William T Evjue Charitable Trust

MADISON, WI EIN: 23-7129606

William T Evjue Charitable Trust is a private foundation, based in MADISON, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $25.6M in total assets. In 2025, it awarded 1 grants totaling $1.6M. Net investment income was $1.6M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$25.6M

+3.3% YoY

Annual Giving

$1.6M

+2.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.6M

+2.6% YoY

Under IRS private-foundation payout rules, William T Evjue Charitable Trust reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.

About William T Evjue Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $8.0M (100%)

States

Wisconsin

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$25,609,782	$24,785,018	$23,826,372
Revenue	$1,750,904	$1,730,777	$2,281,893
Expenses	$1,996,915	$1,931,413	$2,062,488
Qualifying Distributions	$1,672,802	$1,627,133	$1,763,203
Net Investment Income	$1,604,072	$1,497,920	$2,012,583
Distributable Amount	$1,760,619	$1,665,586	$1,624,026

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Evjue Foundation Inc ($1,606,233).

Recipient	Purpose	Amount
THE EVJUE FOUNDATION INC MADISON, WI	TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS	$1,606,233

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JIM LUSSIER	TRUSTEE	1	$36,000
NANCY B GAGE	TRUSTEE	1	$36,000
CLAYTON FRINK	TRUSTEE	2	$36,000
DAVE ZWEIFEL	TRUSTEE	2	$36,000
BRADY WILLIAMSON	TRUSTEE	1	$36,000

Frequently Asked Questions

How large is William T Evjue Charitable Trust?

As of 2025, William T Evjue Charitable Trust holds $25.6M in total assets with $1.8M in annual revenue. It awarded 1 grants totaling $1.6M in 2025.

Where does William T Evjue Charitable Trust operate?

William T Evjue Charitable Trust has awarded grants in Wisconsin.

What size grants does William T Evjue Charitable Trust award?

In 2025, William T Evjue Charitable Trust awarded 1 grants totaling $1.6M — an average of about $1.6M per grant, based on its IRS Form 990 filings.

How much is William T Evjue Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William T Evjue Charitable Trust reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William T Evjue Charitable Trust's EIN?

William T Evjue Charitable Trust's EIN (Employer Identification Number) is 23-7129606. IRS Form 990 filing data is available on this page for 2021–2025.