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Nonprofit · EIN 46-1579312

JOHN AND AMY PHELAN FAMILY FOUNDATION

Tax-exempt · PALM BEACH, FL 33480

Financials

$6M$2.5M2023$24.7M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND AMY PHELAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$24,728,284$4,192,106$20,536,178$63,528,293$162,608$63,365,685
December 31, 2023990-PF$5,960,779$2,538,144$3,422,635$55,851,045$389,045$55,462,000
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$12,994,041
Dividends
$479,572
Interest
$177,456
Net gain from sales of assets
$9,539,237
Other income
$1,537,978

Expenses

Grants and similar amounts paid
$3,983,333
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,133,333
Excise tax on investment income
$159,268

Balance sheet and other

Total assets, start of year
$55,851,045
Total assets, end of year
$63,528,293
Total liabilities, end of year
$162,608
Net assets, end of year
$63,365,685
Fair market value of assets
$86,789,157
Qualifying distributions
$4,133,333
Net investment income
$11,467,424

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN C PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
PRESIDENT/TREASURER1$0
AMY PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
VICE PRESIDENT/SECRETARY1$0
ABIGAIL MAKENZIE MOON PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOHN C PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
PRESIDENT/TREASURER1$0
AMY PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
VICE PRESIDENT/SECRETARY1$0
MARC LISKER
C/O MSD CAPITAL 1 VANDERBILT AVENUE, 26TH FLOOR, NEW YORK, NY 10017
ASST. TREASURER/SECRETARY1$0
ABIGAIL MAKENZIE MOON PHELAN
222 LAKEVIEW AVENUE SUITE 1600, WEST PALM BEACH, FL 33401
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
1906 S OCEAN BLVD, PALM BEACH, FL 33480-5100
In care of
% MSD CAPITAL
Signed the 990-PF
JOHN C PHELAN, PRESIDENT/TREASURER
Phone
(561) 612-5050
Return prepared by
ROSEN SAPPERSTEIN & FRIEDLANDER LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-1579312
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$63,528,293
Income (IRS master file)
$24,570,049

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$24,728,284$4,192,106$63,528,293IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$5,960,779$2,538,144$55,851,045XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1579312).

Questions about JOHN AND AMY PHELAN FAMILY FOUNDATION

What is the EIN of JOHN AND AMY PHELAN FAMILY FOUNDATION?
The employer identification number (EIN) of JOHN AND AMY PHELAN FAMILY FOUNDATION is 46-1579312.
Is JOHN AND AMY PHELAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to JOHN AND AMY PHELAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND AMY PHELAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND AMY PHELAN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND AMY PHELAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN AND AMY PHELAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JOHN AND AMY PHELAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,728,284, expenses of $4,192,106 and total assets of $63,528,293 at year end.

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