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Phelps Foundation is a private corporation based in SAINT HELENA, CA. The foundation received its IRS ruling in 1982. It holds total assets of $64K. Annual income is reported at $4.9M. Total assets have grown from $1.8M in 2011 to $3.7M in 2023. The foundation is governed by 5 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in California. According to available records, Phelps Foundation has made 16 grants totaling $489K, with a median grant of $10K. Annual giving has grown from $122K in 2020 to $367K in 2023. Individual grants have ranged from $1K to $196K, with an average award of $31K. The foundation has supported 16 unique organizations. Grants have been distributed to organizations in Kentucky and New York and California. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$11K
Largest Grant
$70K
Based on 18 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.
Phelps Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in KY, NY, CA.
Phelps Foundation has distributed a total of $489K across 16 grants. The median grant size is $10K, with an average of $31K. Individual grants have ranged from $1K to $196K.
Phelps Foundation typically selects its grantees rather than accepting unsolicited proposals. The application deadline is NO.. The foundation generally limits awards to education and healthcare in napa and sonoma counties of california.
Phelps Foundation is headquartered in SAINT HELENA, CA. While based in CA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Claire Finch | DIRECTOR | $0 | $0 | N/A |
| Lydia Rau | SECRETARY | $0 | $0 | N/A |
| Alexandra Phelps | DIRECTOR | $0 | $0 | N/A |
| Leslie Ann Phelps | DIRECTOR | $0 | $0 | N/A |
| Elizabeth Neuman | DIRECTOR | $0 | $0 | N/A |
Total Giving
$435K
Total Assets
$3.7M
Fair Market Value
$3.7M
Net Worth
$3.6M
Grants Paid
$367K
Contributions
N/A
Net Investment Income
$221K
Distribution Amount
$180K
Total: $3.7M
Total Grants
16
Total Giving
$489K
Average Grant
$31K
Median Grant
$10K
Unique Recipients
16
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity CharitableCHARITABLE | Covington, KY | $196K | 2023 |
| Goldman Sachs Philanthropy FundCHARITABLE | Cohoes, NY | $171K | 2023 |
| Napa Valley Community FoundationCHARITABLE | Napa, CA | $21K | 2020 |
| NapalearnsCHARITABLE | Napa, CA | $20K | 2020 |
| If Given A ChanceCHARITABLE | Napa, CA | $10K | 2020 |
| Newsfamily Justice CenterCHARITABLE | Santa Rosa, CA | $10K | 2020 |
| Collabria CareCHARITABLE | Napa, CA | $10K | 2020 |
| Napa County Land TrustCHARITABLE | Napa, CA | $10K | 2020 |
| Ole Health FoundationCHARITABLE | Napa, CA | $10K | 2020 |
| Girls On The Run Napa & SolanoCHARITABLE | Napa, CA | $5K | 2020 |
| St Helena Volunteer Fire DepartmentCHARITABLE | St Helena, CA | $5K | 2020 |
| St Helena Public LibraryCHARITABLE | St Helena, CA | $5K | 2020 |
| St Helena Public SchoolsCHARITABLE | St Helena, CA | $5K | 2020 |
| Ca Restaurant Asso FoundationCHARITABLE | Sacramento, CA | $5K | 2020 |
| Active 20-30 Club Of Napa 57CHARITABLE | Napa, CA | $5K | 2020 |
| The Boys & Girls Club Of St Helena & CalistogaCHARITABLE | St Helena, CA | $1K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA