Private Foundation

CAROL B PHELON FOUNDATION

CAROL B PHELON FOUNDATION is a Private Foundation headquartered in FORT MYERS, FL. Financial data from the 2024 filing: $1.1M revenue, $1.1M expenses, $17.0M total assets. IRS filings disclose 143 grants awarded by this foundation, totaling roughly $5.3M.

EIN: 813637307 FORT MYERS, FL Latest filing: 2024

Total Revenue$1.1M

Total Expenses$1.1M

Total Assets$17.0M

Grants Given143

Grant Total$5.3M

Filing Years2020–2024

Sample Grants Given

SEE ATTACHED

FORT MYERS, FL · 2024

GENERAL SUPPORT

$872,000

SEE ATTACHED SCHEDULE

FORT MYERS, FL · 2023

PROGRAM SUPPORT

$1,024,000

SEE ATTACHED SCHEDULE

FORT MYERS, FL · 2022

PROGRAM SUPPORT

$1,155,000

SEE ATTACHED SCHEDULE

FORT MYERS, FL · 2021

PROGRAM SUPPORT

$978,000

PROVIDENCE HOUSE

Naples, FL · 2020

GENERAL OPERATIONS

$25,000

Showing up to 5 of 143 total records — full history available with membership.

Officers & Directors

TRUSTEE Finemark Mational Bank Trust

TRUSTEE Natasha B Travis

TRUSTEE Walter G Burkert

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROGRAM SUPPORT

$3,157,000 3 grants

GENERAL OPERATIONS

$1,238,762 138 grants

GENERAL SUPPORT

$872,000 1 grant

GENERAL OPERATION

$6,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$1.1M	$1.1M	$17.0M
2023	$445K	$1.2M	$17.0M
2022	$372K	$1.5M	$17.8M
2021	$1.7M	$1.1M	$18.9M
2020	$1.5M	$1.1M	$18.4M

Between 2020 and 2024, reported annual revenue declined from $1.5M to $1.1M (-23%), with total assets most recently reported at $17.0M.

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

Grant Geography

Grants from this foundation were reported to recipients in AL, FL, NC.

ALFLNC

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

See the full picture for CAROL B PHELON FOUNDATION

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