Rottman Samuel & Anne Charitable Tr | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Rottman Samuel & Anne Charitable Tr. Data shown is extracted from Form 990-PF filings.
EIN: 39-6537604
Foundation Overview
Based in La Crosse, WI, Rottman Samuel & Anne Charitable Tr has awarded 70 grants totaling $311,890 to organizations in Illinois, New York and 1 other state across the US. Individual grants range from $396 to $30,736, with a median award of $1,225.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 10 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
50% of grants are awarded in Wisconsin, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (80%), Glendale (20%).
Funding Trajectory
Declining funding trend with 19% decrease over 5 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Rottman Samuel & Anne Charitable Tr'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 |
|---|---|---|---|---|
| Technion-milwaukee Chapter Of | $803 | New York, NY, US | Per Trust Provisions | 2025 |
| Weizmann Ins Of Science | $803 | New York, NY, US | Per Trust Provisions | 2025 |
| Hadassah The Women's Zionist | $803 | New York, NY, US | Per Trust Provisions | 2025 |
| Jewish National Fund | $803 | Northbrook, IL, US | Per Trust Provisions | 2025 |
| Ort America | $803 | New York, NY, US | Per Trust Provisions | 2025 |
| Jewish Family Services Inc | $4,013 | Milwaukee, WI, US | Per Trust Provisions | 2025 |
| Milwaukee Jewish Federation | $18,458 | Milwaukee, WI, US | Per Trust Provisions | 2025 |
| Jewish Home And Care Center | $8,025 | Milwaukee, WI, US | Per Trust Provisions | 2025 |
| Beth Israel Ner Tamid | $4,013 | Glendale, WI, US | Per Trust Provisions | 2025 |
| Hillel Academy | $803 | Milwaukee, WI, US | Per Trust Provisions | 2025 |
| Jewish National Fund | $396 | Northbrook, IL, US | Per Trust Provisions | 2023 |
| Technion-milwaukee Chapter Of | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Weizmann Ins Of Science | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Hadassah The Women's Zionist | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Ort America | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Jewish Family Services Inc | $1,979 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Milwaukee Jewish Federation | $9,104 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Jewish Home And Care Center | $3,958 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Beth Israel Ner Tamid | $1,979 | Glendale, WI, US | Per Trust Provisions | 2023 |
| Hillel Academy | $396 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Jewish National Fund | $396 | Northbrook, IL, US | Per Trust Provisions | 2023 |
| Technion-milwaukee Chapter Of | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Weizmann Ins Of Science | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Hadassah The Women's Zionist | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Ort America | $396 | New York, NY, US | Per Trust Provisions | 2023 |
| Jewish Family Services Inc | $1,979 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Milwaukee Jewish Federation | $9,104 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Jewish Home And Care Center | $3,958 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Beth Israel Ner Tamid | $1,979 | Glendale, WI, US | Per Trust Provisions | 2023 |
| Hillel Academy | $396 | Milwaukee, WI, US | Per Trust Provisions | 2023 |
| Jewish National Fund | $1,225 | Northbrook, IL, US | Per Trust Provisions | 2022 |
| Technion-milwaukee Chapter Of | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Weizmann Ins Of Science | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Hadassah The Women's Zionist | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Ort America | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Jewish Family Services Inc | $6,124 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Milwaukee Jewish Federation | $28,172 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Jewish Home And Care Center | $12,249 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Beth Israel Ner Tamid | $6,124 | Glendale, WI, US | Per Trust Provisions | 2022 |
| Hillel Academy | $1,225 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Jewish National Fund | $1,225 | Northbrook, IL, US | Per Trust Provisions | 2022 |
| Technion-milwaukee Chapter Of | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Weizmann Ins Of Science | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Hadassah The Women's Zionist | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Ort America | $1,225 | New York, NY, US | Per Trust Provisions | 2022 |
| Jewish Family Services Inc | $6,124 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Milwaukee Jewish Federation | $28,172 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Jewish Home And Care Center | $12,249 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Beth Israel Ner Tamid | $6,124 | Glendale, WI, US | Per Trust Provisions | 2022 |
| Hillel Academy | $1,225 | Milwaukee, WI, US | Per Trust Provisions | 2022 |
| Jewish National Fund | $1,336 | Northbrook, IL, US | Per Trust Provisions | 2021 |
| Technion-milwaukee Chapter Of | $1,336 | New York, NY, US | Per Trust Provisions | 2021 |
| Weizmann Ins Of Science | $1,336 | New York, NY, US | Per Trust Provisions | 2021 |
| Hadassah The Women's Zionist | $1,336 | New York, NY, US | Per Trust Provisions | 2021 |
| Ort America | $1,336 | New York, NY, US | Per Trust Provisions | 2021 |
| Jewish Family Services Inc | $6,682 | Milwaukee, WI, US | Per Trust Provisions | 2021 |
| Milwaukee Jewish Federation | $30,736 | Milwaukee, WI, US | Per Trust Provisions | 2021 |
| Jewish Home And Care Center | $13,363 | Milwaukee, WI, US | Per Trust Provisions | 2021 |
| Beth Israel Ner Tamid | $6,682 | Glendale, WI, US | Per Trust Provisions | 2021 |
| Hillel Academy | $1,336 | Milwaukee, WI, US | Per Trust Provisions | 2021 |
| Jewish National Fund | $985 | Northbrook, IL, US | Per Trust Provisions | 2020 |
| Technion-milwaukee Chapter Of | $985 | New York, NY, US | Per Trust Provisions | 2020 |
| Weizmann Ins Of Science | $985 | New York, NY, US | Per Trust Provisions | 2020 |
| Hadassah The Women's Zionist | $985 | New York, NY, US | Per Trust Provisions | 2020 |
| Ort America | $985 | New York, NY, US | Per Trust Provisions | 2020 |
| Jewish Family Services Inc | $4,924 | Milwaukee, WI, US | Per Trust Provisions | 2020 |
| Milwaukee Jewish Federation | $22,649 | Milwaukee, WI, US | Per Trust Provisions | 2020 |
| Jewish Home And Care Center | $9,847 | Milwaukee, WI, US | Per Trust Provisions | 2020 |
| Beth Israel Ner Tamid | $4,924 | Glendale, WI, US | Per Trust Provisions | 2020 |
| Hillel Academy | $985 | Milwaukee, WI, US | Per Trust Provisions | 2020 |
Foundations Similar to Rottman Samuel & Anne Charitable Tr
Discover 5 foundations with comparable assets ($1,238,538-$1,268,368), similar grant patterns, and geographic focus in WI 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 |
|---|---|---|---|---|
|
The Eileen R Keller Scholarship
EIN: 88-6372002 | 22 grants awarded |
$1,248,335
(≈ Similar) |
$1,000
median grant |
Wausau, WI
Same state |
|
|
Thomas J Bliffert Foundation Inc
EIN: 39-1364810 | 78 grants awarded |
$1,244,070
(≈ Similar) |
$1,500
median grant |
Shorewood, WI
Same state |
|
|
Anthony Petullo Foundation Inc
EIN: 31-1656951 | 155 grants awarded |
$1,254,601
(≈ Similar) |
$2,000
median grant |
Milwaukee, WI
Same state |
|
|
Geyer Foundation Inc
EIN: 82-3691877 | 314 grants awarded |
$1,238,538
(≈ Similar) |
$800
median grant |
Suamico, WI
Same state |
|
|
Shomos Family Foundation Ltd
EIN: 39-1622902 | 564 grants awarded |
$1,268,368
(≈ Similar) |
$1,000
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Rottman Samuel & Anne Charitable Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 39-6537604 |
| Website | N/A |
| Address | 230 FRONT ST N La Crosse, WI 54601-3219 |
Key People (1)
Board members, trustees, and key staff who oversee Rottman Samuel & Anne Charitable Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Trust Point Inc |
|---|
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 Rottman Samuel & Anne Charitable Tr 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.