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New York · 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.

$22k
Granted FY2025(still arriving)
19
Grants FY2025
21
Organizations funded FY2024
0%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$500
Largest grant, FY2025
$8,000
Organizations funded a year
19 to 25
FY2018 to FY2024
States reached, FY2025
5
Total assets, FY2025
$141k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 0% of the organizations The Judith B Phelan and Richard S Phelan Family Foundation Inc funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’18’19’20’21’22’23’24
EducationArts & CulturePublic Safety & DisasterOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving19$22k5%
FY202421$22k0%
FY202322$22k0%
FY202225$21k4%
FY202124$18k8%
FY202022$18k23%
FY201920$16k5%
FY201819$15k11%
100% classified

What it funded, over time

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

Education$64kHuman Services$39kEnvironment$18kReligion$17kHealth$12kArts & Culture$11kPhilanthropy$3kMembership Benefit$2kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Homestead Inc of Nantucket$38,48092%
Kimball Union Academy$21,50090%
Tabor Academy$18,00090%
Nantucket Conservation Foundation Inc$14,00090%
Emma Willard School$9,50090%
Re-Igniting Our Faith Foundation Inc$8,0004n/a
Macmurray College$7,00030%
Germantown Student Education Foundation$4,750857%
New England Life Flight Inc$3,75090%
Germantown Library$3,50090%
Show all 22 grantees

What it could do for these grantees

Plus 10 recipients with no EIN on record ($20k), not named here.

Where it is load-bearing

The Judith B Phelan and Richard S Phelan Family Foundation Inc supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 21 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Homestead Inc of Nantucket: $38,480 over 9y, 1.8% of budgetKimball Union Academy: $21,500 over 9y, 0.0% of budgetTabor Academy: $18,000 over 9y, 0.0% of budgetNantucket Conservation Foundation Inc: $14,000 over 9y, 0.1% of budgetEmma Willard School: $9,500 over 9y, 0.0% of budgetMacmurray College: $7,000 over 3y, 0.0% of budgetGermantown Student Education Foundation: $4,750 over 8y, 57% of budgetNew England Life Flight Inc: $3,750 over 9y, 0.0% of budgetGermantown Library: $3,500 over 9y, 0.3% of budgetNantucket Atheneum Inc: $3,300 over 9y, 0.0% of budgetNantucket Land & Water Council Inc: $3,000 over 9y, 0.0% of budgetNantucket Preservation Trust Inc: $2,800 over 6y, 0.1% of budgetNantucket Historical Association: $2,500 over 9y, 0.0% of budgetThe Albert F Egan Jr & Dorothy H Egan F: $2,050 over 6y, 0.0% of budgetArtists Association of Nantucket Inc: $2,000 over 8y, 0.0% of budgetIsland Institute: $1,200 over 6y, 0.0% of budgetNDH Foundation: $1,200 over 6y, 0.0% of budgetBridgewater Volunteer Fire Department Inc: $1,000 over 2y, 0.6% of budgetColumbia-Greene Hospital Foundation: $600 over 3y, 0.0% of budgetCatholic Charities of the Diocese of Albany: $250 over 1y, 0.0% of budgetThe Olana Partnership: $125 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 21.

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.

King Spruce CompanyMA17.9× affinity6 shared granteesties to 9 of 11Hover any node to trace its alignments.Compare side by side →

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

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.

Compare The Judith B Phelan and Richard S Phelan Family Foundation Inc with peer funders

About The Judith B Phelan and Richard S Phelan Family Foundation Inc

How much does The Judith B Phelan and Richard S Phelan Family Foundation Inc give?
The Judith B Phelan and Richard S Phelan Family Foundation Inc reported 19 grants totaling $21,700 in its FY2025 IRS filing. It funded between 19 and 25 organizations a year over FY2018 to FY2024.
What does The Judith B Phelan and Richard S Phelan Family Foundation Inc fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (38%), Human Services (23%), Environment (11%).
Who are The Judith B Phelan and Richard S Phelan Family Foundation Inc's largest grantees?
By total granted over FY2017 to FY2025: The Homestead Inc of Nantucket ($38k), Kimball Union Academy ($22k), Tabor Academy ($18k).
Does The Judith B Phelan and Richard S Phelan Family Foundation Inc fund new organizations?
In FY2024, 0% of the organizations it funded were first-time grantees.
Does The Judith B Phelan and Richard S Phelan Family Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Judith B Phelan and Richard S Phelan Family Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include King Spruce Company, Community Foundation for Nantucket Inc, Charina Foundation Inc Richard Menschel.
Where is The Judith B Phelan and Richard S Phelan Family Foundation Inc based?
The Judith B Phelan and Richard S Phelan Family Foundation Inc is based in NY.

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 33 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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