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Winifred Y Phelps Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$14.4k (2024)

Expenses
$21.3k (2024)

Total Assets
$213k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,414
Expenses
$21,313
Net Income
-$6,899
Net Assets
$213,444
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,447
44.7%
Sales of Assets $7,899
54.8%
Other Income $68
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,629
73.3%
Compensation of Officers* $6,295
29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $213,444
Total Liabilities $0
Net Assets $213,444
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $6,295 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,274
Expenses
$20,805
Net Income
-$9,531
Net Assets
$221,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,282
55.7%
Sales of Assets $4,992
44.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,581
74.9%
Compensation of Officers* $5,805
27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,248
Total Liabilities $0
Net Assets $221,248
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $5,805 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,304
Expenses
$20,149
Net Income
-$9,845
Net Assets
$230,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,017
48.7%
Sales of Assets $5,287
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,401
71.5%
Compensation of Officers* $6,009
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,800
Total Liabilities $0
Net Assets $230,800
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $6,009 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,815
Expenses
$19,367
Net Income
$1,448
Net Assets
$240,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,778
23.0%
Sales of Assets $15,699
75.4%
Other Income $338
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,542
69.9%
Compensation of Officers* $6,422
33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $240,684
Total Liabilities $0
Net Assets $240,684
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $6,422 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,355
Expenses
$18,235
Net Income
-$8,880
Net Assets
$238,654
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,959
42.3%
Sales of Assets $5,396
57.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,573
74.4%
Compensation of Officers* $4,625
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $238,655
Total Liabilities $1
Net Assets $238,654
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $4,625 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,226
Expenses
$19,391
Net Income
-$6,165
Net Assets
$240,460
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,884
36.9%
Sales of Assets $8,342
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,872
71.5%
Compensation of Officers* $4,615
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $240,461
Total Liabilities $1
Net Assets $240,460
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $4,615 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,842
Expenses
$17,833
Net Income
$37,009
Net Assets
$250,532
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,229
11.4%
Sales of Assets $48,613
88.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,794
77.4%
Compensation of Officers* $3,838
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,532
Total Liabilities $0
Net Assets $250,532
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $3,838 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,522
Expenses
$17,049
Net Income
-$5,527
Net Assets
$215,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,778
50.1%
Sales of Assets $5,744
49.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,839
75.3%
Compensation of Officers* $3,786
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $215,828
Total Liabilities $0
Net Assets $215,828
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $3,786 $0

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,474
Expenses
$16,735
Net Income
-$8,261
Net Assets
$220,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,333
62.9%
Sales of Assets $3,141
37.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,828
76.7%
Compensation of Officers* $3,779
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $220,683
Total Liabilities $0
Net Assets $220,683
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $3,779 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,384
Expenses
$16,953
Net Income
-$11,569
Net Assets
$229,279
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,602
> 100%
Sales of Assets -$218
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,754
81.1%
Compensation of Officers* $3,043
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $229,279
Total Liabilities $0
Net Assets $229,279
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $3,043 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,015
Expenses
$19,217
Net Income
-$11,202
Net Assets
$240,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $7,153
89.2%
Sales of Assets $676
8.4%
Other Income $182
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,975
72.7%
Compensation of Officers* $5,254
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $240,498
Total Liabilities $0
Net Assets $240,498
Compensation
Key Employees and Officers Compensation Other
Comerica Bank (Trustee) $5,254 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,543
Expenses
$19,270
Net Income
-$11,727
Net Assets
$251,274
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $7,533
99.9%
Sales of Assets $9
0.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,964
72.5%
Compensation of Officers* $5,140
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $251,275
Total Liabilities $1
Net Assets $251,274

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,782
Expenses
$18,812
Net Income
-$7,030
Net Assets
$260,893
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $6,535
55.5%
Sales of Assets $4,667
39.6%
Other Income $578
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,790
73.3%
Compensation of Officers* $4,802
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $260,894
Total Liabilities $1
Net Assets $260,893

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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