Robert E Yager Charitable Trust
The Robert E Yager Charitable Trust is a private foundation based in Eagan, Minnesota. It made 16 grants totaling $127,754 in filing year 2025, supporting charitable organizations in several states and the District of Columbia.
Robert E Yager Charitable Trust at a glance
In short: Robert E Yager Charitable Trust gave $128K across 16 grants in 2025 (avg $8K), top state California. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $127,754
- +4.8% vs 2024
- Grants made (2025)
- 16
- +14.3% vs 2024
- Average grant
- $7,985
- -8.3% vs 2024
- Median grant
- $5,000
- Total assets
- $2,498,547
- +1.5% vs 2024
- New grantees (estimate)
- 31% first-time grantees (5 of 16, 2025; small sample)
- Primary geography
- California (30% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Robert E Yager Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 64193, Eagan, MN 55164
Phone: (888) 265-7962
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert E Yager Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was UNI Foundation ($38K). Together the top 10 received $118K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 77 grants of 77 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in multiple states and the District of Columbia. Reported shares were California 30%, Iowa 20%, Virginia 18%, and Washington, DC 16%; Maryland accounted for 4%. The listed grants also include recipients in Michigan, Indiana, and Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is Robert E Yager Charitable Trust open to new grantees?
31%
first-time grantees, 2025
In 2025, 5 of 16 grantees (31%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $3K; repeat grants $10K. How we count
Medians: $5K first-time, $5K repeat.
- 69% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 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 grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $122K (2024) to $137K (2023). In 2025 it made 16 grants totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNI Foundation Bakersfield, CA | General Operating | $38,000 |
| NSTA Washington, DC | General Operating | $20,000 |
| Iowa Childrens Museum Coralville, IA | General Operating | $15,000 |
| Chris Atwood Foundation Reston, VA | General Operating | $10,000 |
| Workhouse Arts Foundation Inc Lorton, VA | General Operating | $10,000 |
| Oxford House Silver Spring, MD | General Operating | $5,000 |
| Summitt Church Institutional Advancement Niles, MI | General Operating | $5,000 |
| Bethel University Inc Mishawaka, IN | Scholarship | $5,000 |
| Riverside Theatre Iowa City, IA | General Operating | $5,000 |
| Friends of the Animal Center Foundation Iowa City, IA | General Operating | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,498,547 | $219,445 | $182,123 | $127,754 | 16 | $134,080 | $171,360 | $139,955 |
| 2024 | $2,462,176 | $245,760 | $174,479 | $121,918 | 14 | $128,103 | $202,388 | $133,759 |
| 2023 | $2,390,910 | $190,895 | $192,219 | $136,959 | 13 | $143,694 | $141,417 | $128,653 |
| 2022 | $2,392,271 | $77,270 | $171,528 | $128,789 | 17 | $134,401 | $41,153 | $137,571 |
| 2021 | $2,486,896 | $356,924 | $192,090 | $134,276 | 17 | $148,369 | $45,004 | $147,891 |
| 2020 | $2,322,062 | $2,746,342 | $69,063 | — | — | — | $17,572 | $137,479 |
Under IRS private-foundation payout rules, Robert E Yager Charitable Trust reported a distributable amount of $140K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing does not state a mission for the trust. Its 2025 grants included organizations whose own stated missions span arts and cultural enrichment, animal welfare, housing, education, and recovery services. For example, Workhouse Arts Foundation says it uses the arts to engage and inspire communities, while Friends of the Animal Center Foundation says it raises funds for animal care and welfare initiatives. Habitat for Humanity–North Central Georgia describes its work as building homes with low-income families, and Oxford House says it establishes and continues self-support recovery homes. Bethel University describes preparing students for their careers and calling, and Roads to Recovery says it helps people achieve long-term recovery from substance use disorders.
Grantmaking
In filing year 2025, the trust reported 16 grants totaling $127,754. Grant amounts ranged from $754 to $38,000, with a median grant of $5,000. The largest grants included $38,000 to UNI Foundation, $20,000 to NSTA, $15,000 to Iowa Children’s Museum, and $10,000 each to Chris Atwood Foundation and Workhouse Arts Foundation. Other listed grants included $5,000 to Oxford House, Bethel University, Riverside Theatre, Friends of the Animal Center Foundation, and Habitat for Humanity.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mitchell Owen, Laura Yager, and Stuart Yager as co-trustees, and US Bank N A as trustee.
Robert E Yager Charitable Trust's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2020
1 hr/week
$29K (2020) → $42K (2025)
Laura Yager
Co-Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Mitchell Owen
Co-Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Stuart Yager
Co-Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: US Bank NA (2023–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $42K, to US Bank N a (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Robert E Yager Charitable Trust
How much does Robert E Yager Charitable Trust give each year?
Robert E Yager Charitable Trust gave $128K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $122K across 14 grants.
What is Robert E Yager Charitable Trust's typical grant size?
Robert E Yager Charitable Trust's median grant in 2025 was $5,000, and its average grant was $7,985, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Robert E Yager Charitable Trust that year got $3K on average.
Where does Robert E Yager Charitable Trust give grants?
Robert E Yager Charitable Trust's top state is California, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Iowa (20%) and Virginia (18%). The most frequent recipient cities were Iowa City, IA (3 grants).
Does Robert E Yager Charitable Trust give general operating support?
Yes: 94% of Robert E Yager Charitable Trust's 2025 grants with a stated purpose (15 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Robert E Yager Charitable Trust's largest grantees?
Robert E Yager Charitable Trust's largest 2025 grantees include UNI Foundation ($38,000), NSTA ($20,000) and Iowa Childrens Museum ($15,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is Robert E Yager Charitable Trust?
Robert E Yager Charitable Trust reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $140K (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.
What does Robert E Yager Charitable Trust fund?
The filing does not state a mission for the trust. Its 2025 grants included organizations whose own stated missions span arts and cultural enrichment, animal welfare, housing, education, and recovery services. See mission & focus areas ↑
How do I apply for a grant from Robert E Yager Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Robert E Yager Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Robert E Yager Charitable Trust funds
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Cite this profile
Grantable. (2026). Robert E Yager Charitable Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/robert-e-yager-charitable-trust-morg_65579f4c300e4a179e4e91d27612f2d6
BibTeX
@misc{grantable_611947590_2026,
author = {{Grantable}},
title = {{Robert E Yager Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-e-yager-charitable-trust-morg_65579f4c300e4a179e4e91d27612f2d6},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Robert E Yager Charitable Trust'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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