Private foundation (trust)EIN 436313437Est. 1987-11
LOYD PHILLIPS CHARITABLE TRUST
MILWAUKEE, WI 532010634
Total Assets
$669K
FY 2024
Annual Giving
$27K
FY 2024
Grants Made
4
FY 2024
Avg Grant
$7K
FY 2024
Grant Range
$7K–$7K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$68K
Total Expenses
$40K
Qualifying Distributions
$30K
Distributable Amount
$32K
Min. Investment Return
$33K
Undistributed Income
$29K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
12 grants
Grant Size Distribution
12 grants
Geographic Focus
2 states
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