Charles & Florence Phelps Trust
Charles & Florence Phelps Trust is a nonprofit organization, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 3 grants totaling $323K.
Key facts about Charles & Florence Phelps Trust
- EIN
- 42-6481677
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $323,105
- Grants made (2024)
- 3
- Average grant
- $107,702
- Median grant
- $80,776
- Primary geography
- Iowa (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Charles & Florence Phelps Trust funds
By grant dollars, the top recipient states for Charles & Florence Phelps Trust's 3 itemized 2024 grants were Iowa (100%). The most frequent recipient cities were Burlington, IA (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Charles & Florence Phelps Trust gives
- Giving held roughly steady from 2021 to 2024 (+5%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Charles & Florence Phelps Trust
- How to evaluate Charles & Florence Phelps Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$323K
-9.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$108K
-9.0% YoY
About Charles & Florence Phelps Trust
Based on IRS filings
Charles & Florence Phelps Trust is a nonprofit organization, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 3 grants totaling $323K.
Ready to take the next step with Charles & Florence Phelps Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Christ Episcopal Church ($161,553), F Albert Klein Trust ($80,776), DM County Historical Society ($80,776).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRIST EPISCOPAL CHURCH Burlington, IA | GENERAL OPERATING | $161,553 |
| F ALBERT KLEIN TRUST West Burlington, IA | GENERAL OPERATING | $80,776 |
| DM COUNTY HISTORICAL SOCIETY Burlington, IA | GENERAL OPERATING | $80,776 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US Bank N a | Trustee | 1 | $64,326 |
Frequently Asked Questions
Where does Charles & Florence Phelps Trust operate?
Charles & Florence Phelps Trust has awarded grants in Iowa, Wisconsin.
What size grants does Charles & Florence Phelps Trust award?
In 2024, Charles & Florence Phelps Trust awarded 3 grants totaling $323K — an average of about $108K per grant, based on its IRS Form 990 filings.
What is Charles & Florence Phelps Trust's EIN?
Charles & Florence Phelps Trust's EIN (Employer Identification Number) is 42-6481677. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.