Overview
The Carol B. Phelon Foundation is a private foundation based in Fort Myers, Florida, with assets totaling approximately $16.9 million. In the most recent fiscal year, the foundation reported expenses of about $1.25 million and revenue of $444,641. The foundation primarily funds initiatives within Fort Myers, Florida. The foundation is managed by trustees from Finemark National Bank Trust and Walter G. Burkert, who receive compensations of $118,703 and $90,569 respectively for their roles. The foundation does not have a publicly available website and has not specified particular subject areas of focus for its funding.
Focus Areas
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Financials
in 2024, compared to $17,794,270 in 2023
1 grants awarded in 2024
Of total expenses go to programs
Grants
Amount | Recipient | Purpose | Location | Year | |
|---|---|---|---|---|---|
| $1,155,000 | SEE ATTACHED SCHEDULE | PROGRAM SUPPORT | 8695 COLLEGE PARKWAY SUITE 100 FORT MYERS, FL US | 2023 | |
| $1,024,000 | SEE ATTACHED SCHEDULE | PROGRAM SUPPORT | 8695 COLLEGE PARKWAY SUITE 100 FORT MYERS, FL US | 2024 | |
| $978,000 | SEE ATTACHED SCHEDULE | PROGRAM SUPPORT | 8695 COLLEGE PARKWAY SUITE 100 FORT MYERS, FL US | 2022 |
People
Compensation data from most recent available 990 forms
| Title | |||
|---|---|---|---|
WGB WALTER G BURKERT | TRUSTEE | $219,515 | 2023 |
FMBT FINEMARK MATIONAL BANK TRUST | TRUSTEE | $118,703 | 2024 |
WGB WALTER G BURKERT | TRUSTEE | $90,569 | 2024 |
WGB WALTER G BURKERT | TRUSTEE | $0 | 2022 |
WALTER G BURKERT
TRUSTEE
FINEMARK MATIONAL BANK TRUST
TRUSTEE
WALTER G BURKERT
TRUSTEE
WALTER G BURKERT
TRUSTEE
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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer
View on ProPublica Nonprofit ExplorerLast updated on December 15, 2024