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Charles H Phelps & Florence J Phelps Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1994. The principal officer is Firstar Bk Burlington Na Ttee. It holds total assets of $5M. Annual income is reported at $2M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Iowa and Wisconsin. According to available records, Charles H Phelps & Florence J Phelps Trust has made 15 grants totaling $1.5M, with a median grant of $77K. The foundation has distributed between $307K and $872K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $872K distributed across 9 grants. Individual grants have ranged from $73K to $177K, with an average award of $102K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Iowa and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$77K
Median Grant
$77K
Average Grant
$102K
Largest Grant
$154K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles H Phelps & Florence J Phelps Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in IA, WI.
Charles H Phelps & Florence J Phelps Trust has distributed a total of $1.5M across 15 grants. The median grant size is $77K, with an average of $102K. Individual grants have ranged from $73K to $177K.
Charles H Phelps & Florence J Phelps Trust typically selects its grantees rather than accepting unsolicited proposals.
Charles H Phelps & Florence J Phelps Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $61K | $0 | $61K |
Total Giving
$426K
Total Assets
$5.1M
Fair Market Value
$5.7M
Net Worth
$5.1M
Grants Paid
$355K
Contributions
N/A
Net Investment Income
$172K
Distribution Amount
$331K
Total: $1.6M
Total Grants
15
Total Giving
$1.5M
Average Grant
$102K
Median Grant
$77K
Unique Recipients
3
Most Common Grant
$73K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| F Albert Klein TrustGENERAL OPERATING | Milwaukee, WI | $89K | 2023 |
| Christ Episcopal ChurchGENERAL OPERATING | Burlington, IA | $177K | 2023 |
| Dm County Historical SocietyGENERAL OPERATING | Burlington, IA | $89K | 2023 |