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.
Helen L & Marie F Rotterman Trust Uw of M Rotterman at a glance
In short: Helen L & Marie F Rotterman Trust Uw of M Rotterman gave $300K across 7 grants in 2025 (avg $43K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $300,000
- +66.7% vs 2024
- Grants made (2025)
- 7
- +40.0% vs 2024
- Average grant
- $42,857
- +19.0% vs 2024
- Median grant
- $20,000
- Total assets
- $3,653,398
- -1.5% vs 2024
- Primary geography
- District of Columbia (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen L & Marie F Rotterman Trust Uw of M Rotterman funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Trinity Washington University ($240K across 3 grants). Together the top 5 received $300K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 23 grants of 29 (79%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Helen L & Marie F Rotterman Trust Uw of M Rotterman gives
- Giving grew 67% from 2022 to 2025. Method
- In 2025 it paid out 147% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $180K (2022) to $300K (2025). In 2025 it made 7 grants totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Washington University Washington, DC | Unrestricted | $120,000 |
| Trinity Washington University Washington, DC | Capital Campaign | $100,000 |
| Catholic University of Amer Washington, DC | Unrestricted | $20,000 |
| Maryknoll Fathers Maryknoll, NY | Unrestricted | $20,000 |
| Trinity Washington University Washington, DC | Scholarship | $20,000 |
| Medical Missionary Sisters Philadelphia, PA | Unrestricted | $10,000 |
| Maryknoll Sisters Maryknoll, NY | Unrestricted | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,653,398 | $288,979 | $346,202 | $300,000 | 7 | $321,771 | $264,548 | $218,948 |
| 2024 | $3,710,621 | $191,549 | $220,409 | $180,000 | 5 | $200,304 | $51,543 | $209,796 |
| 2023 | $3,739,481 | $132,585 | $267,285 | $220,000 | 6 | $242,405 | $107,705 | $199,174 |
| 2022 | $3,874,181 | $1,249,548 | $242,669 | $180,000 | 5 | $201,057 | $1,207,936 | $205,504 |
| 2021 | $2,867,302 | $380,713 | $242,343 | $200,000 | 6 | — | $358,158 | $209,921 |
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.
Leadership & Key People
Officers and directors from IRS filings
Helen L & Marie F Rotterman Trust Uw of M Rotterman's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jan S. Scheid
Trustee
On filings since 2021
4 hrs/week
$5K (2021) → $6K (2025)
Mildred Hubler
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $6K (2025)
Former officers (2)
- Former: Jeffrey B. Shulman (2023) — Trustee
- Former: Joshua Schierloh (2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Mildred Hubler (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Helen L & Marie F Rotterman Trust Uw of M Rotterman
How much does Helen L & Marie F Rotterman Trust Uw of M Rotterman give each year?
Helen L & Marie F Rotterman Trust Uw of M Rotterman gave $300K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $180K across 5 grants.
What is Helen L & Marie F Rotterman Trust Uw of M Rotterman's typical grant size?
Helen L & Marie F Rotterman Trust Uw of M Rotterman's median grant in 2025 was $20,000, and its average grant was $42,857, across 7 grants on its 2025 IRS Form 990-PF.
Where does Helen L & Marie F Rotterman Trust Uw of M Rotterman give grants?
Helen L & Marie F Rotterman Trust Uw of M Rotterman gives mostly in District of Columbia: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (10%). The most frequent recipient cities were Washington, DC (4 grants) and Maryknoll, NY (2 grants).
Does Helen L & Marie F Rotterman Trust Uw of M Rotterman give general operating support?
Yes: 71% of Helen L & Marie F Rotterman Trust Uw of M Rotterman's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen L & Marie F Rotterman Trust Uw of M Rotterman's largest grantees?
Helen L & Marie F Rotterman Trust Uw of M Rotterman's largest 2025 grantees include Trinity Washington University ($240,000 across 3 grants), Catholic University of Amer ($20,000) and Maryknoll Fathers ($20,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is Helen L & Marie F Rotterman Trust Uw of M Rotterman?
Helen L & Marie F Rotterman Trust Uw of M Rotterman reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $322K in qualifying distributions that year, against a required minimum of $219K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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