Loyd Phillips Charitable Trust
Loyd Phillips Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $523K in total assets. In 2025, it awarded 4 grants totaling $27K. Net investment income was $59K.
Loyd Phillips Charitable Trust at a glance
In short: Loyd Phillips Charitable Trust gave $27K across 4 grants in 2025 (avg $7K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,280
- +6.2% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $6,820
- +6.2% vs 2024
- Median grant
- $6,820
- Total assets
- $523,323
- +5.8% vs 2024
- Primary geography
- Texas (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Loyd Phillips Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Brite Divinity School ($7K). Together the top 4 received $27K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Loyd Phillips Charitable Trust gives
- Giving grew 486% from 2022 to 2025. Method
- In 2025 it paid out 94% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2022) to $28K (2023). In 2025 it made 4 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brite Divinity School Fort Worth, TX | Scholarships | $6,820 |
| Concordia Seminary Saint Louis, MO | Scholarships | $6,820 |
| Baylor University Waco, TX | Scholarships | $6,820 |
| Perkins School of Theology Dallas, TX | Scholarships | $6,820 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $523,323 | $68,293 | $39,584 | $27,280 | 4 | $29,822 | $58,700 | $31,695 |
| 2024 | $494,620 | $19,297 | $37,102 | $25,692 | 4 | $28,152 | $10,151 | $29,742 |
| 2023 | $512,424 | $16,000 | $39,528 | $28,324 | 4 | $30,736 | $7,645 | $28,104 |
| 2022 | $535,954 | $35,582 | $16,885 | $4,652 | 4 | $7,174 | $26,253 | $30,845 |
| 2021 | $517,257 | $30,537 | $19,326 | $8,468 | 4 | — | $21,164 | $29,506 |
| 2019 | $521,530 | $63,490 | $27,203 | $17,956 | 4 | — | $55,883 | $25,056 |
Under IRS private-foundation payout rules, Loyd Phillips Charitable Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Loyd Phillips Charitable Trust's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$10K (2025)
Former officers (1)
- Former: US Bank (2019–2024) — Trustee
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
The highest reported compensation on the 2025 filing was $10K, to US Bank N a (Trustee).
Frequently asked questions about Loyd Phillips Charitable Trust
How much does Loyd Phillips Charitable Trust give each year?
Loyd Phillips Charitable Trust gave $27K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 4 grants.
What is Loyd Phillips Charitable Trust's typical grant size?
Loyd Phillips Charitable Trust's median grant in 2025 was $6,820, and its average grant was $6,820, across 4 grants on its 2025 IRS Form 990-PF.
Where does Loyd Phillips Charitable Trust give grants?
Loyd Phillips Charitable Trust gives mostly in Texas: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (25%).
Does Loyd Phillips Charitable Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Loyd Phillips Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Loyd Phillips Charitable Trust?
Loyd Phillips Charitable Trust reported $523K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Loyd Phillips Charitable Trust's EIN?
Loyd Phillips Charitable Trust's EIN (Employer Identification Number) is 43-6313437. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 12, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 8, 2025)
- IRS filings on file for fiscal years 2019–2025
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