Rose Anne McKenna Charitable Trust

Private foundation · Grantmaker Eagan, MN EIN: 93-6104350

Rose Anne McKenna Charitable Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $390K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $47K.

Key facts about Rose Anne McKenna Charitable Trust

In short: Rose Anne McKenna Charitable Trust gave $19K across 1 grant in 2025 (avg $19K), mostly in Oregon. Source: 2025 IRS Form 990-PF.

EIN
93-6104350
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$18,708
Grants made (2025)
1
Average grant
$18,708
Median grant
$18,708
Total assets
$390,453
Primary geography
Oregon (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$390K

+6.9% YoY

Annual Giving

$19K

-10.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$19K

-10.4% YoY

Under IRS private-foundation payout rules, Rose Anne McKenna Charitable Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

How Rose Anne McKenna Charitable Trust gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Bend

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

From 2019 to 2025, annual grant giving ranged from $19K (2025) to $26K (2022). In 2025 it made 1 grant totaling $19K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Central Oregon Community College: $19KCentral Oregon CommunityCollege$19K

The largest 2025 recipient was Central Oregon Community College ($19K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Central Oregon Community College Bend, ORScholarship$18,708

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019202020212022202320242025
Metric202520242023
Total Assets$390,453$365,413$367,257
Revenue$56,143$30,983$16,136
Expenses$30,964$32,724$33,064
Qualifying Distributions$21,290$23,433$23,826
Net Investment Income$46,634$21,770$6,349
Distributable Amount$22,098$21,455$20,145

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)

Leadership & Key People

Officers and directors from IRS filings

Rose Anne McKenna Charitable Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $10K (2019) → $10K (2025)

Former officers (1)
  • Former: US Bank NA (2023) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $10KUS Bank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to US Bank N a (Trustee).

Frequently asked questions about Rose Anne McKenna Charitable Trust

How much does Rose Anne McKenna Charitable Trust give each year?

Rose Anne McKenna Charitable Trust gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 1 grant.

How large is Rose Anne McKenna Charitable Trust?

Rose Anne McKenna Charitable Trust reported $390K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).

Where does Rose Anne McKenna Charitable Trust operate?

Rose Anne McKenna Charitable Trust has awarded grants in Oregon.

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 2019–2025.

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

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