Helen L & Marie F Rotterman Trust Uw Of M Rotterman | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen L & Marie F Rotterman Trust Uw Of M Rotterman. Data shown is extracted from Form 990-PF filings.

EIN: 31-6236156

Foundation Overview

Based in Dayton, OH, Helen L & Marie F Rotterman Trust Uw Of M Rotterman has awarded 60 grants totaling $2,137,000 to organizations in District of Columbia, New York and 1 other state across the US. Individual grants range from $8,000 to $126,000, with a median award of $20,000.

Latest Tax Year
2024
Total Giving (all years)
$2,137,000
Total Assets
$4,616,966
Median Grant (all grants)
$20,000

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$20,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 7 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
District of Columbia

45% of grants are awarded in District of Columbia, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within District of Columbia, funding concentrates in Washington (100%).

Funding Trajectory
+108%

Strong 108% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes + Education

Dual focus on general purposes (60%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Helen L & Marie F Rotterman Trust Uw Of M Rotterman's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2024
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2024
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2024
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2024
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2024
Trinity Washington University $100,000 Washington, DC, US Capital Campaign 2024
Trinity Washington University $20,000 Washington, DC, US Scholarship 2024
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2023
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2023
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2023
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2023
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2023
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2023
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2023
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2023
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2023
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2023
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2022
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2022
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2022
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2022
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2022
Trinity University $40,000 Washington, DC, US Scholarship 2022
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2022
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2022
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2022
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2022
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2022
Trinity University $40,000 Washington, DC, US Scholarship 2022
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2021
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2021
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2021
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2021
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2021
Trinity Washington University $120,000 Washington, DC, US Unrestricted 2021
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2021
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2021
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2021
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2021
Trinity University $120,000 Washington, DC, US Unrestricted 2020
Catholic University Of Amer $20,000 Washington, DC, US Unrestricted 2020
Maryknoll Fathers $20,000 Maryknoll, NY, US Unrestricted 2020
Medical Missionary Sisters $10,000 Philadelphia, PA, US Unrestricted 2020
Maryknoll Sisters $10,000 Maryknoll, NY, US Unrestricted 2020
Ariana Williams $20,000 Washington, DC, US Scholarship 2020
Trinity University $96,000 Washington, DC, US Unrestricted 2018
Catholic University Of Amer $16,000 Washington, DC, US Unrestricted 2018
Maryknoll Fathers $16,000 Maryknoll, NY, US Unrestricted 2018
Medical Missionary Sisters $8,000 Philadelphia, PA, US Unrestricted 2018
Maryknoll Sisters $8,000 Maryknoll, NY, US Unrestricted 2018
Trinity University $126,000 Washington, DC, US Unrestricted 2017
Catholic University Of Amer $21,000 Washington, DC, US Unrestricted 2017
Maryknoll Fathers $21,000 Maryknoll, NY, US Unrestricted 2017
Medical Missionary Sisters $10,500 Philadelphia, PA, US Unrestricted 2017
Maryknoll Sisters $10,500 Maryknoll, NY, US Unrestricted 2017
Trinity College $96,000 Washington, DC, US Unrestricted 2016
Catholic University Of Amer $16,000 Washington, DC, US Unrestricted 2016
Maryknoll Fathers $16,000 Maryknoll, NY, US Unrestricted 2016
Medical Missionary Sisters $8,000 Philadelphia, PA, US Unrestricted 2016
Maryknoll Sisters $8,000 Maryknoll, NY, US Unrestricted 2016

Foundations Similar to Helen L & Marie F Rotterman Trust Uw Of M Rotterman

Discover 5 foundations with comparable assets ($4,570,807-$4,661,718), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 34-0974875 | 119 grants awarded
$4,614,490
(≈ Similar)
$15,000
median grant
Orange Village, OH
Same state
100%
Excellent match

EIN: 27-1306180 | 38 grants awarded
$4,632,449
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$25,000
median grant
Frankfort, OH
Same state
100%
Excellent match

EIN: 23-7320631 | 209 grants awarded
$4,640,042
(≈ Similar)
$15,000
median grant
New Albany, OH
Same state
100%
Excellent match

EIN: 61-6592251 | 62 grants awarded
$4,661,718
(≈ Similar)
$20,000
median grant
Brecksville, OH
Same state
100%
Excellent match

EIN: 81-6360422 | 91 grants awarded
$4,570,807
(≈ Similar)
$21,691
median grant
Cleveland, OH
Same state
100%
Excellent match

Contact Information

Official contact details for Helen L & Marie F Rotterman Trust Uw Of M Rotterman as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 31-6236156
Website N/A
Address 1900 STRATACACHE TOWER 40 N MAIN ST Dayton, OH 45423-0000

Key People (3)

Board members, trustees, and key staff who oversee Helen L & Marie F Rotterman Trust Uw Of M Rotterman's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee
Trustee Mildred Hubler
Trustee Jan S Scheid

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Helen L & Marie F Rotterman Trust Uw Of M Rotterman is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.