Private Foundation

BEVERLY AND JAMES PHELPS FOUNDATION

Based in HONOLULU, HI, BEVERLY AND JAMES PHELPS FOUNDATION operates as a Private Foundation. The organization reported $475K in revenue, $217K in expenses, $3.4M in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $150K.

EIN: 367784533 HONOLULU, HI Latest filing: 2024

Total Revenue$475K

Total Expenses$217K

Total Assets$3.4M

Grants Given5

Grant Total$150K

Filing Years2023–2024

Sample Grants Given

SPECIAL OLYMPICS HAWAII

EWA BEACH, HI · 2024

TO SUPPORT KAUAI ATHLETES

$50,000

MAKE A WISH HAWAII

HONOLULU, HI · 2024

TO SUPPORT WISHES OF KAUAI CHILDREN

$25,000

DEPARTMENT OF EDUCATION KAUAI COMPLEX AREA

LIHUE, HI · 2024

TO SUPPORT STUDENT FOR ATTENDING HEALING HORSES ON KAUAI PROGRAM.

$25,000

LEADERSHIP DISABILITIES ACHIEVEMENT OF HI

HONOLULU, HI · 2024

TO SUPPORT KAUAI PROGRAMS & EVENTS

$25,000

MAKE A WISH HAWAII

HONOLULU, HI · 2024

TO SUPPORT WISHES OF KAUAI CHILDREN

$25,000

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

TRUSTEE Theodore Rachlin

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT KAUAI ATHLETES

$50,000 1 grant

TO SUPPORT WISHES OF KAUAI CHILDREN

$50,000 2 grants

TO SUPPORT KAUAI PROGRAMS & EVENTS

$25,000 1 grant

TO SUPPORT STUDENT FOR ATTENDING HEALING HORSES ON KAUAI PROGRAM.

$25,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$475K	$217K	$3.4M
2023	$3.9M	$48K	$3.2M

Between 2023 and 2024, reported annual revenue declined from $3.9M to $475K (-88%), with total assets most recently reported at $3.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in HI.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BEVERLY AND JAMES PHELPS FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports