Private Foundation

ROTTMAN SAMUEL & ANNE CHARITABLE TR

ROTTMAN SAMUEL & ANNE CHARITABLE TR is a Private Foundation headquartered in LA CROSSE, WI. Financial data from the 2025 filing: $60K revenue, $55K expenses, $1.0M total assets. IRS filings disclose 60 grants awarded by this foundation, totaling roughly $349K.

EIN: 396537604 LA CROSSE, WI Latest filing: 2025
Total Revenue$60K
Total Expenses$55K
Total Assets$1.0M
Grants Given60
Grant Total$349K
Filing Years2021–2025

Sample Grants Given

MILWAUKEE JEWISH FEDERATION
MILWAUKEE, WI · 2025
PER TRUST PROVISIONS
$18,458
JEWISH HOME AND CARE CENTER
MILWAUKEE, WI · 2025
PER TRUST PROVISIONS
$8,025
BETH ISRAEL NER TAMID
GLENDALE, WI · 2025
PER TRUST PROVISIONS
$4,013
JEWISH FAMILY SERVICES INC
MILWAUKEE, WI · 2025
PER TRUST PROVISIONS
$4,013
WEIZMANN INS OF SCIENCE
NEW YORK, NY · 2025
PER TRUST PROVISIONS
$803

Showing up to 5 of 60 total records — full history available with membership.

Officers & Directors

Trustee Trust Point Inc

Officer compensation and complete director data available with membership.

Top Grant Purposes

PER TRUST PROVISIONS
$349,182 60 grants

Financial Trends

Year Revenue Expenses Assets
2025 $60K $55K $1.0M
2024 $68K $137K $1.0M
2023 $50K $34K $1.1M
2022 $29K $76K $1.1M
2021 $118K $82K $1.1M

Between 2021 and 2025, reported annual revenue declined from $118K to $60K (-49%), with total assets most recently reported at $1.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL, NY, WI.

ILNYWI

Full geographic grant map with state-by-state breakdown available with membership.

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