Robert E Yager Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Robert E Yager Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 61-1947590

Foundation Overview

Based in Milwaukee, WI, Robert E Yager Charitable Trust has awarded 94 grants totaling $794,561 to organizations in Illinois, Iowa and 5 other states across the US. Individual grants range from $500 to $35,000, with a median award of $5,000.

Latest Tax Year
2023
Total Giving (all years)
$794,561
Total Assets
$2,698,844
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$5,000
% Median Grant Growth
+67% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 23%

6 of 26 recipients (23%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Virginia

47% of grants are awarded in Virginia, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Virginia, funding concentrates in Richmond (25%), Falls Church (14%), Lorton (14%).

Funding Trajectory
+2%

Stable funding levels with 2% change over 2 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + Education

Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Robert E Yager Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Western Illinois University Fdtn $4,000 Macomb, IL, US Scholarships 2023
Friends Of The Animal Center Fdtn $8,449 Iowa City, IA, US General Operating 2023
Northern Virginia Mental Health Fdtn $1,000 Falls Church, VA, US General Operating 2023
Nsta $35,000 Richmond, VA, US General Operating 2023
Workhouse Arts Foundation Inc $10,000 Lorton, VA, US General Operating 2023
Roads To Recovery Inc $5,000 Lynchburg, VA, US General Operating 2023
Riverside Theatre $5,000 Iowa City, IA, US General Operating 2023
Saara Of Virginia Inc $5,000 Richmond, VA, US General Operating 2023
Habitat For Humanity $3,510 Albuquerque, NM, US General Operating 2023
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2023
The Iowa Childrens Museum $15,000 Coralville, IA, US General Operating 2023
The Mcshin Foundation $5,000 Richmond, VA, US General Operating 2023
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2023
Western Illinois University Fdtn $4,000 Macomb, IL, US Scholarships 2023
Friends Of The Animal Center Fdtn $8,449 Iowa City, IA, US General Operating 2023
Northern Virginia Mental Health Fdtn $1,000 Falls Church, VA, US General Operating 2023
Nsta $35,000 Richmond, VA, US General Operating 2023
Workhouse Arts Foundation Inc $10,000 Lorton, VA, US General Operating 2023
Roads To Recovery Inc $5,000 Lynchburg, VA, US General Operating 2023
Riverside Theatre $5,000 Iowa City, IA, US General Operating 2023
Saara Of Virginia Inc $5,000 Richmond, VA, US General Operating 2023
Habitat For Humanity $3,510 Albuquerque, NM, US General Operating 2023
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2023
The Iowa Childrens Museum $15,000 Coralville, IA, US General Operating 2023
The Mcshin Foundation $5,000 Richmond, VA, US General Operating 2023
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2023
Western Illinois University Fdtn $4,000 Macomb, IL, US General Operating 2022
Friends Of The Animal Center Fdtn $5,000 Iowa City, IA, US General Operating 2022
Northern Virginia Mental Health Fdtn $500 Falls Church, VA, US General Operating 2022
Alzheimers Association Inc $1,000 Chicago, IL, US General Operating 2022
The Healing Place $3,000 Fort Smith, AR, US General Operating 2022
Riverside Theatre $3,000 Iowa City, IA, US General Operating 2022
St Josephs Indian School $1,000 Chamberlain, SD, US General Operating 2022
Roads To Recovery Inc $3,000 Lynchburg, VA, US General Operating 2022
National Science Teaching Association $30,000 Arlington, VA, US General Operating 2022
Workhouse Arts Foundation Inc $10,000 Lorton, VA, US General Operating 2022
Journey House Foundation Inc $3,000 Montpelier, VA, US General Operating 2022
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2022
The Iowa Childrens Museum $16,289 Coralville, IA, US General Operating 2022
The Mcshin Foundation $3,000 Richmond, VA, US General Operating 2022
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2022
The Evolution $3,000 Williamsburg, VA, US General Operating 2022
Ames First United Methodist Church $3,000 Ames, IA, US General Operating 2022
Western Illinois University Fdtn $4,000 Macomb, IL, US General Operating 2022
Friends Of The Animal Center Fdtn $5,000 Iowa City, IA, US General Operating 2022
Northern Virginia Mental Health Fdtn $500 Falls Church, VA, US General Operating 2022
Alzheimers Association Inc $1,000 Chicago, IL, US General Operating 2022
The Healing Place $3,000 Fort Smith, AR, US General Operating 2022
