Carrie M Rothenberger Trust

SAINT LOUIS, MO EIN: 25-6643488

Carrie M Rothenberger Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $267K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$267K

-2.2% YoY

Annual Giving

$15K

-3.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

-3.9% YoY

Under IRS private-foundation payout rules, Carrie M Rothenberger Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Carrie M Rothenberger 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

Pennsylvania $79K (100%)

States

Pennsylvania

Cities

Reading

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$267,193	$273,088	$285,028
Revenue	$16,041	$10,349	$-16,688
Expenses	$22,053	$22,254	$24,848
Qualifying Distributions	$17,019	$17,576	$19,556
Net Investment Income	$11,081	$5,521	$5,905
Distributable Amount	$16,067	$15,107	$16,363

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nativity Lutheran Church ($15,375).

Recipient	Purpose	Amount
NATIVITY LUTHERAN CHURCH READING, PA	GENREAL OPERATING	$15,375

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$5,425

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Carrie M Rothenberger Trust?

Carrie M Rothenberger Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $267K in total assets as of 2024.

How large is Carrie M Rothenberger Trust?

As of 2024, Carrie M Rothenberger Trust holds $267K in total assets with $16K in annual revenue. It awarded 1 grants totaling $15K in 2024.

Where does Carrie M Rothenberger Trust operate?

Carrie M Rothenberger Trust has awarded grants in Pennsylvania.

What size grants does Carrie M Rothenberger Trust award?

In 2024, Carrie M Rothenberger Trust awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Carrie M Rothenberger Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie M Rothenberger Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.