Rockwell Automation Charitable Corp
Rockwell Automation Charitable Corp is a company-sponsored private foundation based in Milwaukee, Wisconsin. Established in 2003, it serves as the philanthropic arm of Rockwell Automation, the world's largest company dedicated to industrial automation and digital transformation. The foundation operates with no employees and focuses its grantmaking on creating lasting community impact.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.7M
-12.6% YoY
Annual Giving
$6.2M
-2.5% YoY
Grant Count
39
+3800.0% YoY
Avg Grant Size
$159K
-97.5% YoY
Under IRS private-foundation payout rules, Rockwell Automation Charitable Corp reported a distributable amount of $331K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports programs designed to address:
- Education and Workforce Development — with special emphasis on K-12 science, technology, engineering, and math (STEM) education
- Human Services
- Arts and Culture
- Civic and Disaster Relief
The foundation's philanthropic approach is centered on investing in communities where Rockwell Automation lives and works, with particular focus on breaking down systemic barriers and creating opportunities through education. Leadership emphasizes that education cannot thrive in isolation; the foundation recognizes that students facing hunger, homelessness, or mental health challenges require comprehensive support to benefit from educational opportunities.
Grantmaking
The foundation accepts applications.
Grant Range
$45,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds initiatives in Wisconsin, Ohio, and New Hampshire, with particular emphasis on Milwaukee as Rockwell Automation's global headquarters and home community.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total assets: $7.7 million to $8.6 million
- Total revenues: $5,327,168
- Total expenses: $6,439,010
- Total giving: $6.2 million
- Investment income and dividends: $327,168
Historical Trend (2023-2024):
- Contributions decreased 44.4% year-over-year (from $9 million in 2023 to $5 million in 2024)
- Investment income increased 29.2% year-over-year
Tax Information:
- EIN: 48-1307009
- IRS 501(c)(3) classification
- Primary NTEE code: T20/T21 (Private/Corporate Foundations)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,738,595 | $8,850,437 | $6,137,007 |
| Revenue | $5,327,168 | $9,253,245 | $10,007,891 |
| Expenses | $6,439,010 | $6,539,814 | $6,428,444 |
| Qualifying Distributions | $6,437,877 | $6,371,664 | $6,255,890 |
| Net Investment Income | $327,168 | $85,095 | $3,599 |
| Distributable Amount | $331,427 | $367,473 | $114,275 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Greater Milwaukee & Waukesha County Inc ($1,112,288), Foundation for the Inspiration & Recognition of Science & Technology ($900,000), American Online Giving Foundation Inc ($874,126).
| Recipient | Purpose | Amount |
|---|---|---|
| African American Leadership Alliance Milwaukee Inc Milwaukee, WI | General Operating Support | $100,000 |
| American National Red Cross Milwaukee, WI | Disaster relief | $100,000 |
| American National Red Cross Milwaukee, WI | General Operating Support | $45,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC NEWARK, DE | Matching gift payment | $874,126 |
| Big Brothers Big Sisters of Metropolitan Milwaukee Inc Milwaukee, WI | General Operating Support | $20,000 |
| Boys & Girls Clubs of Greater Milwaukee Inc Milwaukee, WI | General Operating, Education support | $425,000 |
| City Year Inc Milwaukee, WI | Program support | $150,000 |
| Discovery World Ltd Milwaukee, WI | General Operating, Education support | $550,000 |
| Foundation for the Inspiration & Recognition of Science & Technology Manchester, NH | General Operating Support | $900,000 |
| Girl Scouts of Wisconsin Southeast Inc Milwaukee, WI | General Operating Support | $45,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Blake Moret — CEO of Rockwell Automation, articulates the company's philanthropic approach focused on investing in communities where the company operates, with emphasis on breaking down systemic barriers and creating opportunities through education.
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Recent News & Activity
Recent developments and announcements
Rockwell Automation has demonstrated significant commitment to STEM education and youth development:
User | chroniclejournal.com - Rockwell Automation Surpasses $30 Million inThe company has surpassed $30 million in cumulative charitable support to FIRST (For Inspiration and Recognition of Science and Technology), including a recent $2.7 million grant
User | chroniclejournal.com - Rockwell Automation Surpasses $30 Million inThe company invested $12 million to bring science and technology education to the next generation workforce
Rockwell Automation Invests $12M to Bring Science and Technology to NextRockwell Automation maintains a long-standing partnership with United Way of Greater Milwaukee & Waukesha County, recognizing the nonprofit's expertise in addressing complex, interconnected community issues and its ability to mobilize resources and measure impact
User | chroniclejournal.com - Rockwell Automation Surpasses $30 Million inThe foundation values partnerships that address critical needs beyond education alone, recognizing that comprehensive community support strengthens the effectiveness of educational initiatives.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Rockwell Automation Charitable Corp fund?
The foundation supports programs designed to address: • **Education and Workforce Development** — with special emphasis on K-12 science, technology, engineering, and math (STEM) education • **Human Services** • **Arts and Culture** • **Civic and Disaster Relief** The foundation's philanthropic approach is centered on investing in communities where Rockwell Automation lives and works, with particular focus on breaking down systemic barriers and creating opportunities through education. Leadershi…
How do I apply for a grant from Rockwell Automation Charitable Corp?
**Grant Activity (Fiscal Year 2024):** • Total giving: $6.2 million • Number of grants: 38 • Median grant size: $45,000 • Grant range: $10,000 to $1.1 million • Giving rate: 80.1% of assets **Recent Notable Grants:** • United Way of Greater Milwaukee and Waukesha County: $1,112,288 (General Operating Support) • US Foundation for Inspiration and Recognition of Science and Technology: $900,000 (General Operating Support) • American Online Giving Foundation: $874,126 (Matching Gift Payment) • STEM…
Where does Rockwell Automation Charitable Corp make grants?
The foundation primarily funds initiatives in Wisconsin, Ohio, and New Hampshire, with particular emphasis on Milwaukee as Rockwell Automation's global headquarters and home community.
What size grants does Rockwell Automation Charitable Corp award?
In 2024, Rockwell Automation Charitable Corp awarded 39 grants totaling $6.2M — an average of about $159K per grant, based on its IRS Form 990 filings.
How much is Rockwell Automation Charitable Corp required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rockwell Automation Charitable Corp reported a distributable amount of $331K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rockwell Automation Charitable Corp's EIN?
Rockwell Automation Charitable Corp's EIN (Employer Identification Number) is 48-1307009. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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