Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman
- Assets
- $3.7m
- Revenue
- $191.5k
- Investments
- $3.3m
- Employees
- 0
- Location
- Dayton, OH
- Founding
- 07/1983
- Data as of
- 07/2024
- EIN
- 31-6236156
Organization Overview
Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman is located in Dayton, OH. The organization was established in 1983. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2024, Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman generated $191.5k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 17.6% each year . All expenses for the organization totaled $220.4k during the year ending 07/2024. While expenses have increased by 1.3% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman has awarded 53 individual grants totaling $1,785,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 1 | $5,452 | |
Mildred Hubler Trustee | 1 | $5,452 | |
Jan S Scheid Trustee | 4 | $5,452 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5,685 |
| Dividends & Interest | $114,216 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,648 |
| Capital Gain Net Income | $71,648 |
| Net ST Capital Gain | $5,794 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $191,549 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,356 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,379 |
| Total operating and administrative expenses | $40,409 |
| Contributions, gifts, grants paid | $180,000 |
| Total expenses and disbursements | $220,409 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,361 |
| Savings and temporary cash investments | $409,120 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,710,621 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman has awarded $180,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
TRINITY WASHINGTON UNIVERSITY PURPOSE: UNRESTRICTED | $120,000 |
CATHOLIC UNIVERSITY OF AMER PURPOSE: UNRESTRICTED | $20,000 |
MARYKNOLL FATHERS PURPOSE: UNRESTRICTED | $20,000 |
MARYKNOLL SISTERS PURPOSE: UNRESTRICTED | $10,000 |
MEDICAL MISSIONARY SISTERS PURPOSE: UNRESTRICTED | $10,000 |