DEMOGRAPHIC
ADDRESS
PO BOX 634
53201
COUNTY
milwaukee county, WI
IN CARE OF NAME
US BANK NA
ORGANIZATIONAL OVERVIEW & RANKINGS
KATHERINE W AND FRANCES G PHELPS TRUST is a based in MILWAUKEE, WI, focused on Unknown causes . Established in August 1994, it operates as an independent trust and contributions to this organization are tax-deductible .
With total assets of $668,149.00, this ranks 258,701 among 2,656,690 nonprofits nationally (Top 10%), demonstrating substantial financial capacity relative to its peers. At the state level, it stands at 5,829 out of 53,071 organizations in WI (Top 11%).
In milwaukee county, WI, the organization ranks 1,694 out of 9,360 nonprofits by assets (Top 19%), while locally in milwaukee, it stands at 1,498 among 7,144 organizations (Top 21%).
The organization reported no revenue in the most recent filing period, placing it at 1,873,532 nationally and 39,564 in WI.
Within its specific NTEE classification (Z99Z - Z: Unknown), which includes 3,848 similar organizations, KATHERINE W AND FRANCES G PHELPS TRUST ranks 1,004 in assets (Top 26%) and 3,519 in revenue (Top 92%).
The organization files a 990 - Not required to file(all other) and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
Gifts grants or loans to other organizations
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
4: $100,000 to $499,999
INCOME AMOUNT
$206,036.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
08/1994
ASSET CODE
5: $500,000 to $999,999
ASSET AMOUNT
$668,149.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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