Charles & Florence Phelps Trust
EIN 426481677Total Given 2016–2023
$1.5M
15 grants · $187K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$80K
typical mid grants · $70K–$132K
grant size
80%
deep partner · 4/5 multi-year
repeat
$5.7M
Assets (2023)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(319) 753-8768
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $260K | $5.4M | $102K | 3 |
| 2018 | $268K | $5.2M | $409K | 3 |
| 2020 | $321K | $5.9M | $140K | 3 |
| 2022 | $291K | $5.4M | $426K | 3 |
| 2023 | $355K | $5.7M | $235K | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$65K
25th Pctl
$70K
Median
$80K
Average
$100K
75th Pctl
$132K
Maximum
$177K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UN
Us Bank Na
2 yrs
Trustee
UN
Us Bank Na
2 yrs
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| Christ Episcopal Church | Burlington, IA | $177,444 | GENERAL OPERATING | 2023 |
| Christ Episcopal Church | Burlington, IA | $160,525 | GENERAL OPERATING | 2020 |
| Christ Episcopal Church | Burlington, IA | $145,364 | GENERAL OPERATING | 2022 |
| Christ Episcopal Church | Burlington, IA | $133,940 | GENERAL OPERATING | 2018 |
| Christ Episcopal Church | Burlington, IA | $129,953 | GENERAL OPERATING | 2016 |
| F Albert Klein Trust | Milwaukee, WI | $88,722 | GENERAL OPERATING | 2023 |
| Dm County Historical Society | Burlington, IA | $88,722 | GENERAL OPERATING | 2023 |
| Great River Medical Center | W Burlington, IA | $80,263 | GENERAL OPERATING | 2020 |
| Dm County Historical Society | Burlington, IA | $80,263 | GENERAL OPERATING | 2020 |
| F Albert Klein Trust | Milwaukee, WI | $72,682 | GENERAL OPERATING | 2022 |
| Dm County Historical Society | Burlington, IA | $72,682 | GENERAL OPERATING | 2022 |
| F Albert Klein Trust | Burlington, IA | $66,970 | GENERAL OPERATING | 2018 |
| Dm County Historical Society | Burlington, IA | $66,970 | GENERAL OPERATING | 2018 |
| F Albert Klein Trust | Burlington, IA | $64,977 | GENERAL SUPPORT | 2016 |
| Dm County Historical Society | Burlington, IA | $64,977 | GENERAL OPERATING | 2016 |