· Private foundation
The Sally S and Robert K Phelan Legacy Foundation Inc
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 56% of THE SALLY S AND ROBERT K PHELAN LEGACY 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 |
|---|---|
| GERMANTOWN CENTRAL SCHOOLS | $9,062 |
| COMMUNITY FOUNDATION OF NANTUCKET | $5,000 |
| REGIONAL FOOD BANK OF NE NY | $3,500 |
| HOLY TRINITY CHURCH | $2,500 |
| Individual grant recipient | $1,000 |
| GERMANTOWN CENTRAL SCHOOLS | $1,000 |
| GERMANTOWN CENTRAL SCHOOLS | $500 |
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 (FY17–21, $4k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 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.
Which US states your grants reach
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.
50 repeat relationships — 3 still active in FY2025, 47 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, 86% of grant dollars renewed an existing relationship; $3k 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
- RFREGIONAL FOOD BANK OF NORTHEASTERN NEW YORK INC6× · 2017–2025 · $12k · revenue +613%
- GLGERMANTOWN LIBRARY5× · 2017–2024 · $6k · revenue +20%
- CMCHILDREN'S MIRACLE NETWORK3× · 2017–2019 · $6k · revenue +31%
Funded once
- HOHUDSON OPERA HOUSE INCone grant, 2017 · $10k · revenue -55%
- NCNANTUCKET CONSERVATION FOUNDATION INCgraduatedone grant, 2021 · $10k · revenue +37%
- RCREFORMED CHURCH CEMETARYone grant, 2022 · $8k
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 central new york land trust seeks to preserve and protect natural areas in order to provide our communities clean water, clean air, wildlife habitat, and a chance to connect with the land.
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
The adirondack council ensures the ecological integrity (clean water and air, wildlife habitat, etc.), wild character (solitude, scenic beauty, etc.), and vibrant communities of new york's six-million-acre adirondack park. the adirondack…
See schedule onylcv is a non-partisan policy making and political action organization that works to make environmental protection a top priority with elected officials, decision-makers and the voters by evaluating incumbent performance and…
Our mission is to foster a thriving and equitable central new york region by leading and inspiring a community culture of giving, celebrating legacy and stewarding charitable resources for today and tomorrow.
See schedule onylcvef's mission is to educate, engage and empower new yorkers to be effective advocates on behalf of the environment from clean energy and funding for parks, to solid waste and green buildings. first, we educate new yorkers…
Accelerate economic opportunity in albany/ny's capital region by developing and implementing strategies to attract, expand, and create businesses and jobs, and provide catalytic leadership, working with partners and stakeholders to shape a…
Cvph medical center's mission is to provide quality health care for the north country region in upstate new york.
Central new york lyme and tick-borne disease alliance, inc. (the "alliance") was formed for the charitable and educational purposes of serving as a collaborative of providers, scientists and community members who support research, drive…
To provide funds to benefit families affected by cancer and to support cancer research and education.
The mission of the racine zoological society is to foster an enlightening and affordable wildlife experience that improves the bond between people and nature. the society will provide for the recreation and education of the people, the…
Dutchess land conservancy (dlc) is dedicated to preserving the scenic, agricultural and environmental resources of dutchess county, new york, and the surrounding area. dlc, as a private non-profit land conservation organization, carries…
For reference, the grantee most central to the portfolio’s shape is Berkshire Taconic Community Foundation Inc and the most unlike its peers is Golay Community Center Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 41 years old; the field is 18. You back the established end — and your money leans older still.
The field is 19% startups (under 5 years old) — 2% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 10% 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.
63 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. 63 of the 126 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 COLUMBIA-GREENE HOSPITAL FOUNDATION ↗
- Who funds FOUNDATION FOR BIOMEDICAL RESEARCH ↗
- Who funds AALAS FOUNDATION ↗
- Who funds REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK INC ↗
- Who funds HUDSON OPERA HOUSE INC ↗
- Who funds Community Foundation for Nantucket Inc ↗
- Who funds NANTUCKET CONSERVATION FOUNDATION INC ↗
- Who funds GERMANTOWN STUDENT EDUCATION FOUNDATION ↗
- Who funds GERMANTOWN LIBRARY ↗
- Who funds CHILDREN'S MIRACLE NETWORK ↗
- Who funds FRIENDS OF CLERMONT INC ↗
- Who funds SUMMER SEARCH ↗
- Who funds COLUMBIA-GREENE HUMANE SOCIETY INC ↗
- Who funds HAWTHORNE VALLEY ASSOCIATION INC ↗
- Who funds COLUMBIA-GREENE COMMUNITY COLLEGE FOUNDATION INC ↗
- Who funds YOUNG MENS CHRISTIAN ASSOCIATION ↗
- Who funds BRIDGEWATER VOLUNTEER FIRE DEPARTMENT INC ↗
- Who funds Scientists Center for Animal Welfare ↗
- Who funds THE OLANA PARTNERSHIP ↗
- Who funds GOLAY COMMUNITY CENTER INC ↗
- Who funds FAST BREAK FUND 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: Hrbt Foundation · Bank of Greene County Charitable Foundation · Berkshire Taconic Community Foundation Inc · Rheinstrom Hill Community Foundation · T Backer Fund Inc · The Alexander and Marjorie Hover Foundation · The Community Foundation for the Greater Capital Region Inc · Patricia E and Joseph W Phelan Family Foundation Inc · The Dyson Foundation · The Jm Kaplan Fund Inc · JM McDonald Foundation Inc · Price Chopper's Golub 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 The Sally S and Robert K Phelan Legacy 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 or a single department — and drag the year to watch it move.
- Community Foundation for Nantucket Inc — 10% of income from government
- Scientists Center for Animal Welfare — 9% of income from government
- The Massachusetts Society for Medical Research Inc — 5% of income from government
- Nantucket Conservation Foundation Inc — 4% of income from government
- Berkshire Taconic Community Foundation Inc — 2% 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.
Warm introductions · Powered by PlinthPlus
How do I get to The Sally S and Robert K Phelan Legacy Foundation Inc?
Find your warmest path to The Sally S and Robert K Phelan Legacy Foundation Inc 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.