Carol B Phelon Foundation
FORT MYERS, FL EIN: 81-3637307
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$17.0M
+0.3% YoY
Annual Giving
$872K
-14.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$872K
-14.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,049,322 | $16,996,352 | $17,794,270 |
| Revenue | $1,139,783 | $444,641 | $371,999 |
| Expenses | $1,127,517 | $1,245,891 | $1,528,282 |
| Qualifying Distributions | $934,064 | $1,078,141 | $1,241,713 |
| Net Investment Income | $948,679 | $260,486 | $109,963 |
| Distributable Amount | $1,228,086 | $1,022,807 | $1,021,827 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Carol B Phelon Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FINEMARK MATIONAL BANK TRUST | TRUSTEE | 2 | $137,394 |
| WALTER G BURKERT | TRUSTEE | 2 | $81,908 |
| NATASHA B TRAVIS | TRUSTEE | 2 | $22,954 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $4.9M (99%)
North Carolina $32K (1%)
Alabama $6K (0%)
States
Cities
Boca GrandeBonita SpringsBooneCape CoralCoral GablesEverglades CityFort MyersImmokaleeLabelleMaitlandMarco IslandMiamiMorgantonNaplesNorth Fort MyersOspreyPalmetto BayRaleighRoanokeSanibel
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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