GrantExec

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
YearAssetsTotal Giving# GrantsMedian Grant
2024$5.1M$355K3$89K
2023$5.3M$291K3$73K
2022$5.2M$307K3$77K
2021$5.2M$321K3$80K
2020$5.4M$275K3$69K
Recent Grant Recipients

CHRIST EPISCOPAL CHURCH

GENERAL OPERATING

623 N 5TH ST - BURLINGTON - IA 526010608 β€’ 2023

$177K

F ALBERT KLEIN TRUST

GENERAL OPERATING

C/O PO BOX 0634 - MILWAUKEE - WI 53201 β€’ 2023

$89K

DM COUNTY HISTORICAL SOCIETY

GENERAL OPERATING

C/O AUSTIN SCHWARTZ - BURLINGTON - IA 52601 β€’ 2023

$89K

Quick Facts

Location

Wisconsin

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$426K

Giving Rate

7.0% of assets

Application Policy

Accepts Applications

No - Invite Only