Phelps L and Phelps M Mem Tr Tua
EIN 956737480Total Given 2018–2023
$1.2M
10 grants · $197K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$120K
typical big bets · $108K–$128K
grant size
100%
deep partner · 3/3 multi-year
repeat
$5.1M
Assets (2023)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $216K | $4.3M | $184K | 2 |
| 2019 | N/A | $5.0M | $144K | N/A |
| 2020 | $261K | $5.6M | $552K | 3 |
| 2021 | $239K | $6.1M | $685K | 2 |
| 2022 | $233K | $4.5M | $719K | 2 |
| 2023 | $235K | $5.1M | $584K | 1 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$11K
25th Pctl
$108K
Median
$120K
Average
$118K
75th Pctl
$128K
Maximum
$235K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| Salvation Army National Headquarters | Alexandria, VA | $235,000 | GENERAL OPERATING | 2023 |
| Salvation Army National Headquarters | Alexandria, VA | $214,509 | GENERAL OPERATING | 2022 |
| California P E O Home | La Canada, CA | $130,440 | GENERAL OPERATING | 2020 |
| Salvation Army National Headquarters | Alexandria, VA | $119,570 | GENERAL OPERATING | 2020 |
| Salvation Army National Headquarters | Alexandria, VA | $119,570 | GENERAL OPERATING | 2021 |
| California P E O Home | La Canada, CA | $119,570 | GENERAL OPERATING | 2021 |
| Salvation Army of America | Alexandria, VA | $108,000 | GENERAL OPERATING | 2018 |
| California P E O Home | La Canada, CA | $108,000 | GENERAL OPERATING | 2018 |
| California P E O Home | La Canada, CA | $18,000 | GENERAL OPERATING | 2022 |
| Salvation Army of America | Alexandria, VA | $10,870 | GENERAL OPERATING | 2020 |