Katherine & Frances Phelps Tr Uw

MILWAUKEE, WI EIN: 42-6185784

Katherine & Frances Phelps Tr Uw is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 3 grants totaling $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$32K

-3.4% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$11K

+28.7% YoY

About Katherine & Frances Phelps Tr Uw

Based on IRS filings

Katherine & Frances Phelps Tr Uw is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 3 grants totaling $32K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

BURLINGTONNORWAYW BURLINGTON

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K3 grants20193 grants20203 grants20213 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CHRIST EPISCOPAL CHURCH$16KBURLINGTON AREA YMCA INC$12KSOUTHEAST IOWA REGIONAL …$4K

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Christ Episcopal Church ($16,180), Burlington Area Ymca Inc ($12,135), Southeast Iowa Regional Medical Ctr ($4,045).

RecipientPurposeAmount
BURLINGTON AREA YMCA INC BURLINGTON, IAGENERAL OPERATING$12,135
SOUTHEAST IOWA REGIONAL MEDICAL CTR W BURLINGTON, IAGENERAL OPERATING$4,045
CHRIST EPISCOPAL CHURCH BURLINGTON, IAGENERAL OPERATING$16,180

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$12K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$12,201

Frequently Asked Questions

Where does Katherine & Frances Phelps Tr Uw operate?

Katherine & Frances Phelps Tr Uw has awarded grants in Iowa, Maine.

What size grants does Katherine & Frances Phelps Tr Uw award?

In 2024, Katherine & Frances Phelps Tr Uw awarded 3 grants totaling $32K — an average of about $11K per grant, based on its IRS Form 990 filings.

What is Katherine & Frances Phelps Tr Uw's EIN?

Katherine & Frances Phelps Tr Uw's EIN (Employer Identification Number) is 42-6185784. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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