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Lucius B & Matie D Phelps Trust Dtd 091579 is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1995. The principal officer is Crocker National Bnk-Trust Tax Dept Ttee. It holds total assets of $4.4M. Annual income is reported at $1.4M. Total assets have grown from $3.6M in 2011 to $4.5M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Virginia and California. According to available records, Lucius B & Matie D Phelps Trust Dtd 091579 has made 7 grants totaling $939K, with a median grant of $120K. The foundation has distributed between $235K and $465K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $465K distributed across 4 grants. Individual grants have ranged from $18K to $235K, with an average award of $134K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Virginia and California. Contributions to this foundation are tax-deductible.
Smallest Grant
$11K
Median Grant
$120K
Average Grant
$87K
Largest Grant
$130K
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.
Lucius B & Matie D Phelps Trust Dtd 091579 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 7 grants. Its grantmaking reaches organizations primarily in VA, CA.
Lucius B & Matie D Phelps Trust Dtd 091579 has distributed a total of $939K across 7 grants. The median grant size is $120K, with an average of $134K. Individual grants have ranged from $18K to $235K.
Lucius B & Matie D Phelps Trust Dtd 091579 typically selects its grantees rather than accepting unsolicited proposals.
Lucius B & Matie D Phelps Trust Dtd 091579 is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $52K | $0 | $52K |
Total Giving
$317K
Total Assets
$4.5M
Fair Market Value
$5.1M
Net Worth
$4.5M
Grants Paid
$235K
Contributions
N/A
Net Investment Income
$528K
Distribution Amount
$231K
Total: $1.3M
Total Grants
7
Total Giving
$939K
Average Grant
$134K
Median Grant
$120K
Unique Recipients
2
Most Common Grant
$18K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation Army National HeadquartersGENERAL OPERATING | Alexandria, VA | $235K | 2023 |
| California P E O HomeGENERAL OPERATING | La Canada, CA | $18K | 2022 |