Charles H Phelps & Florence J Phelps Tr

EIN 42-6481677 · MN

Invitation only Typical grant ~$86.5K Funds in IA
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Giving Profile

In 2025, Charles H Phelps & Florence J Phelps Tr based in MN paid 3 grants totaling $346.1K to 3 organizations. Individual grants ranged from $86.5K to $173K, with a median of $86.5K. Its largest recipients included CHRIST EPISCOPAL CHURCH, DM COUNTY HISTORICAL SOCIETY, and F ALBERT KLEIN TRUST. The foundation does not accept unsolicited applications — giving is by invitation only.

Foundation at a Glance

Total assets
$4,941,199
Giving (latest yr)
$346,072
Filing year
2025
Itemized grants
3
Median grant
$86.5K
Recipients
3
States reached
1
Officers/trustees
1
Unsolicited applications
No — invitation only

Where the Money Goes

Top recipients

  • Christ Episcopal Church$173,036
  • Dm County Historical Society$86,518
  • F Albert Klein Trust$86,518

Where grants went

  • Iowa$346,072 · 3 grants

Grants Paid (3)

Christ Episcopal Church
Burlington, IA
General Operating
$173,036
F Albert Klein Trust
West Burlington, IA
General Operating
$86,518
Dm County Historical Society
Burlington, IA
General Operating
$86,518

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FAQFrequently Asked Questions

No. Charles H Phelps & Florence J Phelps Tr does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.

Charles H Phelps & Florence J Phelps Tr is classified as a Religion funder. Religious congregations, faith-based organizations, and religious programs.

In its most recent filing, Charles H Phelps & Florence J Phelps Tr reported 3 itemized grants totaling $346.1K. Individual grants ranged from $86.5K to $173K (median $86.5K).

Recent recipients include CHRIST EPISCOPAL CHURCH, DM COUNTY HISTORICAL SOCIETY, F ALBERT KLEIN TRUST. The full grant list is on this page.

Charles H Phelps & Florence J Phelps Tr is a private foundation based in Minnesota, per its IRS 990-PF filing.

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