Herbert L Rahm Charitable Trust
Herbert L Rahm Charitable Trust is a private foundation, based in Green Bay, WI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $183K. Net investment income was $31K.
Herbert L Rahm Charitable Trust at a glance
In short: Herbert L Rahm Charitable Trust gave $183K across 1 grant in 2023 (avg $183K), mostly in Wisconsin. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $182,950
- +1465.1% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $182,950
- +1465.1% vs 2022
- Median grant
- $182,950
- Primary geography
- Wisconsin (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Herbert L Rahm Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Marshfield Clinic Health System Foundation ($183K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Herbert L Rahm Charitable Trust gives
- Giving grew 1612% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2020 to 2023, annual grant giving ranged from $11K (2020) to $183K (2023). In 2023 it made 1 grant totaling $183K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marshfield Clinic Health System Foundation Marshfield, WI | Program Support | $182,950 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $33,530 | $191,548 | $182,950 | 1 | $188,169 | $30,770 | $6,779 |
| 2022 | $161,426 | $4,558 | $15,478 | $11,689 | 1 | $12,626 | $1,705 | $9,596 |
| 2021 | $172,342 | $23,731 | $15,273 | $11,454 | 1 | $12,399 | $20,857 | $10,845 |
| 2020 | $164,296 | $9,903 | $14,480 | $10,687 | 1 | — | $7,048 | $7,710 |
Under IRS private-foundation payout rules, Herbert L Rahm Charitable Trust reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Herbert L Rahm Charitable Trust's only listed officer is Associated Trust Company, Trustee on every filing since 2022 (compensated).
Officers on the 2023 filing
Associated Trust Company
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $4K (2023)
Former officers (1)
- Former: Associated Trust Company NA (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $4K, to Associated Trust Company (Trustee).
Frequently asked questions about Herbert L Rahm Charitable Trust
How much does Herbert L Rahm Charitable Trust give each year?
Herbert L Rahm Charitable Trust gave $183K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $12K across 1 grant.
Where does Herbert L Rahm Charitable Trust operate?
Herbert L Rahm Charitable Trust has awarded grants in Wisconsin.
How much is Herbert L Rahm Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Herbert L Rahm Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herbert L Rahm Charitable Trust's EIN?
Herbert L Rahm Charitable Trust's EIN (Employer Identification Number) is 39-6351783. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 13, 2023)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 16, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- IRS filings on file for fiscal years 2020–2023
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