Skip to content

Florida · Private foundation

Carol B Phelon Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$872k
Granted FY2024(still arriving)
56
Itemized grants FY2024
88
Organizations funded FY2020
66%
First-time grantees FY2020
Read the full brief
Itemized, FY2024
$759k
The rest is grants the schedule does not break out
Median grant, FY2024
$12,000
Largest grant, FY2024
$37,000
Organizations funded a year
5 to 88
FY2017 to FY2020
States reached, FY2024
3
Total assets, FY2024
$19M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 66% of the organizations Carol B Phelon Foundation funded were first-time grantees, receiving 68% of its grant dollars.

New vs renewed · share of each year

In FY2020, 32% of grant dollars renewed an existing relationship; $642k went to new ones.

50%100%’18’19’20
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20
Human ServicesEnvironmentAnimalsHealthEducationHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving54$734k54%
FY202088$945k66%
FY201931$218k61%
FY201815$76k67%
FY20175$6kn/a
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$367kAnimals$328kHousing & Shelter$243kEnvironment$224kEducation$224kHealth$219kFood & Nutrition$149kYouth Development$79kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 92 grantees
All grantees of Carol B Phelon Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Habitat for Humanity of Collier County Inc$85,00040%
Patty Baker Humane Society Naples Inc$81,76851%
Providence House Inc$51,00027%
Pathways Early Education Center of Immokalee Inc$43,00021%
The Conservancy of Southwest Florida$42,00030%
Boys & Girls Club of Collier County Flor$41,00040%
Neighborhood Health Clinic Inc$36,20050%
Goodwill Industries of Sw Florida Inc$36,00040%
Collier Harvest Foundation$34,50047%
NAMI Collier County Inc$34,00021%
Animal Refuge Center Inc$33,00041%
Fun Time Early Childhood Academy Inc$33,00021%
Grace Place for Children and Families Inc$32,20040%
St Matthews House Inc$30,00030%
The Shelter for Abused Women & Children Inc$29,40030%
Humane Society of Sarasota County Inc$27,00020%
Gulf Coast Humane Society Inc$27,00030%
Valerie's House Inc$27,00031%
Able Academy Inc$26,00031%
Collier County Audubon Society Inc Audubon Western Everglades$25,00017%
The Alliance for Florida's National Parks Inc$25,00021%
The Salvation Army$25,0001n/a
Habitat for Humanity for Lee and Hendry Counties Inc$24,00010%
Books for Collier Kids Inc$23,00026%
Blue Ridge Parkway Foundation$23,00020%
Residential Options of Florida Inc$22,00023%
Dr Piper Center for Social Services Inc$20,00012%
Panira Healthcare Clinic Inc$20,00013%
Hearts & Hands for Animals$19,0003n/a
