Private Foundation · NY · Private Grantmaking Foundations
Taconic Foundation
Germantown, NY · EIN 263530306 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$675K
Total Giving
$20K
Grants on File
6
Average Grant
$3K
Giving Radius
Where Taconic Foundation Has Given
Section I
How to Apply
The Sally S. and Robert K. Phelan Legacy Foundation, Inc. will require from all recipients of $5,000 or more to submit a statement in writing stating the amount of such disbursement will be used only in furtherance of that organization's charitable purpose and will not be used for any purpose that would jeopardize the tax exempt status of that organization or the Sally S. and Robert K. Phelan Legacy Foundation, Inc.
On Unsolicited Proposals yes
Restrictions
Foundation will only make grants to qualifying charitable organizations described in IRC Section 501(c)(3), but with no geographic, charitable fields, or types of institution restrictions
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Latham, NY | $2K | 2022 |
| Germantown, NY | $1K | 2022 |
| Germantown, NY | $1K | 2022 |
| Germantown, NY | $8K | 2022 |
| Germantown, NY | $8K | 2022 |
| Germantown, NY | $1K | 2022 |
6 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $648K | $30K | $6K | $26K |
| 2022 | $595K | $31K | $5K | $21K |
| 2021 | $752K | $34K | $10K | $33K |
| 2020 | $620K | $26K | $27K | $23K |
| 2019 | $526K | $24K | $14K | $27K |
| 2015 | $318K | $17K | $53K | $84K |
| 2014 | $348K | $16K | $95K | $89K |
| 2013 | $294K | $13K | $90K | $85K |
| 2012 | $229K | $11K | $126K | $98K |
| 2011 | $178K | $8K | $145K | $96K |
Section VII
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