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  4. Katherine and Frances Phelps TR Uw
EIN 42-6185784

Katherine and Frances Phelps TR Uw

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Katherine and Frances Phelps TR Uw is a private foundation located in Milwaukee, WI that primarily funds general operating expenses for grantees, which include Christ Episcopal Church and others. Last year, they made four grants.
Total revenues
$38,089
2023
Total expenses
$46,369
2023
Total assets
$668,149
2023
Num. employees
0
2023

Grants made by Katherine and Frances Phelps TR Uw

GranteeGrant descriptionAmount
Christ Episcopal ChurchGeneral Operating$16,758
Burlington Area YmcaGeneral Operating$12,568
Southeast Iowa Regional Medical CenterGeneral Operating$2,189
...and 1 more grant made

Personnel at Katherine and Frances Phelps TR Uw

NameTitle
U S Bank N ATrustee

Financials for Katherine and Frances Phelps TR Uw

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$25,357
Net rental income$0
Net gain from sale of non-inventory assets$12,722
Gross sales of inventory$0
Miscellaneous revenues$10
Total revenues$38,089

Form 990s for Katherine and Frances Phelps TR Uw

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-05990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-10990PFView PDF
2020-122021-05-11990PFView PDF
2019-122020-09-22990PRView PDF
...and 8 more Form 990s

Organizations like Katherine and Frances Phelps TR Uw

OrganizationLocationRevenue
Tuw Fred Noyes Fbo Noyes MuseumLas Vegas, NV$171,029
JLHB Shoemaker Educational TrustPittsburgh, PA$25,772
Sanger M Cook TrustDallas, TX$13,691
Harry S Fredenburgh Scholarship Fund TrustChicago, IL$73,577
Elise Mccarthy TuaLas Vegas, NV$10,871
Joseph P Kittredge JR Char TrustPittsburgh, PA$26,231
Nolan James and Elsie Center Char MainLas Vegas, NV$55,668
Mott Charitable TrustNorwich, NY$28,490
Alice A Liebscher Charitable TrustPittsburgh, PA$19,825
Ernest D Schwartz Trust UwPittsburgh, PA$19,844
Data update history
July 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 16, 2024
Used new vendors
Identified 1 new vendor, including
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
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
42-6185784
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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