Rottman Samuel & Anne Charitable Tr
Rottman Samuel & Anne Charitable Tr is a private foundation based in La Crosse, Wisconsin. In 2025, it reported 10 grants totaling $39,327 to charitable organizations, with listed recipients including Jewish community, senior-care, family-services, and education organizations.
Rottman Samuel & Anne Charitable Tr at a glance
In short: Rottman Samuel & Anne Charitable Tr gave $39K across 10 grants in 2025 (avg $4K), mostly in Wisconsin. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,327
- -66.3% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $3,933
- -66.3% vs 2024
- Median grant
- $803
- Total assets
- $1,033,006
- +0.4% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Wisconsin (90% 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 Rottman Samuel & Anne Charitable Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 230 Front Street North, La Crosse, WI 54601
Phone: (608) 782-1148
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rottman Samuel & Anne Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Milwaukee Jewish Federation ($18K). Together the top 10 received $39K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 49 grants of 50 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in Wisconsin, 8% to New York, and 2% to Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Rottman Samuel & Anne Charitable Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 70% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $19K (2023) to $117K (2024). In 2025 it made 10 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Jewish Federation Milwaukee, WI | Per Trust Provisions | $18,458 |
| Jewish Home and Care Center Milwaukee, WI | Per Trust Provisions | $8,025 |
| Jewish Family Services Inc Milwaukee, WI | Per Trust Provisions | $4,013 |
| Beth Israel NER Tamid Glendale, WI | Per Trust Provisions | $4,013 |
| Technion-Milwaukee Chapter of New York, NY | Per Trust Provisions | $803 |
| Weizmann Ins of Science New York, NY | Per Trust Provisions | $803 |
| Hadassah the Women's Zionist New York, NY | Per Trust Provisions | $803 |
| Jewish National Fund Northbrook, IL | Per Trust Provisions | $803 |
| Ort America New York, NY | Per Trust Provisions | $803 |
| Hillel Academy Milwaukee, WI | Per Trust Provisions | $803 |
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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 | $1,033,006 | $60,146 | $55,121 | $39,327 | 10 | $41,327 | $46,352 | $58,725 |
| 2024 | $1,028,540 | $67,804 | $137,476 | $116,707 | 10 | $118,707 | $49,035 | $57,791 |
| 2023 | $1,092,978 | $49,509 | $33,522 | $19,396 | 10 | $21,396 | $37,184 | $56,420 |
| 2022 | $1,076,473 | $29,099 | $76,360 | $60,019 | 10 | $62,019 | $16,342 | $58,707 |
| 2021 | $1,126,132 | $118,181 | $81,505 | $65,479 | 10 | $67,479 | $102,406 | $66,169 |
| 2020 | $1,090,860 | $58,234 | $62,190 | $48,254 | 10 | — | $45,059 | $58,643 |
Under IRS private-foundation payout rules, Rottman Samuel & Anne Charitable Tr reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including the Milwaukee Jewish Federation, Jewish Home and Care Center, Jewish Family Services, and Beth Israel Ner Tamid.
The Milwaukee Jewish Federation describes its mission as supporting continuity of the Jewish people, enhancing Jewish life, and building a unified Jewish community. Jewish Home and Care Center says it provides seniors and infirm community members with services that support comfort, meaning, independence, and dignity in a Jewish environment. Jewish Family Services describes its work as supportive services for families, children, and individuals throughout the life cycle. World ORT describes its mission as transforming lives through education driven by Jewish values and innovation; the 2025 grant list names ORT America, not World ORT.
Grantmaking
In 2025, the foundation gave $39,327 through 10 grants. Grants ranged from $803 to $18,458, with a median grant of $803. The largest awards were $18,458 to Milwaukee Jewish Federation, $8,025 to Jewish Home and Care Center, and $4,013 each to Jewish Family Services and Beth Israel Ner Tamid. The listed grant purposes were “PER TRUST PROVISIONS.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Trust Point Inc as trustee.
Rottman Samuel & Anne Charitable Tr's only listed officer is Trust Point Inc, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Trust Point Inc
Trustee
On filings since 2020
1 hr/week
$12K (2020) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $12K, to Trust Point Inc (Trustee).
Frequently asked questions about Rottman Samuel & Anne Charitable Tr
How much does Rottman Samuel & Anne Charitable Tr give each year?
Rottman Samuel & Anne Charitable Tr gave $39K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $117K across 10 grants.
What is Rottman Samuel & Anne Charitable Tr's typical grant size?
Rottman Samuel & Anne Charitable Tr's median grant in 2025 was $803, and its average grant was $3,933, across 10 grants on its 2025 IRS Form 990-PF.
Where does Rottman Samuel & Anne Charitable Tr give grants?
Rottman Samuel & Anne Charitable Tr gives mostly in Wisconsin: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were Milwaukee, WI (4 grants) and New York, NY (4 grants).
Does Rottman Samuel & Anne Charitable Tr give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Rottman Samuel & Anne Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Per Trust Provisions" (10 grants).
Who are Rottman Samuel & Anne Charitable Tr's largest grantees?
Rottman Samuel & Anne Charitable Tr's largest 2025 grantees include Milwaukee Jewish Federation ($18,458), Jewish Home and Care Center ($8,025) and Jewish Family Services Inc ($4,013), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Rottman Samuel & Anne Charitable Tr?
Rottman Samuel & Anne Charitable Tr reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rottman Samuel & Anne Charitable Tr fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including the Milwaukee Jewish Federation, Jewish Home and Care Center, Jewish Family Services, and Beth Israel Ner Tamid. See mission & focus areas ↑
How do I apply for a grant from Rottman Samuel & Anne Charitable Tr?
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Rottman Samuel & Anne Charitable Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 2, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2020–2025
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