Katherine W And Frances G Phelps Trust
- Assets
- $675.6k
- Revenue
- $52.9k
- Investments
- $645.7k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 08/1994
- Data as of
- 12/2021
- EIN
- 42-6185784
Organization Overview
Katherine W And Frances G Phelps Trust is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Katherine W And Frances G Phelps Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Katherine W And Frances G Phelps Trust generated $52.9k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.8% each year. All expenses for the organization totaled $44.8k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $21,614 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $31,266 |
| Capital Gain Net Income | $31,266 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $52,880 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,588 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $509 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1 |
| Total operating and administrative expenses | $13,848 |
| Contributions, gifts, grants paid | $30,934 |
| Total expenses and disbursements | $44,782 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $221 |
| Savings and temporary cash investments | $29,227 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $124,118 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $416 |
| Total assets | $675,610 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Katherine W And Frances G Phelps Trust has awarded $30,934 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CHRIST EPISCOPAL CHURCH PURPOSE: GENERAL OPERATING | $15,467 |
Burlington, IA PURPOSE: GENERAL OPERATING | $11,600 |
GREAT RIVER MEDICAL CENTER PURPOSE: GENERAL OPERATING | $3,867 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Michigan Nonprofit Association Lansing, MI | $6,155,794 | $10,465,564 |
Land O L Foundation St Paul, MN | $1,405,792 | $8,007,013 |
Bridging Incorporated Bloomington, MN | $8,455,401 | $8,965,404 |
Horizon House Of Illinois Valley Inc Peru, IL | $4,828,429 | $7,447,824 |
Opportunities Unlimited Sioux City, IA | $5,084,189 | $7,147,348 |
North Oakland Residential Services Inc Oxford, MI | $2,525,841 | $6,535,346 |
American Society For Clinical Investigation Inc Ann Arbor, MI | $15,941,863 | $6,053,976 |
Lakeshore Cap Inc Of Wisconsin Manitowoc, WI | $4,910,382 | $5,227,133 |
Internet Security Research Group Minneapolis, MN | $6,123,679 | $6,560,425 |
Jefferson County Comprehensive Mt Vernon, IL | $4,460,703 | $5,732,425 |
Innovation Development Institute Inc Chicago, IL | $6,803,364 | $5,200,844 |
B E D S Inc La Grange, IL | $5,236,874 | $5,113,317 |