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Samuel & Anne Rottman Charitable Trust is a private trust based in LA CROSSE, WI. The foundation received its IRS ruling in 1992. The principal officer is North Central Trust Company. It holds total assets of $1M. Annual income is reported at $359K. 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 2020 to 2023. The foundation primarily funds organizations in Wisconsin, New York and Illinois. According to available records, Samuel & Anne Rottman Charitable Trust has made 40 grants totaling $193K, with a median grant of $1K. Annual giving has decreased from $48K in 2020 to $19K in 2023. Grantmaking activity was highest in 2021 with $65K distributed across 10 grants. Individual grants have ranged from $396 to $31K, with an average award of $5K. The foundation has supported 10 unique organizations. Grants have been distributed to organizations in Wisconsin and New York and Illinois. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$6K
Largest Grant
$28K
Based on 10 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.
Samuel & Anne Rottman Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in WI, NY, IL.
Samuel & Anne Rottman Charitable Trust has distributed a total of $193K across 40 grants. The median grant size is $1K, with an average of $5K. Individual grants have ranged from $396 to $31K.
Samuel & Anne Rottman Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Samuel & Anne Rottman Charitable Trust is headquartered in LA CROSSE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Trust Point Inc | Trustee | $12K | $0 | $12K |
Total Giving
$34K
Total Assets
$1.1M
Fair Market Value
$1.2M
Net Worth
$1.1M
Grants Paid
$19K
Contributions
N/A
Net Investment Income
$37K
Distribution Amount
$56K
Total Grants
40
Total Giving
$193K
Average Grant
$5K
Median Grant
$1K
Unique Recipients
10
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hillel AcademyPER TRUST PROVISIONS | Milwaukee, WI | $396 | 2023 |
| Milwaukee Jewish FederationPER TRUST PROVISIONS | Milwaukee, WI | $9K | 2023 |
| Jewish Home And Care CenterPER TRUST PROVISIONS | Milwaukee, WI | $4K | 2023 |
| Jewish Family Services IncPER TRUST PROVISIONS | Milwaukee, WI | $2K | 2023 |
| Beth Israel Ner TamidPER TRUST PROVISIONS | Glendale, WI | $2K | 2023 |
| Ort AmericaPER TRUST PROVISIONS | New York, NY | $396 | 2023 |
| Jewish National FundPER TRUST PROVISIONS | Northbrook, IL | $396 | 2023 |
| Technion-Milwaukee Chapter OfPER TRUST PROVISIONS | New York, NY | $396 | 2023 |
| Weizmann Ins Of SciencePER TRUST PROVISIONS | New York, NY | $396 | 2023 |
| Hadassah The Women'S ZionistPER TRUST PROVISIONS | New York, NY | $396 | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI