STRATEGY STUDIO / PUBLIC DATA EXPLORER

RHEA@BIGELOW CHARITABLE TRUST

Cite this

Plain text RHEA@BIGELOW CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2018–2024. https://strategystudio.org/org/816928544. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). RHEA@BIGELOW CHARITABLE TRUST [Nonprofit organization profile; tax years 2018–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/816928544

MLA “RHEA@BIGELOW CHARITABLE TRUST.” Strategy Studio, tax years 2018–2024, https://strategystudio.org/org/816928544. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2018–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $1.0M · expenses $892K · assets $16.9M

EIN
81-6928544
Address
777 E WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2017
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Daniel M Hess TRUSTEE2018-2024 $0$64,862 1
Foley Lardner Llp Institution (former) 02022-2023 $17,750$44,376 3

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jerry K Bigelow TRUSTEE2018-2024 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL M HESS TRUSTEE0 $0-$0 $01
JERRY K BIGELOW TRUSTEE0 $0-$0 $01
2023 · 3 people listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FOLEY LARDNER LLP Institution 01 $17,750-$0 $17,7503
DANIEL M HESS TRUSTEE1 $0-$0 $01
JERRY K BIGELOW TRUSTEE1 $0-$0 $01
2022 · 3 people listed · 1 paid, $27K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FOLEY LARDNER LLP Institution 00 $26,626-$0 $26,6263
DANIEL M HESS TRUSTEE1 $0-$0 $01
JERRY K BIGELOW TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL M HESS TRUSTEE1 $0-$0 $01
JERRY K BIGELOW TRUSTEE1 $0-$0 $01
2020 · 2 people listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL M HESS TRUSTEE1 $9,351-$0 $9,3511
JERRY K BIGELOW TRUSTEE1 $0-$0 $01
2019 · 2 people listed · 1 paid, $33K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL M HESS TRUSTEE1 $32,723-$0 $32,7231
JERRY K BIGELOW TRUSTEE1 $0-$0 $01
2018 · 2 people listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL M HESS TRUSTEE1 $22,788-$0 $22,7881
JERRY K BIGELOW TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $820K
2023 · 3 grants to organizations · $750K
2022 · 4 grants to organizations · $775K
2021 · 4 grants to organizations · $930K
2020 · 4 grants to organizations · $840K
2019 · 4 grants to organizations · $775K
2018 · 3 grants to organizations · $495K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,011,969$891,627 $16,929,041$16,929,041 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$740,730$817,825 $16,803,790$16,808,846 $0- $17,750--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$947,690$862,802 $16,885,955$16,885,941 $0- $26,626--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,275,590$1,021,179 $16,801,053$16,801,053 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$527,043$903,155 $16,546,642$16,546,642 $0- $9,351--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$465,036$869,464 $16,924,086$16,924,086 $0- $32,723--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$454,042$930,120 $17,328,514$17,328,514 $0- $22,788--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DONALD AND DONNA BAUMGARTNER CHARITABLE TRUSTWIT22 $1,013,348$1,003,086 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
INTEGRITY TRWIT22 $900,000$900,014 Trustee$0 Same NTEE code T22, revenue within 2x, same state
JO ANN AND RICHARD BEIGHTOL FOUNDATION INCWIT22 $1,120,506$155,478 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
JOHN C BOCK FOUNDATIONWIT22 $946,050$506,254 TRUSTEE$13,000 Same NTEE code T22, revenue within 2x, same state
MERLE S CAHN FOUNDATIONWIT22 $905,683$767,934 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JENNI & KYLE FOUNDATION INCWIT22 $902,487$1,204,434 DIRECTORPRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
GERTRUDE S GORDON PRIVATE FOUNDATIONWIT22 $908,134$647,074 Trustee$99,494 Same NTEE code T22, revenue within 2x, same state
KEVIN AND CONNIE MICHELS FAMILY FOUNDATIONWIT22 $959,942$488,346 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
DEITRICH FAMILY FOUNDATION INCWIT22 $1,055,979$564,861 CEO$0 Same NTEE code T22, revenue within 2x, same state
DUANE & KATHLEEN FOULKES FOUNDATIONINCWIT22 $963,062$655,162 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
MACDONALD FOUNDATIONWIT22 $1,079,125$751,410 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
WILLIAM AND SANDRA HAACK FAMILY FOUNDATION INCWIT22 $1,134,618$139,597 VICE PRESIDENT/SECRETARY/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HERMAN AND GWEN SHAPIRO FOUNDATIONWIT22 $1,144,989$792,679 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
SMS FOUNDATION INCWIT22 $1,146,058$561,959 PRESIDENT, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
BODHI CHARITABLE TRUSTPAT22 $915,664$0 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
WEEKS CHARITABLE TRUSTVAT22 $1,130,530$244,988 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
DAVENPORT CHARITABLE TRUSTNET22 $1,081,274$1,487,302 Trustee$45,959 Same NTEE code T22, revenue within 2x, similar name
U O WHALEY CHARITABLE TRUSTILT22 $916,541$466,221 TRUSTEE$87,079 Same NTEE code T22, revenue within 2x, similar name
JAMES ARTHUR RAE CHARITABLE TRUSTAZT22 $959,953$748,253 TRUSTEE$101,527 Same NTEE code T22, revenue within 2x
TOM C & MARY B REITCH CHARITABLE TRUST UWTXT22 $998,272$556,685 TRUSTEE$91,940 Same NTEE code T22, revenue within 2x
GILFILLAN M AND A CHARITABLE TRUSTPAT22 $1,094,214$338,578 TRUSTEE$71,154 Same NTEE code T22, revenue within 2x
THE ANO CHARITABLE FOUNDATION TRUSTMAT22 $1,021,964$115,377 TRUSTEE$0 Same NTEE code T22, revenue within 2x
LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUSTFLT22 $908,401$335,627 TRUSTEE$0 Same NTEE code T22, revenue within 2x
WESTON CHARITABLE TRNHT22 $887,842$767,379 TRUSTEE$0 Same NTEE code T22, revenue within 2x
C J AND SYBLE FOWLSTON CHARITABLE TRUSTTXT22 $960,806$437,874 TRUSTEE$72,000 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
AMERICAN JEWISH WORLD SERVICE INC DAF sponsor$125,0001 12014–2014 GRAY MATTERS CHARITABLE FOUNDATION INC
TODAY IS A GOOD DAY FOUNDATION Private foundation$2001 12019–2019 JACK ROTH CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $891,627 spent · pay $0 · grants $820,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $820,000 92.0%
Fees: other professional $30,356 3.4%
Other expenses $14,198 1.6%
Fees: legal $13,749 1.5%
Taxes $13,324 1.5%
Total$891,627100%

