Private Foundation

JOHN AND AMY PHELAN FAMILY FOUNDATION

JOHN AND AMY PHELAN FAMILY FOUNDATION is a private foundation categorized as Private Foundation based in PALM BEACH, FL. Its most recent IRS filing (2024) reports revenue of $24.7M, expenses of $4.2M, total assets of $63.5M. Imperigo tracks 51 reported grants from this foundation totaling approximately $16.2M.

EIN: 461579312 PALM BEACH, FL Private Independent Foundations NTEE: T22 Latest filing: 2024

Total Revenue$24.7M

Total Expenses$4.2M

Total Assets$63.5M

Grants Given51

Grant Total$16.2M

Filing Years2019–2024

Before you apply to John and Amy Phelan Family Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Often funds new orgs 65% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

LSE FOUNDATION

NEWPORT, RI · 2024

FOR ACTIVITIES OF THE UNITED STATES CENTRE AT LSE

$1,475,000

SOUTHERN METHODIST UNIVERSITY

DALLAS, TX · 2024

FOR THE FIRST WEEK SOCIETY

$1,000,000

HARVARD BUSINESS SCHOOL FORWARD FELLOWSHIP

BOSTON, MA · 2024

FOR THE JOHN C. PHELAN (MBA 1990) FORWARD FELLOWSHIP IN HONOR OF NITIN NOHRIA & FOR THE HBS FUND

$550,000

PRESERVATION FOUNDATION OF PALM BEACH

PALM BEACH, FL · 2024

FOR THE LEARNING PATH AND OUTDOOR CLASSROOM, PHIPPS OCEAN PARK CAMPAIGN

$250,000

THIRD OPTION FOUNDATION

RESTON, VA · 2024

FOR THE RESERVE FUND CAMPAIGN

$250,000

Showing up to 5 of 51 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Abigail Makenzie Moon Phelan

VICE PRESIDENT/SECRETARY Amy Phelan

PRESIDENT/TREASURER John C Phelan

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support

$14,061,882 46 grants

Education

$800,000 2 grants

Arts & Culture

$333,333 2 grants

Unspecified

$1,000,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$24.7M	$4.2M	$63.5M
2023	$6.0M	$2.5M	$55.9M
2022	$11.1M	$3.0M	$56.4M
2020	$6.9M	$1.8M	$46.1M
2019	$1.7M	$3.0M	$40.9M

Between 2019 and 2024, reported annual revenue grew from $1.7M to $24.7M (+1326%), with total assets most recently reported at $63.5M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, FL, MA, NY, PA, and 3 other states.

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

See the full picture for JOHN AND AMY PHELAN FAMILY FOUNDATION

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