Josephine F Rollman Char RMDR Unitr
Josephine F Rollman Char RMDR Unitr is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 5 grants totaling $8K. Net investment income was $17K.
Key facts about Josephine F Rollman Char RMDR Unitr
In short: Josephine F Rollman Char RMDR Unitr gave $8K across 5 grants in 2024 (avg $2K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- EIN
- 31-6219615
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $8,235
- Grants made (2024)
- 5
- Average grant
- $1,647
- Median grant
- $1,235
- Total assets
- $180,813
- Primary geography
- Ohio (70% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$181K
+3.6% YoY
Annual Giving
$8K
-8.8% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$2K
+9.5% YoY
Under IRS private-foundation payout rules, Josephine F Rollman Char RMDR Unitr reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
How Josephine F Rollman Char RMDR Unitr gives
- Giving held roughly steady from 2021 to 2024 (−18%). Method
- In 2024 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $8K (2024) to $10K (2021). In 2024 it made 5 grants totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Plum St Temple Historic Preservation Fun ($4K). Together the top 5 received $8K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Plum St Temple Historic Preservation Fun Cincinnati, OH | General Operating | $4,000 |
| Jewish National Fund Rockville Centre, NY | General Operating | $2,000 |
| Planned Parenthood Cincinnati, OH | General Operating | $1,235 |
| JVS Career Services Cincinnati, OH | General Operating | $500 |
| Union for Reform Judaism Washington, DC | General Operating | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $180,813 | $174,548 | $167,776 |
| Revenue | $18,657 | $20,013 | $15,687 |
| Expenses | $13,188 | $13,188 | $11,618 |
| Qualifying Distributions | $11,153 | $11,507 | $10,519 |
| Net Investment Income | $16,907 | $18,345 | $15,024 |
| Distributable Amount | $12,889 | $10,715 | $10,973 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Josephine F Rollman Char RMDR Unitr is led by Henry Rollman, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Henry Rollman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Josephine F Rollman Char RMDR Unitr
How much does Josephine F Rollman Char RMDR Unitr give each year?
Josephine F Rollman Char RMDR Unitr gave $8K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 6 grants.
What is Josephine F Rollman Char RMDR Unitr's typical grant size?
Josephine F Rollman Char RMDR Unitr's median grant in 2024 was $1,235, and its average grant was $1,647, across 5 grants on its 2024 IRS Form 990-PF.
Where does Josephine F Rollman Char RMDR Unitr give grants?
Josephine F Rollman Char RMDR Unitr gives mostly in Ohio: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (24%) and District of Columbia (6%). The most frequent recipient cities were Cincinnati, OH (3 grants).
Does Josephine F Rollman Char RMDR Unitr give general operating support?
Yes: 100% of Josephine F Rollman Char RMDR Unitr's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Josephine F Rollman Char RMDR Unitr's largest grantees?
Josephine F Rollman Char RMDR Unitr's largest 2024 grantees include Plum St Temple Historic Preservation Fun ($4,000), Jewish National Fund ($2,000) and Planned Parenthood ($1,235), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is Josephine F Rollman Char RMDR Unitr?
Josephine F Rollman Char RMDR Unitr reported $181K in total assets on its 2024 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Josephine F Rollman Char RMDR Unitr's EIN?
Josephine F Rollman Char RMDR Unitr's EIN (Employer Identification Number) is 31-6219615. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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