The Florida State Capitol
Foundation Lookup

Form 990-PFTax year 2025EIN 81-3637307

Carol B Phelon Foundation

A private foundation in Fort Myers, FL. Its return for tax year 2025 reports $1.1 million paid in grants, listed in an attachment that is not in the e-file.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), 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

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $1,112,500

    Grants listed
    In an attachment
    Assets, end of year
    $18,508,133

  • Tax year 2024

    $872,000

    Grants listed
    In an attachment
    Assets, end of year
    $17,049,322

  • Tax year 2023

    $1,024,000

    Grants listed
    In an attachment
    Assets, end of year
    $16,996,352

  • Tax year 2022

    $1,155,000

    Grants listed
    In an attachment
    Assets, end of year
    $17,794,270

  • Tax year 2021

    $978,000

    Grants listed
    In an attachment
    Assets, end of year
    $18,925,373

  • Tax year 2020

    $945,355

    Grants listed
    88
    Assets, end of year
    $18,404,045

  • Tax year 2019

    $217,795

    Grants listed
    31
    Assets, end of year
    $18,023,477

  • Tax year 2018

    $75,944

    Grants listed
    15
    Assets, end of year
    $16,158,962

Grants paid in 2025

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $1.1 million in all.

Officers, directors and trustees

3 people as filed

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

  • Finemark National Bank & TrustTRUSTEE Hours 2Pay $145,974
  • Walter G BurkertTRUSTEE Hours 1Pay $55,535
  • Natasha B TravisTRUSTEE Hours 1Pay $55,535

The return

More foundations

Other foundations in Florida

  1. Decker Family FoundationBal Harbour, FL 4 grants Preselected only $1,113,000 giving
  2. The Chew FoundationSarasota, FL 7 grants Preselected only $1,113,736 giving
  3. Robert M Grace Foundation IncWinter Park, FL 12 grants Preselected only $1,114,000 giving
  4. The William R Watts FNDN IncFort Lauderdale, FL 55 grants Accepts applications $1,110,000 giving
  5. The Lyden Foundation IncWinter Park, FL 11 grants Accepts applications $1,110,000 giving