David Everest Fdn
David Everest Fdn is a private foundation, based in Westerville, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $83K in total assets. In 2025, it awarded 3 grants totaling $8K. Net investment income was $3K.
David Everest Fdn at a glance
In short: David Everest Fdn gave $8K across 3 grants in 2025 (avg $3K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,000
- +23.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $2,667
- +23.1% vs 2024
- Median grant
- $3,000
- Total assets
- $82,878
- -5.5% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who David Everest Fdn funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Wisconsin Historical Society ($4K). Together the top 3 received $8K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How David Everest Fdn gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2019) to $8K (2025). In 2025 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wisconsin Historical Society Madison, WI | Publication Costs | $4,000 |
| DC Everest Senior High School Schofield, WI | D C Everest & Rita Everest | $3,000 |
| Trees for Tomorrow Inc Eagle River, WI | Unrestricted Gift | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $82,878 | $5,194 | $10,031 | $8,000 | 3 | $8,097 | $3,297 | $6,072 |
| 2024 | $87,721 | $6,505 | $8,948 | $6,500 | 3 | $6,687 | $4,372 | $5,882 |
| 2023 | $90,203 | $8,398 | $10,149 | $6,000 | 2 | $8,002 | $6,312 | $5,467 |
| 2022 | $91,958 | $5,547 | $10,216 | $6,000 | 2 | $8,054 | $3,431 | $5,931 |
| 2021 | $96,704 | $6,167 | $5,139 | $3,000 | 1 | $4,019 | $5,097 | $6,828 |
| 2020 | $95,666 | $3,767 | $4,927 | $3,000 | 1 | — | $3,554 | $5,616 |
| 2019 | $96,802 | $5,011 | $4,396 | $3,000 | 1 | — | $4,779 | $5,485 |
Under IRS private-foundation payout rules, David Everest Fdn reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David Everest Fdn's only listed officer is Midwest Trust Company, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Midwest Trust Company
Trustee
On filings since 2024
1 hr/week
$403 (2024) → $968 (2025)
Former officers (3)
- Former: BMO Bank NA (2024) — Prior Trustee
- Former: BMO Bank N A (2023) — Trustee
- Former: BMO Harris Bank N A (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $968, to Midwest Trust Company (Trustee).
Frequently asked questions about David Everest Fdn
How much does David Everest Fdn give each year?
David Everest Fdn gave $8K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 3 grants.
What is David Everest Fdn's typical grant size?
David Everest Fdn's median grant in 2025 was $3,000, and its average grant was $2,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does David Everest Fdn give grants?
David Everest Fdn gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does David Everest Fdn give general operating support?
Yes: 33% of David Everest Fdn's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is David Everest Fdn?
David Everest Fdn reported $83K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
What is David Everest Fdn's EIN?
David Everest Fdn's EIN (Employer Identification Number) is 39-6063922. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2019–2024
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