Robert E Yager Charitable Trust
Robert E Yager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 14 grants totaling $122K. Net investment income was $202K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+3.0% YoY
Annual Giving
$122K
-11.0% YoY
Grant Count
14
+7.7% YoY
Avg Grant Size
$9K
-17.3% YoY
Under IRS private-foundation payout rules, Robert E Yager Charitable Trust reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert E Yager Charitable Trust
Based on IRS filings
Robert E Yager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 14 grants totaling $122K. Net investment income was $202K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,462,176 | $2,390,910 | $2,392,271 |
| Revenue | $245,760 | $190,895 | $77,270 |
| Expenses | $174,479 | $192,219 | $171,528 |
| Qualifying Distributions | $128,103 | $143,694 | $134,401 |
| Net Investment Income | $202,388 | $141,417 | $41,153 |
| Distributable Amount | $133,759 | $128,653 | $137,571 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Uni Foundation ($35,000), Nsta ($19,000), The Iowa Children's Museum ($17,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OPERATION VETERAN SUCCESS CHICAGO, IL | GENERAL OPERATING | $500 |
| NORTHERN VIRGINIA MENTAL HEALTH FDTN FALLS CHURCH, VA | GENERAL OPERATING | $500 |
| FRIENDS OF THE ANIMAL CENTER FDTN IOWA CITY, IA | GENERAL OPERATING | $1,668 |
| SCAN ALEXANDRIA, VA | GENERAL OPERATING | $10,000 |
| RIVERSIDE THEATRE IOWA CITY, IA | GENERAL OPERATING | $5,000 |
| ROADS TO RECOVERY LYNCHBURG, VA | GENERAL OPERATING | $5,000 |
| THE IOWA CHILDREN'S MUSEUM CORALVILLE, IA | GENERAL OPERATING | $17,000 |
| NSTA WASHINGTON, DC | GENERAL OPERATING | $19,000 |
| THE MCSHIN FOUNDATION RICHMOND, VA | GENERAL OPERATING | $3,000 |
| UNI FOUNDATION CEDAR FALLS, IA | GENERAL OPERATING | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MITCHELL OWEN | CO-TRUSTEE | 1 | $2,032 |
| LAURA YAGER | CO-TRUSTEE | 1 | $2,032 |
| STUART YAGER | CO-TRUSTEE | 1 | $2,032 |
| US BANK NA | TRUSTEE | 1 | $40,756 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert E Yager Charitable Trust?
Robert E Yager Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $2.5M in total assets as of 2024.
How large is Robert E Yager Charitable Trust?
As of 2024, Robert E Yager Charitable Trust holds $2.5M in total assets with $246K in annual revenue. It awarded 14 grants totaling $122K in 2024.
Where does Robert E Yager Charitable Trust operate?
Robert E Yager Charitable Trust has awarded grants in Arkansas, District of Columbia, Iowa, Illinois, Minnesota, Missouri, New Mexico, South Dakota, Virginia.
What size grants does Robert E Yager Charitable Trust award?
In 2024, Robert E Yager Charitable Trust awarded 14 grants totaling $122K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Robert E Yager Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert E Yager Charitable Trust reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert E Yager Charitable Trust's EIN?
Robert E Yager Charitable Trust's EIN (Employer Identification Number) is 61-1947590. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert E Yager Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.