· Private foundation
Phelps 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 FY2019–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| THE LAP CHARITABLE FUND | $1,194,930 |
| WILLIAM AND ANDREA PHELPS FAMILY FUND | $1,194,930 |
| THE TODD AND LAURIE ANDERSON FUND | $1,023,687 |
| LYNN PHELPS AND RICHARD FINCH CHARITABLE FUND | $999,122 |
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 (FY19–21, $43k) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-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 +46% since the first grant, against +18% for the ones you funded once.
14 repeat relationships — 0 still active in FY2024, 14 since wound down; 4 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, 0% of grant dollars renewed an existing relationship; $4.4M 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
- IGIF GIVEN A CHANCE3× · 2019–2021 · $30k · revenue +385%
- CCCOLLABRIA CARE3× · 2019–2021 · $30k · revenue +54%
- OHOLE HEALTH FOUNDATION3× · 2019–2021 · $30k · revenue +125%
Funded once
- NENAPA EMRGENCY WOMEN'S SERVICEone grant, 2019 · $10k
CULINARY INSTITUTE OF AMERICAone grant, 2019 · $10k · revenue +18%- UFUPVALLEY FAMILY CENTERS OF NAPA COUNTYone grant, 2021 · $10k · revenue +18%
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.
Cultivate viticultural excellence and environmental stewardship for the napa valley, to be a local and global leader for a science-based approach to grape growing and agricultural stewardship, to ensure the viability and resiliency of…
The league of california community foundations promotes and strengthens community foundations in california. through collaboration and shared learning among member foundations and building partnerships with private and public entities, we…
The Solano Community Foundation strengthens Solano County by advancing equity, supporting nonprofit resilience, and expanding access to philanthropy. We serve as a community leader, responsive grantmaker, and trusted partner for donors who…
The santa fe community foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region. the foundation's vision is a thriving northern new mexico,…
The corporation operates exclusively for charitable purposes by conducting or supporting activities for the benefit of, or to carry out the purposes of the community foundation of the napa valley dba napa valley community foundation…
To inspire and prepare young people to succeed in a global economy. junior achievement programs correlate between the common core and california content standards. ja's proven volunteer-based delivery model merged with the latest…
The y works to strengthen our community through programming that helps develop members by concentrating on nurturing the potential of every child, teen and adult. the y has three areas of focus- youth development, healthy living, and…
Pasadena bio collaborative incubator is a nonprofit organization focused on economic development and job creation in southern california. we encourage the growth of an innovative biotechnology industry by providing educational/training…
Empowering financial professionals and consumers through world-class advocacy and education.
Our mission is to support the naval postgraduate school by providing funding and programmatic support for education, research, technology development, institutional initiatives, and community programs that advance national security and…
The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.
The foundation raises national awareness about the high school completion crisis and impact on our nation's youth, economy and national security. our efforts are primarily directed to developing, supporting and enhancing the national guard…
For reference, the grantee most central to the portfolio’s shape is Community Foundation of the Napa Valley and the most unlike its peers is Inland Empire Community Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
19 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. 19 of the 31 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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC ↗
- Who funds COMMUNITY FOUNDATION OF THE NAPA VALLEY ↗
- Who funds Inland Empire Community Foundation ↗
- Who funds NAPALEARNS (THE NAPA VALLEY PARTNERSHIP FOR 21ST CENTURY EDUCATION) ↗
- Who funds IF GIVEN A CHANCE ↗
- Who funds COLLABRIA CARE ↗
- Who funds OLE HEALTH FOUNDATION ↗
- Who funds NAPA COUNTY LAND TRUST ↗
- Who funds GIRLS ON THE RUN NAPA & SOLANO INC DBA GIRLS ON THE RUN NORTH BAY ↗
- Who funds ST HELENA VOLUNTEER FIRE DEPARTMENT ↗
- Who funds CULINARY INSTITUTE OF AMERICA ↗
- Who funds UPVALLEY FAMILY CENTERS OF NAPA COUNTY ↗
- Who funds St Helena Public Schools Foundation ↗
- Who funds BOYS & GIRLS CLUBS OF ST HELENA AND CALISTOGA INC ↗
- Who funds SAN FRANCISCO FORTY NINERS FOUNDATION ↗
- Who funds NAPA MEDICAL RESEARCH FOUNDATION ↗
- Who funds BOYS CLUB OF NAPA INC BOYS & GIRLS CLUB OF NAPA VALLEY ↗
- Who funds BOYS & GIRLS CLUBS OF SONOMA VALLEY BOYS & GIRLS CLUBS OF SONOMA VALLEY ↗
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: Community Foundation of the Napa Valley · Craig and Kathryn Hall Foundation · McMinn Foundation · E Richard Jones Family Foundation Mr E Richard Jones · Napa Valley Vintners Healthy Community Fund · McNabb Foundation · Kaiser Foundation Hospitals · Marin Community Foundation · American Endowment Foundation · Npt Charitable Asset Trust · The Boeschen Family Foundation · The David Butler 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 Phelps 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 or a single department — and drag the year to watch it move.
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.
Warm introductions · Powered by PlinthPlus
How do I get to Phelps Foundation?
Find your warmest path to Phelps Foundation 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.