· Private foundation
Carol B Phelon Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 56 grants below total $759,000 — the rows itemised in this filing. The $872,000 headline is the total grant expense reported on the return, so the remaining $113,000 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k16 grants · $89k
- $10k–50k40 grants · $670k
| Recipient | Amount |
|---|---|
| CONSERVATION TRUST OF NORTH CAROLINA | $37,000 |
| HABITAT FOR HUMANITY OF COLLIER COUNTY | $35,000 |
| HUMANE SOCIETY OF NAPLES | $30,000 |
| PROVIDENCE HOUSE | $26,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | $25,000 |
| HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES | $24,000 |
| PATHWAYS EARLY EDUCATION CENTER OF IMMOKALEE | $23,000 |
| GRACE PLACE FOR CHILDREN AND FAMILIE | $20,000 |
| BLUE RIDGE PARKWAY FOUNDATION | $20,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | $18,000 |
| FUNTIME EARLY CHILDHOOD ACADEMY | $18,000 |
| BOOKS FOR COLLIER KIDS | $18,000 |
| YOUTH HAVEN | $18,000 |
| HARRY CHAPIN FOOD BANK | $17,000 |
| THE SHELTER FOR ABUSED WOMEN & CHILD | $17,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–20, $253k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 17% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +73% since the first grant, against +53% for the ones you funded once.
44 repeat relationships — 25 still active in FY2024, 19 since wound down; 29 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 57% of grant dollars renewed an existing relationship; $316k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- HFHabitat for Humanity of Collier County Inc4× · 2018–2024 · $85k · revenue +164%
PATTY BAKER HUMANE SOCIETY NAPLES INC5× · 2017–2024 · $82k · revenue +146%- PHPROVIDENCE HOUSE INC2× · 2020–2024 · $51k · revenue +33%
Funded once
- TSTHE SALVATION ARMYone grant, 2020 · $25k
- CCCollier County Audubon Society Inc Audubon Western Evergladesone grant, 2020 · $25k · revenue +3%
- DPDR PIPER CENTER FOR SOCIAL SERVICES INCone grant, 2020 · $20k · revenue +19%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Rescue pointer dogs and treat back to health and f
The humane society of manatee county leads the community in fostering compassion and respect for animals through quality care, education, and advocacy to improve the lives of animals and strengthen the human-animal bond.
Spca tampa bay is a 501(c)(3) nonprofit organization that operates pinellas county's only nonprofit for-all animal shelter assisting all animals in need, regardless of species or circumstance, at its 10-acre campus in largo. (continued on…
The primary purpose of north florida wildlife rehabilitation center is to rescue,rehabilitate, and release native wildlife and provide sanctuary, individualized care, and provide a voice for other needy animals. the organization provides…
None
The jacksonville humane society provides care, comfort and compassion to animals in need while engaging the hearts, hands and minds of our community to bring about an end to the killing of abandoned and orphaned shelter animals.
The clinic for the rehabilitation of wildlife is a teaching hospital and visitor center dedicated to the saving of wildlife through state-of-the-art veterinary care, research, education, and conservation medicine.
We transform the lives of animals with compassionate care and services, outstanding educational programs, and advocacy for all animals.
Florida wildlife hospital & santuary, inc is a non-profit organization dedicated to helping florida wildlife and migratory birds with the mission of returning them to their place in the environment.
The mission of coral springs nature center & wildlife hospital d/b/a sawgrass nature center & wildlife hospital is to educate the public about south florida's unique culture, environment & the many species it contains. also to provide…
To support and care for animals sheltered resulting from abandonment, abuse or misfortune.
For reference, the grantee most central to the portfolio’s shape is The Shelter for Abused Women & Children Inc and the most unlike its peers is Southport Oak Island Animal Rescue. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 34 years old; the field is 12. You back the established end — and your money leans older still.
The field is 25% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
89 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 89 of the 122 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds Habitat for Humanity of Collier County Inc ↗
- Who funds PATTY BAKER HUMANE SOCIETY NAPLES INC ↗
- Who funds PROVIDENCE HOUSE INC ↗
- Who funds Pathways Early Education Center of Immokalee Inc ↗
- Who funds THE CONSERVANCY OF SOUTHWEST FLORIDA ↗
- Who funds BOYS & GIRLS CLUB OF COLLIER COUNTY FLOR ↗
- Who funds NEIGHBORHOOD HEALTH CLINIC INC ↗
- Who funds GOODWILL INDUSTRIES OF SW FLORIDA INC ↗
- Who funds COLLIER HARVEST FOUNDATION ↗
- Who funds NAMI Collier County Inc ↗
- Who funds ANIMAL REFUGE CENTER INC ↗
- Who funds Fun Time Early Childhood Academy Inc ↗
- Who funds GRACE PLACE FOR CHILDREN AND FAMILIES INC ↗
- Who funds ST MATTHEWS HOUSE INC ↗
- Who funds THE SHELTER FOR ABUSED WOMEN & CHILDREN INC ↗
- Who funds VALERIE'S HOUSE INC ↗
- Who funds Humane Society of Sarasota County Inc ↗
- Who funds GULF COAST HUMANE SOCIETY INC ↗
- Who funds ABLE ACADEMY INC ↗
- Who funds THE ALLIANCE FOR FLORIDA'S NATIONAL PARKS INC ↗
- Who funds NORTH CAROLINA COMMUNITY FOUNDATION ↗
- Who funds Collier County Audubon Society Inc Audubon Western Everglades ↗
- Who funds Habitat for Humanity for Lee and Hendry Counties Inc ↗
- Who funds BOOKS FOR COLLIER KIDS INC ↗
- Who funds BLUE RIDGE PARKWAY FOUNDATION ↗
- Who funds RESIDENTIAL OPTIONS OF FLORIDA INC ↗
- Who funds DR PIPER CENTER FOR SOCIAL SERVICES INC ↗
- Who funds PANIRA HEALTHCARE CLINIC INC ↗
- Who funds YOUTH HAVEN INC ↗
- Who funds OUR DAILY BREAD FOOD PANTRY INCORPORATED ↗
- Who funds NEW HORIZONS OF SOUTHWEST FLORIDA INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Carol B Phelon Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Dr Piper Center for Social Services Inc — 51% of income from government
- Naples Botanical Garden Inc — 3% of income from government
- The Shelter for Abused Women & Children Inc — 2% of income from government
- David Lawrence Mental Health Center Inc — 1% of income from government
- Friends of Rookery Bay Inc — 0% of income from government
- North Naples Education Center Inc — 0% of income from government
- Ymca of Collier County — 0% of income from government
- Help a Diabetic Child Inc — 0% of income from government
- Valerie's House Inc — 0% of income from government
- Guadalupe Center Inc — 0% of income from government
- Avow Hospice Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.