AUMdb

Carol B Phelon Foundation

EIN 813637307 · 501(c)(3) · Private foundation · Fort Myers, FL · recognized 2017

Assets
$25.1M
Revenue
$1.1M
Expenses
$1.1M
Investment income
$949K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Finemark Mational Bank Trust Trustee $137,394 $0
Walter G Burkert Trustee $81,908 $0
Natasha B Travis Trustee $22,954 $0