Private Foundation

CHARLES & FLORENCE PHELPS TRUST

CHARLES & FLORENCE PHELPS TRUST, of EAGAN, MN, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $381K in revenue, $420K in expenses, $4.9M in total assets. IRS filings disclose 27 grants awarded by this foundation, totaling roughly $2.7M.

EIN: 426481677 EAGAN, MN Latest filing: 2025

Total Revenue$381K

Total Expenses$420K

Total Assets$4.9M

Grants Given27

Grant Total$2.7M

Filing Years2020–2025

Sample Grants Given

CHRIST EPISCOPAL CHURCH

BURLINGTON, IA · 2025

GENERAL OPERATING

$173,036

DM COUNTY HISTORICAL SOCIETY

BURLINGTON, IA · 2025

GENERAL OPERATING

$86,518

F ALBERT KLEIN TRUST

WEST BURLINGTON, IA · 2025

GENERAL OPERATING

$86,518

CHRIST EPISCOPAL CHURCH

BURLINGTON, IA · 2024

GENERAL OPERATING

$161,553

DM COUNTY HISTORICAL SOCIETY

BURLINGTON, IA · 2024

GENERAL OPERATING

$80,776

Showing up to 5 of 27 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

$2,717,107 27 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$381K	$420K	$4.9M
2024	$304K	$394K	$5.0M
2023	$235K	$426K	$5.1M
2022	$426K	$362K	$5.3M
2020	$140K	$381K	$5.2M

Between 2020 and 2025, reported annual revenue grew from $140K to $381K (+172%), with total assets most recently reported at $4.9M.

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

Grant Geography

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

IAWI

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

See the full picture for CHARLES & FLORENCE PHELPS TRUST

Complete financials, all 27 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports