Funder DirectoryROBERT E YAGER CHARITABLE TRUST
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Private foundation (trust)EIN 611947590Est. 2021-06

ROBERT E YAGER CHARITABLE TRUST

MILWAUKEE, WI 532010634

Total Assets

$2.7M

FY 2023

Annual Giving

$137K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$11K

FY 2023

Grant Range

$1K–$35K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$191K

Total Expenses

$192K

Qualifying Distributions

$144K

Distributable Amount

$129K

Min. Investment Return

$131K

Undistributed Income

$122K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $1K through median $5K to maximum $35K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2021 to 2023. Peak $137K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

47 grants

UNI FOUNDATION
$90K
3 grants
NSTA
$35K
1 grant
THE IOWA CHILDRENS MUSEUM
$31K
2 grants
THE CHRIS ATWOOD FOUNDATION
$30K
3 grants
NATIONAL SCIENCE TEACHING ASSOCIATION
$30K
1 grant
WORKHOUSE ARTS FOUNDATION INC
$27K
3 grants
THE IOWA CHILDREN'S MUSEUM
$25K
1 grant
FRIENDS OF THE ANIMAL CENTER FDTN
$23K
3 grants

Grant Size Distribution

47 grants

<$10K
39
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Iowa
$196K
49% of total
Virginia
$167K
42% of total
Illinois
$18K
4% of total
Missouri
$9K
2% of total
South Dakota
$4K
1% of total
New Mexico
$4K
1% of total
Arkansas
$3K
1% of total

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