Private Foundation

KATHERINE & FRANCES PHELPS TR UW

KATHERINE & FRANCES PHELPS TR UW is a Private Foundation headquartered in EAGAN, MN. Financial data from the 2025 filing: $32K revenue, $50K expenses, $655K total assets. IRS filings disclose 28 grants awarded by this foundation, totaling roughly $299K.

EIN: 426185784 EAGAN, MN Latest filing: 2025

Total Revenue$32K

Total Expenses$50K

Total Assets$655K

Grants Given28

Grant Total$299K

Filing Years2021–2025

Sample Grants Given

CHRIST EPISCOPAL CHURCH

BURLINGTON, IA · 2025

GENERAL OPERATING

$17,738

BURLINGTON AREA YMCA INC

BURLINGTON, IA · 2025

GENERAL OPERATING

$13,304

SOUTHEAST IOWA REGIONAL MEDICAL CTR

W BURLINGTON, IA · 2025

GENERAL OPERATING

$4,435

CHRIST EPISCOPAL CHURCH

BURLINGTON, IA · 2024

GENERAL OPERATING

$16,180

BURLINGTON AREA YMCA INC

BURLINGTON, IA · 2024

GENERAL OPERATING

$12,135

Showing up to 5 of 28 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$299,493 28 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$32K	$50K	$655K
2024	$52K	$46K	$674K
2023	$38K	$46K	$668K
2022	$51K	$50K	$677K
2021	$53K	$45K	$676K

Between 2021 and 2025, reported annual revenue declined from $53K to $32K (-39%), with total assets most recently reported at $655K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IA, ME.

IAME

Full geographic grant map with state-by-state breakdown available with membership.

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