Elizabeth Woodruff Charitable Trust
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.
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
Share of 2026 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2026 recipient was Hedberg Public Library ($2K). Together the top 10 received $11K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 71 grants of 71 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hedberg Public Library Janesville, WI | Program Support | $2,200 |
| Trinity Episcopal Church Janesville, WI | Program Support | $1,400 |
| First Church Christ Scie Janesville, WI | Program Support | $1,200 |
| Eager Free Public Library Evansville, WI | Program Support | $1,200 |
| YMCA Janesville, WI | Program Support | $1,100 |
| YWCA Janesville, WI | Program Support | $1,100 |
| Beloit Janesville Symphony Beloit, WI | Program Support | $775 |
| Janesville Performing Arts Centre Janesville, WI | Program Support | $775 |
| Choral Union Ltd Mercer, WI | Program Support | $775 |
| Uw Whitewater Foundation Inc Whitewater, WI | Program 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 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 20, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 30, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 25, 2026)
- 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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