Carol B Phelon Foundation
Preselected recipients only
Carol B Phelon Foundation is a private foundation in Fort Myers, Florida. In tax year 2025 it gave $1.1 million in 1 grant; the typical grant was $1.1 million and the largest $1.1 million. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$1.1 million
- Number of grants1
- Typical grant$1.1 million
- Largest grant$1.1 million
- Assets$26.8 million
- New grantees0%
Giving in 2025 was up from $872,000 the year before.
0% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $1.0 million | 1 | $22.0 million |
| 2024 | $872,000 | 1 | $25.1 million |
| 2025 | $1.1 million | 1 | $26.8 million |
How to apply
Carol B Phelon Foundation says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
Where it gives
All of its grants went to recipients in Florida.
| State | Grants | Amount |
|---|---|---|
| Florida | 1 | $1.1 million |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached | General support | $1.1 million |
Officers and trustees
- Finemark National Bank & Trust
- Walter G Burkert
- Natasha B Travis
Questions people ask
Does Carol B Phelon Foundation accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Carol B Phelon Foundation give?
$1.1 million in tax year 2025, across 1 grant, with a typical grant of $1.1 million.
Who runs Carol B Phelon Foundation?
Its 2025 filing lists Finemark National Bank & Trust (Trustee), Walter G Burkert (Trustee) and Natasha B Travis (Trustee).