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Form 990-PFTax year 2024EIN 94-2842878

Phelps Foundation

A private foundation in St Helena, CA. Its return for tax year 2024 lists 4 grants and $4.4 million paid in grants.

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Tax year 2024 (period ending Dec 31, 2024), 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. It still lists the details below.

Contact
The Phelps Foundation
PO Box 1031
St Helena, CA 94574
(520) 975-9019
Form and materials
Letter form. Type of charity, specific request and intended use of funds as well as any general information regarding mission and management.
Deadlines
No.
Restrictions
The foundation generally limits awards to education and healthcare in napa and sonoma counties of california.

Assets and giving by year

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

  • Tax year 2024

    $4,412,669

    Grants listed
    4
    Assets, end of year
    $64,035

  • Tax year 2023

    $367,051

    Grants listed
    2
    Assets, end of year
    $3,731,481

  • Tax year 2022

    $0

    Grants listed
    0
    Assets, end of year
    $3,421,192

  • Tax year 2021

    $191,428

    Grants listed
    18
    Assets, end of year
    $4,260,846

  • Tax year 2020

    $121,609

    Grants listed
    14
    Assets, end of year
    $3,759,827

  • Tax year 2019

    $136,500

    Grants listed
    16
    Assets, end of year
    $3,491,169

Grants paid in 2024

4 grants, largest first

As listed on the return.

  1. William and Andrea Phelps Family FundMa Boston, MA

    Charitable

    $1,194,930
  2. The Lap Charitable FundJenkintown, PA

    Charitable

    $1,194,930
  3. The Todd and Laurie Anderson FundColiseum Drive Co, NY

    Charitable

    $1,023,687
  4. Lynn Phelps and Richard Finch Charitable FundCovington, KY

    Charitable

    $999,122

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $1,194,930
  2. Pennsylvania1 grant $1,194,930
  3. New York1 grant $1,023,687
  4. Kentucky1 grant $999,122

Officers, directors and trustees

5 people as filed

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

  • Lydia RauSECRETARY Hours 1Pay $0
  • Leslie Ann PhelpsDIRECTOR Hours 1Pay $0
  • Alexandra PhelpsDIRECTOR Hours 1Pay $0
  • Elizabeth NeumanDIRECTOR Hours 1Pay $0
  • Claire FinchDIRECTOR Hours 1Pay $0

The return

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