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
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.
About Rhea Bigelow Charitable Trust
Based on IRS filings
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.
Focus Areas
Ready to take the next step with Rhea Bigelow Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
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
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.
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.
Explore Open Grants
Browse active grant opportunities in Rhea Bigelow Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Peterson Family Foundation Inc
FAIRFAX, VA
Assets
$2.4M
Grants
116
Total Given
$6.3M
Rite-hite Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
40
Total Given
$589K
Colorado Gives Foundation
ARVADA, CO
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
James & Beatrice Salah Charitable Trust
FORT LAUDERDALE, FL
Assets
$106.7M
Grants
82
Total Given
$4.3M
Ron Krantz Family Foundation
MADISON, WI
Assets
—
Grants
12
Total Given
$120K
John L Wieczorek Foundation
TULSA, OK
Assets
$2K
Grants
1
Total Given
$2K
Building Envelope Performance Institute
SANFORD, ME
Assets
$290K
Grants
9
Total Given
$30K
Adam R Scripps Foundation
FT MITCHELL, KY
Assets
$754.6M
Grants
281
Total Given
$35.5M
Eqt Foundation
CANONSBURG, PA
Assets
$26.2M
Grants
367
Total Given
$6.3M
The Morey Family Foundation Inc
NAPLES, FL
Assets
$3.3M
Grants
12
Total Given
$145K
C & R Newman Family Foundation
ENCINO, CA
Assets
$4.7M
Grants
46
Total Given
$1.3M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Rhea Bigelow Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities