Charles & Florence Phelps Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charles & Florence Phelps Trust. Data shown is extracted from Form 990-PF filings.
EIN: 42-6481677
Foundation Overview
Based in Milwaukee, WI, Charles & Florence Phelps Trust has awarded 36 grants totaling $3,503,134 to organizations in Iowa and Wisconsin. Individual grants range from $61,946 to $177,444, with a median award of $74,748.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
78% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Burlington (96%), W Burlington (4%).
Funding Trajectory
Moderate 37% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on general purposes (67%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Charles & Florence Phelps Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Christ Episcopal Church | $177,444 | Burlington, IA, US | General Operating | 2023 |
| F Albert Klein Trust | $88,722 | Milwaukee, WI, US | General Operating | 2023 |
| Dm County Historical Society | $88,722 | Burlington, IA, US | General Operating | 2023 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $145,364 | Burlington, IA, US | General Operating | 2022 |
| F Albert Klein Trust | $72,682 | Milwaukee, WI, US | General Operating | 2022 |
| Dm County Historical Society | $72,682 | Burlington, IA, US | General Operating | 2022 |
| Christ Episcopal Church | $153,629 | Burlington, IA, US | General Operating | 2021 |
| F Albert Klein Trust | $76,814 | Milwaukee, WI, US | General Operating | 2021 |
| Dm County Historical Society | $76,814 | Burlington, IA, US | General Operating | 2021 |
| Great River Medical Center | $80,263 | W Burlington, IA, US | General Operating | 2020 |
| Christ Episcopal Church | $160,525 | Burlington, IA, US | General Operating | 2020 |
| Dm County Historical Society | $80,263 | Burlington, IA, US | General Operating | 2020 |
| Christ Episcopal Church | $133,940 | Burlington, IA, US | General Operating | 2018 |
| F Albert Klein Trust | $66,970 | Burlington, IA, US | General Operating | 2018 |
| Dm County Historical Society | $66,970 | Burlington, IA, US | General Operating | 2018 |
| Christ Episcopal Church | $123,891 | Burlington, IA, US | General Operating | 2017 |
| F Albert Klein Trust | $61,946 | Burlington, IA, US | General Operating | 2017 |
| Dm County Historical Society | $61,946 | Burlington, IA, US | General Operating | 2017 |
| Christ Episcopal Church | $129,953 | Burlington, IA, US | General Operating | 2016 |
| F Albert Klein Trust | $64,977 | Burlington, IA, US | General Support | 2016 |
| Dm County Historical Society | $64,977 | Burlington, IA, US | General Operating | 2016 |
Foundations Similar to Charles & Florence Phelps Trust
Discover 5 foundations with comparable assets ($5,207,306-$5,706,123), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Julieliem Family Foundation
EIN: 32-6355282 | 65 grants awarded |
$5,706,123
(≈ Similar) |
$40,000
median grant |
Milwaukee, WI
Same state |
|
|
Joseph Simeon Sanchez Medical Research Fund
EIN: 43-6693329 | 30 grants awarded |
$5,615,139
(≈ Similar) |
$70,000
median grant |
Milwaukee, WI
Same state |
|
|
Shoemaker Charitable Trust
EIN: 42-6448073 | 51 grants awarded |
$5,564,224
(≈ Similar) |
$49,921
median grant |
Milwaukee, WI
Same state |
|
|
Huey Family Foundation
EIN: 46-3308180 | 21 grants awarded |
$5,306,598
(≈ Similar) |
$60,000
median grant |
Milwaukee, WI
Same state |
|
|
Duane Hinkle Charitable Foundation
EIN: 32-6256438 | 30 grants awarded |
$5,207,306
(≈ Similar) |
$81,364.5
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Charles & Florence Phelps Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 42-6481677 |
| Website | N/A |
| Address | PO BOX 634 Milwaukee, WI 53201-0634 |
Key People (1)
Board members, trustees, and key staff who oversee Charles & Florence Phelps Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Us Bank N A |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Charles & Florence Phelps Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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