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Carol B Phelon Foundation is a private trust based in FORT MYERS, FL. The foundation received its IRS ruling in 2017. It holds total assets of $17M. Annual income is reported at $5M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Carol B Phelon Foundation has made 4 grants totaling $4.3M, with a median grant of $1.1M. The foundation has distributed between $978K and $2.3M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $2.3M distributed across 2 grants. Individual grants have ranged from $978K to $1.2M, with an average award of $1.1M. Grant recipients are concentrated in Florida. Contributions to this foundation are tax-deductible.
Carol B Phelon Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in FL.
Carol B Phelon Foundation has distributed a total of $4.3M across 4 grants. The median grant size is $1.1M, with an average of $1.1M. Individual grants have ranged from $978K to $1.2M.
Carol B Phelon Foundation typically selects its grantees rather than accepting unsolicited proposals.
Carol B Phelon Foundation is headquartered in FORT MYERS, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Finemark Mational Bank Trust | TRUSTEE | $119K | $0 | $119K |
| Walter G Burkert | TRUSTEE | $91K | $0 | $91K |
Total Giving
$1.2M
Total Assets
$17M
Fair Market Value
$22M
Net Worth
$17M
Grants Paid
$1M
Contributions
$0
Net Investment Income
$260K
Distribution Amount
$1M
Total: $15.8M
Total Grants
4
Total Giving
$4.3M
Average Grant
$1.1M
Median Grant
$1.1M
Unique Recipients
1
Most Common Grant
$1.2M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached SchedulePROGRAM SUPPORT | Fort Myers, FL | $1M | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL
| 2018 | 990PF | View |
| 2017 | 990PF | View |
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