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
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
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 |
|---|---|
TECHNION-MILWAUKEE CHAPTER OF PURPOSE: PER TRUST PROVISIONS | $1,225 |
JEWISH NATIONAL FUND PURPOSE: PER TRUST PROVISIONS | $1,225 |
WEIZMANN INS OF SCIENCE PURPOSE: PER TRUST PROVISIONS | $1,225 |
HADASSAH THE WOMEN'S ZIONIST PURPOSE: PER TRUST PROVISIONS | $1,225 |
JEWISH FAMILY SERVICES INC PURPOSE: PER TRUST PROVISIONS | $6,124 |
ORT AMERICA PURPOSE: PER TRUST PROVISIONS | $1,225 |