EIN 42-6481677

Charles and Florence Phelps Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
Year formed
1994
Most recent tax filings
2022-12-01
NTEE code, primary
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
$426,170
2022
Total expenses
$362,443
2022
Total assets
$5,270,612
2022
Num. employees
1
2022

Grants made by Charles and Florence Phelps Trust

GranteeGrant descriptionAmount
F Albert Klein Trust Under WillGeneral Operating$72,682
F Albert Klein Trust Under WillGeneral Operating$72,682

Personnel at Charles and Florence Phelps Trust

NameTitle
U S Bank N ATrustee

Financials for Charles and Florence Phelps Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$160,790
Net rental income$0
Net gain from sale of non-inventory assets$265,318
Gross sales of inventory$0
Miscellaneous revenues$62
Total revenues$426,170

Form 990s for Charles and Florence Phelps Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-11-10990PFView PDF
2020-122021-06-22990PFView PDF
2019-122020-09-22990PRView PDF
...and 8 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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