Paul Yergens & Virginia Y Rogers FD Old National Wealth Management
PAUL YERGENS & VIRGINIA Y ROGERS FD is a private foundation based in Evansville, Indiana. Its 2023 filing is marked as its final return, and the filing states that all funds had been distributed out of the entity by November 30, 2023. The foundation therefore appears to have wound down its grantmaking.
Key facts about Paul Yergens & Virginia Y Rogers FD Old National Wealth Management
In short: Paul Yergens & Virginia Y Rogers FD Old National Wealth Management gave $1.7M across 10 grants in 2023 (avg $171K), mostly in Indiana. 0% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 35-1755904
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $1,712,500
- Grants made (2023)
- 10
- Average grant
- $171,250
- Median grant
- $56,250
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2023; small sample)
- Primary geography
- Indiana (100% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2023; 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 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.7M
+191.5% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$171K
+191.5% YoY
Under IRS private-foundation payout rules, Paul Yergens & Virginia Y Rogers FD Old National Wealth Management reported a distributable amount of $30K for 2023 — the minimum it must pay out in qualifying distributions.
Is Paul Yergens & Virginia Y Rogers FD Old National Wealth Management open to new grantees?
0%
first-time grantees, 2023
In 2023, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 90% of 2023 grantees were also funded in 2022. Method
- Giving grew 342% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). 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 2023 grants supported organizations working in education and scholarships, arts and culture, health, transportation, disability services, and other charitable services.
Among the recipients, Pearl Arts Inc describes its mission as serving Northeast Indiana as an interactive community arts, education, entrepreneurial, and engagement destination. Embassy Theatre Foundation says it enriches the region’s cultural life through arts and entertainment in a historic venue. Community Transportation Network says it eases transportation burdens so people can maintain life-sustaining and purposeful community connections.
Grantmaking
In 2023, the foundation gave $1,712,500 through 10 grants. Grant amounts ranged from $37,500 to $550,000, with a median of $56,250.
The largest grants included $550,000 to Questa Foundation for Education for scholarship administration; $400,000 to Pearl Arts Inc for operating support; $300,000 to Fort Wayne Philharmonic for “Violins of Hope”; and $200,000 to Embassy Theatre Foundation for capital and operating support. Other listed recipients included Fort Wayne Children Zoo, Cancer Services of Northeast Indiana, Community Transportation Network, Matthew 25 Health & Dental Clinic, Stillwater Foundation, and Turnstone Center for Disabled.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its 2023 filing is marked final, so this is not a current application opportunity.
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Geographic Focus
Where this funder awards grants
All grant dollars itemized for 2023 went to recipients in Indiana. The listed 2023 grantees were in Fort Wayne.
Grant Distribution by State
Share of 2023 grant dollars across all 10 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $388K (2020) to $1.7M (2023). In 2023 it made 10 grants totaling $1.7M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Questa Foundation for Education ($550K). Together the top 10 received $1.7M.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 29 grants of 49 (59%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Questa Foundation for Education Fort Wayne, IN | Charitable - Scholarship. Admin | $550,000 |
| Pearl Arts Inc Fort Wayne, IN | Charitable - Operating Support | $400,000 |
| Fort Wayne Philharmonic Fort Wayne, IN | Charitable- Violins of Hope | $300,000 |
| Embassy Theatre Foundation Fort Wayne, IN | Charitable - Capital/Operating | $200,000 |
| Fort Wayne Children Zoo Fort Wayne, IN | Charitable - Operating Support | $75,000 |
| Cancer Services of Northeast IN Fort Wayne, IN | Charitable - Operating Support | $37,500 |
| Community Transportation Network Fort Wayne, IN | Charitable - Operating Support | $37,500 |
| Matthew 25 Health & Dental Clinic Fort Wayne, IN | Charitable - Operating Support | $37,500 |
| Stillwater Foundation Fort Wayne, IN | Charitable - Operating Support | $37,500 |
| Turnstone Center for Disabled Children & Adults Inc Fort Wayne, IN | Charitable - Therapy Services | $37,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2023 | — | $119,580 | $1,764,836 | $1,712,500 | 10 |
| 2022 | $1,645,256 | $246,525 | $627,680 | $587,500 | 10 |
| 2021 | $2,031,654 | $239,920 | $476,123 | $437,500 | 9 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $1,645,256 | $2,031,654 |
| Revenue | $119,580 | $246,525 | $239,920 |
| Expenses | $1,764,836 | $627,680 | $476,123 |
| Qualifying Distributions | $1,712,500 | $587,500 | $437,500 |
| Net Investment Income | $90,098 | $219,733 | $209,859 |
| Distributable Amount | $29,804 | $99,153 | $134,164 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 17, 2024)
- IRS filings on file for fiscal years 2019–2023
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Jean Tipton as president, Benjamin Williams as secretary, and Sharon Peters as a board member.
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management is led by Jean Tipton, President on every filing since 2019; 2 of 3 officers listed in 2023 are compensated.
Officers on the 2023 filing
Jean Tipton
President
On filings since 2019
$8K (2019) → $18K (2023)
Benjamin Williams
Secretary
On filings since 2019
$8K (2019) → $18K (2023)
Sharon Peters
Board Member
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $18K, to Benjamin Williams (Secretary). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: PO Box 207, Evansville, IN 47702
Phone: (260) 427-7131
Frequently asked questions about Paul Yergens & Virginia Y Rogers FD Old National Wealth Management
How much does Paul Yergens & Virginia Y Rogers FD Old National Wealth Management give each year?
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management gave $1.7M across 10 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $588K across 10 grants.
What is Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's typical grant size?
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's median grant in 2023 was $56,250, and its average grant was $171,250, across 10 grants on its 2023 IRS Form 990-PF.
Where does Paul Yergens & Virginia Y Rogers FD Old National Wealth Management give grants?
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management gives mostly in Indiana: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Wayne, IN (10 grants).
Does Paul Yergens & Virginia Y Rogers FD Old National Wealth Management give general operating support?
Yes: 70% of Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's 2023 grants with a stated purpose (7 of 10) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's largest grantees?
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's largest 2023 grantees include Questa Foundation for Education ($550,000), Pearl Arts Inc ($400,000) and Fort Wayne Philharmonic ($300,000), according to its 2023 IRS Form 990-PF. Together they received 73% of its itemized 2023 grant dollars.
What does Paul Yergens & Virginia Y Rogers FD Old National Wealth Management fund?
No mission statement for the foundation is provided. Its 2023 grants supported organizations working in education and scholarships, arts and culture, health, transportation, disability services, and other charitable services. See mission & focus areas ↑
How do I apply for a grant from Paul Yergens & Virginia Y Rogers FD Old National Wealth Management?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Paul Yergens & Virginia Y Rogers FD Old National Wealth Management required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Paul Yergens & Virginia Y Rogers FD Old National Wealth Management reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's EIN?
Paul Yergens & Virginia Y Rogers FD Old National Wealth Management's EIN (Employer Identification Number) is 35-1755904. IRS Form 990 filing data is available on this page for 2019–2023.
Does Paul Yergens & Virginia Y Rogers FD Old National Wealth Management 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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