Before you apply to Carol B Phelon Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
CAROL B PHELON FOUNDATION
CAROL B PHELON FOUNDATION is a Private Foundation headquartered in FORT MYERS, FL. Financial data from the 2025 filing: $2.9M revenue, $1.4M expenses, $18.5M total assets. IRS filings disclose 139 grants awarded by this foundation, totaling roughly $6.4M.
EIN: 813637307
FORT MYERS, FL
Single Organization Support
NTEE: T11
Latest filing: 2025
Total Revenue$2.9M
Total Expenses$1.4M
Total Assets$18.5M
Grants Given139
Grant Total$6.4M
Filing Years2021–2025
Sample Grants Given
PROVIDENCE HOUSE
GENERAL OPERATIONS
$25,000
THE SALVATION ARMY OF COLLIER COUNTY
GENERAL OPERATIONS
$25,000
Audubon Western Everglades
GENERAL OPERATIONS
$25,000
HUMANE SOCIETY OF COLLIER COUNTY
GENERAL OPERATIONS
$25,000
HABITAT FOR HUMANITY OF COLLIER COUNTY
GENERAL OPERATIONS
$25,000
Showing up to 5 of 139 total records — full history available with membership.
Officers & Directors
TRUSTEE
Natasha B Travis
TRUSTEE
Walter G Burkert
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.9M | $1.4M | $18.5M |
| 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 |
Between 2021 and 2025, reported annual revenue grew from $1.7M to $2.9M (+69%), with total assets most recently reported at $18.5M.
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.