John And Amy Phelan Family Foundation

Palm Beach, FL
Tax-exempt since Aug. 2013
EIN: 46-1579312

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.96M (2023)

Expenses

$2.54M (2023)

Total Assets

$55.9M (2023)

Total Liabilities

$389k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$5,960,779

Expenses

$2,538,144

Net Income

$3,422,635

Net Assets

$55,462,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,976,712	33.2%
Interest Revenue	$118,992	2.0%
Dividends	$140,560	2.4%
Sales of Assets	$2,286,966	38.4%
Other Income	$1,437,549	24.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,331,255	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,851,045
Total Liabilities	$389,045
Net Assets	$55,462,000

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0
Abigail Makenzie Moon Phelan (Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$11,083,787

Expenses

$2,994,393

Net Income

$8,089,394

Net Assets

$55,925,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,140,938	19.3%
Interest Revenue	$37,940	0.3%
Dividends	$104,206	0.9%
Sales of Assets	$7,013,279	63.3%
Other Income	$1,787,424	16.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,815,977	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,441,787
Total Liabilities	$516,217
Net Assets	$55,925,570

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$7,414,642

Expenses

$709,477

Net Income

$6,705,165

Net Assets

$52,829,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,974,243	67.1%
Interest Revenue	$14,360	0.2%
Dividends	$110,440	1.5%
Sales of Assets	$1,360,644	18.4%
Other Income	$954,955	12.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$678,477	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,470,445
Total Liabilities	$641,395
Net Assets	$52,829,050

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$6,948,369

Expenses

$1,750,194

Net Income

$5,198,175

Net Assets

$46,123,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,980,382	42.9%
Interest Revenue	$66,787	1.0%
Dividends	$84,034	1.2%
Sales of Assets	$2,745,910	39.5%
Other Income	$1,071,256	15.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,637,014	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,123,885
Total Liabilities	$1
Net Assets	$46,123,884

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,734,359

Expenses

$2,966,978

Net Income

-$1,232,619

Net Assets

$40,926,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$408,555	23.6%
Dividends	$12,306	0.7%
Sales of Assets	$562,438	32.4%
Other Income	$751,060	43.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,794,496	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,926,473
Total Liabilities	$1
Net Assets	$40,926,472

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

-$4,240,218

Expenses

$1,344,582

Net Income

-$5,584,800

Net Assets

$42,158,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$279,402
Dividends	$6,258
Sales of Assets	-$4,557,209
Other Income	$31,331

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,165,582	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,158,868
Total Liabilities	$0
Net Assets	$42,158,868

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$20,680,998

Expenses

$1,829,999

Net Income

$18,850,999

Net Assets

$47,743,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,117,349	87.6%
Interest Revenue	$1,927	0.0%
Dividends	$16,834	0.1%
Sales of Assets	$2,127,555	10.3%
Other Income	$417,333	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,804,959	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,743,668
Total Liabilities	$0
Net Assets	$47,743,668

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$904,923

Expenses

$1,640,188

Net Income

-$735,265

Net Assets

$28,892,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$293	0.0%
Dividends	$0
Sales of Assets	$291,226	32.2%
Other Income	$613,404	67.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,633,550	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,892,669
Total Liabilities	$0
Net Assets	$28,892,669

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$8,278,245

Expenses

$2,263,475

Net Income

$6,014,770

Net Assets

$29,627,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,371,623	77.0%
Interest Revenue	$349	0.0%
Dividends	$3,309	0.0%
Sales of Assets	$1,420,977	17.2%
Other Income	$481,987	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,212,650	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,627,934
Total Liabilities	$0
Net Assets	$29,627,934

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$6,173,807

Expenses

$951,682

Net Income

$5,222,125

Net Assets

$23,613,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,252,640	68.9%
Interest Revenue	$439	0.0%
Dividends	$0
Sales of Assets	$1,326,476	21.5%
Other Income	$594,252	9.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$866,814	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,613,164
Total Liabilities	$0
Net Assets	$23,613,164

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$2,417,263

Expenses

$26,224

Net Income

$2,391,039

Net Assets

$18,391,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,441,867	59.6%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$500,670	20.7%
Other Income	$474,726	19.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,474	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,391,039
Total Liabilities	$0
Net Assets	$18,391,039

Compensation

Key Employees and Officers	Compensation	Other
John C Phelan (President/Treasurer)	$0	$0
Amy Phelan (Vice President/Secretary)	$0	$0
Glenn R Fuhrman (Asst. Treasurer/Secretary)	$0	$0
Marc Lisker (Asst. Treasurer/Secretary)	$0	$0

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990-PF

Filed on Nov. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$16,000,000

Expenses

Net Income

$16,000,000

Net Assets

$16,000,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,000,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,000,000
Total Liabilities	$0
Net Assets	$16,000,000

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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John And Amy Phelan Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.96M (2023)

Expenses $2.54M (2023)

Total Assets $55.9M (2023)

Total Liabilities $389k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$5.96M (2023)

Expenses

$2.54M (2023)

Total Assets

$55.9M (2023)

Total Liabilities

$389k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012