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Walter & Frederica Evans Trust 08762741 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2003. The principal officer is Us Bank Na. It holds total assets of $9.8M. Annual income is reported at $4.2M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Walter & Frederica Evans Trust 08762741 has made 8 grants totaling $2.6M, with a median grant of $330K. The foundation has distributed between $532K and $1.5M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $1.5M distributed across 4 grants. Individual grants have ranged from $266K to $382K, with an average award of $327K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Missouri. 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.
Walter & Frederica Evans Trust 08762741 primarily funds organizations in the area of education. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in MO.
Walter & Frederica Evans Trust 08762741 has distributed a total of $2.6M across 8 grants. The median grant size is $330K, with an average of $327K. Individual grants have ranged from $266K to $382K.
Walter & Frederica Evans Trust 08762741 typically selects its grantees rather than accepting unsolicited proposals.
Walter & Frederica Evans Trust 08762741 is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | TRUSTEE | $95K | $0 | $95K |
Total Giving
$644K
Total Assets
$9.6M
Fair Market Value
$11.8M
Net Worth
$9.6M
Grants Paid
$532K
Contributions
N/A
Net Investment Income
$523K
Distribution Amount
$542K
Total: $2.4M
Total Grants
8
Total Giving
$2.6M
Average Grant
$327K
Median Grant
$330K
Unique Recipients
2
Most Common Grant
$382K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Missouri Southern FoundationSCHOLARSHIPS | Springfield, MO | $266K | 2023 |
| Drury UniversitySCHOLARSHIPS | Springfield, MO | $266K | 2023 |