Rome Charitable Trust

MILWAUKEE, WI EIN: 04-6017410

Rome Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $137K in total assets. In 2024, it awarded 23 grants totaling $25K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$137K

-16.3% YoY

Annual Giving

$25K

-2.4% YoY

Grant Count

-17.9% YoY

Avg Grant Size

$1K

+18.8% YoY

Under IRS private-foundation payout rules, Rome Charitable Trust reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Rome Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $93K (75%)

New York $13K (10%)

Colorado $7K (6%)

District of Columbia $3K (3%)

Iowa $2K (1%)

Wisconsin $2K (1%)

Florida $1K (1%)

Missouri $1K (1%)

+7 more states

States

Arizona Colorado District of Columbia Florida Georgia Iowa Illinois Kansas Massachusetts Maryland Missouri New York Texas Virginia Wisconsin

Cities

ArlingtonAtlantaAuroraBooneBostonBrooklineBurlingtonChicagoColorado SpringsDenverEast BostonFraminghamHagerstownIrvingMalboroughMarlboroughMilwaukeeNew YorkNewtonPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$137,080	$163,725	$167,296
Revenue	$15,229	$29,559	$27,183
Expenses	$41,875	$33,129	$37,553
Qualifying Distributions	$35,522	$27,747	$31,121
Net Investment Income	$11,862	$26,726	$20,607
Distributable Amount	$30,380	$27,126	$28,235

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

133 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Beth Israel Deaconess Med Ctr ($5,058), Hebrew Seniorlife ($5,058), Combined Jewish Philanthropies ($2,529).

Recipient	Purpose	Amount
BOSTON UNIVERSITY NEW YORK, NY	GENERAL OPERATING	$506
KEHILLATH ISRAEL BROOKLINE, MA	GENERAL OPERATING	$1,265
COMBINED JEWISH PHILANTHROPIES BOSTON, MA	CARE FOR THE VULNERABLE	$2,529
MUSEUM OF FINE ARTS BOSTON, MA	GENERAL OPERATING	$150
BETH ISRAEL DEACONESS MED CTR BOSTON, MA	HOSPITAL	$5,058
WGBH BOSTON, MA	GENERAL OPERATING	$279
ST VINCENT DE PAUL SOCIETY STOUGHTON, MA	GENERAL OPERATING	$550
PLIMOTH PATUXET MUSEUMS PLYMOUTH, MA	GENERAL OPERATING	$150
AMERICAN FRIENDS OF THE HEBREW UNIVERSIT NEW YORK, NY	STRENGTHEN HEBREW	$1,517
CANCER RESEARCH INSTITUTE NEW YORK, NY	GENERAL OPERATING	$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BOSTON TRUST INV MGMT CO	CO-TRUSTEE	—	$1,155
JOAN ROME SUCCESSOR CO-TRUSTEE	CO-TRUSTEE	—	$100

Frequently Asked Questions

How large is Rome Charitable Trust?

As of 2024, Rome Charitable Trust holds $137K in total assets with $15K in annual revenue. It awarded 23 grants totaling $25K in 2024.

Where does Rome Charitable Trust operate?

Rome Charitable Trust has awarded grants in Arizona, Colorado, District of Columbia, Florida, Georgia, Iowa, Illinois, Kansas, Massachusetts, Maryland, Missouri, New York, Texas, Virginia, Wisconsin.

What size grants does Rome Charitable Trust award?

In 2024, Rome Charitable Trust awarded 23 grants totaling $25K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Rome Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rome Charitable Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.