Dr C B Rodes and Claretta S Rodes Memorial

MILWAUKEE, WI EIN: 81-6057774

Dr C B Rodes and Claretta S Rodes Memorial is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $248K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$248K

-0.4% YoY

Annual Giving

$12K

-9.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-9.3% YoY

Under IRS private-foundation payout rules, Dr C B Rodes and Claretta S Rodes Memorial reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Dr C B Rodes and Claretta S Rodes Memorial

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $64K (100%)

States

Montana

Cities

Helena

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$247,978	$248,985	$250,846
Revenue	$17,038	$17,488	$26,261
Expenses	$18,047	$19,337	$21,262
Qualifying Distributions	$13,637	$14,807	$16,566
Net Investment Income	$12,689	$13,427	$21,660
Distributable Amount	$14,444	$13,616	$14,862

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 Bishop of Helena ($11,670).

Recipient	Purpose	Amount
BISHOP OF HELENA HELENA, MT	GENERAL OPERATING	$11,670

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$4,673

Frequently Asked Questions

How large is Dr C B Rodes and Claretta S Rodes Memorial?

As of 2024, Dr C B Rodes and Claretta S Rodes Memorial holds $248K in total assets with $17K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Dr C B Rodes and Claretta S Rodes Memorial operate?

Dr C B Rodes and Claretta S Rodes Memorial has awarded grants in Montana.

What size grants does Dr C B Rodes and Claretta S Rodes Memorial award?

In 2024, Dr C B Rodes and Claretta S Rodes Memorial awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Dr C B Rodes and Claretta S Rodes Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr C B Rodes and Claretta S Rodes Memorial reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dr C B Rodes and Claretta S Rodes Memorial's EIN?

Dr C B Rodes and Claretta S Rodes Memorial's EIN (Employer Identification Number) is 81-6057774. IRS Form 990 filing data is available on this page for 2020–2024.