Rhea Bigelow Charitable Trust

MILWAUKEE, WI EIN: 81-6928544

Rhea Bigelow Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.9M in total assets. In 2024, it awarded 4 grants totaling $820K. Net investment income was $960K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$16.9M

+0.7% YoY

Annual Giving

$820K

+9.3% YoY

Grant Count

+33.3% YoY

Avg Grant Size

$205K

-18.0% YoY

Under IRS private-foundation payout rules, Rhea Bigelow Charitable Trust reported a distributable amount of $814K for 2024 — the minimum it must pay out in qualifying distributions.

About Rhea Bigelow Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $2.0M (48%)

Tennessee $1.5M (37%)

North Carolina $650K (16%)

States

Colorado North Carolina Tennessee

Cities

HendersonvilleMccoyMemphisSteamboat Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$16,929,041	$16,803,790	$16,885,955
Revenue	$1,011,969	$740,730	$947,690
Expenses	$891,627	$817,825	$862,802
Qualifying Distributions	$826,948	$760,631	$790,957
Net Investment Income	$959,988	$696,416	$890,679
Distributable Amount	$814,189	$771,004	$804,047

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mountain Valley Horse Rescue ($370,000), St Jude Children's Research Hospital ($250,000), Will & Deni Mcintyre Foundation ($100,000).

Recipient	Purpose	Amount
WILL & DENI MCINTYRE FOUNDATION HENDERSONVILLE, NC	UNRESTRICTED GRANT	$100,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL MEMPHIS, TN	UNRESTRICTED GRANT	$250,000
MOUNTAIN VALLEY HORSE RESCUE MCCOY, CO	BARN CONSTRUCTION	$370,000
ROUTT COUNTY CRISIS SUPPORT STEAMBOAT SPRINGS, CO	UNRESTRICTED GRANT	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL M HESS	TRUSTEE	—	—
JERRY K BIGELOW	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Rhea Bigelow Charitable Trust?

Rhea Bigelow Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $16.9M in total assets as of 2024.

How large is Rhea Bigelow Charitable Trust?

As of 2024, Rhea Bigelow Charitable Trust holds $16.9M in total assets with $1.0M in annual revenue. It awarded 4 grants totaling $820K in 2024.

Where does Rhea Bigelow Charitable Trust operate?

Rhea Bigelow Charitable Trust has awarded grants in Colorado, North Carolina, Tennessee.

What size grants does Rhea Bigelow Charitable Trust award?

In 2024, Rhea Bigelow Charitable Trust awarded 4 grants totaling $820K — an average of about $205K per grant, based on its IRS Form 990 filings.

How much is Rhea Bigelow Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rhea Bigelow Charitable Trust reported a distributable amount of $814K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.