Rottman Samuel & Anne Charitable Tr

LA CROSSE, WI EIN: 39-6537604

Rottman Samuel & Anne Charitable Tr is a nonprofit organization, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 10 grants totaling $117K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$117K

+501.7% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$12K

+501.7% YoY

About Rottman Samuel & Anne Charitable Tr

Based on IRS filings

Rottman Samuel & Anne Charitable Tr is a nonprofit organization, based in LA CROSSE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 10 grants totaling $117K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

GLENDALEMILWAUKEENEW YORKNORTHBROOK

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$58K$88K$117K10 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MILWAUKEE JEWISH FEDERAT…$55KJEWISH HOME AND CARE CEN…$24KJEWISH FAMILY SERVICES INC$12KBETH ISRAEL NER TAMID$12KTECHNION-MILWAUKEE CHAPT…$2KWEIZMANN INS OF SCIENCE$2KHADASSAH THE WOMEN'S ZIO…$2KJEWISH NATIONAL FUND$2KORT AMERICA$2KHILLEL ACADEMY$2K

Grant Size Distribution

50 grants across all recorded years

49<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Milwaukee Jewish Federation ($54,780), Jewish Home and Care Center ($23,817), Jewish Family Services Inc ($11,909).

RecipientPurposeAmount
TECHNION-MILWAUKEE CHAPTER OF NEW YORK, NYPER TRUST PROVISIONS$2,382
WEIZMANN INS OF SCIENCE NEW YORK, NYPER TRUST PROVISIONS$2,382
HADASSAH THE WOMEN'S ZIONIST NEW YORK, NYPER TRUST PROVISIONS$2,382
JEWISH NATIONAL FUND NORTHBROOK, ILPER TRUST PROVISIONS$2,382
ORT AMERICA NEW YORK, NYPER TRUST PROVISIONS$2,382
JEWISH FAMILY SERVICES INC MILWAUKEE, WIPER TRUST PROVISIONS$11,909
MILWAUKEE JEWISH FEDERATION MILWAUKEE, WIPER TRUST PROVISIONS$54,780
JEWISH HOME AND CARE CENTER MILWAUKEE, WIPER TRUST PROVISIONS$23,817
BETH ISRAEL NER TAMID GLENDALE, WIPER TRUST PROVISIONS$11,909
HILLEL ACADEMY MILWAUKEE, WIPER TRUST PROVISIONS$2,382

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Trust Point IncTrustee$12K

From 2024 filing

NameTitleHoursCompensation
Trust Point IncTrustee1$12,332

Frequently Asked Questions

Where does Rottman Samuel & Anne Charitable Tr operate?

Rottman Samuel & Anne Charitable Tr has awarded grants in Illinois, New York, Wisconsin.

What size grants does Rottman Samuel & Anne Charitable Tr award?

In 2024, Rottman Samuel & Anne Charitable Tr awarded 10 grants totaling $117K — an average of about $12K per grant, based on its IRS Form 990 filings.

What is Rottman Samuel & Anne Charitable Tr's EIN?

Rottman Samuel & Anne Charitable Tr's EIN (Employer Identification Number) is 39-6537604. IRS Form 990 filing data is available on this page for 2020–2024.

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

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