Carol B Phelon Foundation
EIN 813637307
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2017–2023
$4.2M
111 grants · $598K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $5K–$15K
grant size
14%
transactional · 13/93 multi-year
repeat
$22.0M
Assets (2023)
93
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(239) 461-5900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $6K | $1.7M | $52K | 5 |
| 2018 | $76K | $17.8M | $14.8M | 15 |
| 2019 | N/A | $21.5M | $2.2M | N/A |
| 2020 | $945K | $22.5M | $1.5M | 88 |
| 2021 | $978K | $24.4M | $1.7M | 1 |
| 2022 | $1.2M | $19.2M | $372K | 1 |
| 2023 | $1.0M | $22.0M | $445K | 1 |
Grant Size Distribution
Based on 111 grants on record
Minimum
$500
25th Pctl
$5K
Median
$8K
Average
$38K
75th Pctl
$15K
Maximum
$1.2M
Geographic Distribution
Officers & Directors
WB
Walter G Burkert
7+ yrs
Trustee
FT
Finemark Mational Bank Trust
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
FT
Finemark National Bank & Trust
6 yrs
Trustee
WB
Walter G Burkert
7+ yrs
Trustee
Grants Awarded (111 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Schedule | Fort Myers, FL | $1,155,000 | PROGRAM SUPPORT | 2022 |
| See Attached Schedule | Fort Myers, FL | $1,024,000 | PROGRAM SUPPORT | 2023 |
| See Attached Schedule | Fort Myers, FL | $978,000 | PROGRAM SUPPORT | 2021 |
| The Salvation Army of Collier County | Naples, FL | $25,000 | GENERAL OPERATIONS | 2020 |
| Providence House | Naples, FL | $25,000 | GENERAL OPERATIONS | 2020 |
| Audubon Western Everglades | Naples, FL | $25,000 | GENERAL OPERATIONS | 2020 |
| Humane Society of Collier County | Naples, FL | $25,000 | GENERAL OPERATIONS | 2020 |
| Habitat for Humanity of Collier County | Naples, FL | $25,000 | GENERAL OPERATIONS | 2020 |
| Collier County Hunger and | Naples, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Hope Clubhouse of Sw Florida | Fort Myers, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Panira Healthcare Clinic | Naples, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Salvation Army of Lee Hendry | Fort Myers, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Pathways Early Education Center | Immokalee, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Habitat for Humanity of Lee and Hend | North Fort Myers, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Nami of Collier County | Naples, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Dr Piper Center for Social Services | Fort Myers, FL | $20,000 | GENERAL OPERATIONS | 2020 |
| Conservancy of Southwest Florida | Naples, FL | $18,000 | GENERAL OPERATIONS | 2020 |
| The Shelter for Abused Women & Chldren | Naples, FL | $17,400 | GENERAL OPERATIONS | 2020 |
| Gladiolus Learning and Development C | Fort Myers, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Child'S Path | Naples, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Guardian Angels Medical Service Dogs | Williston, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Pace Centers for Girls Collier | Immokalee, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Funtime Early Childhood Academy | Naples, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Alzheimer's Support Network | Naples, FL | $15,000 | GENERAL OPERATIONS | 2020 |
| Harry Chaplin Food Bank of Sw Fl | Fort Myers, FL | $15,000 | GENERAL OPERATIONS | 2020 |