LUCIUS B & MATIE D PHELPS TRUST DTD 091579

LUCIUS B & MATIE D PHELPS TRUST DTD 091579 · GetFunded

Financials

Giving

$227K

FY2024 · qualifying distributions

Total assets

$4.4M

FY2024 · end of year

Revenue

$183K

FY2024

Expenses

$293K

FY2024

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2024	990-PF	$183,188	$293,379	$226,683	$4,416,704

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Officers and directors

Name	Title	Hours / week	Compensation
Wells Fargo Bank N A	TRUSTEE	1	$57,437

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

LUCIUS B & MATIE D PHELPS TRUST DTD 091579

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What its returns show

LUCIUS B & MATIE D PHELPS TRUST DTD 091579

Can I apply?

What its returns show

Financials

What they fund

Grants paid

Officers and directors