Edmund J & Thelma Evans Charitable Trust
The Edmund J & Thelma Evans Charitable Trust is a private foundation based in Saint Louis, Missouri. Its 2025 filing lists scholarship grants to educational institutions, including institutions in New Mexico and Colorado.
Key facts about Edmund J & Thelma Evans Charitable Trust
In short: Edmund J & Thelma Evans Charitable Trust gave $87K across 15 grants in 2025 (avg $6K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- EIN
- 85-6112050
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $87,000
- Grants made (2025)
- 15
- Average grant
- $5,800
- Median grant
- $2,000
- Total assets
- $1,683,033
- Primary geography
- New Mexico (67% of itemized 2025 grant dollars)
- How to apply
- The filing directs applicants to the Center for Scholarship Administration for the application and to its scholarship site for application materials and deadlines. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
+0.1% YoY
Annual Giving
$87K
+3.6% YoY
Grant Count
15
-28.6% YoY
Avg Grant Size
$6K
+45.0% YoY
Under IRS private-foundation payout rules, Edmund J & Thelma Evans Charitable Trust reported a distributable amount of $98K for 2025 — the minimum it must pay out in qualifying distributions.
How Edmund J & Thelma Evans Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The available filing information does not state a mission for the trust. Its listed 2025 grants were for scholarships. The trust’s filing says awards require demonstrated financial need, a GPA of at least 3.0 on a 4.0 scale, and demonstrated scholastic ability; it gives preference to University of New Mexico veterinary and medical school students.
Grantmaking
In filing year 2025, the trust reported 15 grants totaling $87,000. Grant amounts ranged from $1,000 to $29,000, with a median of $2,000. Its largest listed grants included $29,000 to UNM Foundation Inc. for scholarships, two grants of $14,500 each to Colorado State University for scholarships, and three grants of $5,000 each to the University of New Mexico for scholarships.
The trust’s filing says it does not restrict giving to preselected organizations. It directs applicants to the Center for Scholarship Administration; the application is available through its scholarship site. The filing directs applicants to that site for deadlines.
How to Apply
The filing directs applicants to the Center for Scholarship Administration for the application and to its scholarship site for application materials and deadlines. Awards require demonstrated financial need, a GPA of at least 3.0 on a 4.0 scale, and demonstrated scholastic ability; preference is given to University of New Mexico veterinary and medical school students.
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Geographic Focus
Where this funder awards grants
In 2025, 67% of grant dollars went to recipients in New Mexico and 33% to recipients in Colorado.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $35K (2020) to $95K (2022). In 2025 it made 15 grants totaling $87K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of New Mexico ($29K across 12 grants). Together the top 3 received $87K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNM Foundation Inc Albuquerque, NM | Scholorships | $29,000 |
| Colorado State University Fort Collins, CO | Scholarship | $14,500 |
| Colorado State University Fort Collins, CO | Scholarship | $14,500 |
| University of New Mexico Albuquerque, NM | Scholarship | $5,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $5,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $5,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $2,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $2,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $2,000 |
| University of New Mexico Albuquerque, NM | Scholarship | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,683,033 | $124,083 | $121,243 | $87,000 | 15 |
| 2024 | $1,681,362 | $99,950 | $115,278 | $84,000 | 21 |
| 2023 | $1,695,188 | $53,317 | $114,970 | $85,484 | 3 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,683,033 | $1,681,362 | $1,695,188 |
| Revenue | $124,083 | $99,950 | $53,317 |
| Expenses | $121,243 | $115,278 | $114,970 |
| Qualifying Distributions | $96,372 | $93,016 | $94,065 |
| Net Investment Income | $100,875 | $76,261 | $32,152 |
| Distributable Amount | $98,419 | $94,368 | $88,672 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Wells Fargo Bank N.A. as trustee.
Edmund J & Thelma Evans Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $30K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $30K, to Wells Fargo Bank N a (Trustee).
Contact
Application contact: Center For Scholarship Administrati
Mailing address: PO Box 1465, Taylors, SC 29687-0031
Phone: (864) 268-3363
Frequently asked questions about Edmund J & Thelma Evans Charitable Trust
How much does Edmund J & Thelma Evans Charitable Trust give each year?
Edmund J & Thelma Evans Charitable Trust gave $87K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 21 grants.
What is Edmund J & Thelma Evans Charitable Trust's typical grant size?
Edmund J & Thelma Evans Charitable Trust's median grant in 2025 was $2,000, and its average grant was $5,800, across 15 grants on its 2025 IRS Form 990-PF.
Where does Edmund J & Thelma Evans Charitable Trust give grants?
Edmund J & Thelma Evans Charitable Trust gives mostly in New Mexico: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (33%). The most frequent recipient cities were Albuquerque, NM (13 grants) and Fort Collins, CO (2 grants).
Does Edmund J & Thelma Evans Charitable Trust give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Edmund J & Thelma Evans Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (14 grants).
Who are Edmund J & Thelma Evans Charitable Trust's largest grantees?
Edmund J & Thelma Evans Charitable Trust's largest 2025 grantees include University of New Mexico ($29,000 across 12 grants), Colorado State University ($29,000 across 2 grants) and UNM Foundation Inc ($29,000), according to its 2025 IRS Form 990-PF.
How large is Edmund J & Thelma Evans Charitable Trust?
Edmund J & Thelma Evans Charitable Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Edmund J & Thelma Evans Charitable Trust fund?
The available filing information does not state a mission for the trust. Its listed 2025 grants were for scholarships. See mission & focus areas ↑
How do I apply for a grant from Edmund J & Thelma Evans Charitable Trust?
The filing directs applicants to the Center for Scholarship Administration for the application and to its scholarship site for application materials and deadlines. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Edmund J & Thelma Evans Charitable Trust's EIN?
Edmund J & Thelma Evans Charitable Trust's EIN (Employer Identification Number) is 85-6112050. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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