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Robert E Yager Charitable Trust at a glance

· Private foundation

Robert E Yager Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$128k
Granted FY2025still arriving
16
Grants FY2025still arriving
9
States reached
$38k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Arts & Culture$243kEducation$175kHealth$108kPhilanthropy$38kAnimals$30kHousing & Shelter$25kReligion$11kCrime & Legal$5kOther$0
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k11 grants · $35k
  • $10k–50k5 grants · $93k
$5,000
Median grant
9
States reached
$2.5M
Total assets
Largest grants
RecipientAmount
UNI FOUNDATION$38,000
NSTA$20,000
IOWA CHILDRENS MUSEUM$15,000
CHRIS ATWOOD FOUNDATION$10,000
WORKHOUSE ARTS FOUNDATION INC$10,000
RIVERSIDE THEATRE$5,000
BETHEL UNIVERSITY INC$5,000
FRIENDS OF THE ANIMAL CENTER FOUNDATION$5,000
OXFORD HOUSE$5,000
SUMMITT CHURCH INSTITUTIONAL ADVANCEMENT$5,000
HABITAT FOR HUMANITY$5,000
ROADS TO RECOVERY INC$1,000
MCSHIN FOUNDATION$1,000
OPERATION VETERAN SUCCESS$1,000
IOWA CENTER FOR ADVANCEMENT$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY21–25) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 58% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%UNI FOUNDATION: $38k → 18%HABITAT FOR HUMANITY: $4k → 14%OLD CREAMERY THEATRE: $5k → 7%WESTERN ILLINOIS UNIVERSITY FDTN: $4k → 9%THE IOWA CHILDREN'S MUSEUM: $25k → 15%AMES FIRST UNITED METHODIST CHURCH: $3k → 17%SUMMITT CHURCH INSTITUTIONAL ADVANCEMENT: $5k → 15%ST FRANCIS HOSPITAL FOUNDATION: $9k → 17%HABITAT FOR HUMANITY: $5k → 13%BETHEL UNIVERSITY INC: $5k → 13%OPERATION VETERAN SUCCESS: $1k → 14%WARREN COUNTY HISTORICAL SOCIETY: $1k → 16%JOURNEY HOUSE FOUNDATION INC: $3k → 5%WORKHOUSE ARTS FOUNDATION INC: $10k → 6%NATIONAL SCIENCE TEACHING ASSOCIATION: $30k → 7%THE EVOLUTION: $3k → 7%SCAN OF NORTHERN VIRGINIA: $5k → 9%NSTA: $35k → 9%ROADS TO RECOVERY INC: $5k → 13%HABITAT FOR HUMANITY: $5k → 17%CARITAS: $5k → 22%ST JOSEPH'S INDIAN SCHOOL: $3k → 15%OXFORD HOUSE: $5k → 8%WESTERN ILLINOIS UNIVERSITY FDTN: $3k → 9%THE IOWA CHILDREN'S MUSEUM: $17k → 15%WORKHOUSE ARTS FOUNDATION INC: $10k → 6%SCAN: $10k → 9%THE MCSHIN FOUNDATION: $5k → 9%ROADS TO RECOVERY: $5k → 13%SAARA OF VIRGINIA INC: $5k → 22%ST JOSEPHS INDIAN SCHOOL: $1k → 15%THE IOWA CHILDRENS MUSEUM: $16k → 15%ALZHEIMERS ASSOCIATION INC: $5k → 14%WORKHOUSE ARTS FOUNDATION INC: $10k → 6%THE MCSHIN FOUNDATION: $5k → 9%ROADS TO RECOVERY INC: $3k → 13%IOWA CHILDRENS MUSEUM: $15k → 15%WORKHOUSE ARTS FOUNDATION INC: $10k → 6%THE MCSHIN FOUNDATION: $3k → 9%RIVERSIDE THEATRE: $5k → 15%WORKHOUSE ARTS FOUNDATION INC: $7k → 6%THE MCSHIN FOUNDATION: $3k → 9%THE IOWA CHILDRENS MUSEUM: $15k → 15%RIVERSIDE THEATRE: $3k → 15%FRIENDS OF THE ANIMAL CENTER FOUNDATION: $5k → 15%RIVERSIDE THEATRE: $10k → 15%RIVERSIDE THEATRE: $5k → 15%RIVERSIDE THEATRE: $5k → 15%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
MI
SD
IA
IN
CA
MO
VA
MD
NM
AR
DC
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

74%of every dollar goes to organizations it has funded before.
$444k · 13 repeat orgs$156k to everyone else

Grantees it renews have grown median revenue +14% since the first grant, against +8% for those funded once.

