Katherine & Frances Phelps Tr Uw

Private foundation · Grantmaker Eagan, MN EIN: 42-6185784

Katherine & Frances Phelps Tr Uw is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $655K in total assets. In 2025, it awarded 3 grants totaling $35K. Net investment income was $19K.

Key facts about Katherine & Frances Phelps Tr Uw

In short: Katherine & Frances Phelps Tr Uw gave $35K across 3 grants in 2025 (avg $12K), mostly in Iowa. Source: 2025 IRS Form 990-PF.

EIN
42-6185784
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,477
Grants made (2025)
3
Average grant
$11,826
Median grant
$13,304
Total assets
$655,322
Primary geography
Iowa (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$655K

-2.7% YoY

Annual Giving

$35K

+9.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$12K

+9.6% YoY

Under IRS private-foundation payout rules, Katherine & Frances Phelps Tr Uw reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.

How Katherine & Frances Phelps Tr Uw gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2025 grant dollars.

States

Cities

BurlingtonW BurlingtonNorway

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants20193 grants20203 grants20213 grants20224 grants20233 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $31K (2021) to $36K (2022). In 2025 it made 3 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Christ Episcopal Church: $18KChrist Episcopal Church$18KBurlington Area YMCA Inc: $13KBurlington Area YMCA Inc$13KSoutheast Iowa Regional Medical Ctr: $4KSoutheast Iowa RegionalMedical Ctr$4K

The largest 2025 recipient was Christ Episcopal Church ($18K). Together the top 3 received $35K.

Grant Size Distribution

16 grants across all recorded years

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

The most common grant size was under $50K: 16 grants of 16 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Christ Episcopal Church Burlington, IAGeneral Operating$17,738
Burlington Area YMCA Inc Burlington, IAGeneral Operating$13,304
Southeast Iowa Regional Medical Ctr W Burlington, IAGeneral Operating$4,435

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019202020212022202320242025
Metric202520242023
Total Assets$655,322$673,610$668,149
Revenue$32,197$51,786$38,089
Expenses$50,288$46,220$46,369
Qualifying Distributions$37,522$34,330$35,374
Net Investment Income$18,937$40,064$27,073
Distributable Amount$40,602$37,446$34,219

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Katherine & Frances Phelps Tr Uw's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $11K (2019) → $13K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $13KUS Bank N aTrustee$13K

The highest reported compensation on the 2025 filing was $13K, to US Bank N a (Trustee).

Frequently asked questions about Katherine & Frances Phelps Tr Uw

How much does Katherine & Frances Phelps Tr Uw give each year?

Katherine & Frances Phelps Tr Uw gave $35K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 3 grants.

What is Katherine & Frances Phelps Tr Uw's typical grant size?

Katherine & Frances Phelps Tr Uw's median grant in 2025 was $13,304, and its average grant was $11,826, across 3 grants on its 2025 IRS Form 990-PF.

Where does Katherine & Frances Phelps Tr Uw give grants?

Katherine & Frances Phelps Tr Uw gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Burlington, IA (2 grants).

Does Katherine & Frances Phelps Tr Uw give general operating support?

Yes: 100% of Katherine & Frances Phelps Tr Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Katherine & Frances Phelps Tr Uw?

Katherine & Frances Phelps Tr Uw reported $655K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).

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 2019–2025.

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

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