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· Private foundation

Patricia E and Joseph W Phelan Family Foundation Inc

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.

$91k
Granted FY2025still arriving
12
Grants FY2025still arriving
4
States reached
$45k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$937kReligion$270kEducation$91kFood & Nutrition$54kAnimals$45kEnvironment$40kHuman Services$21kArts & Culture$17kOther$0
02FY2025 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $21k
  • $10k–50k2 grants · $70k
$2,500
Median grant
4
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
NDH FOUNDATION$45,000
REFORMED CHURCH OF GERMANTOWN$25,000
COLUMBIA GREENE HUMANE SOCIETY$5,000
COLUMBIA GREENE COMMUNITY FOUNDATION$3,000
REFORMED CHURCH CEMETARY$3,000
REGIONAL FOOD BANK OF NORTHEASTERN NY$2,500
HARRY CHAPIN FOOD BANK$2,000
GULF COAST HUMANE SOCIETY$2,000
NANTUCKET CONSERVATION FOUNDATION$1,000
NANTUCKET HISTORICAL ASSOCIATION$1,000
KIMBALL UNION ACADEMY$500
RIVERKEEPER INC$500
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, $2k) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%COMMUNITY HOSPICE: $700 → 14%COMMUNITY HOSPICE: $500 → 14%THE COMMUNITY HOSPICE FOUNDATION: $500 → 14%THE COMMUNITY HOSPICE: $300 → 14%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.

99%of every dollar goes to organizations it has funded before.
$1.5M · 34 repeat orgs$18k to everyone else

Grantees it renews have grown median revenue +56% since the first grant, against +35% for those funded once.

34 repeat relationships: 12 still active in FY2025, 22 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

34
9

Total granted

$1.5M
$18k

Median revenue growth · since first grant

+56%
+35%

Still filing today

65%
33%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationEnvironmentAnimalsHealthFood & NutritionArts & CultureOther
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

  • NF
    NDH FOUNDATION
    9× · 2017–2025 · $742k · revenue +52%
  • CG
    COLUMBIA GREENE COMMUNITY FOUNDATION
    9× · 2017–2025 · $56k · revenue +98%
  • RF
    REGIONAL FOOD BANK OF NORTHEASTERN NY
    7× · 2019–2025 · $27k · revenue +605%

Funded once

  • CG
    COLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC
    one grant, 2020 · $10k · revenue -9%
  • SA
    SALVATION ARMY
    one grant, 2021 · $5k
  • CC
    COLUMBIA COUNTY LAND CONSERVANCY
    one grant, 2020 · $1k
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
The Adirondack Council Inc

The adirondack council ensures the ecological integrity (clean water and air, wildlife habitat, etc.), wild character (solitude, scenic beauty, etc.), and vibrant communities of new york's six-million-acre adirondack park. the adirondack…

Environment
2
Harvard Conservation Trust

To preserve the unique character and natural resources of harvard.

Environment
3
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
4
Dutchess Land Conservancy Inc

Dutchess land conservancy (dlc) is dedicated to preserving the scenic, agricultural and environmental resources of dutchess county, new york, and the surrounding area. dlc, as a private non-profit land conservation organization, carries…

Environment
5
The Central New York Land Trust Inc

The central new york land trust seeks to preserve and protect natural areas in order to provide our communities clean water, clean air, wildlife habitat, and a chance to connect with the land.

Environment
6
New York League of Conservation Voters

See schedule onylcv is a non-partisan policy making and political action organization that works to make environmental protection a top priority with elected officials, decision-makers and the voters by evaluating incumbent performance and…

—
7
Upper Hudson Northern Catskill Natural Resource Trust Inc

To hold and manage open space property for the public's benefit and assist in the preservation and stewardship of the scenic beauty, natural communities and recreational amenities in greene county, ny and surrounding areas.

Environment
8
Connecticut Humane Society

The connecticut humane society is the leading resource in the state for companion animal welfare, enriching the lives of families and communities through adoption services, medical care, education, and prevention of cruelty.

Animals
9
New Canaan Land Conservation Trust Inc

The mission of the new canaan land trust is to foster a connection between the new canaan community and its natural resources through the conservation and sustainable stewardship of our open space.

