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EIN 42-6481677

Charles and Florence Phelps Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Milwaukee
State
Wisconsin
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles and Florence Phelps Trust is a private foundation located in Milwaukee, WI that primarily funds general operating for various grantees including Christ Episcopal Church and others. Last year, the trust made three grants.
Total revenues
$234,560
2023
Total expenses
$426,098
2023
Total assets
$5,075,118
2023
Num. employees
1
2023

Grants made by Charles and Florence Phelps Trust

GranteeGrant descriptionAmount
F Albert Klein Trust Under WillGeneral Operating$88,722

Personnel at Charles and Florence Phelps Trust

NameTitle
U S Bank N ATrustee

Financials for Charles and Florence Phelps Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$195,399
Net rental income$0
Net gain from sale of non-inventory assets$39,099
Gross sales of inventory$0
Miscellaneous revenues$62
Total revenues$234,560

Form 990s for Charles and Florence Phelps Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-05990PFView PDF
2022-122023-11-15990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-11-10990PFView PDF
2020-122021-06-22990PFView PDF
...and 9 more Form 990s

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Data update history
December 26, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(319) 753-8768
IRS details
EIN
42-6481677
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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