Charles & Florence Phelps Trust
EIN: 426481677
Does Not Accept Applications
Total Assets
$5.1M
Key Financial Metrics (2024)
Total Giving
$355K
Number of Grants
3
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
WisconsinReturn Type
990PF
Most Recent Filing
2024
Annual Expenses
$426K
Giving Rate
7.0% of assets
Application Policy
Accepts Applications
No - Invite Only