Financial information

The financial information included on this website represents the consolidated financial information for the Phelps Health Foundation, a subsidiary of Phelps Health. The information was provided as of the date indicated on each individual document, and no updates have been made available since the designated date. It is not to be assumed that the financial information has remained unchanged since the designated date.

All financial information provided on this website is exclusively for reference. It does not purport to include every item that may be of interest nor does it purport to represent full and complete disclosure of all relevant or related financial items. Investment and donation decisions should be made only after full review of any relevant and applicable documentation. Financial information provided on this website is not an offer to sell securities or the solicitation of an offer to buy securities, nor shall there be any sale of securities in any jurisdiction on which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such jurisdiction.


Tax Returns and Financial Statements

We post financial statements to our website as they become available. Generally, our financial documents are posted during the summer of the following year. Given the time needed to collect tax information, it is possible that returns may not be filed and posted until late fall of the year following the year covered in the return.

IRS Forms – 990s

FOUNDATION FORM 990 TAX YEAR 2016 (PDF – 61 pages)

FOUNDATION FORM 990 TAX YEAR 2015 (PDF – 58 pages)

FOUNDATION FORM 990 TAX YEAR 2014 (PDF – 65 pages)