Youth Haven Inc$18,00010%
Our Daily Bread Food Pantry Incorporated$18,00020%
New Horizons of Southwest Florida Inc$18,00020%
The Immokalee Foundation Inc$18,00020%
Pace Center for Girlsinc$17,00010%
Baby Basics of Collier County Inc$17,00023%
Harry Chapin Food Bank of Southwest Florida Inc$17,00010%
Friends of Foster Children Forever Inc Dba Fostering Success Inc$16,00021%
Guadalupe Center Inc$16,00020%
The Everglades Foundation Inc$15,00010%
Guardian Angels Medical Service Dogs Inc$15,00011%
Child's Path Inc$15,00011%
Bonita Springs Assistance Office Inc$15,00013%
Alzheimers Support Network Inc$15,00013%
Gladiolus Learning and Development Center Inc$15,0001n/a
David Lawrence Mental Health Center Inc$14,00020%
AVOW Hospice Inc$14,00020%
Cancer Alliance Network Inc$13,94431%
Meals of Hope Inc$13,00020%
Florida Wildlife Federation$12,00012%
Conservation Trust for North Carolina$12,00010%
Starability Foundation Inc$11,00020%
Volunteer Services for Animals Inc$11,00024%
Buncombe County Partnership for Children Inc$10,00010%
Haywood Christian Ministry Inc$10,00010%
Naples Therapeutic Riding Center Inc$10,00011%
Hope for Families Ministry$10,0001n/a
Mitchell County Animal Rescue Inc$10,00012%
Black Mountain Home for Children Youth and Families Inc$10,00010%
Blue Ridge Partnership for Children$10,00011%
Asheville Humane Society Inc$10,00010%
Golden PAWS Assistance Dogs Inc$10,00011%
North Naples Education Center Inc$10,00011%
Yancey County Humane Society$10,00011%
Blue Ridge Conservancy$9,00010%
Big Waters Land Trust Inc$9,00010%
Cape Coral Caring Center Inc$8,95511%
The Education Foundation of Indian River County Inc$8,79521%
Help a Diabetic Child Inc$8,00012%
Collier County Senior Resource Center Inc$8,00012%
Florida Audubon Society Inc$8,00013%
YMCA of Collier County$7,00010%
Southport Oak Island Animal Rescue$6,00012%
Angels & Sparrows Soup Kitchen Inc$6,00010%
Carolina Wildlife Conservation Cent Er$6,00012%
Ricky King Foundation Inc$6,00015%
Cape Coral Animal Shelter Corporation$6,00010%
Caloosa Humane Society Inc$6,00011%
Big Brothers Big Sisters of the Sun Coast Inc$6,00010%
Mercyfund$6,0001n/a
The North Carolina Aquarium Society$6,00010%
Florida Lions Eye Clinc Inc$6,00012%
Matthews Ministry Inc$5,00011%
The Heights Center Inc$5,00010%
North Carolina Zoological Society Inc$5,00010%
Naples Botanical Garden Inc$5,0001n/a
Barrier Island Parks Society Inc$5,00011%
Sea Biscuit Wildlife Shelter Inc$4,00013%
Ding Darling Wildlife Society Inc$4,00020%
Carolina Raptor Center Inc$4,00010%
Baker Senior Center Naples Inc$3,0001n/a
Rusty's Legacy$2,0001n/a
Friends of Rookery Bay Inc$2,0001n/a

