Private foundation (trust)EIN 263530306Est. 2009-02
THE SALLY S AND ROBERT K PHELAN LEGACY
GERMANTOWN, NY 12526
Accepts unsolicited proposalsTotal Assets
$648K
FY 2023
Annual Giving
$23K
FY 2023
Grants Made
8
FY 2023
Avg Grant
$3K
FY 2023
Grant Range
$900–$8K
Typical
Deadlines
Open / rolling
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$6K
Total Expenses
$26K
Qualifying Distributions
$23K
Distributable Amount
$30K
Min. Investment Return
$30K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
8 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
89 grants
Grant Size Distribution
89 grants
Geographic Focus
14 states
+4 more states
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