Private foundation
SAINT HELENA, CAEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $1,962,608 | $4,426,123 | $4,412,669 | $64,035 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 39% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| WILLIAM AND ANDREA PHELPS FAMILY FUNDMA BOSTON, MA | CHARITABLE | $1,194,930 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lydia Rau | SECRETARY | 1.00 | $0 |
| Leslie Ann Phelps | DIRECTOR | 1.00 | $0 |
| Alexandra Phelps | DIRECTOR | 1.00 | $0 |
| Elizabeth Neuman | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $64,035 |
| FY2023 | 990-PF | $229,873 | $434,789 | $367,051 | $3,731,481 | $3,560,238 |
| FY2022 | 990-PF | $196,378 | $15,893 | $0 | $3,421,192 | $3,413,717 |
| FY2021 | 990-PF | $270,645 | $199,117 | $191,428 | $4,260,846 | $4,090,898 |
| FY2020 | 990-PF | $126,042 | $134,310 | $121,609 | $3,759,827 | $3,658,218 |
| FY2019 | 990-PF | $204,931 | $149,505 | $136,500 | $3,491,169 | $3,356,169 |
| CHARITABLE |
| $1,194,930 |
| 2024 |
| THE TODD AND LAURIE ANDERSON FUNDCOLISEUM DRIVE CO, NY | CHARITABLE | $1,023,687 | 2024 |
| LYNN PHELPS AND RICHARD FINCH CHARITABLE FUNDCOVINGTON, KY | CHARITABLE | $999,122 | 2024 |
| FIDELITY CHARITABLEMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.COVINGTON, KY | CHARITABLE | $195,808 | 2023 |
| GOLDMAN SACHS PHILANTHROPY FUNDCOHOES, NY | CHARITABLE | $171,243 | 2023 |
| NAPA VALLEY COMMUNITY FOUNDATIONNAPA, CA | CHARITABLE | $69,928 | 2021 |
| COMMUNITY FOUNDATIONNAPA, CA | CHARITABLE | $48,000 | 2019 |
| NAPA VALLEY COMMUNITY FOUNDATIONNAPA, CA | CHARITABLE | $20,609 | 2020 |
| NAPALEARNSNAPA, CA | CHARITABLE | $20,000 | 2021 |
| NAPALEARNSNAPA, CA | CHARITABLE | $20,000 | 2020 |
| COLLABRIA CARENAPA, CA | CHARITABLE | $10,000 | 2020 |
| CULINARY INSTITUTE OF AMERICAHYDE PARK, NY | CHARITABLE | $10,000 | 2019 |
| NAPA COUNTY LAND TRUSTNAPA, CA | CHARITABLE | $10,000 | 2021 |
| IF GIVEN A CHANCENAPA, CA | CHARITABLE | $10,000 | 2020 |
| OLE HEALTH FOUNDATIONNAPA, CA | CHARITABLE | $10,000 | 2019 |
| COLLABRIA CARENAPA, CA | CHARITABLE | $10,000 | 2019 |
| IF GIVEN A CHANCENAPA, CA | CHARITABLE | $10,000 | 2019 |
| UPVALLEY FAMILY CENTERSMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ST HELENA, CA | CHARITABLE | $10,000 | 2021 |
| OLE HEALTH FOUNDATIONNAPA, CA | CHARITABLE | $10,000 | 2020 |
| NAPA COUNTY LAND TRUSTNAPA, CA | CHARITABLE | $10,000 | 2019 |
| NAPA COUNTY LAND TRUSTNAPA, CA | CHARITABLE | $10,000 | 2020 |
| NEWSFAMILY JUSTICE CENTERSANTA ROSA, CA | CHARITABLE | $10,000 | 2021 |
| NEWSFAMILY JUSTICE CENTERSANTA ROSA, CA | CHARITABLE | $10,000 | 2020 |
| COLLABRIA CARENAPA, CA | CHARITABLE | $10,000 | 2021 |
| 1.00 |
| $0 |
| Claire Finch | DIRECTOR | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403209349106640
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313209349100646
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202243199349107394
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202133199349108733
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202041979349101494
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.