ROTTMAN SAMUEL & ANNE CHARITABLE TR
Total Given 2021–2023
$145K
30 grants · $48K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $1K–$6K
grant size
100%
deep partner · 10/10 multi-year
repeat
$1.4M
Assets · 2021
10
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6087821148
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $65K | $1.4M | $118K | 10 |
| 2022 | $60K | $1.1M | $29K | 10 |
| 2023 | $19K | $1.2M | $50K | 10 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$396
25th Pctl
$1K
Median
$1K
Average
$5K
75th Pctl
$6K
Maximum
$31K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Trust Point Inc | Trustee | $12K |
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| MILWAUKEE JEWISH FEDERATION | MILWAUKEE, WI | $30,736 | PER TRUST PROVISIONS | 2021 |
| MILWAUKEE JEWISH FEDERATION | MILWAUKEE, WI | $28,172 | PER TRUST PROVISIONS | 2022 |
| JEWISH HOME AND CARE CENTER | MILWAUKEE, WI | $13,363 | PER TRUST PROVISIONS | 2021 |
| JEWISH HOME AND CARE CENTER | MILWAUKEE, WI | $12,249 | PER TRUST PROVISIONS | 2022 |
| MILWAUKEE JEWISH FEDERATION | MILWAUKEE, WI | $9,104 | PER TRUST PROVISIONS | 2023 |
| BETH ISRAEL NER TAMID | GLENDALE, WI | $6,682 | PER TRUST PROVISIONS | 2021 |
| JEWISH FAMILY SERVICES INC | MILWAUKEE, WI | $6,682 | PER TRUST PROVISIONS | 2021 |
| BETH ISRAEL NER TAMID | GLENDALE, WI | $6,124 | PER TRUST PROVISIONS | 2022 |
| JEWISH FAMILY SERVICES INC | MILWAUKEE, WI | $6,124 | PER TRUST PROVISIONS | 2022 |
| JEWISH HOME AND CARE CENTER | MILWAUKEE, WI | $3,958 | PER TRUST PROVISIONS | 2023 |
| JEWISH FAMILY SERVICES INC | MILWAUKEE, WI | $1,979 | PER TRUST PROVISIONS | 2023 |
| BETH ISRAEL NER TAMID | GLENDALE, WI | $1,979 | PER TRUST PROVISIONS | 2023 |
| JEWISH NATIONAL FUND | NORTHBROOK, IL | $1,336 | PER TRUST PROVISIONS | 2021 |
| TECHNION-MILWAUKEE CHAPTER OF | NEW YORK, NY | $1,336 | PER TRUST PROVISIONS | 2021 |
| WEIZMANN INS OF SCIENCE | NEW YORK, NY | $1,336 | PER TRUST PROVISIONS | 2021 |
| HADASSAH THE WOMEN'S ZIONIST | NEW YORK, NY | $1,336 | PER TRUST PROVISIONS | 2021 |
| ORT AMERICA | NEW YORK, NY | $1,336 | PER TRUST PROVISIONS | 2021 |
| HILLEL ACADEMY | MILWAUKEE, WI | $1,336 | PER TRUST PROVISIONS | 2021 |
| HILLEL ACADEMY | MILWAUKEE, WI | $1,225 | PER TRUST PROVISIONS | 2022 |
| JEWISH NATIONAL FUND | NORTHBROOK, IL | $1,225 | PER TRUST PROVISIONS | 2022 |
| TECHNION-MILWAUKEE CHAPTER OF | NEW YORK, NY | $1,225 | PER TRUST PROVISIONS | 2022 |
| WEIZMANN INS OF SCIENCE | NEW YORK, NY | $1,225 | PER TRUST PROVISIONS | 2022 |
| HADASSAH THE WOMEN'S ZIONIST | NEW YORK, NY | $1,225 | PER TRUST PROVISIONS | 2022 |
| ORT AMERICA | NEW YORK, NY | $1,225 | PER TRUST PROVISIONS | 2022 |
| ORT AMERICA | NEW YORK, NY | $396 | PER TRUST PROVISIONS | 2023 |