Rotary Club of Milwaukee Community Trust logo

Rotary Club of Milwaukee Community Trust

MILWAUKEE, WI EIN: 93-0756960 Website

SUPPORT FOR THE ROTARY CLUB OF MILWAUKEE'S CHARITABLE PROJECTS.SUPPORT TO THE ROTARY CLUB OF MILWAUKEE'S SCHOLARSHIP PROGRAM.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.1M

+8.8% YoY

Annual Giving

$135K

+70.0% YoY

Grant Count

8

+33.3% YoY

Avg Grant Size

$17K

+27.5% YoY

About Rotary Club of Milwaukee Community Trust

Based on IRS filings

Rotary Club of Milwaukee Community Trust is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.1M in total assets. In 2025, it awarded 8 grants totaling $135K. Net investment income was $981K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BrookfieldEvanstonMequonMilwaukeeWashingtonWest Allis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$308K$617K$925K$1M202020212022202320242025
Metric202520242023
Total Assets$6,130,753$5,635,813$4,943,447
Revenue$1,121,304$612,377$489,015
Expenses$318,746$365,419$269,745
Qualifying Distributions
Net Investment Income$981,276$114,763$211,794
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$47K$93K$140K$186K9 grants20204 grants20215 grants20225 grants20236 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

RCM COMMUNITY FUND$45KZOOLOGICAL SOCIETY OF MI…$18KLIGHT THE HOAN$16KURBAN ECOLOGY CENTER$15KTHE NEW STATE INC$15KELMBROOK BROOKFIELD ROTA…$11KHANAN REFUGEE RELIEF GROUP$10KMILWAUKEE PUBLIC LIBRARY…$6K

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Rotary Club of Milwaukee Community Trust

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
KRISTIN BERGSTROMTRUSTEE1
MARY MCCORMICKDIRECTOR5

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

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