Roetta Bp Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOWRIE, IA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it made $12K in qualifying distributions. Net investment income was $53K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+2.4% YoY
Revenue
$53K
+55.3% YoY
Qualifying Distributions
$12K
-84.3% YoY
Expenses
$27K
-69.9% YoY
About Roetta Bp Charitable Trust
Based on IRS filings
Roetta Bp Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GOWRIE, IA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it made $12K in qualifying distributions. Net investment income was $53K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,115,106 | $1,089,231 | $1,144,100 |
| Revenue | $52,810 | $34,001 | $1,174,016 |
| Expenses | $26,935 | $89,537 | $29,916 |
| Qualifying Distributions | $11,755 | $74,752 | $27,194 |
| Net Investment Income | $52,635 | $33,925 | $878 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEVIN M BLACK | TRUSTEE | 0.5 | $11,220 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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