Mission
SUPPORT FOR THE ROTARY CLUB OF MILWAUKEE'S CHARITABLE PROJECTS.SUPPORT TO THE ROTARY CLUB OF MILWAUKEE'S SCHOLARSHIP PROGRAM.
Public Charity
ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST
ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST is a Public Charity headquartered in MILWAUKEE, WI. Financial data from the 2025 filing: $1.1M revenue, $319K expenses, $6.1M total assets. 18 publicly reported grants to this organization, totaling roughly $507K, appear in IRS filings.
EIN: 930756960
MILWAUKEE, WI
Latest filing: 2025
Total Revenue$1.1M
Total Expenses$319K
Total Assets$6.1M
Grant Records18
Funding Total$507K
Filing Years2021–2025
Where $100 goes at Rotary Club of Milwaukee Community Trust
How Rotary Club of Milwaukee Community Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$93
Programs
the work itself
$7
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $93 for programs
$80
General funding support for charitable projects or events of the rotary club of Milwaukee
$13
General funding for the rotary club of Milwaukee's scholarship program
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
BILL & MARY HERD SCHOLARSHIP FUND
$15,500
For grant recipient's exempt purposes
$7,900
GENERAL OPERATING SUPPORT
$20,000
TO SUPPORT CHARITABLE PROJECTS AND SCHOLARSHIP PROGRAMS
$75,500
DONATION FOR SCHOLARSHIPS
$46,069
Showing up to 5 of 18 total records — full history available with membership.
Officers & Directors
TRUSTEE
Kristin Bergstrom
DIRECTOR
Mary Mccormick
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.1M | $319K | $6.1M |
| 2024 | $612K | $365K | $5.6M |
| 2023 | $489K | $270K | $4.9M |
| 2022 | $791K | $195K | $4.6M |
| 2021 | $573K | $192K | $5.0M |
Between 2021 and 2025, reported annual revenue grew from $573K to $1.1M (+96%), with total assets most recently reported at $6.1M.
Interactive year-over-year charts and full filing details available with membership.