Rose E Tucker Charitable Trust
The Rose E Tucker Charitable Trust is a private foundation established in 1976 in Oregon and currently based in Milwaukee, Wisconsin. It operates as an independent 501(c)(3) charitable organization with tax-exempt status since November 1976.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$15.8M
-1.3% YoY
Annual Giving
$1.6M
+79.1% YoY
Grant Count
107
+32.1% YoY
Avg Grant Size
$15K
+35.6% YoY
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.
Mission & Focus Areas
The trust does not maintain a publicly stated mission statement. However, based on grant-making patterns, the trust supports organizations in education, philanthropy, voluntarism, grantmaking, and human services sectors.
Grantmaking
The trust actively funds organizations across multiple states and appears open to new applicants.
Grant Range
$5,000-$7,500
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Geographic Focus
Where this funder awards grants
The trust supports organizations in multiple states including Oregon, California, Colorado, Minnesota, Ohio, and Washington. Notable funding locations include Portland, San Francisco, and Denver.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (as of June 2024-2025):
- Total assets: $15.8-$21 million
- Annual revenue: $867,511-$1.6 million
- Annual expenses: $1.1-$1.8 million
- Investment income and dividends: $517,077 (FY 2024)
Recent Financial Trends:
- Net assets as of June 2025: $15,816,397
- Total giving (2025): $1,583,390
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,816,397 | $16,031,296 | $16,269,222 |
| Revenue | $1,603,391 | $867,511 | $947,260 |
| Expenses | $1,818,343 | $1,110,424 | $1,291,828 |
| Qualifying Distributions | $1,645,415 | $944,370 | $1,128,601 |
| Net Investment Income | $1,435,253 | $710,396 | $798,425 |
| Distributable Amount | $1,045,487 | $987,542 | $949,581 |
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 2025
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Psu Foundation ($250,000), Oregon Ballet ($40,000), The Library Foundation Inc ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GIRLS INC OF THE PACIFIC NW PORTLAND, OR | GENERAL OPERATING | $5,000 |
| THE PORTLAND PLAYHOUSE PORTLAND, OR | GENERAL OPERATING | $5,000 |
| IMAGO THEATRE MASK ENSEMBLE PORTLAND, OR | GENERAL OPERATING | $4,000 |
| OREGON COAST AQUARIUM NEWPORT, OR | GENERAL OPERATING | $25,000 |
| VIRGINIA GARCIA MEMORIAL FOUNDATION CORNELIUS, OR | GENERAL OPERATING | $10,000 |
| PSU FOUNDATION PORTLAND, OR | GENERAL OPERATING | $250,000 |
| OREGON HEALTH SCIENCE UNIVERSITY PORTLAND, OR | GENERAL OPERATING | $15,000 |
| DENTAL LIFELINE NETWORK DENVER, CO | GENERAL OPERATING | $3,000 |
| ADELANTE MUJERES FOREST GROVE, OR | GENERAL OPERATING | $5,000 |
| FRIENDS OF EXPLORER POST 58 PORTLAND, OR | GENERAL OPERATING | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- Milo E Ormseth (Co-Trustee)
- Terry Pancoast (Co-Trustee)
- Penny Serrurier (Co-Trustee)
- Saskia de Boer (Co-Trustee)
- US Bank N.A. (Trustee) — receives $144,000 in compensation
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PENNY SERRURIER | CO-TRUSTEE | 1 | $12,000 |
| SASKIA DE BOER | CO-TRUSTEE | 1 | $12,000 |
| US BANK N A | TRUSTEE | 1 | $152,763 |
Contact Information
Address: PO Box 634, Milwaukee, WI 53201-0634
Phone: 503-464-3580
EIN: 93-6119091
Frequently Asked Questions
What does Rose E Tucker Charitable Trust fund?
The trust does not maintain a publicly stated mission statement. However, based on grant-making patterns, the trust supports organizations in education, philanthropy, voluntarism, grantmaking, and human services sectors.
How do I apply for a grant from Rose E Tucker Charitable Trust?
**Grant Activity:** • Made 81-122 grants in recent fiscal years • Median grant size: $5,000-$7,500 • Grant range: $1,500-$250,000 • Total annual distributions: approximately $884,000-$944,000 **Recent Grantees (2024):** • The Library Foundation: $75,000 • Tucker Maxon School: $75,000 • Oregon Public Broadcasting: $50,000 The trust actively funds organizations across multiple states and appears open to new applicants.
Where does Rose E Tucker Charitable Trust make grants?
The trust supports organizations in multiple states including Oregon, California, Colorado, Minnesota, Ohio, and Washington. Notable funding locations include Portland, San Francisco, and Denver.
What size grants does Rose E Tucker Charitable Trust award?
In 2025, Rose E Tucker Charitable Trust awarded 107 grants totaling $1.6M — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Rose E Tucker Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rose E Tucker Charitable Trust reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Rose E Tucker Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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