—
10
Northern Neck Land Conservancy

Northern neck land conservancy's mission is to preserve the rural heritage of the northern neck and essex county by conserving their lands, water, economies and culture for future generations. the land conservancy assists landowners who…

Environment
11
Troy Community Land Bank Corporation

The troy community land bank acquires, rehabilitates and resells vacant and abandoned buildings throughout the city of troy, new york

Community Improvement
12
St Peter's Health Partners

We, st. peter's health partners and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.

Health
How this is measured
The grantee most central to the portfolio’s shape is Berkshire Taconic Community Foundation Inc; the most unlike its peers is Animalkind Inc. 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

27 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 44 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.

1
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
26/27
Grantees still filing
23/27
Grew since first funded

Where the money sits, by cause and then by grantee

NDH FOUNDATION: $741,500 · HealthNDH FOUNDATIONCOLUMBIA MEMORIAL HEALTH FOUNDATION: $181,500 · HealthCOLUMBIA MEMORIAL HEALTH FOUNDATIONREFORMED CHURCH OF GERMANTOWN: $163,850 · OtherREFORMED CHURCH OF GERMAN…REFORMED CHURCH IN AMERICA: $72,250 · OtherREFORMED CHURCH IN AMERIC…REFORMED CHURCH CEMETARY: $28,050 · OtherREFORMED CHURCH CEMETARYSALVATION ARMY: $15,500 · OtherNANTUCKET COTTAGE HOSPITAL: $12,000 · Other+19 more: $37,750 · Other+19 moreCOLUMBIA GREENE COMMUNITY FOUNDATION: $56,000 · EducationGERMANTOWN STUDENT EDUCATION FOUNDATION: $21,350 · EducationCOLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC: $10,000 · EducationKIMBALL UNION ACADEMY: $3,400 · Education+1 more: $500 · EducationCOLUMBIA GREENE HUMANE SOCIETY: $27,000 · AnimalsGULF COAST HUMANE SOCIETY: $16,250 · Animals+2 more: $2,150 · AnimalsREGIONAL FOOD BANK OF NORTHEASTERN NY: $27,250 · Food & NutritionHARRY CHAPIN FOOD BANK: $17,350 · Food & NutritionNANTUCKET CONSERVATION FOUNDATION: $24,550 · EnvironmentRIVERKEEPER INC: $6,050 · EnvironmentCOLUMBIA LAND CONSERVANCY: $2,750 · EnvironmentADIRONDACK MOUNTAIN CLUB: $2,000 · Environment+1 more: $1,000 · EnvironmentNANTUCKET HISTORICAL ASSOCIATION: $10,750 · Arts & CultureCOLUMBIA COUNTY HISTORICAL SOCIETY: $2,800 · Arts & Culture
Health$923,000Other$329,400Education$91,250Animals$45,400Food & Nutrition$44,600Environment$36,350Arts & Culture$13,550

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNDH FOUNDATION: $741,500 over 9y, 7.2% of budgetCOLUMBIA MEMORIAL HEALTH FOUNDATION: $181,500 over 7y, 2.1% of budgetCOLUMBIA GREENE COMMUNITY FOUNDATION: $56,000 over 9y, 1.8% of budgetREGIONAL FOOD BANK OF NORTHEASTERN NY: $27,250 over 7y, 0.0% of budgetCOLUMBIA GREENE HUMANE SOCIETY: $27,000 over 9y, 0.3% of budgetNANTUCKET CONSERVATION FOUNDATION: $24,550 over 9y, 0.1% of budgetGERMANTOWN STUDENT EDUCATION FOUNDATION: $21,350 over 7y, 53% of budgetHARRY CHAPIN FOOD BANK: $17,350 over 9y, 0.0% of budgetGULF COAST HUMANE SOCIETY: $16,250 over 9y, 0.1% of budgetNANTUCKET HISTORICAL ASSOCIATION: $10,750 over 9y, 0.0% of budgetCOLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC: $10,000 over 1y, 2.1% of budgetRIVERKEEPER INC: $6,050 over 9y, 0.0% of budgetHABITAT FOR HUMANITY OF COLUMBIA COUNTY: $4,000 over 4y, 0.2% of budgetBERKSHIRE TACONIC COMMUNITY FOUNDATION: $3,500 over 6y, 0.0% of budgetKIMBALL UNION ACADEMY: $3,400 over 6y, 0.0% of budgetCOLUMBIA COUNTY HISTORICAL SOCIETY: $2,800 over 6y, 0.2% of budgetADIRONDACK MOUNTAIN CLUB: $2,000 over 4y, 0.0% of budgetCOMMUNITY HOSPICE: $1,500 over 3y, 0.0% of budgetDING DARLING WILDLIFE SOCIETY: $1,150 over 7y, 0.0% of budgetCATSKILL MOUNTAINKEEPER: $1,000 over 2y, 0.0% of budgetANIMALKIND INC: $1,000 over 2y, 0.1% of budgetWMHT EDUCATIONAL TELECOMMUNICATIONS: $600 over 6y, 0.0% of budgetPROSPECT HILL CEMETERY ASSOCIATION: $550 over 2y, 0.1% of budgetTHE COMMUNITY HOSPICE FOUNDATION: $500 over 1y, 0.0% of budgetUNIVERSITY AT BUFFALO FOUNDATION INC: $500 over 3y, 0.0% of budgetNANTUCKET CENTER FOR ELDER AFFAIRS INC: $300 over 1y, 0.5% 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.

