Carol B Phelon Foundation
- Assets
- $18.9m
- Revenue
- $1.7m
- Investments
- $17.9m
- Employees
- 0
- Location
- Fort Myers, FL
- Founding
- 03/2017
- Data as of
- 12/2021
- EIN
- 81-3637307
Organization Overview
Carol B Phelon Foundation is located in Fort Myers, FL. The organization was established in 2017. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carol B Phelon Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Carol B Phelon Foundation generated $1.7m in total revenue. All expenses for the organization totaled $1.1m during the year ending 12/2021.
Since 2017, Carol B Phelon Foundation has awarded 196 individual grants totaling $1,972,322. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 2 | $133,513 | |
Walter G Burkert Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $375,715 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,317,060 |
| Capital Gain Net Income | $1,317,060 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,692,775 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $133,513 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $26,793 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $72 |
| Total operating and administrative expenses | $168,414 |
| Contributions, gifts, grants paid | $978,000 |
| Total expenses and disbursements | $1,146,414 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,027,527 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $41,302 |
| Total assets | $18,925,373 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Carol B Phelon Foundation has awarded $1,890,710 in support to 176 organizations.
| Grant Recipient | Amount |
|---|---|
PROVIDENCE HOUSE PURPOSE: GENERAL OPERATIONS | $25,000 |
AUDUBON WESTERN EVERGLADES PURPOSE: GENERAL OPERATIONS | $25,000 |
THE SALVATION ARMY OF COLLIER COUNTY PURPOSE: GENERAL OPERATIONS | $25,000 |
Naples, FL PURPOSE: GENERAL OPERATIONS | $25,000 |
Naples, FL PURPOSE: GENERAL OPERATIONS | $25,000 |
AUDUBON WESTERN EVERGLADES PURPOSE: GENERAL OPERATIONS | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Florida Gulf Coast University Financing Corporation Fort Myers, FL | $204,897,690 | $19,327,322 |
Dr Phillips Inc Orlando, FL | $219,173,154 | $19,084,709 |
Cf Foundation Inc Atlanta, GA | $60,851,215 | $5,130,874 |
W I H Pitts Memorial Fund Ua 1125291 Orlando, FL | $81,861,752 | $8,345,825 |
World Poultry Foundation Inc Tucker, GA | $28,014,565 | $2,601,293 |
Disease Management Network Inc Coral Gables, FL | $1,845,694 | $4,211,323 |
Greater Orlando Childrens Miracle Network Inc Orlando, FL | $3,305,504 | $3,670,113 |
Waterfall Foundation Inc Atlanta, GA | $17,781,141 | $467,284 |
The Catholic Foundation Of Central Florida Inc Orlando, FL | $91,215,748 | $5,046,081 |
Jewish Family Services Of Broward Foundation Inc Davie, FL | $15,511,369 | $3,786,697 |
Charity Assets Trust Cumming, GA | $3,483 | $1,605,049 |
Homestead Station Qalicb Inc Homestead, FL | $34,172,244 | $0 |