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EIN 39-6537604

Rottman Samuel and Anne Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
La Crosse
State
Wisconsin
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Rottman Samuel and Anne Charitable Trust is a private foundation located in La Crosse, WI that primarily funds per trust provisions. Grantees of the trust include the Milwaukee Jewish Federation and others, and the trust made 10 grants last year.
Also known as...
Samuel and Anne Rottman Charitable Trust
Total revenues
$49,509
2023
Total expenses
$33,522
2023
Total assets
$1,092,978
2023
Num. employees
0
2023

Grants made by Rottman Samuel and Anne Charitable Trust

GranteeGrant descriptionAmount
Milwaukee Jewish Federation (MJF)Per Trust Provisions$9,104
Ovation Jewish HomePer Trust Provisions$3,958
Congregation Beth Israel Ner TamidPer Trust Provisions$1,979
...and 4 more grants made

Personnel at Rottman Samuel and Anne Charitable Trust

NameTitleCompensation
Trust Point IncTrustee$11,995

Financials for Rottman Samuel and Anne Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$31,638
Net rental income$0
Net gain from sale of non-inventory assets$16,703
Gross sales of inventory$0
Miscellaneous revenues$1,168
Total revenues$49,509

Form 990s for Rottman Samuel and Anne Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990PFView PDF
2022-122023-04-17990PFView PDF
2021-122022-04-29990PFView PDF
2020-122022-02-02990PFView PDF
2019-122020-09-15990PRView PDF
...and 8 more Form 990s
Data update history
August 8, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 18, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 15, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 10, 2023
Updated personnel
Identified 1 new personnel
May 9, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Human services
Characteristics
JewishReligiousProvides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
230 Front St North
La Crosse, WI 54601
Metro area
La Crosse-Onalaska, WI-MN
County
La Crosse County, WI
Phone
(608) 782-1148
IRS details
EIN
39-6537604
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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