13 repeat relationships: 7 still active in FY2025, 6 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
16

Total granted

$444k
$91k

Median revenue growth · since first grant

+14%
+8%

Still filing today

62%
56%

New vs renewed · share of each year

In FY2025, 45% of grant dollars renewed an existing relationship; $65k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
HealthArts & CultureHousing & ShelterEducationAnimalsPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TI
    THE IOWA CHILDREN'S MUSEUM
    5× · 2021–2025 · $88k · revenue +58%
  • WA
    Workhouse Arts Foundation Inc
    5× · 2021–2025 · $47k · revenue +44%
  • TM
    THE MCSHIN FOUNDATION
    5× · 2021–2025 · $17k · revenue +66%

Funded once

  • NS
    NATIONAL SCIENCE TEACHING ASSOCIATIONgraduated
    one grant, 2022 · $30k · revenue +28%
  • S
    SCAN
    one grant, 2024 · $10k
  • SF
    ST FRANCIS HOSPITAL FOUNDATION
    one grant, 2021 · $9k · revenue +6%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Habitat for Humanity of Northern Va

Habitat for humanity of northern virginia brings our community together to build decent, affordable houses - and hope - for people in need. habitat provides a "hand up" to home ownership through sweat equity, donor generosity, volunteer…

—
2
National Church Residences At Home Health and Wellness Central Ohio

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors

—
3
National Church Residences At Home Hospice Central Ohio

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors

—
4
National Church Residences At Home Hospice

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors

—
5
National Church Residences At Home Central Ohio

Originating from a christian commitment of service, we provide high quality care, services and communities for seniors.

—
6
Elijah Family Homes

Elijah family homes fosters hope, dignity, and self-sufficiency through stable housing and support services for families seeking recovery.

Housing & Shelter
7
Habitat for Humanity of Central Iowa Inc

Habitat for humanity of central iowa, inc. works in partnership with god and people everywhere, from all walks of life, to develop communities with god's people in need by building houses, so that there are decent houses in decent…

—
8
Samaritan House Inc

Samaritan House is committed to fostering personal safety, growth, and self-sufficiency in adults and their children through freedom from domestic violence, sexual assault, and human trafficking and removing their risks of homelessness.

Housing & Shelter
9
Habitat for Humanity of Minnesota Inc

Habitat for humanity brings people together to build homes, community, and hope. through advocacy, collaboration, and leadership, hfh-mn advances the work of minnesota's habitat for humanity affiliates to create and preserve affordable…

—
10
Wayside House Inc

Our mission is to break the cycle of addiction and trauma for women, children, and families.

—
11
Habitat for Humanity of Orange County Inc

Habitat for humanity's mission is to give witness to the christian gospel by working with god's people to build decent habitats for those who are inadequately sheltered in orange county.

—
12
Habitat for Humanity North Central Connecticut

Hartford area habitat for humanity is dedicated to strengthening communities by empowering low-income families to change their lives and the lives of future generations through homeownership opportunities. this is accomplished by working…

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is The Chris Atwood Foundation Inc; the most unlike its peers is Operation Veteran Success. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 38 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
21/23
Grantees still filing
13/23
Grew since first funded

