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The Judith B Phelan and Richard S Phelan Family Foundation Inc at a glance

· 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 FY2025still arriving
19
Grants FY2025still arriving
5
States reached
$8k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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.

Education$64kHuman Services$39kEnvironment$18kReligion$17kHealth$12kArts & Culture$11kPhilanthropy$3kMembership Benefit$2kOther$0
02FY2025 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
5
States reached
$141k
Total assets
Largest grants
RecipientAmount
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 ANTHENEUM INC$500
NANTUCKET PRESERVATION TRUST$500
GERMANTOWN LIBRARY$500
BOSTON MED FLIGHT$500
NANTUCKET LAND & WATER COUNCIL$500
REFORMED CHURCH CEMETERY FUND$500
EGAN MARITIME INSTITUTE$400
NANTUCKET COTTAGE HOSPITAL FOUNDATION INC$300
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 57% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%TABOR ACADEMY: $2k → 8%EMMA WILLARD SCHOOL: $2k → 11%THE RE-IGNITING OUR FAITH FOUNDATION INC: $2k → 14%MACMURRAY COLLEGE: $3k → 12%KIMBALL UNION ACADEMY: $3k → 10%TABOR ACADEMY: $2k → 8%THE RE-IGNITING OUR FAITH FOUNDATION INC: $2k → 14%MACMURRAY COLLEGE: $3k → 12%KIMBALL UNION ACADEMY: $3k → 10%TABOR ACADEMY: $2k → 8%THE RE-IGNITING OUR FAITH FOUNDATION INC: $2k → 14%MACMURRAY COLLEGE: $2k → 12%KIMBALL UNION ACADEMY: $3k → 10%TABOR ACADEMY: $2k → 8%THE RE-IGNITING OUR FAITH FOUNDATION INC: $2k → 14%KIMBALL UNION ACADEMY: $3k → 10%TABOR ACADEMY: $2k → 8%KIMBALL UNION ACADEMY: $3k → 10%TABOR ACADEMY: $2k → 8%KIMBALL UNION ACADEMY: $3k → 10%THE HOMESTEAD OF NANTUCKET: $8k → 6%TABOR ACADEMY: $2k → 8%KIMBALL UNION ACADEMY: $3k → 10%THE HOMESTEAD OF NANTUCKET: $8k → 6%TABOR ACADEMY: $2k → 8%KIMBALL UNION ACADEMY: $2k → 10%THE HOMESTEAD OF NANTUCKET: $5k → 6%TABOR ACADEMY: $2k → 8%KIMBALL UNION ACADEMY: $2k → 10%THE HOMESTEAD OF NANTUCKET: $5k → 6%THE HOMESTEAD OF NANTUCKET: $3k → 6%THE HOMESTEAD OF NANTUCKET: $3k → 6%THE HOMESTEAD INC OF NANTUCKET: $2k → 6%THE HOMESTEAD INC OF NANTUCKET: $2k → 6%THE HOMESTEAD INC OF NANTUCKET: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%NANTUCKET CONSERVATION FOUNDATION INC: $2k → 6%HOLY TRINITY PARISH: $3k → 11%HOLY TRINITY PARISH: $2k → 11%HOLY TRINITY PARISH: $2k → 11%HOLY TRINITY PARISH: $1k → 11%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.

100%of every dollar goes to organizations it has funded before.
$168k · 28 repeat orgs$825 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

28
3

Total granted

$168k
$725

Median revenue growth · since first grant

+57%
+208%

Still filing today

61%
67%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $100 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
EducationHealthArts & CultureEnvironmentCommunity ImprovementPublic 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.

Backed again, and grew

  • KU
    KIMBALL UNION ACADEMY
    9× · 2017–2025 · $22k · revenue +57%
  • TA
    TABOR ACADEMY
    9× · 2017–2025 · $18k · revenue +92%
  • NC
    NANTUCKET CONSERVATION FOUNDATION INC
    9× · 2017–2025 · $14k · revenue +405%

Funded once

  • P
    PTSA
    one grant, 2019 · $350
  • CC
    CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY
    one grant, 2017 · $250 · revenue +7%
  • TO
    THE OLANA PARTNERSHIPgraduated
    one grant, 2017 · $125 · revenue +208%
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
Alliance to Protect Nantucket Sound Inc

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…

Environment
2
The Nantucket Education Trust Inc

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.

—
3
Aquidneck Island Land Trust

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.

Environment
4
Saint Anselm College

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…

Education
5
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
6
Newburyport Maritime Society Inc

To protect, preserve and interpret the martime heritage of the lower Merrimack Valley region and how it relates to American History

Arts & Culture
7
Nantucket Community Service Inc

Provide low income elderly housing.

—
8
'Sconset Trust Inc

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.

Environment
9
Kennebunk Land Trust

Kennebunk Land Trust's mission is to permanently conserve and steward land to benefit natural and human communities.

Environment
10
Cape Ann Museum Inc

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…

Arts & Culture
11
Nahant Historical Society

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.

—
12
Islesboro Islands Trust

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…

Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is Nantucket Conservation Foundation Inc; 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.
04the grantee network

22 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. 22 of the 33 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)
7
Early backer (in before they grew)
20/22
Grantees still filing
18/22
Grew since first funded

Where the money sits, by cause and then by grantee

THE HOMESTEAD INC OF NANTUCKET: $38,480 · OtherTHE HOMESTEAD INC OF NANTUCKETHOLY TRINITY PARISH: $9,375 · OtherHOLY TRINITY PARISHRE-IGNITING OUR FAITH FOUNDATION INC: $8,000 · OtherRE-IGNITING OUR FAITH FOUNDATION INCMACMURRAY COLLEGE: $7,000 · OtherMACMURRAY COLLEGEGERMANTOWN LIBRARY: $3,500 · OtherNANTUCKET ATHENEUM INC: $3,300 · OtherNANTUCKET COTTAGE HOSPITAL FOUNDATION INC: $3,000 · Other+9 more: $7,750 · Other+9 moreKIMBALL UNION ACADEMY: $21,500 · EducationKIMBALL UNION ACADEMYTABOR ACADEMY: $18,000 · EducationTABOR ACADEMYEMMA WILLARD SCHOOL: $9,500 · EducationEMMA WILLARD SCHOOLGERMANTOWN STUDENT EDUCATION FOUNDATION: $4,750 · EducationGERMANTOWN STUDENT EDUCATION FOUNDAT…+1 more: $1,200 · EducationNANTUCKET CONSERVATION FOUNDATION INC: $14,000 · EnvironmentNANTUCKET C…NANTUCKET LAND & WATER COUNCIL INC: $3,000 · EnvironmentNANTUCKET L…NEW ENGLAND LIFE FLIGHT INC: $3,750 · HealthTHE ALBERT F EGAN JR & DOROTHY H EGAN F: $2,050 · HealthNDH Foundation: $1,200 · HealthCOLUMBIA-GREENE HOSPITAL FOUNDATION: $600 · HealthNANTUCKET PRESERVATION TRUST INC: $2,800 · Arts & CultureNANTUCKET HISTORICAL ASSOCIATION: $2,500 · Arts & CultureARTISTS ASSOCIATION OF NANTUCKET INC: $2,000 · Arts & CultureBRIDGEWATER VOLUNTEER FIRE DEPARTMENT INC: $1,000 · Public Safety & DisasterTHE OLANA PARTNERSHIP: $125 · Community ImprovementCommunity Foundation for Nantucket Inc: $100 · Philanthropy
Other$80,405Education$54,950Environment$17,000Health$7,600Arts & Culture$7,300Public Safety & Disaster$1,000Community Improvement$125Philanthropy$100

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 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 budgetCommunity Foundation for Nantucket Inc: $100 over 1y, 0.0% 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 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 ↗

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 CompanyCommunity Foundation …Charina Foundation In…Ernst & Elfriede Fran…Clara Foundation IncPatricia E and Joseph…Osceola Foundation IncThe Carl & Nancy Gewi…Peravid Foundation Ag…Meyer & Jean Steinber…Gilbert Verney Founda…The Sally S and Rober…
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.

How much its grantees rely on government

Each dot is one organization The Judith B Phelan and Richard S Phelan Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Judith B Phelan and Richard S Phelan Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%4%15%34%60%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 4%
  • 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
no gov moneyreceives it· size = income
6get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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.

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

Play a game based on Judith B Phelan and Richard S Phelan Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home