Elizabeth Woodruff Charitable Trust

Private foundation · Grantmaker Monona, WI EIN: 39-6351200

The Elizabeth Woodruff Charitable Trust is a private foundation located in Monona, Wisconsin. Its 2026 filing reports 14 grants totaling $14,355, all to Wisconsin recipients.

Key facts about Elizabeth Woodruff Charitable Trust

In short: Elizabeth Woodruff Charitable Trust gave $14K across 14 grants in 2026 (avg $1K), mostly in Wisconsin. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.

EIN
39-6351200
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$14,355
Grants made (2026)
14
Average grant
$1,025
Median grant
$775
New grantees (estimate)
0% first-time grantees (0 of 14, 2026)
Total assets
$320,591
Primary geography
Wisconsin (100% of itemized 2026 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$321K

+0.4% YoY

Annual Giving

$14K

-11.5% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$1K

-11.5% YoY

Under IRS private-foundation payout rules, Elizabeth Woodruff Charitable Trust reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.

Is Elizabeth Woodruff Charitable Trust open to new grantees?

0%

first-time grantees, 2026

In 2026, 0 of 14 grantees (0%) were first-time recipients. How we count

  • 100% of 2026 grantees were also funded in 2025. Method
  • Giving held roughly steady from 2023 to 2026 (+5%). Method
  • In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2026 grants included program support for libraries, churches, arts organizations, educational institutions, and community organizations. Among its grantees, Beloit Janesville Symphony describes its mission as being “a cultural and educational resource.” Rotary Botanical Gardens says it provides education and appreciation of horticulture, and Rock County Historical Society says it enriches and engages Rock County communities through preserving and sharing local history and heritage.

Grantmaking

In 2026, the foundation gave 14 grants totaling $14,355. Grants ranged from $760 to $2,200, with a median grant of $775. Listed recipients include Hedberg Public Library ($2,200), Trinity Episcopal Church ($1,400), First Church Christ Scie ($1,200), Eager Free Public Library ($1,200), YMCA ($1,100), and YWCA ($1,100). Beloit Janesville Symphony received $775; Rotary Botanical Gardens and Rock County Historical Society each received $760.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2026 went to recipients in Wisconsin.

Grant Distribution by State

1state

Share of 2026 grant dollars across all 14 itemized grants.

States

Cities

JanesvilleBeloitManitowish WatersMercerEvansvilleWhitewater

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K13 grants2021 15 grants2022 14 grants2023 14 grants2024 14 grants2025 14 grants2026

From 2021 to 2026, annual grant giving ranged from $6K (2021) to $16K (2025). In 2026 it made 14 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2026

Hedberg Public Library: $2KHedberg Public Library$2KTrinity Episcopal Church: $1KTrinity Episcopal Church$1KFirst Church Christ Scie: $1KFirst Church Christ Scie$1KEager Free Public Library: $1KEager Free Public Library$1KYMCA: $1KYMCA$1KYWCA: $1KYWCA$1KBeloit Janesville Symphony: $775Beloit Janesville Symphony$775Janesville Performing Arts Centre: $775Janesville Performing ArtsCentre$775Choral Union Ltd: $775Choral Union Ltd$775Uw Whitewater Foundation Inc: $770Uw Whitewater Foundation Inc$770

The largest 2026 recipient was Hedberg Public Library ($2K). Together the top 10 received $11K.

Grant Size Distribution

71 grants across all recorded years

71<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 71 grants of 71 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hedberg Public Library Janesville, WIProgram Support$2,200
Trinity Episcopal Church Janesville, WIProgram Support$1,400
First Church Christ Scie Janesville, WIProgram Support$1,200
Eager Free Public Library Evansville, WIProgram Support$1,200
YMCA Janesville, WIProgram Support$1,100
YWCA Janesville, WIProgram Support$1,100
Beloit Janesville Symphony Beloit, WIProgram Support$775
Janesville Performing Arts Centre Janesville, WIProgram Support$775
Choral Union Ltd Mercer, WIProgram Support$775
Uw Whitewater Foundation Inc Whitewater, WIProgram Support$770

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2026 $320,591 $20,839 $19,450 $14,355
2025 $319,202 $23,413 $21,157 $16,228
2024 $316,946 $12,365 $17,595 $13,082
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$320,591$319,202$316,946
Revenue$20,839$23,413$12,365
Expenses$19,450$21,157$17,595
Qualifying Distributions$16,726$18,588$15,177
Net Investment Income$18,115$20,844$9,947
Distributable Amount$17,310$16,714$16,226

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 8, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 20, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 30, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2025)
  6. Added Form 990-PF for fiscal year 2026 (received by the IRS June 25, 2026)
  7. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

Lake Ridge Bank is listed as trustee on the 2026 filing.

Elizabeth Woodruff Charitable Trust's only listed officer is Lake Ridge Bank, Trustee on every filing since 2024 (uncompensated).

Officers on the 2026 filing

  • Lake Ridge Bank

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: State Bank Of Cross Plains (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 6430 Bridge Rd, Monona, WI 53713
Phone: (608) 826-3575

Frequently asked questions about Elizabeth Woodruff Charitable Trust

How much does Elizabeth Woodruff Charitable Trust give each year?

Elizabeth Woodruff Charitable Trust gave $14K across 14 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $16K across 14 grants.

What is Elizabeth Woodruff Charitable Trust's typical grant size?

Elizabeth Woodruff Charitable Trust's median grant in 2026 was $775, and its average grant was $1,025, across 14 grants on its 2026 IRS Form 990-PF.

Where does Elizabeth Woodruff Charitable Trust give grants?

Elizabeth Woodruff Charitable Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Janesville, WI (9 grants).

Does Elizabeth Woodruff Charitable Trust give general operating support?

Not in 2026: none of the 14 grants with a stated purpose on Elizabeth Woodruff Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (14 grants).

Who are Elizabeth Woodruff Charitable Trust's largest grantees?

Elizabeth Woodruff Charitable Trust's largest 2026 grantees include Hedberg Public Library ($2,200), Trinity Episcopal Church ($1,400) and First Church Christ Scie ($1,200), according to its 2026 IRS Form 990-PF. Together they received 33% of its itemized 2026 grant dollars.

How large is Elizabeth Woodruff Charitable Trust?

Elizabeth Woodruff Charitable Trust reported $321K in total assets on its 2026 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $17K (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 Elizabeth Woodruff Charitable Trust fund?

No mission statement for the foundation is provided. Its 2026 grants included program support for libraries, churches, arts organizations, educational institutions, and community organizations. See mission & focus areas ↑

How do I apply for a grant from Elizabeth Woodruff Charitable Trust?

The foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Elizabeth Woodruff Charitable Trust's EIN?

Elizabeth Woodruff Charitable Trust's EIN (Employer Identification Number) is 39-6351200. IRS Form 990 filing data is available on this page for 2021–2026.

Does Elizabeth Woodruff Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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