Carol B Phelon Foundation

EIN: 813637307

Does Not Accept Unsolicited Applications

In-State Only

Total Assets

$17.0M

Key Financial Metrics (2024)

Total Giving

$1.0M

Number of Grants

Median Grant

$1.0M

Grant Range

$1.0M - $1.0M

Historical Giving Trends

Year	Assets	Total Giving	# Grants	Median Grant
2024	$17.0M	$1.0M	1	$1.0M
2023	$17.8M	$1.2M	1	$1.2M
2022	$18.9M	$978K	1	$978K
2021	$18.4M	$945K	88	$8K
2020	$18.0M	$218K	31	$6K

Recent Grant Recipients

SEE ATTACHED SCHEDULE

PROGRAM SUPPORT

8695 COLLEGE PARKWAY SUITE 100 - FORT MYERS - FL 33919 • 2023

$1.0M

Quick Facts

Location

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$1.2M

Giving Rate

6.0% of assets

Application Policy

Accepts Applications

No - Invite Only

Geographic Restriction

In-State Only