Private Foundation

PHELPS FOUNDATION

PHELPS FOUNDATION, of ST HELENA, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.0M in revenue, $4.4M in expenses, $64K in total assets. IRS filings disclose 36 grants awarded by this foundation, totaling roughly $5.0M.

EIN: 942842878 ST HELENA, CA Latest filing: 2024

Total Revenue$2.0M

Total Expenses$4.4M

Total Assets$64K

Grants Given36

Grant Total$5.0M

Filing Years2019–2024

Sample Grants Given

WILLIAM AND ANDREA PHELPS FAMILY FUND

MA BOSTON, MA · 2024

CHARITABLE

$1,194,930

THE LAP CHARITABLE FUND

JENKINTOWN, PA · 2024

CHARITABLE

$1,194,930

THE TODD AND LAURIE ANDERSON FUND

COLISEUM DRIVE CO, NY · 2024

CHARITABLE

$1,023,687

LYNN PHELPS AND RICHARD FINCH CHARITABLE FUND

COVINGTON, KY · 2024

CHARITABLE

$999,122

FIDELITY CHARITABLE

COVINGTON, KY · 2023

CHARITABLE

$195,808

Showing up to 5 of 36 total records — full history available with membership.

Officers & Directors

DIRECTOR Alexandra Phelps

DIRECTOR Claire Finch

DIRECTOR Elizabeth Neuman

DIRECTOR Leslie Ann Phelps

SECRETARY Lydia Rau

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$5,037,829 36 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.0M	$4.4M	$64K
2023	$230K	$435K	$3.7M
2022	$196K	$16K	$3.4M
2020	$126K	$134K	$3.8M
2019	$205K	$150K	$3.5M

Between 2019 and 2024, reported annual revenue grew from $205K to $2.0M (+858%), with total assets most recently reported at $64K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, KY, MA, NY, PA.

CAKYMANYPA

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

See the full picture for PHELPS FOUNDATION

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