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 Latest filing: 2024

Total Revenue$24.7M

Total Expenses$4.2M

Total Assets$63.5M

Grants Given51

Grant Total$16.2M

Filing Years2019–2024

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

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION

ARLINGTON, TX · 2024

ONGOING OPERATIONS AND CAMPAING TO CONSTRUCT NATIONAL MEDAL OF HONOR MUSEUM

$250,000

PRESERVATION FOUNDATION OF PALM BEACH

PALM BEACH, FL · 2024

FOR THE LEARNING PATH AND OUTDOOR CLASSROOM, PHIPPS OCEAN PARK 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

FOR DONEE'S EXEMPT PURPOSE

$10,453,627 38 grants

LSE CENTENNIAL FUND

$1,858,255 5 grants

FOR ACTIVITIES OF THE UNITED STATES CENTRE AT LSE

$1,475,000 1 grant

FOR THE FIRST WEEK SOCIETY

$1,000,000 1 grant

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

$550,000 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.

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