Helen L & Marie F Rotterman Trust Uw of M Rotterman
Helen L & Marie F Rotterman Trust Uw of M Rotterman is a private foundation, based in DAYTON, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 7 grants totaling $300K. Net investment income was $265K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.7M
-1.5% YoY
Annual Giving
$300K
+66.7% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$43K
+19.0% YoY
Under IRS private-foundation payout rules, Helen L & Marie F Rotterman Trust Uw of M Rotterman reported a distributable amount of $219K for 2025 — the minimum it must pay out in qualifying distributions.
About Helen L & Marie F Rotterman Trust Uw of M Rotterman
Based on IRS filings
Helen L & Marie F Rotterman Trust Uw of M Rotterman is a private foundation, based in DAYTON, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 7 grants totaling $300K. Net investment income was $265K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,653,398 | $3,710,621 | $3,739,481 |
| Revenue | $288,979 | $191,549 | $132,585 |
| Expenses | $346,202 | $220,409 | $267,285 |
| Qualifying Distributions | $321,771 | $200,304 | $242,405 |
| Net Investment Income | $264,548 | $51,543 | $107,705 |
| Distributable Amount | $218,948 | $209,796 | $199,174 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Trinity Washington University ($120,000), Trinity Washington University ($100,000), Catholic University of Amer ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TRINITY WASHINGTON UNIVERSITY WASHINGTON, DC | UNRESTRICTED | $120,000 |
| CATHOLIC UNIVERSITY OF AMER WASHINGTON, DC | UNRESTRICTED | $20,000 |
| MARYKNOLL FATHERS MARYKNOLL, NY | UNRESTRICTED | $20,000 |
| MEDICAL MISSIONARY SISTERS PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| MARYKNOLL SISTERS MARYKNOLL, NY | UNRESTRICTED | $10,000 |
| TRINITY WASHINGTON UNIVERSITY WASHINGTON, DC | CAPITAL CAMPAIGN | $100,000 |
| TRINITY WASHINGTON UNIVERSITY WASHINGTON, DC | SCHOLARSHIP | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MILDRED HUBLER | TRUSTEE | 1 | $5,918 |
| JAN S SCHEID | TRUSTEE | 4 | $5,918 |
Frequently Asked Questions
How large is Helen L & Marie F Rotterman Trust Uw of M Rotterman?
As of 2025, Helen L & Marie F Rotterman Trust Uw of M Rotterman holds $3.7M in total assets with $289K in annual revenue. It awarded 7 grants totaling $300K in 2025.
Where does Helen L & Marie F Rotterman Trust Uw of M Rotterman operate?
Helen L & Marie F Rotterman Trust Uw of M Rotterman has awarded grants in District of Columbia, New York, Pennsylvania.
What size grants does Helen L & Marie F Rotterman Trust Uw of M Rotterman award?
In 2025, Helen L & Marie F Rotterman Trust Uw of M Rotterman awarded 7 grants totaling $300K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is Helen L & Marie F Rotterman Trust Uw of M Rotterman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen L & Marie F Rotterman Trust Uw of M Rotterman reported a distributable amount of $219K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen L & Marie F Rotterman Trust Uw of M Rotterman's EIN?
Helen L & Marie F Rotterman Trust Uw of M Rotterman's EIN (Employer Identification Number) is 31-6236156. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.