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.
Key facts about Robert E Yager Charitable Trust
- EIN
- 61-1947590
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $121,918
- Grants made (2024)
- 14
- Average grant
- $8,708
- Median grant
- $5,000
- New grantees (estimate)
- 21% first-time grantees (3 of 14, 2024)
- Total assets
- $2,462,176
- Primary geography
- Iowa (48% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Robert E Yager Charitable Trust funds
By grant dollars, the top recipient states for Robert E Yager Charitable Trust's 14 itemized 2024 grants were Iowa (48%), Virginia (35%) and District of Columbia (16%). The most frequent recipient cities were Iowa City, IA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Robert E Yager Charitable Trust open to new grantees?
21%
first-time grantees, 2024
In 2024, 3 of 14 grantees (21%) were first-time recipients. First grants averaged $4K; repeat grants $10K. How we count
Medians: $500 first-time, $5K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−9%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Robert E Yager Charitable Trust
- How to evaluate Robert E Yager Charitable Trust as a funder
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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
Share of all 14 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Uni Foundation ($35,000), Nsta ($19,000), The Iowa Children's Museum ($17,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNI FOUNDATION Cedar Falls, IA | GENERAL OPERATING | $35,000 |
| NSTA Washington, DC | GENERAL OPERATING | $19,000 |
| THE IOWA CHILDREN'S MUSEUM Coralville, IA | GENERAL OPERATING | $17,000 |
| SCAN Alexandria, VA | GENERAL OPERATING | $10,000 |
| THE CHRIS ATWOOD FOUNDATION Reston, VA | GENERAL OPERATING | $10,000 |
| WORKHOUSE ARTS FOUNDATION INC Lorton, VA | GENERAL OPERATING | $10,000 |
| RIVERSIDE THEATRE Iowa City, IA | GENERAL OPERATING | $5,000 |
| ROADS TO RECOVERY Lynchburg, VA | GENERAL OPERATING | $5,000 |
| HABITAT FOR HUMANITY Newport News, VA | GENERAL OPERATING | $4,750 |
| THE MCSHIN FOUNDATION Richmond, VA | GENERAL OPERATING | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.