William T Evjue Charitable Trust
- Assets
- $24.8m
- Revenue
- $1.7m
- Investments
- $24.5m
- Employees
- 0
- Location
- Madison, WI
- Founding
- 08/1971
- Data as of
- 05/2024
- EIN
- 23-7129606
Organization Overview
William T Evjue Charitable Trust is located in Madison, WI. The organization was established in 1971. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William T Evjue Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2024, William T Evjue Charitable Trust generated $1.7m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.6% each year. All expenses for the organization totaled $1.9m during the year ending 05/2024. While expenses have increased by 0.5% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | 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 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,560 |
| Dividends & Interest | $1,776,819 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$50,602 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,730,777 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $180,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $21,448 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $365,630 |
| Contributions, gifts, grants paid | $1,565,783 |
| Total expenses and disbursements | $1,931,413 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $236,804 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $22,244 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,652,155 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $24,785,018 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, William T Evjue Charitable Trust has awarded $1,602,098 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
THE EVJUE FOUNDATION INC PURPOSE: TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | $22,843 |
THE EVJUE FOUNDATION INC PURPOSE: TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | $1,579,255 |