Roger S Phelps Scholarship
Roger S Phelps Scholarship is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $211K in total assets. In 2025, it awarded 3 grants totaling $12K. Net investment income was $12K.
Roger S Phelps Scholarship at a glance
In short: Roger S Phelps Scholarship gave $12K across 3 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,000
- -20.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,000
- -20.0% vs 2024
- Median grant
- $4,000
- Total assets
- $210,831
- -1.2% vs 2024
- Primary geography
- California (67% 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 Roger S Phelps Scholarship funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American University ($4K). Together the top 3 received $12K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Roger S Phelps Scholarship gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 84% 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 2020 to 2025, annual grant giving ranged from $12K (2025) to $15K (2024). In 2025 it made 3 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American University Washington, DC | Scholarship Award | $4,000 |
| Regents of the University of California Oakland, CA | Scholarship Award | $4,000 |
| Cal Poly Pomona Foundation Inc Pomona, CA | Scholarship Award | $4,000 |
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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 | $210,831 | $17,969 | $18,815 | $12,000 | 3 | $12,657 | $12,056 | $15,038 |
| 2024 | $213,444 | $14,414 | $21,313 | $15,000 | 3 | $15,629 | $8,679 | $14,348 |
| 2023 | $221,248 | $11,274 | $20,805 | $15,000 | 3 | $15,581 | $6,049 | $13,082 |
| 2022 | $230,800 | $10,304 | $20,149 | $13,800 | 2 | $14,401 | $4,896 | $13,207 |
| 2021 | $240,684 | $20,815 | $19,367 | $12,900 | 3 | $13,542 | $14,697 | $14,686 |
| 2020 | $238,655 | $9,355 | $18,235 | $12,600 | 3 | — | $4,692 | $11,897 |
Under IRS private-foundation payout rules, Roger S Phelps Scholarship reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roger S Phelps Scholarship's only listed officer is Fifth Third Bank NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank NA
Trustee
New on the 2025 filing
1 hr/week
$7K (2025)
Former officers (1)
- Former: Comerica Bank (2020–2024) — Trustee
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 $7K, to Fifth Third Bank NA (Trustee).
Frequently asked questions about Roger S Phelps Scholarship
How much does Roger S Phelps Scholarship give each year?
Roger S Phelps Scholarship gave $12K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 3 grants.
What is Roger S Phelps Scholarship's typical grant size?
Roger S Phelps Scholarship's median grant in 2025 was $4,000, and its average grant was $4,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Roger S Phelps Scholarship give grants?
Roger S Phelps Scholarship gives mostly in California: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (33%).
Does Roger S Phelps Scholarship give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Roger S Phelps Scholarship's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Award" (3 grants).
How large is Roger S Phelps Scholarship?
Roger S Phelps Scholarship reported $211K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $15K (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 Roger S Phelps Scholarship's EIN?
Roger S Phelps Scholarship's EIN (Employer Identification Number) is 94-6087426. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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