Private foundation · EIN 42-6481677 · Saint Paul, Minnesota

Charles H Phelps & Florence J Phelps Tr

Should you approach them?

Don't send a cold proposal. The foundation reports that it only gives to preselected organizations; an introduction through a current grantee or board member is the realistic route.

From the 2025 Form 990-PF: 3 grants paid, $346K total, median $87K.

Accepts applications
No
per 990-PF Part XV
Grants paid, 2025
3
$346K
Median grant
$87K
Stays in MN
—
of grants
Deadline
—
Assets
$4.9M

Grants paid in 2025

3 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
Christ Episcopal ChurchBurlington, IAGeneral operating$173K
F Albert Klein TrustWest Burlington, IAGeneral operating$87K
Dm County Historical SocietyBurlington, IAGeneral operating$87K

About this foundation

Charles H Phelps & Florence J Phelps Tr is a private grantmaking foundation in Saint Paul, Minnesota, administered in care of Firstar Bk Burlington Na Ttee, tax-exempt since 1994. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Charles H Phelps & Florence J Phelps Tr accept grant applications?

No. On its 2025 Form 990-PF the foundation checked that it only makes contributions to preselected organizations. Look for an introduction through a current grantee.

How much does Charles H Phelps & Florence J Phelps Tr give each year?

In tax year 2025 it paid $346K across 3 grants, a median of $87K.

Where does Charles H Phelps & Florence J Phelps Tr give?

Iowa (3 grants), per its latest filing.

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