Rottman Samuel & Anne Charitable Tr

Foundation · Grantmaker La Crosse, WI EIN: 39-6537604

Rottman Samuel & Anne Charitable Tr is a private foundation, based in La Crosse, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 10 grants totaling $39K. Net investment income was $46K.

Key facts about Rottman Samuel & Anne Charitable Tr

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.

EIN
39-6537604
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$39,327
Grants made (2025)
10
Average grant
$3,933
Median grant
$803
New grantees (estimate)
0% first-time grantees (0 of 10, 2025)
Total assets
$1,033,006
Primary geography
Wisconsin (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+0.4% YoY

Annual Giving

$39K

-66.3% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$4K

-66.3% YoY

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.

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. 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 10 itemized 2025 grant dollars.

Cities

MilwaukeeNew YorkGlendaleNorthbrook

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants202010 grants202110 grants202210 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Milwaukee Jewish Federation: $18KMilwaukee Jewish Federation$18KJewish Home and Care Center: $8KJewish Home and Care Center$8KJewish Family Services Inc: $4KJewish Family Services Inc$4KBeth Israel Ner Tamid: $4KBeth Israel Ner Tamid$4KTechnion-Milwaukee Chapter of: $803Technion-Milwaukee Chapter of$803Weizmann Ins of Science: $803Weizmann Ins of Science$803Hadassah the Women's Zionist: $803Hadassah the Women's Zionist$803Jewish National Fund: $803Jewish National Fund$803Ort America: $803Ort America$803Hillel Academy: $803Hillel Academy$803

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

RecipientPurposeAmount
MILWAUKEE JEWISH FEDERATION Milwaukee, WIPER TRUST PROVISIONS$18,458
JEWISH HOME AND CARE CENTER Milwaukee, WIPER TRUST PROVISIONS$8,025
JEWISH FAMILY SERVICES INC Milwaukee, WIPER TRUST PROVISIONS$4,013
BETH ISRAEL NER TAMID Glendale, WIPER TRUST PROVISIONS$4,013
TECHNION-MILWAUKEE CHAPTER OF New York, NYPER TRUST PROVISIONS$803
WEIZMANN INS OF SCIENCE New York, NYPER TRUST PROVISIONS$803
HADASSAH THE WOMEN'S ZIONIST New York, NYPER TRUST PROVISIONS$803
JEWISH NATIONAL FUND Northbrook, ILPER TRUST PROVISIONS$803
ORT AMERICA New York, NYPER TRUST PROVISIONS$803
HILLEL ACADEMY Milwaukee, WIPER TRUST PROVISIONS$803

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$1,033,006$1,028,540$1,092,978
Revenue$60,146$67,804$49,509
Expenses$55,121$137,476$33,522
Qualifying Distributions$41,327$118,707$21,396
Net Investment Income$46,352$49,035$37,184
Distributable Amount$58,725$57,791$56,420

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 2, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

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

Trust Point Inc — Trustee: $12KTrust Point IncTrustee$12K

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).

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.

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

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