Riverside Theatre $3,000 Iowa City, IA, US General Operating 2022
St Josephs Indian School $1,000 Chamberlain, SD, US General Operating 2022
Roads To Recovery Inc $3,000 Lynchburg, VA, US General Operating 2022
National Science Teaching Association $30,000 Arlington, VA, US General Operating 2022
Workhouse Arts Foundation Inc $10,000 Lorton, VA, US General Operating 2022
Journey House Foundation Inc $3,000 Montpelier, VA, US General Operating 2022
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2022
The Iowa Childrens Museum $16,289 Coralville, IA, US General Operating 2022
The Mcshin Foundation $3,000 Richmond, VA, US General Operating 2022
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2022
The Evolution $3,000 Williamsburg, VA, US General Operating 2022
Ames First United Methodist Church $3,000 Ames, IA, US General Operating 2022
Western Illinois University Fdtn $4,000 Macomb, IL, US General Operating 2022
Friends Of The Animal Center Fdtn $5,000 Iowa City, IA, US General Operating 2022
Northern Virginia Mental Health Fdtn $500 Falls Church, VA, US General Operating 2022
Alzheimers Association Inc $1,000 Chicago, IL, US General Operating 2022
The Healing Place $3,000 Fort Smith, AR, US General Operating 2022
Riverside Theatre $3,000 Iowa City, IA, US General Operating 2022
St Josephs Indian School $1,000 Chamberlain, SD, US General Operating 2022
Roads To Recovery Inc $3,000 Lynchburg, VA, US General Operating 2022
National Science Teaching Association $30,000 Arlington, VA, US General Operating 2022
Workhouse Arts Foundation Inc $10,000 Lorton, VA, US General Operating 2022
Journey House Foundation Inc $3,000 Montpelier, VA, US General Operating 2022
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2022
The Iowa Childrens Museum $16,289 Coralville, IA, US General Operating 2022
The Mcshin Foundation $3,000 Richmond, VA, US General Operating 2022
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2022
The Evolution $3,000 Williamsburg, VA, US General Operating 2022
Ames First United Methodist Church $3,000 Ames, IA, US General Operating 2022
Workhouse Arts Foundation Inc $7,176 Lorton, VA, US General Operating 2021
Western Illinois University Fdtn $2,500 Macomb, IL, US General Operating 2021
Caritas $5,000 Richmond, VA, US General Operating 2021
Friends Of The Animal Center Fdtn $10,000 Iowa City, IA, US General Operating 2021
Iowa City Parks And Recreation Fdtn $500 Iowa City, IA, US General Operating 2021
Northern Virginia Mental Health Fdtn $1,000 Falls Church, VA, US General Operating 2021
Alzheimers Association Inc $5,000 Chicago, IL, US General Operating 2021
Old Creamery Theatre $5,000 Amana, IA, US General Operating 2021
Riverside Theatre $10,000 Iowa City, IA, US General Operating 2021
Scan Of Northern Virginia $5,000 Alexandria, VA, US General Operating 2021
St Francis Hospital Foundation $9,100 Maryville, MO, US General Operating 2021
St Joseph's Indian School $3,000 Chamberlain, SD, US General Operating 2021
The Chris Atwood Foundation $10,000 Reston, VA, US General Operating 2021
The Iowa Children's Museum $25,000 Coralville, IA, US General Operating 2021
The Mcshin Foundation $5,000 Richmond, VA, US General Operating 2021
Uni Foundation $30,000 Cedar Falls, IA, US General Operating 2021
Warren County Historical Society $1,000 Monmouth, IL, US General Operating 2021

Foundations Similar to Robert E Yager Charitable Trust

Discover 5 foundations with comparable assets ($2,662,585-$2,737,846), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 38-4095048 | 21 grants awarded
$2,691,884
(≈ Similar)
$5,000
median grant
Hancock, WI
Same state
100%
Excellent match

EIN: 83-0980580 | 89 grants awarded
$2,712,317
(≈ Similar)
$2,500
median grant
Port Washington, WI
Same state
100%
Excellent match

EIN: 27-6979566 | 71 grants awarded
$2,675,237
(≈ Similar)
$5,000
median grant
Mauston, WI
Same state
100%
Excellent match

EIN: 27-3368088 | 134 grants awarded
$2,662,585
(≈ Similar)
$5,000
median grant
Camp Douglas, WI
Same state
99%
Excellent match

EIN: 30-6545602 | 23 grants awarded
$2,737,846
(≈ Similar)
$3,000
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for Robert E Yager Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 61-1947590
Website N/A
Address PO BOX 634 Milwaukee, WI 53201-0634

Key People (4)

Board members, trustees, and key staff who oversee Robert E Yager Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Co-trustee Mitchell Owen
Co-trustee Laura Yager
Co-trustee Stuart Yager
Trustee Us Bank Na

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Robert E Yager Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.