Private Foundation

JOHN O & HELEN YOUNGER CHARITABLE TRUST C/O CALDWELL TRUST COMPANY TRUSTEE

JOHN O & HELEN YOUNGER CHARITABLE TRUST C/O CALDWELL TRUST COMPANY TRUSTEE is a Private Foundation headquartered in SARASOTA, FL. Financial data from the 2025 filing: $133K revenue, $96K expenses, $321K total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $413K.

EIN: 650314860 SARASOTA, FL Latest filing: 2025

Total Revenue$133K

Total Expenses$96K

Total Assets$321K

Grants Given6

Grant Total$413K

Filing Years2021–2025

Sample Grants Given

LAWRENCE UNIVERSITY

APPLETON, WI · 2025

SCHOLARSHIPS

$87,102

LAWRENCE UNIVERSITY

APPLETON, WI · 2024

SCHOLARSHIPS

$72,338

LAWRENCE UNIVERSITY

APPLETON, WI · 2023

SCHOLARSHIPS

$29,674

LAWRENCE UNIVERSITY

APPLETON, WI · 2022

SCHOLARSHIPS

$80,628

LAWRENCE UNIVERSITY

APPLETON, WI · 2021

SCHOLARSHIPS

$72,994

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

TRUSTEE Caldwell Trust Company

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$412,956 6 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$133K	$96K	$321K
2024	$60K	$80K	$284K
2023	$39K	$37K	$303K
2022	$45K	$87K	$302K
2021	$34K	$80K	$343K

Between 2021 and 2025, reported annual revenue grew from $34K to $133K (+295%), with total assets most recently reported at $321K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

Full geographic grant map with state-by-state breakdown available with membership.

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