What it could do for these grantees

Plus 29 recipients with no EIN on record ($377k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Carol B Phelon Foundation supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetHabitat for Humanity of Collier County Inc: $85,000 over 4y, 0.1% of budgetPatty Baker Humane Society Naples Inc: $81,768 over 5y, 0.5% of budgetProvidence House Inc: $51,000 over 2y, 6.7% of budgetPathways Early Education Center of Immokalee Inc: $43,000 over 2y, 1.1% of budgetThe Conservancy of Southwest Florida: $42,000 over 3y, 0.1% of budgetBoys & Girls Club of Collier County Flor: $41,000 over 4y, 0.2% of budgetNeighborhood Health Clinic Inc: $36,200 over 5y, 0.1% of budgetGoodwill Industries of Sw Florida Inc: $36,000 over 4y, 0.0% of budgetCollier Harvest Foundation: $34,500 over 4y, 6.8% of budgetNAMI Collier County Inc: $34,000 over 2y, 1.1% of budgetAnimal Refuge Center Inc: $33,000 over 4y, 1.1% of budgetFun Time Early Childhood Academy Inc: $33,000 over 2y, 1.0% of budgetGrace Place for Children and Families Inc: $32,200 over 4y, 0.3% of budgetSt Matthews House Inc: $30,000 over 3y, 0.1% of budgetThe Shelter for Abused Women & Children Inc: $29,400 over 3y, 0.2% of budgetHumane Society of Sarasota County Inc: $27,000 over 2y, 0.3% of budgetGulf Coast Humane Society Inc: $27,000 over 3y, 0.2% of budgetValerie's House Inc: $27,000 over 3y, 0.5% of budgetAble Academy Inc: $26,000 over 3y, 0.9% of budgetCollier County Audubon Society Inc Audubon Western Everglades: $25,000 over 1y, 6.8% of budgetThe Alliance for Florida's National Parks Inc: $25,000 over 2y, 1.0% of budgetHabitat for Humanity for Lee and Hendry Counties Inc: $24,000 over 1y, 0.1% of budgetBooks for Collier Kids Inc: $23,000 over 2y, 5.9% of budgetBlue Ridge Parkway Foundation: $23,000 over 2y, 0.4% of budgetResidential Options of Florida Inc: $22,000 over 2y, 2.8% of budgetDr Piper Center for Social Services Inc: $20,000 over 1y, 1.6% of budgetPanira Healthcare Clinic Inc: $20,000 over 1y, 3.1% of budgetYouth Haven Inc: $18,000 over 1y, 0.2% of budgetOur Daily Bread Food Pantry Incorporated: $18,000 over 2y, 0.2% of budgetNew Horizons of Southwest Florida Inc: $18,000 over 2y, 0.4% of budgetThe Immokalee Foundation Inc: $18,000 over 2y, 0.2% of budgetPace Center for Girlsinc: $17,000 over 1y, 0.0% of budgetBaby Basics of Collier County Inc: $17,000 over 2y, 2.7% of budgetHarry Chapin Food Bank of Southwest Florida Inc: $17,000 over 1y, 0.0% of budgetFriends of Foster Children Forever Inc Dba Fostering Success Inc: $16,000 over 2y, 0.7% of budgetGuadalupe Center Inc: $16,000 over 2y, 0.1% of budgetThe Everglades Foundation Inc: $15,000 over 1y, 0.1% of budgetGuardian Angels Medical Service Dogs Inc: $15,000 over 1y, 0.6% of budgetChild's Path Inc: $15,000 over 1y, 0.6% of budgetBonita Springs Assistance Office Inc: $15,000 over 1y, 2.7% of budgetAlzheimers Support Network Inc: $15,000 over 1y, 2.5% of budgetDavid Lawrence Mental Health Center Inc: $14,000 over 2y, 0.0% of budgetAVOW Hospice Inc: $14,000 over 2y, 0.0% of budgetCancer Alliance Network Inc: $13,944 over 3y, 0.9% of budgetMeals of Hope Inc: $13,000 over 2y, 0.1% of budgetFlorida Wildlife Federation: $12,000 over 1y, 1.8% of budgetConservation Trust for North Carolina: $12,000 over 1y, 0.2% of budgetStarability Foundation Inc: $11,000 over 2y, 0.4% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 83.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Collier Community Foundation IncFL76.7× affinity38 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Collier Community Foundation Inc · The League Club Inc · The Richard M Schulze Family Foundation · Suncoast Credit Union Foundation · Naples Children Foundation Inc · Southwest Florida Community Foundation Inc · The United Way of Lee County Inc · United Way of Collier and the Keys Inc · Clark Family Foundation Inc · Publix Super Markets Charities Inc · The Martin Foundation Inc · Brooks and Joan Fortune Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Carol B Phelon Foundation with peer funders

About Carol B Phelon Foundation

How much does Carol B Phelon Foundation give?
Carol B Phelon Foundation reported 56 itemized grants totaling $759,000, out of $872,000 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 5 and 88 organizations a year over FY2017 to FY2020.
What does Carol B Phelon Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Human Services (7%), Animals (6%), Housing & Shelter (5%).
Who are Carol B Phelon Foundation's largest grantees?
By total granted over FY2017 to FY2024: Habitat for Humanity of Collier County Inc ($85k), Patty Baker Humane Society Naples Inc ($82k), Providence House Inc ($51k).
Does Carol B Phelon Foundation fund new organizations?
In FY2020, 66% of the organizations it funded were first-time grantees.
Does Carol B Phelon Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Carol B Phelon Foundation?
Its strongest co-funders, measured against what their size predicts, include Collier Community Foundation Inc, The League Club Inc, The Richard M Schulze Family Foundation.
Where is Carol B Phelon Foundation based?
Carol B Phelon Foundation is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 122 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $1.1M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2024, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

Play a game based on Carol B Phelon’s filings →

More from the funding graph