Rhea Bigelow Charitable Trust
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.
Key facts about Rhea Bigelow Charitable Trust
In short: Rhea Bigelow Charitable Trust gave $820K across 4 grants in 2024 (avg $205K), mostly in Colorado. Source: 2024 IRS Form 990-PF.
- EIN
- 81-6928544
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $820,000
- Grants made (2024)
- 4
- Average grant
- $205,000
- Median grant
- $175,000
- Total assets
- $16,929,041
- Primary geography
- Colorado (57% 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
$16.9M
+0.7% YoY
Annual Giving
$820K
+9.3% YoY
Grant Count
4
+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.
How Rhea Bigelow Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). 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 all 4 itemized 2024 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| MOUNTAIN VALLEY HORSE RESCUE McCoy, CO | BARN CONSTRUCTION | $370,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL Memphis, TN | UNRESTRICTED GRANT | $250,000 |
| WILL & DENI MCINTYRE FOUNDATION Hendersonville, NC | UNRESTRICTED GRANT | $100,000 |
| ROUTT COUNTY CRISIS SUPPORT Steamboat Springs, CO | UNRESTRICTED GRANT | $100,000 |
Financial History
Multi-year comparison from IRS filings
| 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 |
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
Rhea Bigelow Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Daniel M. Hess
Trustee
On filings since 2020
$9K (2020) → $0 (2024)
Jerry K. Bigelow
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: Foley Lardner LLP (2022–2023)
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.
Compensation Overview
From 2023 IRS filing
Frequently asked questions about Rhea Bigelow Charitable Trust
How much does Rhea Bigelow Charitable Trust give each year?
Rhea Bigelow Charitable Trust gave $820K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $750K across 3 grants.
What is Rhea Bigelow Charitable Trust's typical grant size?
Rhea Bigelow Charitable Trust's median grant in 2024 was $175,000, and its average grant was $205,000, across 4 grants on its 2024 IRS Form 990-PF.
Where does Rhea Bigelow Charitable Trust give grants?
Rhea Bigelow Charitable Trust gives mostly in Colorado: 57% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (30%) and North Carolina (12%).
Does Rhea Bigelow Charitable Trust give general operating support?
Yes: 75% of Rhea Bigelow Charitable Trust's 2024 grants with a stated purpose (3 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Rhea Bigelow Charitable Trust?
Rhea Bigelow Charitable Trust reported $16.9M in total assets on its 2024 IRS Form 990-PF. It paid out $827K in qualifying distributions that year, against a required minimum of $814K (roughly 5% of its investment assets).
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.
What is Rhea Bigelow Charitable Trust's EIN?
Rhea Bigelow Charitable Trust's EIN (Employer Identification Number) is 81-6928544. 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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