Funder DirectoryROTTMAN SAMUEL & ANNE CHARITABLE TR
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Private foundation (trust)EIN 396537604Est. 1992-08

ROTTMAN SAMUEL & ANNE CHARITABLE TR

LA CROSSE, WI 54601

Total Assets

$1.2M

FY 2023

Annual Giving

$19K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$396–$9K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$50K

Total Expenses

$34K

Qualifying Distributions

$21K

Distributable Amount

$56K

Min. Investment Return

$57K

Undistributed Income

$56K

Payout rate 38%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.38%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $396 through median $396 to maximum $9K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $65K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

40 grants

MILWAUKEE JEWISH FEDERATION
$91K
4 grants
JEWISH HOME AND CARE CENTER
$39K
4 grants
BETH ISRAEL NER TAMID
$20K
4 grants
JEWISH FAMILY SERVICES INC
$20K
4 grants
ORT AMERICA
$4K
4 grants
JEWISH NATIONAL FUND
$4K
4 grants
HILLEL ACADEMY
$4K
4 grants
TECHNION-MILWAUKEE CHAPTER OF
$4K
4 grants

Grant Size Distribution

40 grants

<$10K
35
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$173K
90% of total
New York
$16K
8% of total
Illinois
$4K
2% of total

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ROTTMAN SAMUEL & ANNE CHARITABLE TR — Grants, Financials & Contact | Grantivo