Private foundation · St Helena, CA
Phelps Foundation
Typical grant size
$5K – $5K – $10K
25th · median · 75th percentile
Unique recipients
15
Repeat grantees
9
funded 2+ years
Application procedures · from 2023 990-PF
DeadlinesNO.
ContactTHE PHELPS FOUNDATION · 5209759019
MaterialsLETTER FORM. TYPE OF CHARITY, SPECIFIC REQUEST AND INTENDED USE OF FUNDS AS WELL AS ANY GENERAL INFORMATION REGARDING MISSION AND MANAGEMENT.
RestrictionsTHE FOUNDATION GENERALLY LIMITS AWARDS TO EDUCATION AND HEALTHCARE IN NAPA AND SONOMA COUNTIES OF CALIFORNIA.
Leadership · from 2023 990-PF
Lydia Rau
SECRETARY
Leslie Ann Phelps
DIRECTOR
Alexandra Phelps
DIRECTOR
Elizabeth Neuman
DIRECTOR
Claire Finch
DIRECTOR
Bill Phelps
PRESIDENT
Ami Iadarola
VICE PRESIDENT
Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.
Payout rate · TY 2023
9.8%
grants paid ÷ assets · ~5% IRS minimum
'19
'20
'21
'22
'23
50
Total grants awarded
$817K
Total amount
$16K
Average grant
$196K
Largest grant
Giving by year
Top recipients
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
Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.