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EIN 81-3637307

Carol B Phelon Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Fort Myers
State
Florida
Year formed
2017
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Carol B Phelon Foundation is a private foundation that primarily funds general operations. It made 88 grants last year. Grantees include The Salvation Army Of Collier County and others. It is located in Fort Myers, FL.
Total revenues
$444,641
2023
Total expenses
$1,245,891
2023
Total assets
$16,996,352
2023
Num. employees
2
2023

Personnel at Carol B Phelon Foundation

NameTitle
Jeffrey MoesTrustee

Financials for Carol B Phelon Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$353,734
Net rental income$0
Net gain from sale of non-inventory assets$73,907
Gross sales of inventory$0
Miscellaneous revenues$17,000
Total revenues$444,641

Form 990s for Carol B Phelon Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-16990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-10990PFView PDF
2020-122021-06-22990PFView PDF
2018-122019-07-23990PFView PDF
...and 2 more Form 990s
Data update history
July 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 2 new personnel
November 4, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsMilitary and veteran charitiesCharities
Issues
Military and veterans
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
8695 College Pkwy Suite 100
Fort Myers, FL 33919
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Phone
(239) 461-5900
IRS details
EIN
81-3637307
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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