The Wisconsin State Capitol

Form 990-PFTax year 2025EIN 39-6537604

Rottman Samuel & Anne Charitable TR

A private foundation in La Crosse, WI. Its return for tax year 2025 lists 10 grants and $39,327 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $39,327

    Grants listed
    10
    Assets, end of year
    $1,033,006
  • Tax year 2024

    $116,707

    Grants listed
    10
    Assets, end of year
    $1,028,540
  • Tax year 2023

    $19,396

    Grants listed
    10
    Assets, end of year
    $1,092,978
  • Tax year 2022

    $60,019

    Grants listed
    10
    Assets, end of year
    $1,076,473
  • Tax year 2021

    $65,479

    Grants listed
    10
    Assets, end of year
    $1,126,132
  • Tax year 2020

    $48,254

    Grants listed
    10
    Assets, end of year
    $1,090,860

Grants paid in 2025

10 grants, largest first

As listed on the return.

  1. Milwaukee Jewish FederationMilwaukee, WI

    Per trust provisions

    $18,458
  2. Jewish Home and Care CenterMilwaukee, WI

    Per trust provisions

    $8,025
  3. Jewish Family Services IncMilwaukee, WI

    Per trust provisions

    $4,013
  4. Beth Israel Ner TamidGlendale, WI

    Per trust provisions

    $4,013
  5. Technion-Milwaukee Chapter of American Society for TechnionNew York, NY

    Per trust provisions

    $803
  6. Weizmann Ins of ScienceNew York, NY

    Per trust provisions

    $803
  7. Hadassah the Women's Zionist Organization of America IncNew York, NY

    Per trust provisions

    $803
  8. Jewish National FundRockville Ctr, NY

    Per trust provisions

    $803
  9. Ort AmericaNew York, NY

    Per trust provisions

    $803
  10. Hillel AcademyMilwaukee, WI

    Per trust provisions

    $803

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $18,45856% of the total
  2. Health1 grant $8,02524% of the total
  3. Human services1 grant $4,01312% of the total
  4. Community development1 grant $8032% of the total
  5. Education1 grant $8032% of the total
  6. International aid1 grant $8032% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin5 grants $35,312
  2. New York4 grants $3,212
  3. Illinois1 grant $803

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Trust Point IncTrustee Hours 1Pay $12,385

The return

More foundations

Similar foundations

Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Thomas C Hickey & Gertrude CharMilwaukee, WI 4 grants Preselected only $39,884 giving
  2. Speaker Family Foundation of 2004Germantown, WI 3 grants Preselected only $40,000 giving
  3. Pelz Family Foundation IncMequon, WI 20 grants Preselected only $40,151 giving
  4. Paper City Savings Charitable Foundation IncWisconsin Rapids, WI 22 grants Accepts applications $35,050 giving
  5. Linda Gale Sampson Charitable Fund IncNeenah, WI 2 grants Preselected only $45,000 giving