View the filing

2023 · Form 990PF · $817,825 spent · pay $17,750 · grants $750,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $750,000 91.7%
Fees: other professional $32,863 4.0%
Pay: officers, directors, trustees $17,750 2.2%
Taxes $13,622 1.7%
Fees: legal $3,332 0.4%
Other expenses $258 0.0%
Total$817,825100%

View the filing

2022 · Form 990PF · $862,802 spent · pay $26,626 · grants $775,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $775,000 89.8%
Fees: other professional $40,243 4.7%
Pay: officers, directors, trustees $26,626 3.1%
Taxes $15,559 1.8%
Fees: legal $5,287 0.6%
Other expenses $87 0.0%
Total$862,802100%

View the filing

2021 · Form 990PF · $1,021,179 spent · pay $0 · grants $930,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $930,000 91.1%
Fees: other professional $49,817 4.9%
Fees: legal $25,174 2.5%
Taxes $13,191 1.3%
Fees: accounting $2,752 0.3%
Other expenses $245 0.0%
Total$1,021,179100%

View the filing

2020 · Form 990PF · $903,155 spent · pay $9,351 · grants $840,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $840,000 93.0%
Fees: other professional $43,265 4.8%
Pay: officers, directors, trustees $9,351 1.0%
Fees: legal $6,272 0.7%
Taxes $4,152 0.5%
Other expenses $115 0.0%
Total$903,155100%

View the filing

2019 · Form 990PF · $869,464 spent · pay $32,723 · grants $775,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $775,000 89.1%
Fees: other professional $38,049 4.4%
Pay: officers, directors, trustees $32,723 3.8%
Fees: legal $17,879 2.1%
Taxes $5,668 0.7%
Other expenses $145 0.0%
Total$869,464100%

View the filing

2018 · Form 990PF · $930,120 spent · pay $22,788 · grants $495,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $495,000 53.2%
Taxes $379,089 40.8%
Fees: other professional $30,174 3.2%
Pay: officers, directors, trustees $22,788 2.5%
Fees: legal $2,691 0.3%
Other expenses $378 0.0%
Total$930,120100%

View the filing