Charles & Florence Phelps Trust

EIN: 426481677

Does Not Accept Unsolicited Applications

Total Assets

$5.1M

Key Financial Metrics (2024)

Total Giving

$355K

Number of Grants

Median Grant

$89K

Grant Range

$89K - $177K

Historical Giving Trends

Year	Assets	Total Giving	# Grants	Median Grant
2024	$5.1M	$355K	3	$89K
2023	$5.3M	$291K	3	$73K
2022	$5.2M	$307K	3	$77K
2021	$5.2M	$321K	3	$80K
2020	$5.4M	$275K	3	$69K

Recent Grant Recipients

CHRIST EPISCOPAL CHURCH

GENERAL OPERATING

623 N 5TH ST - BURLINGTON - IA 526010608 • 2023

$177K

F ALBERT KLEIN TRUST

GENERAL OPERATING

C/O PO BOX 0634 - MILWAUKEE - WI 53201 • 2023

$89K

DM COUNTY HISTORICAL SOCIETY

GENERAL OPERATING

C/O AUSTIN SCHWARTZ - BURLINGTON - IA 52601 • 2023

$89K

Quick Facts

Location

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$426K

Giving Rate

7.0% of assets

Application Policy

Accepts Applications

No - Invite Only