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Also known as: FAMILY FOUNDATION INC
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Patricia E Phelan And Joseph W Phelan Family Foundation Inc. is a private corporation based in GERMANTOWN, NY. The foundation received its IRS ruling in 2003. The principal officer is Gregory J Englund. It holds total assets of $2.7M. Annual income is reported at $557K. Total assets have grown from $1.2M in 2011 to $2.6M in 2023. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in New York, Massachusetts and Florida. According to available records, Patricia E Phelan And Joseph W Phelan Family Foundation Inc. has made 86 grants totaling $1.1M, with a median grant of $3K. Annual giving has grown from $174K in 2021 to $388K in 2023. Grantmaking activity was highest in 2022 with $510K distributed across 48 grants. Individual grants have ranged from $100 to $350K, with an average award of $12K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in New York, Michigan, Massachusetts, which account for 81% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$2K
Average Grant
$5K
Largest Grant
$30K
Based on 30 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Patricia E Phelan And Joseph W Phelan Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 86 grants. Its grantmaking reaches organizations primarily in NY, MI, MA.
Patricia E Phelan And Joseph W Phelan Family Foundation Inc. has distributed a total of $1.1M across 86 grants. The median grant size is $3K, with an average of $12K. Individual grants have ranged from $100 to $350K.
Patricia E Phelan And Joseph W Phelan Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Patricia E Phelan And Joseph W Phelan Family Foundation Inc. is headquartered in GERMANTOWN, NY. While based in NY, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert K Phelan | DIRECTOR | $0 | $0 | N/A |
| Joseph W Phelan | TREASURER/DIRECTOR | $0 | $0 | N/A |
| Patricia E Phelan | PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Randall P Phelan | DIRECTOR | $0 | $0 | N/A |
| Megan A Phelan | DIRECTOR | $0 | $0 | N/A |
Total Giving
$415K
Total Assets
$2.6M
Fair Market Value
$2.8M
Net Worth
$2.6M
Grants Paid
$388K
Contributions
N/A
Net Investment Income
$92K
Distribution Amount
$142K
Total: $2M
Total Grants
86
Total Giving
$1.1M
Average Grant
$12K
Median Grant
$3K
Unique Recipients
25
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kimball Union AcademyGENERAL PURPOSE | Meriden, NH | $100 | 2023 |
| Salvation ArmyGENERAL PURPOSE | Hudson, NY | $3K | 2022 |
| Ndh FoundationGENERAL PURPOSE | Rhinebeck, NY | $350K | 2023 |
| Reformed Church Of GermantownGENERAL PURPOSE | Germantown, NY | $15K | 2023 |
| The Reformed Church In AmericaGENERAL PURPOSE | Grand Rapids, MI | $12K | 2023 |
| Reformed Church CemetaryGENERAL PURPOSE | Germantown, NY | $3K | 2023 |
| Nantucket Conservation FoundationGENERAL PURPOSE | Nantucket, MA | $3K | 2023 |
| Columbia Greene Humane SocietyGENERAL PURPOSE | Hudson, NY | $2K | 2023 |
| Regional Food Bank Of Northeastern NyGENERAL PURPOSE | Latham, NY | $2K | 2023 |
| Columbia Greene Community FoundationGENERAL PURPOSE | Hudson, NY | $1K | 2023 |
| Riverkeeper IncGENERAL PURPOSE | Ossining, NY | $250 | 2023 |
| Gulf Coast Humane SocietyGENERAL PURPOSE | Fort Myers, FL | $250 | 2023 |
| Germantown Student Education FoundationGENERAL PURPOSE | Germantown, NY | $250 | 2023 |
| Nantucket Historical AssociationGENERAL PURPOSE | Nantucket, MA | $250 | 2023 |
| Columbia Land ConservancyGENERAL PURPOSE | Chatham, NY | $250 | 2023 |
| Harry Chapin Food BankGENERAL PURPOSE | Fort Myers, FL | $250 | 2023 |
| Columbia Memorial Health FoundationGENERAL PURPOSE | Hudson, NY | $20K | 2022 |
| Nantucket Cottage HospitalGENERAL PURPOSE | Somerville, MA | $1K | 2022 |
| Columbia County Historical SocietyGENERAL PURPOSE | Kinderhook, NY | $500 | 2022 |