Rolph-nicol Fund Tai Charitable Tr

MILWAUKEE, WI EIN: 94-6054470

Rolph-nicol Fund Tai Charitable Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $887K in total assets. In 2024, it awarded 16 grants totaling $65K. Net investment income was $43K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$887K

-2.7% YoY

Annual Giving

$65K

+10.7% YoY

Grant Count

16

-5.9% YoY

Avg Grant Size

$4K

+17.6% YoY

Under IRS private-foundation payout rules, Rolph-nicol Fund Tai Charitable Tr reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.

About Rolph-nicol Fund Tai Charitable Tr

Based on IRS filings

Rolph-nicol Fund Tai Charitable Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $887K in total assets. In 2024, it awarded 16 grants totaling $65K. Net investment income was $43K.

Ready to take the next step with Rolph-nicol Fund Tai Charitable Tr?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BurlingameHagerstownHappy ValleyOaklandRancho Palos VerdesSan FranciscoSt PetersburgStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$74K$112K$149K20202021202220232024
Metric202420232022
Total Assets$887,134$912,023$944,554
Revenue$60,169$44,215$92,657
Expenses$84,673$77,630$97,219
Qualifying Distributions$67,906$61,462$81,160
Net Investment Income$42,556$28,436$79,053
Distributable Amount$65,818$60,477$61,005

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$38K$57K$76K17 grants202017 grants202117 grants202217 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CAL PACIFIC MEDICAL CENT…$10KEPISCOPAL CH ST MARY THE…$7KAMERICAN CANCER SOCIETY$3KAMERICAN HEART ASSOCIATION$3KSAINT JOHN THE EVANGELIST$3KSAVE THE REDWOODS LEAGUE$3KCALIFORNIA ACADEMY OF SC…$3KTHE SALVATION ARMY$3KSTANFORD UNIVERSITY$3KGOODWILL INDUSTRIES OF$3K

Grant Size Distribution

84 grants across all recorded years

84<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cal Pacific Medical Center Fndn ($10,278), Episcopal Ch St Mary the Virgin ($6,852), American Cancer Society ($3,426).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY HAGERSTOWN, MDGENERAL OPERATING$3,426
AMERICAN HEART ASSOCIATION ST PETERSBURG, FLGENERAL OPERATING$3,426
SAINT JOHN THE EVANGELIST SAN FRANCISCO, CAGENERAL OPERATING$3,426
SAVE THE REDWOODS LEAGUE SAN FRANCISCO, CAGENERAL OPERATING$3,426
CALIFORNIA ACADEMY OF SCIENCES SAN FRANCISCO, CAGENERAL OPERATING$3,426
THE SALVATION ARMY RANCHO PALOS VERDES, CAGENERAL OPERATING$3,426
STANFORD UNIVERSITY STANFORD, CAGENERAL OPERATING$3,426
GOODWILL INDUSTRIES OF SAN FRANCISCO, CAGENERAL OPERATING$3,426
GRACE CATHEDRAL SAN FRANCISCO, CAGENERAL OPERATING$3,426
SAN FRANCISCO SENIOR CENTER SAN FRANCISCO, CAGENERAL OPERATING$3,426

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$18K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$18,125

Frequently Asked Questions

How large is Rolph-nicol Fund Tai Charitable Tr?

As of 2024, Rolph-nicol Fund Tai Charitable Tr holds $887K in total assets with $60K in annual revenue. It awarded 16 grants totaling $65K in 2024.

Where does Rolph-nicol Fund Tai Charitable Tr operate?

Rolph-nicol Fund Tai Charitable Tr has awarded grants in California, Florida, Maryland, Oregon.

What size grants does Rolph-nicol Fund Tai Charitable Tr award?

In 2024, Rolph-nicol Fund Tai Charitable Tr awarded 16 grants totaling $65K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Rolph-nicol Fund Tai Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rolph-nicol Fund Tai Charitable Tr reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rolph-nicol Fund Tai Charitable Tr's EIN?

Rolph-nicol Fund Tai Charitable Tr's EIN (Employer Identification Number) is 94-6054470. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Rolph-nicol Fund Tai Charitable Tr's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Rolph-nicol Fund Tai Charitable Tr 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

Go from researching Rolph-nicol Fund Tai Charitable Tr to a real strategy.

Plan your approach