Where the money sits, by cause and then by grantee

UNI FOUNDATION: $125,000 · OtherUNI FOUNDATIONNSTA: $74,000 · OtherNSTAUNI FOUNDATION: $38,000 · OtherUNI FOUNDATIONFRIENDS OF THE ANIMAL CENTER FDTN: $25,117 · OtherFRIENDS OF THE ANIMAL CENTER FDTN+17 more: $75,604 · Other+17 moreTHE IOWA CHILDREN'S MUSEUM: $88,289 · Arts & CultureTHE IOWA CHILDREN'S MUSEUMWorkhouse Arts Foundation Inc: $47,176 · Arts & CultureWorkhouse Arts Foundation In…RIVERSIDE THEATRE CO: $28,000 · Arts & CultureRIVERSIDE THEATRE COTHE CHRIS ATWOOD FOUNDATION INC: $50,000 · HealthTHE CHRIS ATWOOD …THE MCSHIN FOUNDATION: $17,000 · HealthTHE MCSHIN FOUNDA…ROADS TO RECOVERY INC: $14,000 · HealthROADS TO RECOVERY…ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $6,000 · HealthALZHEIMER'S DISEA…SAARA OF VIRGINIA INC: $5,000 · Health+3 more: $6,500 · Health+3 moreNATIONAL SCIENCE TEACHING ASSOCIATION: $30,000 · EducationBETHEL UNIVERSITY INC: $5,000 · EducationCARITAS: $5,000 · Housing & ShelterGREATER ALBUQUERQUE HABITAT FOR HUMANITY: $3,510 · Housing & ShelterFRIENDS OF THE ANIMAL CENTER FOUNDATION: $5,000 · AnimalsOPERATION VETERAN SUCCESS: $1,500 · Public Benefit
Other$337,721Arts & Culture$163,465Health$98,500Education$35,000Housing & Shelter$8,510Animals$5,000Public Benefit$1,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE IOWA CHILDREN'S MUSEUM: $88,289 over 5y, 2.0% of budgetTHE CHRIS ATWOOD FOUNDATION INC: $50,000 over 5y, 0.9% of budgetWorkhouse Arts Foundation Inc: $47,176 over 5y, 0.4% of budgetNATIONAL SCIENCE TEACHING ASSOCIATION: $30,000 over 1y, 0.2% of budgetRIVERSIDE THEATRE CO: $28,000 over 5y, 1.2% of budgetTHE MCSHIN FOUNDATION: $17,000 over 5y, 0.2% of budgetROADS TO RECOVERY INC: $14,000 over 4y, 0.4% of budgetST FRANCIS HOSPITAL FOUNDATION: $9,100 over 1y, 1.1% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $6,000 over 2y, 0.0% of budgetFRIENDS OF THE ANIMAL CENTER FOUNDATION: $5,000 over 1y, 0.9% of budgetOLD CREAMERY THEATRE COMPANY INC: $5,000 over 1y, 0.9% of budgetSCAN OF NORTHERN VIRGINIA INC: $5,000 over 1y, 0.3% of budgetCARITAS: $5,000 over 1y, 0.1% of budgetSAARA OF VIRGINIA INC: $5,000 over 1y, 0.7% of budgetOxford House Inc: $5,000 over 1y, 0.0% of budgetBETHEL UNIVERSITY INC: $5,000 over 1y, 0.0% of budgetTRI-RIVER HABITAT FOR HUMANITY INC: $4,750 over 1y, 32% of budgetGREATER ALBUQUERQUE HABITAT FOR HUMANITY: $3,510 over 1y, 0.1% of budgetNORTHERN VIRGINIA MENTAL HEALTH FOUNDATION INC: $3,000 over 4y, 2.3% of budgetJOURNEY HOUSE FOUNDATION INC: $3,000 over 1y, 0.4% of budgetOPERATION VETERAN SUCCESS: $1,500 over 2y, 1.5% of budgetPLANNED PARENTHOOD NORTH CENTRAL STATES: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Alliant Energy Founda…Verizon FoundationRaymond James Charita…Network for GoodAmerican Online Givin…National Philanthropi…The Bank of America C…Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Alliant Energy Foundation IncWI12.7× affinity4 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alliant Energy Foundation Inc · Verizon Foundation · Raymond James Charitable Endowment Fund · Network for Good · American Online Giving Foundation Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Robert E Yager Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Robert E Yager Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 8%
  • Oxford House Inc: 8% of income from government
no gov moneyreceives it· size = income
0get no government money at all
12report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Robert E Yager’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home