Rose E Tucker Charitable Trust
- Assets
- $16.3m
- Revenue
- $947.3k
- Investments
- $15.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 11/1976
- Data as of
- 06/2023
- EIN
- 93-6119091
Organization Overview
Rose E Tucker Charitable Trust is located in Milwaukee, WI. The organization was established in 1976. 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. Rose E Tucker 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 06/2023, Rose E Tucker Charitable Trust generated $947.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.1%) each year. All expenses for the organization totaled $1.3m during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Rose E Tucker Charitable Trust has awarded 926 individual grants totaling $9,015,358. 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 |
|---|---|---|---|
Milo E Ormseth Co-Trustee | 1 | $0 | |
Terry Pancoast Co-Trustee | 1 | $5,000 | |
Penny Serrurier Co-Trustee | 1 | $12,000 | |
Us Bank N A Trustee | 1 | $138,671 | |
Saskia DE Boer Co-Trustee | 1 | $6,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $481,339 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $464,993 |
| Capital Gain Net Income | $464,993 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $928 |
| Total Revenue | $947,260 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $161,671 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $17,723 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,061 |
| Total operating and administrative expenses | $221,319 |
| Contributions, gifts, grants paid | $1,070,509 |
| Total expenses and disbursements | $1,291,828 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $580,743 |
| 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 | $15,669,195 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $16,269,222 |
| 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, Rose E Tucker Charitable Trust has awarded $1,070,509 in support to 93 organizations.
| Grant Recipient | Amount |
|---|---|
THE PORTLAND PLAYHOUSE PURPOSE: GENERAL OPERATING | $3,000 |
GIRLS INC OF THE PACIFIC NW PURPOSE: GENERAL OPERATING | $3,000 |
OREGON BRAVO YOUTH ORCHESTRAS PURPOSE: GENERAL OPERATING | $4,000 |
PSU FOUNDATION PURPOSE: GENERAL OPERATING | $50,000 |
OHSU FOUNDATION PURPOSE: GENERAL OPERATING | $15,000 |
WETLANDS CONSERVANCY PURPOSE: GENERAL OPERATING | $3,000 |