Private foundation (trust)EIN 426481677Est. 1994-10
CHARLES & FLORENCE PHELPS TRUST
MILWAUKEE, WI 532010634
Total Assets
$5.7M
FY 2023
Annual Giving
$355K
FY 2023
Grants Made
3
FY 2023
Avg Grant
$118K
FY 2023
Grant Range
$89K–$177K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$235K
Total Expenses
$426K
Qualifying Distributions
$362K
Distributable Amount
$331K
Min. Investment Return
$269K
Undistributed Income
$323K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
15 grants
Grant Size Distribution
15 grants
Geographic Focus
2 states
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