The New York State Capitol

Form 990-PFTax year 2022EIN 11-3531781

The Phelan Foundation

A private foundation in New York, NY. Its return for tax year 2022 lists 4 grants and $1.1 million paid in grants.

Tax year 2022 (period ending Oct 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2022

    $1,097,315

    Grants listed
    4
    Assets, end of year
    $0
  • Tax year 2022

    $8,000

    Grants listed
    1
    Assets, end of year
    $1,093,751
  • Tax year 2021

    $6,500

    Grants listed
    2
    Assets, end of year
    $999,385
  • Tax year 2020

    $102,500

    Grants listed
    5
    Assets, end of year
    $20,078
  • Tax year 2019

    $197,500

    Grants listed
    5
    Assets, end of year
    $132,289
  • Tax year 2018

    $185,100

    Grants listed
    4
    Assets, end of year
    $336,143

Grants paid in 2022

4 grants, largest first

As listed on the return.

  1. Bank of America Charitable Gift FundBoston, MA

    General charitable funding

    $325,000
  2. Tides FoundationTiburon, CA

    General charitable funding

    $325,000
  3. Fidelity Investments Charitable Gift FundSalmon, ID

    General charitable funding

    $325,000
  4. St Pius XPlainview, NY

    General charitable funding

    $122,315

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $325,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. New York2 grants $447,315
  2. California1 grant $325,000
  3. Idaho1 grant $325,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mark PhelanPRESIDENT Hours 20Pay $0
  • Donald M SchaefferVICE PRESIDENT Hours 5Pay $0
  • Maria R FigliozziSECRETARY Hours 5Pay $0
  • Nurije MaxhuniTREASURER Hours 5Pay $0

The return

More foundations

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  2. David & Leni Moore Family Foundation IINew York, NY 1 grant Preselected only $1,100,000 giving
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