Charles & Florence Phelps Trust
EIN: 426481677
Does Not Accept Unsolicited Applications
Charles & Florence Phelps Trust is a Wisconsin private foundation. Awards $323,105 annually. Through 3 grants, median $81K. Assets: $5M.
Total Assets
$5.0M
Key Financial Metrics (2024)
Total Giving
$323K
Number of Grants
3
Median Grant
$81K
Grant Range
$81K - $162K
Historical Giving Trends
| Year | Assets | Total Giving | # Grants | Median Grant |
|---|---|---|---|---|
| 2024 | $5.0M | $323K | 3 | $81K |
| 2023 | $5.1M | $355K | 3 | $89K |
| 2022 | $5.3M | $291K | 3 | $73K |
Quick Facts
Location
WisconsinReturn Type
990PF
Most Recent Filing
2024
Annual Expenses
Not specified
Giving Rate
6.5% of assets
Application Policy
Accepts Applications
No - Invite Only