Evergreen Manor Endow Tr (Rowland)

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6340005

Evergreen Manor Endow Tr (Rowland) is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $73K. Net investment income was $98K.

Evergreen Manor Endow Tr (Rowland) at a glance

In short: Evergreen Manor Endow Tr (Rowland) gave $73K across 1 grant in 2025 (avg $73K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$72,936
+3.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$72,936
+3.1% vs 2024
Median grant
$72,936
Total assets
$1,322,633
+1.6% 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 Evergreen Manor Endow Tr (Rowland) funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Evergreen Foundation Inc: $73KEvergreen Foundation Inc$73K

The largest 2025 recipient was Evergreen Foundation Inc ($73K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Oshkosh

How Evergreen Manor Endow Tr (Rowland) gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 94% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $71K (2021) to $83K (2023). In 2025 it made 1 grant totaling $73K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Evergreen Foundation Inc Oshkosh, WIGeneral Operating$72,936
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,322,633$121,896$101,493$72,9361$76,989$98,099$81,767
2024$1,302,235$60,004$97,048$70,7261$74,596$36,947$76,806
2023$1,339,329$17,278$108,293$83,4511$87,244$18,266$74,519
2022$1,430,346$87,112$110,390$78,2531$82,411$62,659$87,609
2021$1,453,628$156,156$96,278$70,6431—$132,446$81,462

Under IRS private-foundation payout rules, Evergreen Manor Endow Tr (Rowland) reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Evergreen Manor Endow Tr (Rowland)'s only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2024

    1 hr/week

    $24K (2024) → $26K (2025)

Former officers (1)
  • Former: US Bank NA (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

US Bank N a — Trustee: $26KUS Bank N aTrustee$26K

The highest reported compensation on the 2025 filing was $26K, to US Bank N a (Trustee).

Frequently asked questions about Evergreen Manor Endow Tr (Rowland)

How much does Evergreen Manor Endow Tr (Rowland) give each year?

Evergreen Manor Endow Tr (Rowland) gave $73K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $71K across 1 grant.

How large is Evergreen Manor Endow Tr (Rowland)?

Evergreen Manor Endow Tr (Rowland) reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $82K (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.

Where does Evergreen Manor Endow Tr (Rowland) operate?

Evergreen Manor Endow Tr (Rowland) has awarded grants in Wisconsin.

What is Evergreen Manor Endow Tr (Rowland)'s EIN?

Evergreen Manor Endow Tr (Rowland)'s EIN (Employer Identification Number) is 39-6340005. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 7, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS October 9, 2025)
  6. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Evergreen Manor Endow Tr (Rowland)'s IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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