Rose E Tucker Charitable Trust
Rose E Tucker Charitable Trust is a private foundation based in Milwaukee, Wisconsin. Its 2024 filing identifies priority areas including education, health and welfare, community development, social service, and arts and culture, with an emphasis on the Portland metropolitan area.
Rose E Tucker Charitable Trust at a glance
In short: Rose E Tucker Charitable Trust gave $1.6M across 107 grants in 2025 (avg $15K), mostly in Oregon. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,583,390
- +79.1% vs 2024
- Grants made (2025)
- 107
- +32.1% vs 2024
- Average grant
- $14,798
- +35.6% vs 2024
- Median grant
- $7,500
- Total assets
- $15,816,397
- -1.3% vs 2024
- New grantees (estimate)
- 10% first-time grantees (11 of 107, 2025)
- Primary geography
- Oregon (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rose E Tucker Charitable Trust
- How to Apply
-
The 2024 filing says there are no deadlines and directs applicants to contact the trust; it lists the contact above as the form and materials information. The filing states that the foundation does not restrict giving to preselected organizations. Priority is given to programs in education, health and welfare, community development, social service, and arts and culture, with an emphasis on the Portland metropolitan area.
- Contact
Application contact: Rose E Tucker Charitable Trust
Mailing address: 900 Sw Fifth Avenue Suite 2600, Portland, OR 97204
Phone: (503) 294-9558
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rose E Tucker Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was PSU Foundation ($250K). Together the top 10 received $673K.
Grant Size Distribution
479 grants across all recorded years
The most common grant size was under $50K: 463 grants of 479 (97%).
Geographic Focus
Where this funder awards grants
The 2024 filing identifies the Portland metropolitan area as an area of emphasis. In 2025, 99% of grant dollars went to recipients in Oregon, 1% to recipients in Washington, and less than 1% to recipients in Colorado.
Grant Distribution by State
Share of 2025 grant dollars across all 107 itemized grants.
Cities
Is Rose E Tucker Charitable Trust open to new grantees?
10%
first-time grantees, 2025
In 2025, 11 of 107 grantees (10%) were first-time recipients. First grants averaged $6K; repeat grants $16K. How we count
Medians: $5K first-time, $8K repeat.
- 51% of 2025 grantees were also funded in 2024. Method
- Giving grew 72% from 2022 to 2025. Method
- In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $884K (2024) to $1.6M (2025). In 2025 it made 107 grants totaling $1.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PSU Foundation Portland, OR | General Operating | $250,000 |
| Tucker Maxon School Portland, OR | General Operating | $75,000 |
| Smart Reading Portland, OR | General Operating | $60,000 |
| Oregon Symphony Association Portland, OR | General Operating | $50,000 |
| Oregon Ballet Portland, OR | General Operating | $40,000 |
| The Library Foundation Inc Portland, OR | General Operating | $40,000 |
| Willamette University Salem, OR | General Operating | $40,000 |
| Oregon Ballet Theatre Portland, OR | General Operating | $40,000 |
| Omsi Portland, OR | General Operating | $40,000 |
| Nature Conservancy Inc Portland, OR | General Operating | $37,500 |
Ready to take the next step with Rose E Tucker Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,816,397 | $1,603,391 | $1,818,343 | $1,583,390 | 107 | $1,645,415 | $1,435,253 | $1,045,487 |
| 2024 | $16,031,296 | $867,511 | $1,110,424 | $884,000 | 81 | $944,370 | $710,396 | $987,542 |
| 2023 | $16,269,222 | $947,260 | $1,291,828 | $1,070,509 | 93 | $1,128,601 | $798,425 | $949,581 |
| 2022 | $16,614,810 | $1,124,720 | $1,164,573 | $919,250 | 102 | $979,153 | $953,830 | $1,141,510 |
| 2021 | $16,648,689 | $1,030,292 | $1,130,878 | $900,896 | 96 | — | $845,121 | $1,096,689 |
Under IRS private-foundation payout rules, Rose E Tucker Charitable Trust reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided in the available information. Its 2024 filing names education, health and welfare, community development, social service, and arts and culture as priority areas.
The 2025 grantees illustrate the kinds of organizations it supports. Tucker Maxon School describes its mission as teaching deaf and hearing children to listen, talk, learn, and achieve excellence together. Smart Reading says it sparks joy and opportunity through shared books. The Oregon Symphony Association says it aims to move music forward through performances, new art forms, and community-building. Other recipients include Willamette University, whose stated mission connects liberal education with professional practice, and FoodCorps, which works with communities to connect children to healthy food in schools.
Grantmaking
In filing year 2025, the trust reported 107 grants totaling $1,583,390. Grants ranged from $2,500 to $250,000, with a median of $7,500. The largest reported awards included $250,000 to PSU Foundation, $75,000 to Tucker Maxon School, $60,000 to Smart Reading, and $50,000 to Oregon Symphony Association. The listed grants were for general operating support.
The trust also awarded $40,000 each to The Library Foundation, Willamette University, Oregon Ballet Theatre, and OMSI. The Oregon Zoo Foundation received $30,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Penny Serrurier and Saskia de Boer as co-trustees and US Bank N A as trustee.
