Private foundation (trust)EIN 426185784Est. 1994-08
KATHERINE & FRANCES PHELPS TR UW
MILWAUKEE, WI 532010634
Total Assets
$737K
FY 2023
Annual Giving
$34K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$8K
FY 2023
Grant Range
$2K–$17K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$38K
Total Expenses
$46K
Qualifying Distributions
$35K
Distributable Amount
$34K
Min. Investment Return
$35K
Undistributed Income
$32K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
16 grants
Grant Size Distribution
16 grants
Geographic Focus
2 states
Ready to work on a proposal for KATHERINE & FRANCES PHELPS TR UW?
Open a draft with this funder pre-selected. Add guidelines when you have them.
Related funders in Wisconsin
THE ARGOSY FOUNDATION
MILWAUKEE, WI · $16.8M in grants
THE DE ATLEY FAMILY FOUNDATION INC
MT HOREB, WI · $11.7M in grants
PRESCOTT FAMILY FOUNDATION INC
WEST BEND, WI · $5.6M in grants
HENDRICKS FAMILY FOUNDATION INC
BELOIT, WI · $4.2M in grants
EASTER FOUNDATION INC
DE PERE, WI · $4.2M in grants
WM COLLINS KOHLER FOUNDATION INC
MILWAUKEE, WI · $3.0M in grants
The Afognak Fund
Fox Point, WI · $1.9M in grants
THE MILBANK FOUNDATION
MILWAUKEE, WI · $1.7M in grants
Track KATHERINE & FRANCES PHELPS TR UW
Get an email when Grantivo has new data for KATHERINE & FRANCES PHELPS TR UW, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.
Free. Unsubscribe anytime. Or create an account to draft an application.