Carol B Phelon Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carol B Phelon Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 81-3637307
Foundation Overview
Based in Fort Myers, FL, Carol B Phelon Foundation has awarded 114 grants totaling $7,517,967 to organizations in Florida, Alabama and 1 other state across the US. Individual grants range from $500 to $1,155,000, with a median award of $8,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
96% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Naples (53%), Fort Myers (21%), Bonita Springs (4%).
Funding Trajectory
Strong 17966% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on community projects (50%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Carol B Phelon Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| See Attached Schedule | $1,024,000 | Fort Myers, FL, US | Program Support | 2023 |
| See Attached Schedule | $1,024,000 | Fort Myers, FL, US | Program Support | 2023 |
| See Attached Schedule | $1,155,000 | Fort Myers, FL, US | Program Support | 2022 |
| See Attached Schedule | $1,155,000 | Fort Myers, FL, US | Program Support | 2022 |
| See Attached Schedule | $1,155,000 | Fort Myers, FL, US | Program Support | 2022 |
| See Attached Schedule | $978,000 | Fort Myers, FL, US | Program Support | 2021 |
| The Salvation Army Of Collier County | $25,000 | Naples, FL, US | General Operations | 2020 |
| Collier County Hunger And | $20,000 | Naples, FL, US | General Operations | 2020 |
| New Horizons Of Southwest Florida | $10,000 | Naples, FL, US | General Operations | 2020 |
| Corkscrew Swamp Sanctuary | $10,000 | Naples, FL, US | General Operations | 2020 |
| South Florida National Parks Trust | $11,000 | Coral Gables, FL, US | General Operations | 2020 |
| Conservation Foundation Of The Gulf Coas | $9,000 | Osprey, FL, US | General Operations | 2020 |
| Baby Basics Of Collier County | $5,000 | Naples, FL, US | General Operations | 2020 |
| Able Academy | $8,000 | Naples, FL, US | General Operations | 2020 |
| Providence House | $25,000 | Naples, FL, US | General Operations | 2020 |
| Cancer Alliance Of Naples | $6,000 | Bonita Springs, FL, US | General Operations | 2020 |
| Everglades Community Church | $5,000 | Everglades City, FL, US | General Operations | 2020 |
| Audubon Western Everglades | $25,000 | Naples, FL, US | General Operations | 2020 |
| Greater Naples Ymca | $7,000 | Naples, FL, US | General Operations | 2020 |
| Gladiolus Learning And Development C | $15,000 | Fort Myers, FL, US | General Operations | 2020 |
| Child's Path | $15,000 | Naples, FL, US | General Operations | 2020 |
| Meals Of Hope | $7,000 | Naples, FL, US | General Operations | 2020 |
| Lighthouse Of Collier | $6,000 | Naples, AL, US | General Operations | 2020 |
| Collier County Senior Resource Center | $8,000 | Naples, FL, US | General Operations | 2020 |
| Guardian Angels Medical Service Dogs | $15,000 | Williston, FL, US | General Operations | 2020 |
| Golden Paws Assistance Dogs | $10,000 | Naples, FL, US | General Operations | 2020 |
| Hope Clubhouse Of Sw Florida | $20,000 | Fort Myers, FL, US | General Operations | 2020 |
| Blue Ridge Parkway Foundation | $3,000 | Winstonsalem, NC, US | General Operations | 2020 |
| Help | $7,000 | Naples, FL, US | General Operations | 2020 |
| Florida Lions Eye Clinic | $6,000 | Bonita Springs, FL, US | General Operations | 2020 |
| Heights Center | $5,000 | Fort Myers, FL, US | General Operations | 2020 |
| Help A Diabetic Child | $8,000 | Naples, FL, US | General Operations | 2020 |
| Gargiulo Education Center | $10,000 | Naples, FL, US | General Operations | 2020 |
| Hope For Families Ministry | $10,000 | Naples, FL, US | General Operations | 2020 |
| Residential Options Of Florida | $8,000 | Naples, FL, US | General Operations | 2020 |
| Valerie's House | $6,000 | Fort Myers, FL, US | General Operations | 2020 |
| Panira Healthcare Clinic | $20,000 | Naples, FL, US | General Operations | 2020 |
| Pace Centers For Girls Collier | $15,000 | Immokalee, FL, US | General Operations | 2020 |
| The Nature Conservancy Florida Chap | $12,000 | Maitland, FL, US | General Operations | 2020 |
| Salvation Army Of Lee Hendry | $20,000 | Fort Myers, FL, US | General Operations | 2020 |
| Conservation Trust For N Carolina | $12,000 | Raleigh, NC, US | General Operations | 2020 |
| Friends Of The Blue Ridge Parkway | $3,000 | Roanoke, FL, US | General Operations | 2020 |
| Blue Ridge Conservancy | $9,000 | Boone, NC, US | General Operations | 2020 |
| Florida Audubon Society Inc | $8,000 | Miami, FL, US | General Operations | 2020 |
| Gulf Coast Humane Society | $8,000 | Fort Myers, FL, US | General Operations | 2020 |
| Humane Society Of Collier County | $25,000 | Naples, FL, US | General Operations | 2020 |
| Funtime Early Childhood Academy | $15,000 | Naples, FL, US | General Operations | 2020 |
| Conservancy Of Southwest Florida | $18,000 | Naples, FL, US | General Operations | 2020 |
| Pathways Early Education Center | $20,000 | Immokalee, FL, US | General Operations | 2020 |
| Rcma | $8,000 | Immokalee, FL, US | General Operations | 2020 |
| Big Brothers Big Sisters Of The Suncoast | $6,000 | Venice, FL, US | General Operations | 2020 |
| Florida Wildlife Federation | $12,000 | Tallahassee, FL, US | General Operations | 2020 |
| Legal Aid Service Of Collier Cnty | $8,000 | Naples, FL, US | General Operations | 2020 |
| Family Healthcare Centers Of Sw Flor | $5,000 | Fort Myers, FL, US | General Operations | 2020 |
| Habitat For Humanity Of Collier County | $25,000 | Naples, FL, US | General Operations | 2020 |
| Volunteer Services For Animals | $6,000 | Naples, FL, US | General Operations | 2020 |
| Alzheimer's Support Network | $15,000 | Naples, FL, US | General Operations | 2020 |
| Avow Hospice | $7,000 | Naples, FL, US | General Operations | 2020 |
| David Lawrence Mental Health Center | $8,000 | Naples, FL, US | General Operations | 2020 |
| Habitat For Humanity Of Lee And Hend | $20,000 | North Fort Myers, FL, US | General Operations | 2020 |
| Ding Darling Wildlife Society | $2,000 | Sanibel, FL, US | General Operations | 2020 |
| Harry Chaplin Food Bank Of Sw Fl | $15,000 | Fort Myers, FL, US | General Operations | 2020 |
| Bonita Springs Assistance Office | $15,000 | Bonita Springs, FL, US | General Operations | 2020 |
| Sunlight Home Of Collier County | $6,000 | Naples, FL, US | General Operations | 2020 |
| Our Mother's House | $5,000 | Venice, FL, US | General Operations | 2020 |
| Ymca Of South Colliler-marco Ymca | $4,000 | Marco Island, FL, US | General Operations | 2020 |
| Starability Foundation | $6,000 | Naples, FL, US | General Operations | 2020 |
| Guadalupe Center | $8,000 | Immokalee, FL, US | General Operations | 2020 |
| The Shelter For Abused Women & Chldren | $17,400 | Naples, FL, US | General Operations | 2020 |
| The Everglades Foundation | $15,000 | Palmetto Bay, FL, US | General Operations | 2020 |
| Neighborhood Health Clinic | $8,000 | Naples, FL, US | General Operations | 2020 |
| Friends Of Foster Children Forever | $8,000 | Naples, FL, US | General Operations | 2020 |
| Shy Wolf Sanctuary | $5,000 | Naples, FL, US | General Operations | 2020 |
| Humane Society Of Sarasota County | $12,000 | Sarasota, FL, US | General Operations | 2020 |
| Goodwill Industries Of Sw Fl | $15,000 | Fort Myers, FL, US | General Operations | 2020 |
| Children's Advocacy Center | $5,000 | Fort Myers, FL, US | General Operations | 2020 |
| Nami Of Collier County | $20,000 | Naples, FL, US | General Operations | 2020 |
| Animal Refuge Center | $8,000 | Fort Myers, FL, US | General Operations | 2020 |
| Cape Coral Caring Center | $8,955 | Cape Coral, FL, US | General Operations | 2020 |
| Boys & Girls Club Of Collier County | $10,000 | Naples, FL, US | General Operations | 2020 |
| Collier Harvest Foundation | $15,000 | Naples, FL, US | General Operations | 2020 |
| The Immokalee Foundation | $10,000 | Naples, FL, US | General Operations | 2020 |
| Barrier Island Parks Society Inc | $5,000 | Boca Grande, FL, US | General Operations | 2020 |
| Naples Botanical Garden | $5,000 | Naples, FL, US | General Operations | 2020 |
| Caloosa Humane Society | $6,000 | Labelle, FL, US | General Operations | 2020 |
| Dr Piper Center For Social Services | $20,000 | Fort Myers, FL, US | General Operations | 2020 |
