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Carol B Phelon Foundation at a glance

· 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 FY2024still arriving
56
Grants FY2024still arriving
3
States reached
$37k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0195% 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
02FY2024 · 56 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 56 grants below total $759,000, the rows itemized in this filing. The $872,000 headline is the total grant expense on the return; the other $113,000 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k16 grants · $89k
  • $10k–50k40 grants · $670k
$12,000
Median grant
3
States reached
$19M
Total assets
Largest grants
RecipientAmount
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
YOUTH HAVEN$18,000
FUNTIME EARLY CHILDHOOD ACADEMY$18,000
BOOKS FOR COLLIER KIDS$18,000
BOYS & GIRLS CLUB OF COLLIER COUNTY$17,000
THE SHELTER FOR ABUSED WOMEN & CHILD$17,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 10%PROVIDENCE HOUSE: $25k → 10%GUARDIAN ANGELS MEDICAL SERVICE DOGS: $15k → 16%DR PIPER CENTER FOR SOCIAL SERVICES: $20k → 11%GOLDEN PAWS ASSISTANCE DOGS: $10k → 10%FRIENDS OF FOSTER CHILDREN FOREVER: $8k → 10%RESIDENTIAL OPTIONS OF FLORIDA: $8k → 10%FRIENDS OF FOSTER CHILDREN FOREVER: $8k → 10%CAPE CORAL CARING CENTER: $9k → 11%NEW HORIZONS OF SOUTHWEST FLORIDA: $10k → 10%NEW HORIZONS OF SOUTHWEST FLORIDA: $8k → 10%THE SHELTER FOR ABUSED WOMEN & CHLDREN: $17k → 10%COLLIER HARVEST FOUNDATION: $15k → 10%THE SHELTER FOR ABUSED WOMEN & CHLDREN: $8k → 10%Baby Basics of Collier County: $5k → 10%THE SHELTER FOR ABUSED WOMEN & CHLDREN: $4k → 10%COLLIER HARVEST FOUNDATION: $2k → 10%COLLIER HARVEST FOUNDATION: $500 → 10%NAPLES SENIOR CENTER AT JFCS: $3k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $15k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $10k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $6k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $1k → 10%AVOW HOSPICE: $7k → 10%AVOW HOSPICE: $7k → 10%GUADALUPE CENTER: $8k → 10%GUADALUPE CENTER: $8k → 10%FUNTIME EARLY CHILDHOOD ACADEMY: $15k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

59%of every dollar goes to organizations it has funded before.
$1.2M · 44 repeat orgs$809k to everyone else

Grantees it renews have grown median revenue +75% since the first grant, against +53% for those 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

Re-uppedFunded once

Organizations

44
48

Total granted

$1.2M
$493k

Median revenue growth · since first grant

+75%
+53%

Still filing today

84%
58%

New vs renewed · share of each year

In FY2024, 57% of grant dollars renewed an existing relationship; $316k went to new ones.

50%100%’17’18’19’20’24
RenewedFirst-time

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

’17’18’19’20’24
Human ServicesAnimalsEnvironmentHealthEducationFood & NutritionOther
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.

Backed again, and grew

  • HF
    Habitat for Humanity of Collier County Inc
    4× · 2018–2024 · $85k · revenue +164%
  • PATTY BAKER HUMANE SOCIETY NAPLES INC
    5× · 2017–2024 · $82k · revenue +146%
  • PH
    PROVIDENCE HOUSE INC
    2× · 2020–2024 · $51k · revenue +33%

Funded once

  • CC
    Collier County Audubon Society Inc Audubon Western Everglades
    one grant, 2020 · $25k · revenue +3%
  • TS
    THE SALVATION ARMY
    one grant, 2020 · $25k
  • HF
    HABITAT FOR HUMANITY OF LEE AND HEND
    one grant, 2020 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Florida Pointer Rescue Inc

Rescue pointer dogs and treat back to health and f

Animals
2
Humane Society of Manatee County

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.

