How much did THE JUDITH B PHELAN AND RICHARD S grant in FY2025?

A cause breakdown isn’t shown here: 51% of THE JUDITH B PHELAN AND RICHARD S’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02FY2025 · 19 grants

Where the money goes

Your grants by size, and where they go.

$500

Median grant

States reached

$435k

Total assets

Largest grants

THE HOMESTEAD OF NANTUCKET$8,000
KIMBALL UNION ACADEMY$2,500
TABOR ACADEMY$2,000
NANTUCKET CONSERVATION FOUNDATION INC$1,500
HOLY TRINITY PARISH$1,250
EMMA WILLARD SCHOOL$1,000
GERMANTOWN STUDENT EDUCATION FOUNDATION$1,000
NANTUCKET ANTHENEUM INC$500
NANTUCKET LAND & WATER COUNCIL$500
NANTUCKET PRESERVATION TRUST$500
BOSTON MED FLIGHT$500
REFORMED CHURCH CEMETERY FUND$500
GERMANTOWN LIBRARY$500
EGAN MARITIME INSTITUTE$400
NANTUCKET COTTAGE HOSPITAL FOUNDATION INC$300

02The need

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.

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 9% — the area typically sits at 8%. 57% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

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; 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, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

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.

99%of every dollar goes to organizations you’ve funded before.

$167k · 28 repeat orgs$1k to everyone else

28 repeat relationships — 18 still active in FY2025, 10 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$167k

$1k

Median revenue growth · since first grant

+33%

+37%

Still filing today

50%

New vs renewed · share of each year

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

RenewedFirst-time

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

EducationArts & CultureHealthEnvironmentCommunity ImprovementPublic Safety & DisasterOther

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

KU
KIMBALL UNION ACADEMY
9× · 2017–2025 · $22k · revenue +20%
TA
TABOR ACADEMY
9× · 2017–2025 · $18k · revenue +43%
NC
NANTUCKET CONSERVATION FOUNDATION INC
9× · 2017–2025 · $14k · revenue +166%

Funded once

P
PTSA
one grant, 2019 · $350
NE
NEW ENGLAND LIFE FLIGHT INC (DBA BOSTON MEDFLIGHT)
one grant, 2017 · $250
CC
CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY
one grant, 2017 · $250

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

04Your field

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.

Cuttyhunk Historical Society Inc

Arts & Culture

Nantucket Atheneum Inc

The nantucket atheneum maintains circulating, children's, and research libraries as well as an extensive collection of artwork and exhibits on display to the public.

—

Nantucket Arts Council Inc

Support and encourage a collaborative community of the visual, performing and literary arts through education, grants, scholarships and events.

Arts & Culture

Nantucket Community Sailing Inc

To provide affordable sailing instruction and access to water sports for the nantucket community.

Recreation & Sports

Kennebunkport Conservation Trust

The Trust is dedicated to preserving land for use by current and future generations, and to managing properties in a way that reflects the natural and cultural heritage of Kennebunkport.

Environment

New England College

An independent liberal arts college offering undergraduate, graduate and professional programs.

Education

Nantucket Shellfish Association Inc

Research and education for the conservation and enhancement of shellfish populations in the waters off nantucket island.

Science & Tech

The Rhode Island Historical Society

The rhode island historical society, through its collections, museums, and educational initiatives, welcomes everyone to engage with rhode island's complex and significant past.

Arts & Culture

Nantucket Community Service Inc

Low income elderly housing

—

Alliance to Protect Nantucket

To secure permanent protection for nantucket sound (see 990, part iii)

Environment

The Nantucket Education Trust Inc

Nantucket education trust (net) is an autonomous organization with its own by-laws and board of directors. rooted in a community distinguished by its unique history and setting, net's mission is: to enhance educational opportunities on the…

—

Currier Gallery of Art

Focused on art, centered in community, committed to inspire.

—

For reference, the grantee most central to the portfolio’s shape is Nantucket Conservation Foundation Inc and the most unlike its peers is Kimball Union Academy. 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

19 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

17/19

Grantees still filing

15/19

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$86,155Education$54,950Environment$17,000Arts & Culture$7,300Health$1,850Public Safety & Disaster$1,000Community Improvement$125Philanthropy$100

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.

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.

Community Foundation for NantucketMA15.9× affinity5 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation for Nantucket · Patricia E Phelan and Joseph W Phelan · Ellen and Samuel Phelan Family · The Sally S and Robert K Phelan Legacy · Ernst & Elfriede Frank Foundation Inc · Jewish Communal Fund · Gs Donor Advised Philanthropy Fund · National Philanthropic Trust · American Endowment Foundation · Donor Advised Charitable Giving Inc · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund

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 organisation THE JUDITH B PHELAN AND RICHARD S 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.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

5get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–25%

typical government reliance, FY20–24

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. 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.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: GERMANTOWN STUDENT EDUCATION FOUNDATION.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 262074955 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on GERMANTOWN STUDENT EDUCATION FOUNDATION, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
WatchReliance on your funding— Your grants peaked at 40% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Judith B Phelan and Richard S?

Find your warmest path to The Judith B Phelan and Richard S through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE JUDITH B PHELAN AND RICHARD S

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

19 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Judith B Phelan and Richard S?

More from the funding graph

THE JUDITH B PHELAN AND RICHARD S

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

19 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Judith B Phelan and Richard S?

More from the funding graph