| Naples Therapeutic Riding Center | $10,000 | Naples, FL, US | General Operations | 2020 |
| St Matthew's House | $8,000 | Naples, FL, US | General Operations | 2020 |
| The Early Learning Coalition Of | $3,000 | Fort Myers, FL, US | General Operations | 2020 |
| Grace Place For Children & Families | $15,000 | Naples, FL, US | General Operations | 2020 |
| Hearts And Hands For Animals | $8,000 | Morganton, NC, US | General Operations | 2020 |
| Cape Coral Animal Shelter Corporation | $6,000 | Cape Coral, FL, US | General Operation | 2020 |
| Books For Collier Kids | $5,000 | Naples, FL, US | General Operations | 2020 |
| Our Daily Bread Food Pantry | $6,000 | Marco Island, FL, US | General Operations | 2020 |
| Cancer Alliance Of Naples | $3,944 | Bonita Springs, FL, US | General Operations | 2018 |
| Naples Senior Center At Jfcs | $3,000 | Naples, FL, US | General Operations | 2018 |
| Humane Society Of Collier County | $10,000 | Naples, FL, US | General Operations | 2018 |
| Habitat For Humanity Of Collier County | $10,000 | Naples, FL, US | General Operations | 2018 |
| Harry Chaplin Food Bank Of Sw Fl | $8,000 | Fort Myers, FL, US | General Operations | 2018 |
| The Shelter For Abused Women & Chldren | $4,000 | Naples, FL, US | General Operations | 2018 |
| Neighborhood Health Clinic | $5,000 | Naples, FL, US | General Operations | 2018 |
| Shy Wolf Sanctuary | $2,000 | Naples, FL, US | General Operations | 2018 |
| Goodwill Industries Of Sw Fl | $8,000 | Fort Myers, FL, US | General Operations | 2018 |
| Animal Refuge Center | $2,000 | Fort Myers, FL, US | General Operations | 2018 |
| Friends Of Rookery Bay | $2,000 | Naples, FL, US | General Operations | 2018 |
| The Education Foundation | $4,000 | Naples, FL, US | General Operations | 2018 |
| Boys & Girls Club Of Collier County | $6,000 | Naples, FL, US | General Operations | 2018 |
| Collier Harvest Foundation | $2,000 | Naples, FL, US | General Operations | 2018 |
| Grace Place For Children & Families | $6,000 | Naples, FL, US | General Operations | 2018 |
| Humane Society Naples | $1,768 | Naples, FL, US | General Operations | 2017 |
| Neighborhood Health Clinic | $1,200 | Naples, FL, US | General Operations | 2017 |
| Goodwill Industries Of Sw Fl | $1,000 | Fort Myers, FL, US | General Operations | 2017 |
| Collier Harvest Foundation | $500 | Naples, FL, US | General Operations | 2017 |
| Grace Place For Children & Families | $1,200 | Naples, FL, US | General Operations | 2017 |
Foundations Similar to Carol B Phelon Foundation
Discover 5 foundations with comparable assets ($21,707,447-$22,147,162), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Gary W Parr Family Foundation
EIN: 56-2003520 | 74 grants awarded |
$21,981,676
(≈ Similar) |
$10,500
median grant |
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|
James E Davis Family Charities Inc
EIN: 59-6128733 | 109 grants awarded |
$22,035,653
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$5,000
median grant |
Jacksonville, FL
Same state |
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|
Cloverfields Preservation Foundationinc
EIN: 20-0818142 | 1 grants awarded |
$22,059,924
(≈ Similar) |
$5,000
median grant |
Naples, FL
Same state |
|
|
Thomas A Kooyumjian Family Foundation
EIN: 36-3406582 | 175 grants awarded |
$22,147,162
(≈ Similar) |
$15,000
median grant |
Ft Myers, FL
Same state |
|
|
Clay And Debbie Jones Family Foundation
EIN: 26-3838076 | 116 grants awarded |
$21,707,447
(≈ Similar) |
$10,000
median grant |
Naples, FL
Same state |
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Contact Information
Official contact details for Carol B Phelon Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-3637307 |
| Website | N/A |
| Address | 8695 COLLEGE PKWY STE 100 Fort Myers, FL 33919-4810 |
Key People (2)
Board members, trustees, and key staff who oversee Carol B Phelon Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Finemark Mational Bank Trust |
|---|---|
| Trustee | Walter G Burkert |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Carol B Phelon Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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