Rose E Tucker Charitable Trust
EIN 936119091Total Given 2017–2024
$6.4M
661 grants · $800K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $3K–$10K
grant size
56%
supporter · 168/299 multi-year
repeat
$21.1M
Assets (2024)
299
Distinct Recipients
About
PROFESSIONAL SERVICES
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ROSE E TUCKER CHARITABLE TRUST
Phone
(503) 464-3580
Deadlines
NO DEADLINES
How to Apply
CONTACT ABOVE - ROSE E TUCKER CHARITABLE TRUST
Restrictions
PRIORITY TO PROGRAMS IN EDUCATION, HEALTH & WELFARE, COMMUNITY DEVELOPMENT, SOCIAL SERVICE & ARTS & CULTURE, EMPHASIS IN THE PORTLAND METROPOLITAN AREA
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $1.1M | $21.0M | $1.6M | 129 |
| 2018 | $1.1M | $21.2M | $1.1M | 124 |
| 2019 | $1.4M | $20.9M | $1.1M | 132 |
| 2020 | N/A | $20.1M | $1.1M | N/A |
| 2022 | $919K | $19.5M | $1.1M | 102 |
| 2023 | $1.1M | $19.7M | $947K | 93 |
| 2024 | $884K | $21.1M | $868K | 81 |
Grant Size Distribution
Based on 661 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$5K
Average
$10K
75th Pctl
$10K
Maximum
$150K
Geographic Distribution
Officers & Directors
TP
Terry Pancoast
7+ yrs
Co-Trustee
MO
Milo E Ormseth
7+ yrs
Co-Trustee
UN
Us Bank Na
4 yrs
Co-Trustee
PS
Penny Serrurier
4 yrs
Co-Trustee
UN
Us Bank Na
4 yrs
Co-Trustee
TP
Terry Pancoast
7+ yrs
Co-Trustee
PS
Penny Serrurier
4 yrs
Co-Trustee
MO
Milo E Ormseth
7+ yrs
Co-Trustee
MO
Milo E Ormseth
7+ yrs
Co-Trustee
TP
Terry Pancoast
7+ yrs
Co-Trustee
UN
Us Bank Na
4 yrs
Co-Trustee
MO
Milo E Ormseth
7+ yrs
Co-Trustee
UN
Us Bank Na
4 yrs
Co-Trustee
TP
Terry Pancoast
7+ yrs
Co-Trustee
Grants Awarded (661 total)
| Purpose | ||||
|---|---|---|---|---|
| Oregon Public Broadcasting | Portland, OR | $150,000 | GENERAL OPERATING | 2019 |
| Tucker Maxon School | Portland, OR | $125,000 | GENERAL OPERATING | 2019 |
| Portland State University | Portland, OR | $100,000 | GENERAL OPERATING | 2017 |
| Lewis and Clark College | Portland, OR | $80,000 | GENERAL OPERATING | 2019 |
| The Library Foundation Inc | Portland, OR | $75,000 | GENERAL OPERATING | 2023 |
| Tucker Maxon School | Portland, OR | $75,000 | GENERAL OPERATING | 2023 |
| Tucker Maxon School | Portland, OR | $75,000 | GENERAL OPERATING | 2024 |
| The Library Foundation | Portland, OR | $75,000 | GENERAL OPERATING | 2024 |
| Lewis & Clark College | Portland, OR | $60,000 | GENERAL OPERATING | 2017 |
| Lewis & Clark College | Portland, OR | $60,000 | GENERAL OPERATING | 2018 |
| Psu Foundation | Portland, OR | $50,000 | GENERAL OPERATING | 2023 |
| Oregon Public Broadcasting | Portland, OR | $50,000 | GENERAL OPERATING | 2023 |
| Psu Foundation | Portland, OR | $50,000 | GENERAL OPERATING | 2022 |
| Tucker Maxon School | Portland, OR | $50,000 | GENERAL OPERATING | 2022 |
| Oregon Food Bank | Portland, OR | $50,000 | GENERAL OPERATING | 2022 |
| Oregon Public Broadcasting | Portland, OR | $50,000 | GENERAL OPERATING | 2024 |
| Concordia University | Portland, OR | $50,000 | GENERAL OPERATING | 2017 |
| Concordia University | Portland, OR | $50,000 | GENERAL OPERATING | 2018 |
| Tucker-Maxon Oral School | Portland, OR | $50,000 | GENERAL OPERATING | 2018 |
| Foundations for a Better Oregon | Portland, OR | $50,000 | GENERAL OPERATING | 2018 |
| Concordia University | Portland, OR | $50,000 | GENERAL OPERATING | 2019 |
| Willamette University | Salem, OR | $40,000 | GENERAL OPERATING | 2023 |
| Willamette University | Salem, OR | $40,000 | GENERAL OPERATING | 2024 |
| Oregon Symphony Association | Portland, OR | $40,000 | GENERAL OPERATING | 2024 |
| Willamette University | Salem, OR | $40,000 | GENERAL OPERATING | 2017 |