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.
Key facts about Roger S Phelps Scholarship
In short: Roger S Phelps Scholarship gave $12K across 3 grants in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6087426
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,000
- Grants made (2025)
- 3
- Average grant
- $4,000
- Median grant
- $4,000
- Total assets
- $210,831
- Primary geography
- California (67% 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
$211K
-1.2% YoY
Annual Giving
$12K
-20.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$4K
-20.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $210,831 | $213,444 | $221,248 |
| Revenue | $17,969 | $14,414 | $11,274 |
| Expenses | $18,815 | $21,313 | $20,805 |
| Qualifying Distributions | $12,657 | $15,629 | $15,581 |
| Net Investment Income | $12,056 | $8,679 | $6,049 |
| Distributable Amount | $15,038 | $14,348 | $13,082 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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 September 2026. Sourced from IRS Form 990-PF filings.
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