Coralie B Rosenthal Tr Uw

MILWAUKEE, WI EIN: 31-6175473

Coralie B Rosenthal Tr Uw is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $789K in total assets. In 2024, it awarded 1 grants totaling $42K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$789K

-5.0% YoY

Annual Giving

$42K

-4.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$42K

-4.6% YoY

Under IRS private-foundation payout rules, Coralie B Rosenthal Tr Uw reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Coralie B Rosenthal Tr Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $238K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$789,459	$830,615	$860,583
Revenue	$15,899	$29,042	$35,706
Expenses	$57,051	$59,007	$77,121
Qualifying Distributions	$45,410	$48,222	$54,836
Net Investment Income	$19,102	$13,790	$23,413
Distributable Amount	$44,090	$41,423	$46,236

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 University of Cincinnati ($42,465).

Recipient	Purpose	Amount
UNIVERSITY OF CINCINNATI CINCINNATI, OH	GENERAL OPERATING	$42,465

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK	CORP. TRUSTEE	1	$12,449

Frequently Asked Questions

How large is Coralie B Rosenthal Tr Uw?

As of 2024, Coralie B Rosenthal Tr Uw holds $789K in total assets with $16K in annual revenue. It awarded 1 grants totaling $42K in 2024.

Where does Coralie B Rosenthal Tr Uw operate?

Coralie B Rosenthal Tr Uw has awarded grants in Ohio.

What size grants does Coralie B Rosenthal Tr Uw award?

In 2024, Coralie B Rosenthal Tr Uw awarded 1 grants totaling $42K — an average of about $42K per grant, based on its IRS Form 990 filings.

How much is Coralie B Rosenthal Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Coralie B Rosenthal Tr Uw reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.