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Katherine W And Frances G Phelps Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1994. The principal officer is Us Bank Na. It holds total assets of $674K. Annual income is reported at $250K. 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. Grantmaking is concentrated in Iowa. According to available records, Katherine W And Frances G Phelps Trust has made 13 grants totaling $137K, with a median grant of $13K. The foundation has distributed between $31K and $73K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $73K distributed across 6 grants. Individual grants have ranged from $2K to $18K, with an average award of $11K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Iowa and Maine. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$12K
Average Grant
$11K
Largest Grant
$16K
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.
Katherine W And Frances G Phelps Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 13 grants. Its grantmaking reaches organizations primarily in IA, ME.
Katherine W And Frances G Phelps Trust has distributed a total of $137K across 13 grants. The median grant size is $13K, with an average of $11K. Individual grants have ranged from $2K to $18K.
Katherine W And Frances G Phelps Trust typically selects its grantees rather than accepting unsolicited proposals.
Katherine W And Frances G 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 | $11K | $0 | $11K |
Total Giving
$46K
Total Assets
$668K
Fair Market Value
$737K
Net Worth
$668K
Grants Paid
$34K
Contributions
N/A
Net Investment Income
$27K
Distribution Amount
$34K
Total: $206K
Total Grants
13
Total Giving
$137K
Average Grant
$11K
Median Grant
$13K
Unique Recipients
5
Most Common Grant
$14K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Christ Episcopal ChurchGENERAL OPERATING | Norway, ME | $17K | 2023 |
| Burlington Area Ymca IncGENERAL OPERATING | Burlington, IA | $13K | 2023 |
| Southeast Iowa Regional Medical CtrGENERAL OPERATING | W Burlington, IA | $2K | 2023 |
| Great River Health Foundation IncGENERAL OPERATING | W Burlington, IA | $2K | 2023 |
| Great River Medical CenterGENERAL OPERATING | W Burlington, IA | $5K | 2022 |