Samuel & Anne Rottman Charitable Trust
- Assets
- $1.1m
- Revenue
- $29.1k
- Investments
- $0.0
- Employees
- 0
- Location
- La Crosse, WI
- Founding
- Data as of
- 12/2022
- EIN
- 39-6537604
Organization Overview
Samuel & Anne Rottman Charitable Trust is located in La Crosse, WI. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Samuel & Anne Rottman Charitable Trust 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 12/2022, Samuel & Anne Rottman Charitable Trust generated $29.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (20.6%) each year. All expenses for the organization totaled $76.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Samuel & Anne Rottman Charitable Trust has awarded 30 individual grants totaling $173,752. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $11 |
| Dividends & Interest | $30,672 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,362 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $778 |
| Total Revenue | $29,099 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $11,811 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,530 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $16,341 |
| Contributions, gifts, grants paid | $60,019 |
| Total expenses and disbursements | $76,360 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,403 |
| Savings and temporary cash investments | $0 |
| 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 | $1,069,070 |
| Total assets | $1,076,473 |
| 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, Samuel & Anne Rottman Charitable Trust has awarded $60,019 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
Milwaukee, WI PURPOSE: PER TRUST PROVISIONS | $28,172 |
Milwaukee, WI PURPOSE: PER TRUST PROVISIONS | $12,249 |
BETH ISRAEL NER TAMID PURPOSE: PER TRUST PROVISIONS | $6,124 |
Milwaukee, WI PURPOSE: PER TRUST PROVISIONS | $6,124 |
WEIZMANN INS OF SCIENCE PURPOSE: PER TRUST PROVISIONS | $1,225 |
HADASSAH THE WOMEN'S ZIONIST PURPOSE: PER TRUST PROVISIONS | $1,225 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Association Of Sheet Metal Air Rail & Transportation Parma, OH | $15,017,637 | $10,750,864 |
Western Illinois Electrical Coop Carthage, IL | $25,735,291 | $9,998,239 |
Safe Families For Children Alliance Chicago, IL | $3,523,068 | $9,924,305 |
Affordable Housing Partners Inc Carmel, IN | $150,650,716 | $9,214,618 |
Lac Courte Oreilles Ojibwe School Hayward, WI | $14,755,136 | $9,679,407 |
Healing Place Inc Louisville, KY | $37,666,074 | $13,853,449 |
Douglass Community Services Inc Hannibal, MO | $3,361,431 | $10,312,306 |
Cox Health Systems Hmo Inc Springfield, MO | $37,618,692 | $12,571,299 |
Michigan Nonprofit Association Lansing, MI | $6,155,794 | $10,465,564 |
Bell-Whitley Community Action Agency Inc Pineville, KY | $7,463,214 | $9,666,646 |
Alliance Nctn Foundation Chicago, IL | $4,276,385 | $9,494,506 |
Indiana Chamber Of Commerce Inc Indianapolis, IN | $7,894,910 | $10,261,881 |