Animals
3
Jacksonville Humane Society Inc

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.

Animals
4
Society for the Prevention of Cruelty to Animals Tampa Bay Florida Inc

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…

Animals
5
North Florida Wildlife Rehabilitation Center Inc

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…

—
6
Clinic for the Rehabilitation of Wildlife Inc

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.

Animals
7
Florida Animal Protection Foundation
Animals
8
Flagler Humane Society Inc

We transform the lives of animals with compassionate care and services, outstanding educational programs, and advocacy for all animals.

Animals
9
Coral Springs Nature Center & Wildlife Hospital

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…

Environment
10
Tri County Humane Society

Tri-county animal rescue is a no-kill, nonprofit animal shelter working to prevent the killing of over 601,000 unwanted pets in broward, miami-dade, and palm beach counties. tri-county has no boundaries; we go all over the u.s. whenever we…

Animals
11
The Humane Society of the Nature Coast Inc

To support and care for animals sheltered resulting from abandonment, abuse or misfortune.

Animals
12
Lowry Park Zoological Society of Tampa Inc

The mission of the Lowry Park Zoological Society of Tampa a/k/a ZooTampa at Lowry Park, is to rescue, rehabilitate and care for animals.(Expanded mission on Schedule O)ZooTampa creates exceptional personalized experiences that connect…

Animals
How this is measured
The grantee most central to the portfolio’s shape is The Shelter for Abused Women & Children Inc; the most unlike its peers is Hope for Families Ministry. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

89 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
30
Early backer (in before they grew)
87/89
Grantees still filing
72/89
Grew since first funded

