Josephine F Rollman Char Rmdr Unitr

MILWAUKEE, WI EIN: 31-6219615

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$181K

+3.6% YoY

Annual Giving

$8K

-8.8% YoY

Grant Count

-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.

About Josephine F Rollman Char Rmdr Unitr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $25K (55%)

New York $10K (22%)

Massachusetts $5K (11%)

Delaware $3K (7%)

Minnesota $2K (3%)

District of Columbia $500 (1%)

States

District of Columbia Delaware Massachusetts Minnesota New York Ohio

Cities

BostonCincinattiCincinnatiHicksvilleNew YorkRockville CentreSt PaulWashingtonWilmington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

32 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Plum St Temple Historic Preservation Fun ($4,000), Jewish National Fund ($2,000), Planned Parenthood ($1,235).

Recipient	Purpose	Amount
PLANNED PARENTHOOD CINCINNATI, OH	GENERAL OPERATING	$1,235
PLUM ST TEMPLE HISTORIC PRESERVATION FUN CINCINNATI, OH	GENERAL OPERATING	$4,000
JEWISH NATIONAL FUND ROCKVILLE CENTRE, NY	GENERAL OPERATING	$2,000
JVS CAREER SERVICES CINCINNATI, OH	GENERAL OPERATING	$500
UNION FOR REFORM JUDAISM WASHINGTON, DC	GENERAL OPERATING	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HENRY ROLLMAN	TRUSTEE	1	—

Frequently Asked Questions

How large is Josephine F Rollman Char Rmdr Unitr?

As of 2024, Josephine F Rollman Char Rmdr Unitr holds $181K in total assets with $19K in annual revenue. It awarded 5 grants totaling $8K in 2024.

Where does Josephine F Rollman Char Rmdr Unitr operate?

Josephine F Rollman Char Rmdr Unitr has awarded grants in District of Columbia, Delaware, Massachusetts, Minnesota, New York, Ohio.

What size grants does Josephine F Rollman Char Rmdr Unitr award?

In 2024, Josephine F Rollman Char Rmdr Unitr awarded 5 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Josephine F Rollman Char Rmdr Unitr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Josephine F Rollman Char Rmdr Unitr reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.