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.
Josephine F Rollman Char RMDR Unitr at a glance
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.
- Annual giving (2024)
- $8,235
- -8.8% vs 2023
- Grants made (2024)
- 5
- -16.7% vs 2023
- Average grant
- $1,647
- +9.5% vs 2023
- Median grant
- $1,235
- Total assets
- $180,813
- +3.6% vs 2023
- Primary geography
- Ohio (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Josephine F Rollman Char RMDR Unitr funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Josephine F Rollman Char RMDR Unitr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $180,813 | $18,657 | $13,188 | $8,235 | 5 | $11,153 | $16,907 | $12,889 |
| 2023 | $174,548 | $20,013 | $13,188 | $9,027 | 6 | $11,507 | $18,345 | $10,715 |
| 2022 | $167,776 | $15,687 | $11,618 | $8,600 | 7 | $10,519 | $15,024 | $10,973 |
| 2021 | $163,756 | $24,835 | $13,024 | $10,000 | 8 | $12,125 | $24,048 | $12,417 |
| 2020 | $152,015 | $13,573 | $11,591 | $8,800 | 6 | — | $12,802 | $10,363 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Wisconsin
Wisconsin Open opportunities, soonest deadline first.
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
- Clark County Community Foundation Grants Due November 15, 2026
- CSBS Education Foundation Graduate Banking and Graduate Trust School Scholarship Award Up to $3,000 · Due December 11, 2026
Explore Open Grants
Browse active grant opportunities in Josephine F Rollman Char RMDR Unitr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Roselle Foundation Co Louise Roselle
Cincinnati, OH
The Roselle Foundation supports charitable organizations, with recent grants for law and justice, Jewish community life, hunger relief, and other causes. In 2025, grants ranged from $500 to $7,500, with a median of $1,000; most funding went to Ohio, with additional grants in Kentucky, New York, and Illinois. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$443K
Grants
19
Total Given
$49K
The Jewish Foundation of Cincinnati
Cincinnati, OH
The Jewish Foundation of Cincinnati funds Jewish engagement, education, social services, and communal infrastructure, with a strong focus on strengthening the Cincinnati Jewish community and supporting local institutions. Its 2025 grants ranged from $15,000 to $8.23 million, with a median of $57,500; nearly all grant dollars went to Ohio. It does not accept unsolicited requests; organizations are encouraged to contact the Foundation about a possible funding relationship.
Assets
$369.6M
Grants
37
Total Given
$23.0M
Susan B Hepner Family Foundation
Washington, DC
Assets
$326K
Grants
3
Total Given
$3K
Betagole Family Foundation Inc
Cincinnati, OH
Assets
$2.3M
Grants
103
Total Given
$304K
Sally Goldman Foundation Inc
Delray Beach, FL
The Sally Goldman Foundation funds organizations addressing homelessness, health and medical research, women’s needs, the arts, children’s services, and Jewish community causes. Its 2025 grants ranged from $100 to $15,784, with a median of $2,072; giving was concentrated in Florida, with additional grants in several other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.3M
Grants
58
Total Given
$166K
Mendelson-Wolff Family Foundation
Chicago, IL
The foundation supports a range of charitable organizations, including universities, Jewish organizations, and arts groups. Its 2025 grants ranged from $25 to $50,000, with a median of $2,000; most funding went to Illinois, with additional grants in New York and California. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
17
Total Given
$126K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Josephine F Rollman Char RMDR Unitr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Josephine F Rollman Char RMDR Unitr down — hundreds of funders to go?