Rose E Tucker Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Penny Serrurier
Co-Trustee
On filings since 2021
1 hr/week
$12K (2021) → $12K (2025)
Saskia De Boer
Co-Trustee
On filings since 2023
1 hr/week
$6K (2023) → $12K (2025)
US Bank N A
Trustee
On filings since 2023
1 hr/week
$139K (2023) → $153K (2025)
Former officers (3)
- Former: Milo E. Ormseth (2021–2024) — Co-Trustee
- Former: Terry Pancoast (2021–2024) — Co-Trustee
- Former: US Bank NA (2021–2022) — Co-Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $153K, to US Bank N a (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Rose E Tucker Charitable Trust
How much does Rose E Tucker Charitable Trust give each year?
Rose E Tucker Charitable Trust gave $1.6M across 107 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $884K across 81 grants.
What is Rose E Tucker Charitable Trust's typical grant size?
Rose E Tucker Charitable Trust's median grant in 2025 was $7,500, and its average grant was $14,798, across 107 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rose E Tucker Charitable Trust that year got $6K on average.
Where does Rose E Tucker Charitable Trust give grants?
Rose E Tucker Charitable Trust gives mostly in Oregon: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Portland, OR (92 grants), Tigard, OR (4 grants) and Oregon City, OR (2 grants).
Does Rose E Tucker Charitable Trust give general operating support?
Yes: 100% of Rose E Tucker Charitable Trust's 2025 grants with a stated purpose (107 of 107) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rose E Tucker Charitable Trust's largest grantees?
Rose E Tucker Charitable Trust's largest 2025 grantees include PSU Foundation ($250,000), Tucker Maxon School ($75,000) and Smart Reading ($60,000), according to its 2025 IRS Form 990-PF. Together they received 24% of its itemized 2025 grant dollars.
How large is Rose E Tucker Charitable Trust?
Rose E Tucker Charitable Trust reported $15.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets).
What does Rose E Tucker Charitable Trust fund?
No mission statement for the trust is provided in the available information. Its 2024 filing names education, health and welfare, community development, social service, and arts and culture as priority areas. See mission & focus areas ↑
How do I apply for a grant from Rose E Tucker Charitable Trust?
The 2024 filing says there are no deadlines and directs applicants to contact the trust; it lists the contact above as the form and materials information. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rose E Tucker Charitable Trust's EIN?
Rose E Tucker Charitable Trust's EIN (Employer Identification Number) is 93-6119091. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Rose E Tucker Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Jackson Foundation
Milwaukee, WI
The Jackson Foundation supports Oregon organizations, particularly in arts and culture, public media, and food access, though it has no stated formal list of funding areas. Its 2025 grants ranged from $1,000 to $21,000, with a median of $3,500; it accepts requests from eligible Oregon 501(c)(3) organizations, with applications available on request.
Assets
$12.2M
Grants
150
Total Given
$800K
The Holzman Foundation
Eagan, MN
The Holzman Foundation supports arts, education, humanitarian, religious, health, and youth organizations, primarily in the Greater Portland area. Grants are generally $500–$10,000, though awards vary. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.7M
Grants
24
Total Given
$180K
Wheeler Foundation
Vancouver, WA
Wheeler Foundation supports charitable organizations working in areas including substance-use treatment, hunger relief, disability and mental health services, education, and community programs. Its 2025 grants ranged from $4,000 to $85,000, with a median of $10,500; it primarily funds in Oregon, with some grants in Arizona, Washington, and California. It accepts unsolicited requests by letter with the grant purpose and the organization’s 501(c)(3) determination letter.
Assets
$12.4M
Grants
66
Total Given
$890K
The Robert D and Marcia H Randall
Portland, OR
The foundation funds education, youth development, and community programs that expand opportunity and strengthen social well-being, primarily in Oregon, with preference for Pacific Northwest applicants. Its 2024 grants ranged from $1,000 to $150,000, with a median of $10,000. It requires a pre-application and accepts requests from eligible 501(c)(3) organizations; pre-application deadlines are June 15 and December 15.
Assets
$1.6M
Grants
80
Total Given
$897K
The Collins Foundation
Portland, OR
The Collins Foundation funds Oregon organizations working on equity and community well-being, including efforts in education, health, arts and culture, environmental protection, and child development. Its 2024 grants had a median of $40,000; single-year GO Grants are typically $25,000–$100,000, averaging $75,000. The profile does not state whether it accepts unsolicited requests.
Assets
$234.9M
Grants
209
Total Given
$10.8M
Hoover Family Foundation
Indianapolis, IN
The Hoover Family Foundation funds direct-service nonprofit programs in social services, mental health, and enriched education that promote self-sufficiency and improve quality of life, mainly in the Indianapolis and Portland metropolitan areas. In 2025, grants ranged from $1,000 to $10,500, with a median of $8,000. Its guidelines invite applications and say giving is not limited to preselected organizations.
Assets
$9.7M
Grants
75
Total Given
$581K
More similar funders
More Funders in Wisconsin
Cite this profile
Grantable. (2026). Rose E Tucker Charitable Trust funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/rose-e-tucker-charitable-trust-morg_82b0410d3d6046f6a7cf6fe8e64a10c7
BibTeX
@misc{grantable_936119091_2026,
author = {{Grantable}},
title = {{Rose E Tucker Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rose-e-tucker-charitable-trust-morg_82b0410d3d6046f6a7cf6fe8e64a10c7},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rose E Tucker Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Rose E Tucker Charitable Trust down — hundreds of funders to go?