Abe & Rose Wittels Fam Rvoc Trust

MILWAUKEE, WI EIN: 84-6259388

Abe & Rose Wittels Fam Rvoc Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $470K in total assets. In 2024, it made $2K in qualifying distributions. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$470K

+1.1% YoY

Revenue

$15K

-10.0% YoY

Qualifying Distributions

$2K

-96.2% YoY

Expenses

$10K

-85.3% YoY

Under IRS private-foundation payout rules, Abe & Rose Wittels Fam Rvoc Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Abe & Rose Wittels Fam Rvoc Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $85K (100%)

States

Colorado

Cities

Denver

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$469,781	$464,478	$515,958
Revenue	$15,355	$17,066	$16,488
Expenses	$10,052	$68,548	$10,070
Qualifying Distributions	$2,317	$60,367	$2,334
Net Investment Income	$9,302	$9,709	$8,647
Distributable Amount	$25,541	$23,507	$25,278

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$8,175

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Abe & Rose Wittels Fam Rvoc Trust?

Abe & Rose Wittels Fam Rvoc Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $470K in total assets as of 2024.

How large is Abe & Rose Wittels Fam Rvoc Trust?

As of 2024, Abe & Rose Wittels Fam Rvoc Trust holds $470K in total assets with $15K in annual revenue.

Where does Abe & Rose Wittels Fam Rvoc Trust operate?

Abe & Rose Wittels Fam Rvoc Trust has awarded grants in Colorado.

How much is Abe & Rose Wittels Fam Rvoc Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Abe & Rose Wittels Fam Rvoc Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Abe & Rose Wittels Fam Rvoc Trust's EIN?

Abe & Rose Wittels Fam Rvoc Trust's EIN (Employer Identification Number) is 84-6259388. IRS Form 990 filing data is available on this page for 2020–2024.