· Private foundation
The Judith B Phelan and Richard S 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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 48% of THE JUDITH B PHELAN AND RICHARD S PHELAN FAMILY FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| 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 |
| GERMANTOWN STUDENT EDUCATION FOUNDATION | $1,000 |
| EMMA WILLARD SCHOOL | $1,000 |
| NANTUCKET PRESERVATION TRUST | $500 |
| GERMANTOWN LIBRARY | $500 |
| REFORMED CHURCH CEMETERY FUND | $500 |
| BOSTON MED FLIGHT | $500 |
| NANTUCKET LAND & WATER COUNCIL | $500 |
| NANTUCKET ANTHENEUM INC | $500 |
| EGAN MARITIME INSTITUTE | $400 |
| NANTUCKET COTTAGE HOSPITAL FOUNDATION INC | $300 |
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.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 57% of your 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.
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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $100 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
- KUKIMBALL UNION ACADEMY9× · 2017–2025 · $22k · revenue +57%
- TATABOR ACADEMY9× · 2017–2025 · $18k · revenue +92%
- NCNANTUCKET CONSERVATION FOUNDATION INC9× · 2017–2025 · $14k · revenue +405%
Funded once
- PPTSAone grant, 2019 · $350
- CCCATHOLIC CHARITIES OF THE DIOCESE OF ALBANYone grant, 2017 · $250 · revenue +7%
- TOTHE OLANA PARTNERSHIPgraduatedone grant, 2017 · $125 · revenue +302%
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.
The alliance to protect nantucket sound is a 501(c)(3) non-profit environmental organization dedicated to the permanent preservation of nantucket sound, the historic body of water that lies between cape cod, martha's vineyard, and…
To generate private support for public education on nantucket, to foster private and public partnerships that benefit the children of nantucket public schools, and to honor excellence in teaching and learning.
To preserve and steward aquidneck island's open spaces for the lasting benefit of the community while connecting people with the land that defines the island's natural character.
Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
To protect, preserve and interpret the martime heritage of the lower Merrimack Valley region and how it relates to American History
Provide low income elderly housing.
To preserve the character of the village of 'sconset by conserving open land, preserving historically and/or architecturally significant structures and fostering a healthy commercial center in keeping with 'sconset's character.
Kennebunk Land Trust's mission is to permanently conserve and steward land to benefit natural and human communities.
To foster an appreciation of the quality and diversity of life on cape ann, past and present; to further the knowledge and enjoyment of cape ann history and art; to collect and preserve significant information and artifacts; and to…
To acquire, preserve and interpret artifacts of nahant, massachusetts, illustrating its history, prehistory and that of people associated with it, for the enjoyment, education and enrichment of the public.
The mission of Islesboro Islands Trust is to enhance the quality of residents' lives through the preservation of open space, educate all residents as to the value of the island's natural ecosystems, and act as an environmental advocate on…
For reference, the grantee most central to the portfolio’s shape is Nantucket Conservation Foundation Inc and the most unlike its peers is The Albert F Egan Jr & Dorothy H Egan F. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 43 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 5% of your grantees by number, and just 3% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% 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.
22 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. 22 of the 33 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 THE HOMESTEAD INC OF NANTUCKET ↗
- Who funds KIMBALL UNION ACADEMY ↗
- Who funds TABOR ACADEMY ↗
- Who funds NANTUCKET CONSERVATION FOUNDATION INC ↗
- Who funds EMMA WILLARD SCHOOL ↗
- Who funds MACMURRAY COLLEGE ↗
- Who funds GERMANTOWN STUDENT EDUCATION FOUNDATION ↗
- Who funds NEW ENGLAND LIFE FLIGHT INC ↗
- Who funds GERMANTOWN LIBRARY ↗
- Who funds NANTUCKET ATHENEUM INC ↗
- Who funds NANTUCKET LAND & WATER COUNCIL INC ↗
- Who funds NANTUCKET PRESERVATION TRUST INC ↗
- Who funds NANTUCKET HISTORICAL ASSOCIATION ↗
- Who funds THE ALBERT F EGAN JR & DOROTHY H EGAN F ↗
- Who funds ARTISTS ASSOCIATION OF NANTUCKET INC ↗
- Who funds Island Institute ↗
- Who funds NDH Foundation ↗
- Who funds BRIDGEWATER VOLUNTEER FIRE DEPARTMENT INC ↗
- Who funds COLUMBIA-GREENE HOSPITAL FOUNDATION ↗
- Who funds CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY ↗
- Who funds THE OLANA PARTNERSHIP ↗
- Who funds Community Foundation for Nantucket 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: King Spruce Company · Community Foundation for Nantucket Inc · Charina Foundation Inc Richard Menschel · Ernst & Elfriede Frank Foundation Inc · Clara Foundation Inc · Patricia E and Joseph W Phelan Family Foundation Inc · Osceola Foundation Inc · The Carl & Nancy Gewirz Fund Inc · Peravid Foundation Agency · Meyer & Jean Steinberg Family Foundation Inc · Gilbert Verney Foundation · The Sally S and Robert K Phelan Legacy Foundation Inc
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 The Judith B Phelan and Richard S Phelan Family Foundation Inc 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.
- Community Foundation for Nantucket Inc — 10% of income from government
- New England Life Flight Inc — 5% of income from government
- Nantucket Conservation Foundation Inc — 4% of income from government
- Nantucket Historical Association — 1% of income from government
- Artists Association of Nantucket 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.