Where the money sits, by cause and then by grantee

Pathways Early Education Center of Immokalee Inc: $43,000 · OtherTHE CONSERVANCY OF SOUTHWEST FLORIDA: $42,000 · OtherCONSERVATION TRUST OF NORTH CAROLINA: $37,000 · OtherHOPE CLUBHOUSE OF SW FLORIDA: $36,000 · OtherHARRY CHAPLIN FOOD BANK OF SW FL: $35,000 · OtherNAMI Collier County Inc: $34,000 · OtherBOYS & GIRLS CLUB OF COLLIER COUNTY FLOR: $41,000 · OtherGOODWILL INDUSTRIES OF SW FLORIDA INC: $36,000 · Other+50 more: $586,000 · Other+50 morePROVIDENCE HOUSE INC: $51,000 · Human ServicesPROVIDENCE HOUSE INCCOLLIER HARVEST FOUNDATION: $34,500 · Human ServicesCOLLIER HARVEST FOUNDA…Fun Time Early Childhood Academy Inc: $33,000 · Human ServicesFun Time Early Childho…GRACE PLACE FOR CHILDREN AND FAMILIES INC: $32,200 · Human ServicesGRACE PLACE FOR CHILDR…THE SHELTER FOR ABUSED WOMEN & CHILDREN INC: $29,400 · Human ServicesTHE SHELTER FOR ABUSED…VALERIE'S HOUSE INC: $27,000 · Human ServicesVALERIE'S HOUSE INCRESIDENTIAL OPTIONS OF FLORIDA INC: $22,000 · Human ServicesRESIDENTIAL OPTIONS OF…DR PIPER CENTER FOR SOCIAL SERVICES INC: $20,000 · Human ServicesYOUTH HAVEN INC: $18,000 · Human ServicesNEW HORIZONS OF SOUTHWEST FLORIDA INC: $18,000 · Human ServicesBABY BASICS OF COLLIER COUNTY INC: $17,000 · Human ServicesFRIENDS OF FOSTER CHILDREN FOREVER INC DBA FOSTERING SUCCESS INC: $16,000 · Human ServicesGuadalupe Center Inc: $16,000 · Human ServicesGUARDIAN ANGELS MEDICAL SERVICE DOGS INC: $15,000 · Human ServicesAVOW Hospice Inc: $14,000 · Human Services+5 more: $41,955 · Human Services+5 morePATTY BAKER HUMANE SOCIETY NAPLES INC: $81,768 · AnimalsPATTY BAKER HUM…ANIMAL REFUGE CENTER INC: $33,000 · AnimalsANIMAL REFUGE C…Humane Society of Sarasota County Inc: $27,000 · AnimalsHumane Society …GULF COAST HUMANE SOCIETY INC: $27,000 · AnimalsGULF COAST HUMA…Florida Wildlife Federation: $12,000 · AnimalsVOLUNTEER SERVICES FOR ANIMALS INC: $11,000 · AnimalsMITCHELL COUNTY ANIMAL RESCUE INC: $10,000 · AnimalsASHEVILLE HUMANE SOCIETY INC: $10,000 · AnimalsYancey County Humane Society: $10,000 · Animals+9 more: $47,000 · Animals+9 moreHabitat for Humanity of Collier County Inc: $85,000 · Housing & ShelterST MATTHEWS HOUSE INC: $30,000 · Housing & ShelterHabitat for Humanity for Lee and Hendry Counties Inc: $24,000 · Housing & ShelterNEIGHBORHOOD HEALTH CLINIC INC: $36,200 · HealthABLE ACADEMY INC: $26,000 · HealthDAVID LAWRENCE MENTAL HEALTH CENTER INC: $14,000 · HealthCANCER ALLIANCE NETWORK INC: $13,944 · HealthNaples Therapeutic Riding Center Inc: $10,000 · HealthHELP A DIABETIC CHILD INC: $8,000 · HealthFLORIDA LIONS EYE CLINC INC: $6,000 · HealthCollier County Audubon Society Inc Audubon Western Everglades: $25,000 · EnvironmentBLUE RIDGE PARKWAY FOUNDATION: $23,000 · EnvironmentTHE EVERGLADES FOUNDATION INC: $15,000 · EnvironmentCONSERVATION TRUST FOR NORTH CAROLINA: $12,000 · EnvironmentBLUE RIDGE CONSERVANCY: $9,000 · EnvironmentBig Waters Land Trust Inc: $9,000 · EnvironmentFLORIDA AUDUBON SOCIETY INC: $8,000 · EnvironmentNAPLES BOTANICAL GARDEN INC: $5,000 · EnvironmentBARRIER ISLAND PARKS SOCIETY INC: $5,000 · EnvironmentBOOKS FOR COLLIER KIDS INC: $23,000 · EducationBUNCOMBE COUNTY PARTNERSHIP FOR CHILDREN INC: $10,000 · EducationBLUE RIDGE PARTNERSHIP FOR CHILDREN: $10,000 · EducationNORTH NAPLES EDUCATION CENTER INC: $10,000 · EducationTHE EDUCATION FOUNDATION OF INDIAN RIVER COUNTY INC: $8,795 · EducationCOLLIER COUNTY SENIOR RESOURCE CENTER INC: $8,000 · EducationCALOOSA HUMANE SOCIETY INC: $6,000 · Education
Other$890,000Human Services$405,055Animals$268,768Housing & Shelter$139,000Health$114,144Environment$111,000Education$75,795

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee 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 budgetNORTH CAROLINA COMMUNITY FOUNDATION: $25,000 over 1y, 0.1% 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 budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Fou…The League Club IncThe Richard M Schulze…Suncoast Credit Union…Naples Children Found…Southwest Florida Com…The United Way of Lee…United Way of Collier…Clark Family Foundati…Publix Super Markets …The Martin Foundation…Brooks and Joan Fortu…
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.

How much its grantees rely on government

Each dot is one organization Carol B Phelon Foundation funds: left to right is the share of its income from government, bottom to top the share from Carol B Phelon Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 290%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • 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
no gov moneyreceives it· size = income
29get no government money at all
22report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

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

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home