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Josephine F Rollman Charitable Remainder Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1990. It holds total assets of $181K. Annual income is reported at $118K. Total assets have grown from $116K in 2008 to $175K in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Ohio and New York. According to available records, Josephine F Rollman Charitable Remainder Trust has made 34 grants totaling $45K, with a median grant of $1K. The foundation has distributed between $9K and $17K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $17K distributed across 14 grants. Individual grants have ranged from $500 to $3K, with an average award of $1K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Ohio, New York, Massachusetts, which account for 88% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$800
Median Grant
$1K
Average Grant
$1K
Largest Grant
$3K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Josephine F Rollman Charitable Remainder Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 34 grants. Its grantmaking reaches organizations primarily in OH, NY, MA.
Josephine F Rollman Charitable Remainder Trust has distributed a total of $45K across 34 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $500 to $3K.
Josephine F Rollman Charitable Remainder Trust typically selects its grantees rather than accepting unsolicited proposals.
Josephine F Rollman Charitable Remainder Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Henry Rollman | TRUSTEE | $0 | $0 | N/A |
Total Giving
$13K
Total Assets
$175K
Fair Market Value
$230K
Net Worth
$175K
Grants Paid
$9K
Contributions
N/A
Net Investment Income
$18K
Distribution Amount
$11K
Total Grants
34
Total Giving
$45K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
10
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Preservation FundGENERAL OPERATING | Wilmington, DE | $3K | 2023 |
| Jewish National FundGENERAL OPERATING | Boston, MA | $3K | 2023 |
| Jvs Career ServicesGENERAL OPERATING | Cincinnati, OH | $1K | 2023 |
| Union For Reform JudaismGENERAL OPERATING | New York, NY | $1K | 2023 |
| Planned ParenthoodGENERAL OPERATING | St Paul, MN | $527 | 2023 |
| CetGENERAL OPERATING | Cincinnati, OH | $500 | 2023 |
| Plum Street Historic PreservationGENERAL OPERATING | Cincinatti, OH | $2K | 2022 |
| Jewish Federation Of CincinnatiGENERAL OPERATING | Cincinnati, OH | $1K | 2022 |
| Easter Seals TristateGENERAL OPERATING | Cincinnati, OH | $800 | 2021 |
| Whhs Alumni FoundationGENERAL OPERATING | Cincinnati, OH | $700 | 2021 |