Phelps Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Phelps Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 94-2842878
Foundation Overview
Based in St Helena, CA, Phelps Foundation has awarded 38 grants totaling $5,092,757 to organizations in California, Kentucky and 3 other states across the US. Individual grants range from $1,000 to $1,194,930, with a median award of $10,000.
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
4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
84% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Napa (56%), St Helena (28%), Sacramento (6%).
Funding Trajectory
Strong 3529% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Phelps 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 |
|---|---|---|---|---|
| William And Andrea Phelps Family Fund | $1,194,930 | Ma Boston, MA, US | Charitable | 2024 |
| Lynn Phelps And Richard Finch Charitable Fund | $999,122 | Covington, KY, US | Charitable | 2024 |
| The Todd And Laurie Anderson Fund | $1,023,687 | Coliseum Drive Co, NY, US | Charitable | 2024 |
| The Lap Charitable Fund | $1,194,930 | Jenkintown, PA, US | Charitable | 2024 |
| Fidelity Charitable | $195,808 | Covington, KY, US | Charitable | 2023 |
| Goldman Sachs Philanthropy Fund | $171,243 | Cohoes, NY, US | Charitable | 2023 |
| Active 20-30 Club Of Napa 57 | $5,000 | Napa, CA, US | Charitable | 2021 |
| Ca Restaurant Asso Foundation | $5,000 | Sacramento, CA, US | Charitable | 2021 |
| Collabria Care | $10,000 | Napa, CA, US | Charitable | 2021 |
| Girls On The Run Napa & Solano | $5,000 | Napa, CA, US | Charitable | 2021 |
| If Given A Chance | $10,000 | Napa, CA, US | Charitable | 2021 |
| Napa County Land Trust | $10,000 | Napa, CA, US | Charitable | 2021 |
| Napa Valley Community Foundation | $69,928 | Napa, CA, US | Charitable | 2021 |
| Napalearns | $20,000 | Napa, CA, US | Charitable | 2021 |
| Newsfamily Justice Center | $10,000 | Santa Rosa, CA, US | Charitable | 2021 |
| Ole Health Foundation | $10,000 | Napa, CA, US | Charitable | 2021 |
| St Helena Public Library | $5,000 | St Helena, CA, US | Charitable | 2021 |
| St Helena Public Schools Foundation | $5,000 | St Helena, CA, US | Charitable | 2021 |
| St Helena Volunteer Fire Department | $5,000 | St Helena, CA, US | Charitable | 2021 |
| The Boys & Girls Club Of St Helena & Calistoga | $2,500 | St Helena, CA, US | Charitable | 2021 |
| San Francisco Forty Niners Foundation | $1,500 | Santa Clara, CA, US | Charitable | 2021 |
| Boys & Girls Clubs Of Napa Valley | $2,500 | Napa, CA, US | Charitable | 2021 |
| Upvalley Family Centers | $10,000 | St Helena, CA, US | Charitable | 2021 |
| Canv | $5,000 | Napa, CA, US | Charitable | 2021 |
| Active 20-30 Club Of Napa 57 | $5,000 | Napa, CA, US | Charitable | 2020 |
| Ca Restaurant Asso Foundation | $5,000 | Sacramento, CA, US | Charitable | 2020 |
| Collabria Care | $10,000 | Napa, CA, US | Charitable | 2020 |
| Girls On The Run Napa & Solano | $5,000 | Napa, CA, US | Charitable | 2020 |
| If Given A Chance | $10,000 | Napa, CA, US | Charitable | 2020 |
| Napa County Land Trust | $10,000 | Napa, CA, US | Charitable | 2020 |
| Napa Valley Community Foundation | $20,609 | Napa, CA, US | Charitable | 2020 |
| Napalearns | $20,000 | Napa, CA, US | Charitable | 2020 |
| Newsfamily Justice Center | $10,000 | Santa Rosa, CA, US | Charitable | 2020 |
| Ole Health Foundation | $10,000 | Napa, CA, US | Charitable | 2020 |
| St Helena Public Library | $5,000 | St Helena, CA, US | Charitable | 2020 |
| St Helena Public Schools | $5,000 | St Helena, CA, US | Charitable | 2020 |
| St Helena Volunteer Fire Department | $5,000 | St Helena, CA, US | Charitable | 2020 |
| The Boys & Girls Club Of St Helena & Calistoga | $1,000 | St Helena, CA, US | Charitable | 2020 |
Foundations Similar to Phelps Foundation
Discover 5 foundations with comparable assets ($63,047-$64,810), similar grant patterns, and geographic focus in CA 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 |
|---|---|---|---|---|
|
Floodways
EIN: 73-1671947 | 2 grants awarded |
$64,176
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$9,585
median grant |
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3greenassistance
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$63,853
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$10,000
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Margaret Perenchio Foundation
EIN: 26-3638111 | 80 grants awarded |
$63,691
(≈ Similar) |
$10,000
median grant |
Glendale, CA
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|
Minami Tamaki Yamauchi Kwok & Lee
EIN: 47-2387353 | 103 grants awarded |
$64,810
(≈ Similar) |
$10,000
median grant |
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|
Mattel Children's Foundation
EIN: 95-3263647 | 268 grants awarded |
$63,047
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$7,500
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Contact Information
Official contact details for Phelps Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 94-2842878 |
| Website | N/A |
| Address | PO BOX 1031 St Helena, CA 94574-0000 |
Key People (5)
Board members, trustees, and key staff who oversee Phelps Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Secretary | Lydia Rau |
|---|---|
| Director | Leslie Ann Phelps |
| Director | Alexandra Phelps |
| Director | Elizabeth Neuman |
| Director | Claire Finch |
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 Phelps 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
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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