Rose Anne Mckenna Charitable Trust

MILWAUKEE, WI EIN: 93-6104350

Rose Anne Mckenna 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 $365K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$365K

-0.5% YoY

Annual Giving

$21K

-1.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

-1.8% YoY

Under IRS private-foundation payout rules, Rose Anne Mckenna Charitable Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Rose Anne Mckenna Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $115K (100%)

States

Oregon

Cities

Bend

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$365,413	$367,257	$384,183
Revenue	$30,983	$16,136	$13,263
Expenses	$32,724	$33,064	$38,294
Qualifying Distributions	$23,433	$23,826	$28,531
Net Investment Income	$21,770	$6,349	$4,251
Distributable Amount	$21,455	$20,145	$21,380

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Central Oregon Community College ($20,876).

Recipient	Purpose	Amount
CENTRAL OREGON COMMUNITY COLLEGE BEND, OR	SCHOLARSHIP	$20,876

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$10,000

Frequently Asked Questions

How large is Rose Anne Mckenna Charitable Trust?

As of 2024, Rose Anne Mckenna Charitable Trust holds $365K in total assets with $31K in annual revenue. It awarded 1 grants totaling $21K in 2024.

Where does Rose Anne Mckenna Charitable Trust operate?

Rose Anne Mckenna Charitable Trust has awarded grants in Oregon.

What size grants does Rose Anne Mckenna Charitable Trust award?

In 2024, Rose Anne Mckenna Charitable Trust awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Rose Anne Mckenna Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rose Anne Mckenna Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rose Anne Mckenna Charitable Trust's EIN?

Rose Anne Mckenna Charitable Trust's EIN (Employer Identification Number) is 93-6104350. IRS Form 990 filing data is available on this page for 2020–2024.