Phelps L and Phelps M Mem Tr Tua
Phelps L and Phelps M Mem Tr Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 2 grants totaling $592K. Net investment income was $268K.
Phelps L and Phelps M Mem Tr Tua at a glance
In short: Phelps L and Phelps M Mem Tr Tua gave $592K across 2 grants in 2025 (avg $296K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $592,020
- +174.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $296,010
- +174.1% vs 2024
- Median grant
- $296,010
- Total assets
- $4,088,148
- -7.4% vs 2024
- Primary geography
- California (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Phelps L and Phelps M Mem Tr Tua funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Navigage Foundation ($484K). Together the top 2 received $592K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was in the $100–250K range: 7 grants of 9 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Phelps L and Phelps M Mem Tr Tua gives
- Giving grew 155% from 2022 to 2025. Method
- In 2025 it paid out 234% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $216K (2024) to $592K (2025). In 2025 it made 2 grants totaling $592K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Navigage Foundation La Canada, CA | General Operating | $484,020 |
| The Salvation Army National Corp Alexandria, VA | General Operating | $108,000 |
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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 | $4,088,148 | $335,052 | $662,453 | $592,020 | 2 | $602,054 | $267,759 | $257,393 |
| 2024 | $4,416,704 | $183,188 | $293,379 | $216,000 | 2 | $226,683 | $121,247 | $265,342 |
| 2023 | $4,527,924 | $583,866 | $317,210 | $235,000 | 1 | $251,977 | $527,909 | $230,687 |
| 2022 | $4,263,297 | $719,439 | $302,436 | $232,509 | 2 | $239,034 | $666,400 | $241,415 |
| 2021 | $3,844,638 | $684,591 | $313,361 | $239,140 | 2 | $245,984 | $626,498 | $279,060 |
| 2020 | $3,478,701 | $552,071 | $313,739 | $260,880 | 3 | — | $499,654 | $240,173 |
Under IRS private-foundation payout rules, Phelps L and Phelps M Mem Tr Tua reported a distributable amount of $257K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Phelps L and Phelps M Mem Tr Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$51K (2020) → $58K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $58K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Phelps L and Phelps M Mem Tr Tua
How much does Phelps L and Phelps M Mem Tr Tua give each year?
Phelps L and Phelps M Mem Tr Tua gave $592K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $216K across 2 grants.
How large is Phelps L and Phelps M Mem Tr Tua?
Phelps L and Phelps M Mem Tr Tua reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $602K in qualifying distributions that year, against a required minimum of $257K (roughly 5% of its investment assets).
Where does Phelps L and Phelps M Mem Tr Tua operate?
Phelps L and Phelps M Mem Tr Tua has awarded grants in California, Virginia.
What is Phelps L and Phelps M Mem Tr Tua's EIN?
Phelps L and Phelps M Mem Tr Tua's EIN (Employer Identification Number) is 95-6737480. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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