William T Evjue Charitable Trust
- Assets
- $0.0
- Revenue
- $1.4m
- Investments
- $17.9m
- Employees
- 0
- Location
- Madison, WI
- Founding
- 08/1971
- Data as of
- 05/2021
- 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 05/2021, William T Evjue Charitable Trust generated $1.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $1.9m during the year ending 05/2021. While expenses have increased by 0.3% per year over the past 7 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 | $244 |
| Dividends & Interest | $960,555 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,401,428 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $180,000 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $322,312 |
| Contributions, gifts, grants paid | $1,558,496 |
| Total expenses and disbursements | $1,880,808 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $605,856 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other 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 |
|---|---|
Madison, WI PURPOSE: TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | $1,579,255 |
Madison, WI PURPOSE: TO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONS | $22,843 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Wca Foundation C/O The Minneapolis Foundation Minneapolis, MN | $0 | $1,050,329 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |
Pohlad Family Foundation Minneapolis, MN | $102,001,164 | $18,381,775 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
Gilbert Fam Foundation Detroit, MI | $16,505,480 | $22,733,689 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Roy J Carver Charitable Tr Muscatine, IA | $235,043,756 | $22,231,044 |
Richard And Helen Devos Foundation Grand Rapids, MI | $31,037 | $11,215,000 |