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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
2024-07-01
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
$19,297
2024
Total expenses
$37,102
2024
Total assets
$494,620
2024
Num. employees
0
2024

Grants made by Loyd Phillips Charitable Trust

GranteeGrant descriptionAmount
Brite Divinity SchoolScholarships$6,423
Baylor University (BU)Scholarships$6,423

Personnel at Loyd Phillips Charitable Trust

NameTitle
U S Bank N A ByTrustee

Financials for Loyd Phillips Charitable Trust

RevenuesFYE 07/2024
Total grants, contributions, etc.$0
Investment income and dividends$17,690
Net rental income$0
Net gain from sale of non-inventory assets$1,448
Gross sales of inventory$0
Miscellaneous revenues$159
Total revenues$19,297

Form 990s for Loyd Phillips Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-072024-12-10990PFView PDF
2023-072023-12-13990PFView PDF
2022-072022-12-12990PFView PDF
2021-072021-12-08990PFView PDF
2020-072021-06-15990PFView PDF
...and 8 more Form 990s
Data update history
February 5, 2024
Posted financials
Added Form 990PF for fiscal year 2023
February 3, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 29, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2020
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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