Rottman Samuel & Anne Charitable Tr
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
Share of all 10 itemized 2025 grant dollars.
Cities
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
50 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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
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.
Here's the math on researching Rottman Samuel & Anne Charitable Tr by hand.
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