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Robert E Yager Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2021. The principal officer is Us Bank Attn Sarah Leonard. It holds total assets of $2.5M. Annual income is reported at $1.6M. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Robert E Yager Charitable Trust has made 64 grants totaling $529K, with a median grant of $5K. The foundation has distributed between $134K and $258K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $258K distributed across 34 grants. Individual grants have ranged from $500 to $35K, with an average award of $8K. The foundation has supported 28 unique organizations. The foundation primarily supports organizations in Iowa, Virginia, Illinois, which account for 89% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Robert E Yager Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 64 grants. Its grantmaking reaches organizations primarily in IA, VA, IL.
Robert E Yager Charitable Trust has distributed a total of $529K across 64 grants. The median grant size is $5K, with an average of $8K. Individual grants have ranged from $500 to $35K.
Robert E Yager Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Robert E Yager Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $40K | $0 | $40K |
| Mitchell Owen | CO-TRUSTEE | $0 | $0 | N/A |
| Laura Yager | CO-TRUSTEE | $0 | $0 | N/A |
| Stuart Yager | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$192K
Total Assets
$2.4M
Fair Market Value
$2.7M
Net Worth
$2.4M
Grants Paid
$137K
Contributions
N/A
Net Investment Income
$141K
Distribution Amount
$129K
Total Grants
64
Total Giving
$529K
Average Grant
$8K
Median Grant
$5K
Unique Recipients
28
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| NstaGENERAL OPERATING | Richmond, VA | $35K | 2023 |
| Uni FoundationGENERAL OPERATING | Cedar Falls, IA | $30K | 2023 |
| The Iowa Childrens MuseumGENERAL OPERATING | Coralville, IA | $15K | 2023 |
| The Chris Atwood FoundationGENERAL OPERATING | Reston, VA | $10K | 2023 |
| Workhouse Arts Foundation IncGENERAL OPERATING | Lorton, VA | $10K | 2023 |
| Friends Of The Animal Center FdtnGENERAL OPERATING | Iowa City, IA | $8K | 2023 |
| The Mcshin FoundationGENERAL OPERATING | Richmond, VA | $5K | 2023 |
| Riverside TheatreGENERAL OPERATING | Iowa City, IA | $5K | 2023 |
| Roads To Recovery IncGENERAL OPERATING | Lynchburg, VA | $5K | 2023 |
| Saara Of Virginia IncGENERAL OPERATING | Richmond, VA | $5K | 2023 |
| Western Illinois University FdtnSCHOLARSHIPS | Macomb, IL | $4K | 2023 |
| Habitat For HumanityGENERAL OPERATING | Albuquerque, NM | $4K | 2023 |
| Northern Virginia Mental Health FdtnGENERAL OPERATING | Falls Church, VA | $1K | 2023 |
| National Science Teaching AssociationGENERAL OPERATING | Arlington, VA | $30K | 2022 |
| The Healing PlaceGENERAL OPERATING | Fort Smith, AR | $3K | 2022 |
| The EvolutionGENERAL OPERATING | Williamsburg, VA | $3K | 2022 |
| Ames First United Methodist ChurchGENERAL OPERATING | Ames, IA | $3K | 2022 |
| Journey House Foundation IncGENERAL OPERATING | Montpelier, VA | $3K | 2022 |
| Alzheimers Association IncGENERAL OPERATING | Chicago, IL | $1K | 2022 |
| St Josephs Indian SchoolGENERAL OPERATING | Chamberlain, SD | $1K | 2022 |
| The Iowa Children'S MuseumGENERAL OPERATING | Coralville, IA | $25K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI