Private foundation · Honolulu, HI

Beverly and James Phelps Foundation

View org profile →Find similar funders →Invitation only
Typical grant size
$25K – $25K – $25K
25th · median · 75th percentile
Unique recipients
1

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Theodore Rachlin
TRUSTEE

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
4.4%
grants paid ÷ assets · ~5% IRS minimum
'23
'24
5
Total grants awarded
$150K
Total amount
$30K
Average grant
$50K
Largest grant

Giving by year

2024
$150K
5 grants

Top recipients

1 grant · HI · ✓ Exact match
$50K
Make a Wish Hawaii
2 grants · HI
$50K
Department of Education Kauai Complex Area
1 grant · HI
$25K
Leadership Disabilities Achievement of Hi
1 grant · HI
$25K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Special Olympics Hawaii
TO SUPPORT KAUAI ATHLETES
HI · TY 2024
$50K
Make a Wish Hawaii
TO SUPPORT WISHES OF KAUAI CHILDREN
HI · TY 2024
$25K
Department of Education Kauai Complex Area
TO SUPPORT STUDENT FOR ATTENDING HEALING HORSES ON KAUAI PROGRAM.
HI · TY 2024
$25K
Leadership Disabilities Achievement of Hi
TO SUPPORT KAUAI PROGRAMS & EVENTS
HI · TY 2024
$25K
Make a Wish Hawaii
TO SUPPORT WISHES OF KAUAI CHILDREN
HI · TY 2024
$25K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.