Phelps L and Phelps M Mem Tr Tua

Foundation · Grantmaker SAINT LOUIS, MO EIN: 95-6737480

Phelps L and Phelps M Mem Tr Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 2 grants totaling $216K. Net investment income was $121K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

-2.5% YoY

Annual Giving

$216K

-8.1% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$108K

-54.0% YoY

Under IRS private-foundation payout rules, Phelps L and Phelps M Mem Tr Tua reported a distributable amount of $265K for 2024 — the minimum it must pay out in qualifying distributions.

About Phelps L and Phelps M Mem Tr Tua

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $808K (68%)

California $376K (32%)

States

California Virginia

Cities

AlexandriaLa Canada

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,416,704	$4,527,924	$4,263,297
Revenue	$183,188	$583,866	$719,439
Expenses	$293,379	$317,210	$302,436
Qualifying Distributions	$226,683	$251,977	$239,034
Net Investment Income	$121,247	$527,909	$666,400
Distributable Amount	$265,342	$230,687	$241,415

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Salvation Army National Corp ($108,000), Navigage Foundation ($108,000).

Recipient	Purpose	Amount
THE SALVATION ARMY NATIONAL CORP ALEXANDRIA, VA	GENERAL OPERATING	$108,000
NAVIGAGE FOUNDATION LA CANADA, CA	GENERAL OPERATING	$108,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$57,437

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Phelps L and Phelps M Mem Tr Tua?

Phelps L and Phelps M Mem Tr Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $4.4M in total assets as of 2024.

How large is Phelps L and Phelps M Mem Tr Tua?

As of 2024, Phelps L and Phelps M Mem Tr Tua holds $4.4M in total assets with $183K in annual revenue. It awarded 2 grants totaling $216K in 2024.

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 size grants does Phelps L and Phelps M Mem Tr Tua award?

In 2024, Phelps L and Phelps M Mem Tr Tua awarded 2 grants totaling $216K — an average of about $108K per grant, based on its IRS Form 990 filings.

How much is Phelps L and Phelps M Mem Tr Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Phelps L and Phelps M Mem Tr Tua reported a distributable amount of $265K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.