Harold and Doris B Rowan Memorial Trust

MILWAUKEE, WI EIN: 47-6123798

Harold and Doris B Rowan Memorial Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $305K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$305K

-2.3% YoY

Annual Giving

$10K

-39.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-39.6% YoY

Under IRS private-foundation payout rules, Harold and Doris B Rowan Memorial Trust reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold and Doris B Rowan Memorial Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $43K (56%)

Nebraska $34K (44%)

States

Florida Nebraska

Cities

Broken BowOmahaSt PetersburgTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$304,922	$312,187	$327,923
Revenue	$10,159	$8,028	$15,659
Expenses	$17,425	$23,765	$25,512
Qualifying Distributions	$12,354	$19,071	$18,927
Net Investment Income	$6,337	$4,350	$10,242
Distributable Amount	$16,926	$16,012	$17,759

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Heart Association ($2,886), Shriners Hospitals for Children ($2,886), American Red Cross ($2,886).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION ST PETERSBURG, FL	GENERAL OPERATING	$2,886
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	GENERAL OPERATING	$2,886
FIRST PRESBYTERIAN CHURCH BROKEN BOW, NE	GENERAL OPERATING	$1,649
AMERICAN RED CROSS OMAHA, NE	GENERAL OPERATING	$2,886

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	$5,467

Frequently Asked Questions

How large is Harold and Doris B Rowan Memorial Trust?

As of 2024, Harold and Doris B Rowan Memorial Trust holds $305K in total assets with $10K in annual revenue. It awarded 4 grants totaling $10K in 2024.

Where does Harold and Doris B Rowan Memorial Trust operate?

Harold and Doris B Rowan Memorial Trust has awarded grants in Florida, Nebraska.

What size grants does Harold and Doris B Rowan Memorial Trust award?

In 2024, Harold and Doris B Rowan Memorial Trust awarded 4 grants totaling $10K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Harold and Doris B Rowan Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold and Doris B Rowan Memorial Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold and Doris B Rowan Memorial Trust's EIN?

Harold and Doris B Rowan Memorial Trust's EIN (Employer Identification Number) is 47-6123798. IRS Form 990 filing data is available on this page for 2020–2024.