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EIN 43-6313437

Loyd Phillips Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1987
Most recent tax filings
2023-07-01
NTEE code, primary
T20: Private Foundations
Description
The Loyd Phillips Charitable Trust is a private foundation located in Milwaukee, WI. It primarily funds scholarships and among its grantees include Brite Divinity School and other academic institutions. Last year, the trust made four grants to support its mission.
Total revenues
$16,000
2023
Total expenses
$39,528
2023
Total assets
$512,424
2023
Num. employees
0
2023

Grants made by Loyd Phillips Charitable Trust

GranteeGrant descriptionAmount
Brite Divinity SchoolScholarships$7,081
Baylor University (BU)Scholarships$7,081

Personnel at Loyd Phillips Charitable Trust

NameTitle
U S Bank N A ByTrustee

Financials for Loyd Phillips Charitable Trust

RevenuesFYE 07/2023
Total grants, contributions, etc.$0
Investment income and dividends$14,883
Net rental income$0
Net gain from sale of non-inventory assets$1,111
Gross sales of inventory$0
Miscellaneous revenues$6
Total revenues$16,000

Form 990s for Loyd Phillips Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-072022-12-12990PFView PDF
2021-072021-12-08990PFView PDF
2020-072021-06-15990PFView PDF
2019-072020-06-08990PRView PDF
2018-072019-03-15990PFView PDF
...and 6 more Form 990s
Data update history
June 29, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 26, 2021
Updated personnel
Identified 1 new personnel
September 25, 2020
Posted financials
Added Form 990R for fiscal year 2019
November 27, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
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
(314) 418-2643
IRS details
EIN
43-6313437
Fiscal year end
July
Taxreturn type
Form 990-PF
Year formed
1987
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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