grants
HOLY TRINITY PARISH
$6K
4 grants
EMMA WILLARD SCHOOL
$5K
5 grants
GERMANTOWN STUDENT EDUCATION FOUNDATION
$3K
5 grants

Grant Size Distribution

113 grants

<$10K
113
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Massachusetts
$49K
52% of total
New York
$26K
28% of total
New Hampshire
$12K
13% of total
Illinois
$5K
5% of total
Vermont
$1K
1% of total
Maine
$800
1% of total
Connecticut
$400
0% of total

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THE JUDITH B PHELAN AND RICHARD S — Grants, Financials & Contact | Grantivo