Paul B Evers Trust

XENIA, OH EIN: 31-6120701

Paul B Evers Trust is a private foundation, based in XENIA, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $225K in total assets. In 2024, it made $18K in qualifying distributions. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$225K

-0.6% YoY

Revenue

$8K

+473.8% YoY

Qualifying Distributions

$18K

+11.4% YoY

Expenses

$10K

+3.7% YoY

Under IRS private-foundation payout rules, Paul B Evers Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Paul B Evers Trust

Based on IRS filings

Paul B Evers Trust is a private foundation, based in XENIA, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $225K in total assets. In 2024, it made $18K in qualifying distributions. Net investment income was $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Xenia

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K20202021202220232024
Metric202420232022
Total Assets$225,148$226,411$234,277
Revenue$8,418$1,467$-3,444
Expenses$9,681$9,336$9,261
Qualifying Distributions$18,172$16,313$15,837
Net Investment Income$5,909$1,983$2,990
Distributable Amount$5,666$6,087$6,687

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K3 grants20203 grants20213 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SHEILA R HOAGADMINISTRATOR$7KDAVID L PENDRYTRUSTEE$1K

From 2024 filing

NameTitleHoursCompensation
DAVID L PENDRYTRUSTEE0.5$1,140
SHEILA R HOAGADMINISTRATOR1.6$6,563

Frequently Asked Questions

How large is Paul B Evers Trust?

As of 2024, Paul B Evers Trust holds $225K in total assets with $8K in annual revenue.

Where does Paul B Evers Trust operate?

Paul B Evers Trust has awarded grants in Ohio.

How much is Paul B Evers Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Paul B Evers Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Paul B Evers Trust's EIN?

Paul B Evers Trust's EIN (Employer Identification Number) is 31-6120701. IRS Form 990 filing data is available on this page for 2020–2024.

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

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