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CHARLES & FLORENCE PHELPS TRUST

EAGAN, MNEIN: 42-6481677

Data sourced from IRS 990-PF public filings

Funds general operating expenses for churches and historical societies in Milwaukee, Wisconsin.

Private_foundation Foundation

CHARLES & FLORENCE PHELPS TRUST has 15 grants on file funding 4 organizations. Giving increased from $323,105 in 2024 to $346,072 in 2025. Reported assets: $4,941,199.

Total Assets

$4,941,199

Grants (Last Year)

$346,072

Total Grants on File

15

Recipients Funded

4

Giving History

YearTotal GrantedGrants MadeAvg Grant
2025$346,0723$115,357
2024$323,1053$107,702
2023$354,8883$118,296
2022$290,7283$96,909
2021$307,2573$102,419

Top Grant Recipients

$177,444 (2023)
Unknown recipient
$173,036 (2025)
$161,553 (2024)
$153,629 (2021)
$145,364 (2022)
BERTHA SHINN TRUST

MILWAUKEE, WI

$88,722 (2023)
$88,722 (2023)
Unknown recipient
$86,518 (2025)
Unknown recipient
$86,518 (2025)
$80,776 (2024)

Showing top 10 of 15 grants on file.

Officers & Trustees

From 2025 IRS 990-PF filing (data available for 10 filing years)

U

US BANK N A

TRUSTEE

IRS Filing History

CHARLES & FLORENCE PHELPS TRUST has IRS 990-PF filings on record for 10 years, spanning 2016 to 2025.

2025202420232022202120202019201820172016

Frequently Asked Questions

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    CHARLES & FLORENCE PHELPS TRUST (EIN: 42-6481677) - Grants & 990 Data | Signal990