Phelps Foundation
- Assets
- $3.4m
- Revenue
- $196.4k
- Investments
- $3.3m
- Employees
- 0
- Location
- St Helena, CA
- Founding
- 11/1982
- Data as of
- 12/2022
- EIN
- 94-2842878
Organization Overview
Phelps Foundation is located in St Helena, CA. The organization was established in 1982. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, 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. Phelps 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 12/2022, Phelps Foundation generated $196.4k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $15.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (42.9%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Phelps Foundation has awarded 32 individual grants totaling $313,037. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lydia Rau Secretary | 1 | $0 | |
Leslie Ann Phelps Director | 1 | $0 | |
Alexandra Phelps Director | 1 | $0 | |
Elizabeth Neuman Director | 1 | $0 | |
Claire Finch Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $50,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $74,908 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,470 |
| Capital Gain Net Income | $71,470 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $196,378 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,458 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $15,893 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $15,893 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$1 |
| Savings and temporary cash investments | $108,927 |
| 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 | $0 |
| Total assets | $3,421,192 |
| Accounts payable and accrued expenses | $7,475 |
| 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 | $7,475 |
Grants Awarded
Over the last fiscal year, Phelps Foundation has awarded $191,428 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
ACTIVE 20-30 CLUB OF NAPA 57 PURPOSE: CHARITABLE | $5,000 |
CA RESTAURANT ASSO FOUNDATION PURPOSE: CHARITABLE | $5,000 |
COLLABRIA CARE PURPOSE: CHARITABLE | $10,000 |
NAPA COUNTY LAND TRUST PURPOSE: CHARITABLE | $10,000 |
IF GIVEN A CHANCE PURPOSE: CHARITABLE | $10,000 |
NAPA VALLEY COMMUNITY FOUNDATION PURPOSE: CHARITABLE | $69,928 |