Josephine F Rollman Char RMDR Unitr

Private foundation · Grantmaker 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.

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

6states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

CincinnatiCincinattiNew YorkBostonHicksvilleSt. PaulRockville CentreWashingtonWilmington

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K6 grants2020 8 grants2021 7 grants2022 6 grants2023 5 grants2024

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

Plum St Temple Historic Preservation Fun: $4KPlum St Temple HistoricPreservation Fun$4KJewish National Fund: $2KJewish National Fund$2KPlanned Parenthood: $1KPlanned Parenthood$1KJVS Career Services: $500JVS Career Services$500Union for Reform Judaism: $500Union for Reform Judaism$500

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

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 32 grants of 32 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Plum St Temple Historic Preservation Fun Cincinnati, OHGeneral Operating$4,000
Jewish National Fund Rockville Centre, NYGeneral Operating$2,000
Planned Parenthood Cincinnati, OHGeneral Operating$1,235
JVS Career Services Cincinnati, OHGeneral Operating$500
Union for Reform Judaism Washington, DCGeneral Operating$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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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