  • Who funds NDH FOUNDATION ↗
  • Who funds COLUMBIA MEMORIAL HEALTH FOUNDATION ↗
  • Who funds COLUMBIA GREENE COMMUNITY FOUNDATION ↗
  • Who funds REGIONAL FOOD BANK OF NORTHEASTERN NY ↗
  • Who funds COLUMBIA GREENE HUMANE SOCIETY ↗
  • Who funds NANTUCKET CONSERVATION FOUNDATION ↗
  • Who funds GERMANTOWN STUDENT EDUCATION FOUNDATION ↗
  • Who funds HARRY CHAPIN FOOD BANK ↗
  • Who funds GULF COAST HUMANE SOCIETY ↗
  • Who funds NANTUCKET HISTORICAL ASSOCIATION ↗
  • Who funds COLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC ↗
  • Who funds RIVERKEEPER INC ↗
  • Who funds HABITAT FOR HUMANITY OF COLUMBIA COUNTY ↗
  • Who funds BERKSHIRE TACONIC COMMUNITY FOUNDATION ↗
  • Who funds KIMBALL UNION ACADEMY ↗
  • Who funds COLUMBIA COUNTY HISTORICAL SOCIETY ↗
  • Who funds COLUMBIA LAND CONSERVANCY ↗
  • Who funds ADIRONDACK MOUNTAIN CLUB ↗
  • Who funds COMMUNITY HOSPICE ↗
  • Who funds DING DARLING WILDLIFE SOCIETY ↗
  • Who funds CATSKILL MOUNTAINKEEPER ↗
  • Who funds ANIMALKIND INC ↗
  • Who funds WMHT EDUCATIONAL TELECOMMUNICATIONS ↗
  • Who funds PROSPECT HILL CEMETERY ASSOCIATION ↗
  • Who funds THE COMMUNITY HOSPICE FOUNDATION ↗
  • Who funds UNIVERSITY AT BUFFALO FOUNDATION INC ↗

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.

T Backer Fund IncMA24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: T Backer Fund Inc · Hrbt Foundation · Bank of Greene County Charitable Foundation · Berkshire Taconic Community Foundation Inc · Flood-Gamble Foundation Inc · The Sally S and Robert K Phelan Legacy Foundation Inc · Rheinstrom Hill Community Foundation · The Dyson Foundation · Charles L & Elizabeth P Gerli Foundation · The Judith B Phelan and Richard S Phelan Family Foundation Inc · Henry L Kimelman Family Foundation · Eugene M Lang 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 Patricia E and Joseph W Phelan Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Patricia E and Joseph W Phelan Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%4%15%34%60%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 2%
  • Nantucket Conservation Foundation Inc: 4% of income from government
  • Berkshire Taconic Community Foundation Inc: 2% of income from government
  • Nantucket Historical Association: 1% of income from government
no gov moneyreceives it· size = income
4get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Patricia E and Joseph W Phelan Family Foundation Inc?

Find your warmest path to Patricia E and Joseph W Phelan Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 44 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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