Nonprofit · EIN 81-3637307
CAROL B PHELON FOUNDATION
Tax-exempt · FORT MYERS, FL 33919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,861,974 | $1,407,992 | $1,453,982 | $18,508,133 | $0 | $18,508,133 |
| December 31, 2024 | 990-PF | $1,139,783 | $1,127,517 | $12,266 | $17,049,322 | $0 | $17,049,322 |
| December 31, 2023 | 990-PF | $444,641 | $1,245,891 | -$801,250 | $16,996,352 | $0 | $16,996,352 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $486,169
- Net gain from sales of assets
- $2,373,044
- Other income
- $2,761
Expenses
- Grants and similar amounts paid
- $1,112,500
- Compensation of officers, directors and key employees
- $257,044
- Disbursements for charitable purposes
- $1,178,361
- Excise tax on investment income
- $36,924
Balance sheet and other
- Total assets, start of year
- $17,049,322
- Total assets, end of year
- $18,508,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,508,133
- Fair market value of assets
- $26,827,959
- Qualifying distributions
- $1,178,361
- Net investment income
- $2,861,507
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FINEMARK NATIONAL BANK & TRUST 8695 COLLEGE PARKWAY SUITE 100, FORT MYERS, FL 33919 | TRUSTEE | 2 | $145,974 |
| WALTER G BURKERT 5102 WASHAM GREEN LANE, CORNELIUS, NC 280310450 | TRUSTEE | 1 | $55,535 |
| NATASHA B TRAVIS 14027 CAMDEN CLOSE CIRCLE, HUNTERSVILLE, NC 28078 | TRUSTEE | 1 | $55,535 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FINEMARK MATIONAL BANK TRUST 8695 COLLEGE PARKWAY SUITE 100, FORT MYERS, FL 33919 | TRUSTEE | 2 | $137,394 |
| WALTER G BURKERT 2419 WESTMINISTER DR, CONCORD, NC 28027 | TRUSTEE | 2 | $81,908 |
| NATASHA B TRAVIS 15406 PEPPERWOOD CRT, HUNTERSVILLE, NC 28078 | TRUSTEE | 2 | $22,954 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FINEMARK MATIONAL BANK TRUST 8695 COLLEGE PARKWAY SUITE 100, FORT MYERS, FL 33919 | TRUSTEE | 2 | $118,703 |
| WALTER G BURKERT 2419 WESTMINISTER DR, CONCORD, NC 28027 | TRUSTEE | 2 | $90,569 |
Address and contacts
- Address (IRS master file)
- 8695 COLLEGE PKWY STE 100, FORT MYERS, FL 33919-4810
- Signed the 990-PF
- JEFFREY MOES, TRUSTEE
- Phone
- (239) 461-5900
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-3637307
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $18,508,133
- Income (IRS master file)
- $13,920,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,861,974 | $1,407,992 | $18,508,133 | XML |
| 990-PF | December 2024 | $1,139,783 | $1,127,517 | $17,049,322 | IRS |
| 990-PF | December 2023 | $444,641 | $1,245,891 | $16,996,352 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 81-3637307).
Questions about CAROL B PHELON FOUNDATION
- What is the EIN of CAROL B PHELON FOUNDATION?
- The employer identification number (EIN) of CAROL B PHELON FOUNDATION is 81-3637307.
- Is CAROL B PHELON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CAROL B PHELON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL B PHELON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL B PHELON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROL B PHELON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAROL B PHELON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $145,974 (FINEMARK NATIONAL BANK & TRUST, TRUSTEE).
- How much revenue does CAROL B PHELON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,861,974, expenses of $1,407,992 and total assets of $18,508,133 at year end.
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