DFX Intelligence

Data Factory

John and Amy Phelan Family Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:955be30a-cb8f-4fc7-92e6-bd19572f0f30

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 31
On other graphs: 0
Observed: n/a to n/a

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Relationships

Invested in (17)

→ Coral Rock Investments L.P.Fundholds
factForm 990-PF
→ JNE Fund LPFundholds
factForm 990-PF
→ MSD Aqua Partners L.P.Fundholds
factForm 990-PF
→ MSD Credit Opportunity Fund L.P.Fundholds
factForm 990-PF
→ MSD Energy Investments L.P.Fundholds
factForm 990-PF
→ MSD Geo Partners, L.P.Fundholds
factForm 990-PF
→ MSD Private Credit Opportunity Fund L.P.Fundholds
factForm 990-PF
→ MSD Real Estate Credit Opportunity Fund LPFundholds
factForm 990-PF
→ MSD Sparrowhawk L.P.Fundholds
factForm 990-PF
→ MSD Special Investments Fund (cayman) LPFundholds
factForm 990-PF
→ Parallaxes Capital Opportunity Fund IV LPFundholds
factForm 990-PF
→ Valence8 Directional (offshore) LtdFundholds
factForm 990-PF
→ Valence8 Diversified (offshore) LtdFundholds
factForm 990-PF
→ Valence8 PE 2022 (offshore) LPFundholds
factForm 990-PF
→ Valence8 PE 2023 Cayman Fund LP InvFundholds
factForm 990-PF
→ MSD Private Credit Opportunity Fund (cayman), 2 LPFundholds
factForm 990-PF
→ Valence8 PE 2024 Cayman Fund LP InvFundholds
factForm 990-PF

Principal of (3)

← John C PhelanPersonPRESIDENT/TREASURER
factForm 990-PF
← AMY PhelanPersonVICE PRESIDENT/SECRETARY
factForm 990-PF
← Abigail Makenzie Moon PhelanPersonBOARD MEMBER
factForm 990-PF

Related to (1)

→ MSD CapitalOfficeIn care of
inferenceForm 990-PF

Dated events

25 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Foundation assets changed
John and Amy Phelan Family Foundation: total assets at fair value $64.4M to $86.8M (+35%) on the 2024-12-31 return
Form 990-PFobserved 5 days ago
$22.4M
Occurred
Dec 31, 2024
Foundation officer left
MARC LISKER (ASST. TREASURER/SECRETARY) is no longer on John and Amy Phelan Family Foundation's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2024
Foundation assets changed
John and Amy Phelan Family Foundation: total assets at fair value $64.4M to $86.8M (+35%) on the 2024-12-31 return
Form 990-PFobserved 5 days ago
$22.4M
Occurred
Dec 31, 2024
Foundation officer left
MARC LISKER (ASST. TREASURER/SECRETARY) is no longer on John and Amy Phelan Family Foundation's 2024-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer joined
ABIGAIL MAKENZIE MOON PHELAN (BOARD MEMBER) appears on John and Amy Phelan Family Foundation's 2023-12-31 return
Form 990-PFobserved 5 days ago
Occurred
Dec 31, 2023
Foundation officer joined
ABIGAIL MAKENZIE MOON PHELAN (BOARD MEMBER) appears on John and Amy Phelan Family Foundation's 2023-12-31 return
Form 990-PFobserved 5 days ago

Show 25 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
MSD Capital named as in-care-of on John and Amy Phelan Family Foundation ($63,528,293 in assets)
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation first reports VALENCE8 PE 2024 CAYMAN FUND LP INV at $0.2M on its 2024-12-31 return
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD CREDIT OPPORTUNITY FUND L.P. $3.2M to $1.8M (-45%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: VALENCE8 DIRECTIONAL (OFFSHORE) LTD $10.8M to $17.5M (+62%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: VALENCE8 DIVERSIFIED (OFFSHORE) LTD $5.7M to $16.7M (+192%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD GEO PARTNERS, L.P. $2.5M to $3.8M (+53%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD PRIVATE CREDIT OPPORTUNITY FUND (CAYMAN), 2 LP $2.0M to $3.7M (+83%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation first reports VALENCE8 PE 2024 CAYMAN FUND LP INV at $0.2M on its 2024-12-31 return
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD CREDIT OPPORTUNITY FUND L.P. $3.2M to $1.8M (-45%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: VALENCE8 DIRECTIONAL (OFFSHORE) LTD $10.8M to $17.5M (+62%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: VALENCE8 DIVERSIFIED (OFFSHORE) LTD $5.7M to $16.7M (+192%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD GEO PARTNERS, L.P. $2.5M to $3.8M (+53%) year over year
Occurred
Dec 31, 2024
John and Amy Phelan Family Foundation: MSD PRIVATE CREDIT OPPORTUNITY FUND (CAYMAN), 2 LP $2.0M to $3.7M (+83%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation first reports VALENCE8 PE 2023 CAYMAN FUND LP INV at $0.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation no longer reports MSD SIERRA CREST, L.P. (was $1.6M) on its 2023-12-31 return
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD REAL ESTATE CREDIT OPPORTUNITY FUND LP $4.3M to $2.8M (-34%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD SPECIAL INVESTMENTS FUND (CAYMAN) LP $2.2M to $1.1M (-49%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: JNE FUND LP $2.0M to $3.9M (+93%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD PRIVATE CREDIT OPPORTUNITY FUND 2 L.P. $3.2M to $2.0M (-37%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation first reports VALENCE8 PE 2023 CAYMAN FUND LP INV at $0.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation no longer reports MSD SIERRA CREST, L.P. (was $1.6M) on its 2023-12-31 return
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD PRIVATE CREDIT OPPORTUNITY FUND 2 L.P. $3.2M to $2.0M (-37%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD REAL ESTATE CREDIT OPPORTUNITY FUND LP $4.3M to $2.8M (-34%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: MSD SPECIAL INVESTMENTS FUND (CAYMAN) LP $2.2M to $1.1M (-49%) year over year
Occurred
Dec 31, 2023
John and Amy Phelan Family Foundation: JNE FUND LP $2.0M to $3.9M (+93%) year over year

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): John C Phelan (PRESIDENT/TREASURER), AMY Phelan (VICE PRESIDENT/SECRETARY), Abigail Makenzie Moon Phelan (BOARD MEMBER).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:955be30a-cb8f-4fc7-92e6-bd19572f0f30
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

John and Amy Phelan Family Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:955be30a-cb8f-4fc7-92e6-bd19572f0f30

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.