Nonprofit · EIN 39-6537604
SAMUEL & ANNE ROTTMAN CHARITABLE TRUST
Tax-exempt · LA CROSSE, WI 54601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,146 | $55,121 | $5,025 | $1,033,006 | $0 | $1,033,006 |
| December 31, 2024 | 990-PF | $67,804 | $137,476 | -$69,672 | $1,028,540 | $0 | $1,028,540 |
| December 31, 2023 | 990-PF | $49,509 | $33,522 | $15,987 | $1,092,978 | $0 | $1,092,978 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $42,295
- Net gain from sales of assets
- $17,851
Expenses
- Grants and similar amounts paid
- $39,327
- Compensation of officers, directors and key employees
- $12,385
- Disbursements for charitable purposes
- $41,327
- Excise tax on investment income
- $644
Balance sheet and other
- Total assets, start of year
- $1,028,540
- Total assets, end of year
- $1,033,006
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,033,006
- Fair market value of assets
- $1,248,934
- Qualifying distributions
- $41,327
- Net investment income
- $60,146
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Point Inc 230 Front Street North, La Crosse, WI 54601 | Trustee | 1 | $12,385 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Point Inc 230 Front Street North, La Crosse, WI 54601 | Trustee | 1 | $12,332 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trust Point Inc 230 Front Street North, La Crosse, WI 54601 | Trustee | 1 | $11,995 |
Address and contacts
- Address (IRS master file)
- 230 FRONT ST N, LA CROSSE, WI 54601-3219
- In care of
- % NORTH CENTRAL TRUST COMPANY
- Signed the 990-PF
- TRUST POINT INC, TRUSTEE
- Phone
- (608) 782-1148
- Return prepared by
- TRUST POINT INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6537604
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,033,006
- Income (IRS master file)
- $359,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,146 | $55,121 | $1,033,006 | XML |
| 990-PF | December 2024 | $67,804 | $137,476 | $1,028,540 | IRS |
| 990-PF | December 2023 | $49,509 | $33,522 | $1,092,978 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6537604).
Questions about SAMUEL & ANNE ROTTMAN CHARITABLE TRUST
- What is the EIN of SAMUEL & ANNE ROTTMAN CHARITABLE TRUST?
- The employer identification number (EIN) of SAMUEL & ANNE ROTTMAN CHARITABLE TRUST is 39-6537604.
- Is SAMUEL & ANNE ROTTMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SAMUEL & ANNE ROTTMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL & ANNE ROTTMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL & ANNE ROTTMAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL & ANNE ROTTMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SAMUEL & ANNE ROTTMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,385 (Trust Point Inc, Trustee).
- How much revenue does SAMUEL & ANNE ROTTMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,146, expenses of $55,121 and total assets of $1,033,006 at year end.
Other nonprofits in LA CROSSE
- GUNDERSEN LUTHERAN MEDICAL CENTER INC EIN 39-0813416 · last filed 990 for 2025
- GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC EIN 39-1606449 · last filed 990 for 2025
- DAIRYLAND POWER COOPERATIVE EIN 39-0233059 · last filed 990 for 2024
- GUNDERSEN CLINIC LTD EIN 39-1028657 · last filed 990 for 2025
- VITERBO COLLEGE INC EIN 39-0978445 · last filed 990 for 2025
- ORC INDUSTRIES INC EIN 39-1078145 · last filed 990 for 2024
- BETHANY LUTHERAN HOMES INC EIN 39-0909446 · last filed 990 for 2024
- GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC EIN 39-1249705 · last filed 990 for 2025