The Phelps Foundation Trust
The Phelps Foundation Trust is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $46K. Net investment income was $267K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+22.3% YoY
Annual Giving
$46K
+1.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$46K
+1.9% YoY
About The Phelps Foundation Trust
Based on IRS filings
The Phelps Foundation Trust is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $46K. Net investment income was $267K.
Ready to take the next step with The Phelps Foundation Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,134,878 | $928,096 | $953,976 |
| Revenue | $277,725 | $39,453 | $107,205 |
| Expenses | $69,052 | $65,380 | $70,520 |
| Qualifying Distributions | $59,432 | $56,082 | $59,768 |
| Net Investment Income | $267,278 | $30,959 | $98,937 |
| Distributable Amount | $60,748 | $56,917 | $56,508 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 2 | $23,211 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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