2025-07-09T15:57:06-04:00 2024-12-31 RD LINDER & ASSOCIATES CPA'S 1556 N FARWELL AVE MILWAUKEE WI 532022366 990PF 2024-01-01 866492330 ROSMANN FAMILY FOUNDATION C/O CLEMENT ROSMANN TRUSTEE ROSM 2628536541 2151 EAST RIVER ROAD GRAFTON WI 53024 CLEMENT ROSMANN TRUSTEE 2628536541 2024-06-23 true false ROBYN LINDER P01266477 4142259780 2025-07-09 X 2024 2025-03-06 01:10:19Z X 829055 X X 319 319 15329 15329 10245 351868 44316 25893 59964 3500 2995 559 559 4239 4239 11293 4798 0 77031 77031 88324 4798 77031 -62431 55166 33970 12215 12215 734309 727704 816840 768279 739919 829055 0 X 768279 739919 768279 739919 768279 739919 768279 -62431 34071 739919 739919 PUBLICLY TRADED SECURITIES P 31844 29795 2049 2049 PUBLICLY TRADED SECURITIES D 290546 277757 12789 12789 44316 2049 767 767 767 1214 1214 447 447 false false false false false false false false true false false false false false true NONE CLEMENT ROSMANN 2628536541 2151 EAST RIVER ROAD GRAFTON WI 53024 false false false false false false false false false false false false false false false false false false false false CLEMENT ROSMANN 2151 EAST RIVER ROAD GRAFTON WI 53024 TRUSTEE 000.00 3500 0 0 DAVID ROSMANN 9160 REXLEIGH DRIVE BAYSIDE WI 53217 TRUSTEE 000.00 0 0 0 NONE NONE THE FOUNDATION IS A GENERAL PURPOSE GRANT MAKING PRIVATE FOUNDATION. THERE ARE NO DIRECT CHARITABLE PROGRAMS OR ACTIVITIES. N/A 839866 26161 0 866027 866027 12990 853037 42652 42652 767 767 41885 41885 41885 77031 77031 41885 3981 11031 15012 77031 41885 35146 50158 0 50158 3981 11031 35146 CLEMENT ROSMANN 2151 EAST RIVER ROAD GRAFTON WI 53024 2628536541 CR.ROSMANN@GMAIL.COM APPLICANTS SHOULD SUBMIT INFORMATION OUTLINING THE APPLICANT'S MISSION, THE PROGRAM OR PROJECT FOR WHICH FUNDING IS SOUGHT, THE ANTICIPATED OUTCOME OF THE PROGRAM OR PROJECT, THE PROOF OF TAX EXEMPT STATUS, THE PUBLIC CHARITY CLASSIFICATION, THE TOTAL BUDGET COST OF THE PROGRAM OR PROJECT AND THE AMOUNT SOUGHT. NONE NONE OUR NEXT GENERATION 3421 W LISBON AVENUE MILWAUKEE WI 53208 PUB CHARITY PROGRAMS FOR VULNERABLE KIDS 45000 MILWAUKEE CENTRAL SDA CHURCH 2229 N TERRACE AVE MILWAUKEE WI 53202 HUMAN CONCERNS PROGRAMS 22000 CYSTIC FIBROSIS FOUNDATION 400 S EXECUTIVE DR 109 BROOKFIELD WI 53005 CURES AND CARE FOR CYSTIC FIBROSIS 2000 MILWAUKEE WORLD FESTIVAL 639 E SUMMERFEST PLACE MILWAUKEE WI 53202 PROMOTE ETHNIC CULTURES 4000 AMERICAN HEART ASSOCIATION HEART AND STROKE BALL MILWAUKEE 275 W WISCONSIN AVE 230 MILWAUKEE WI 53203 CURES AND CARE FOR HEART DISEASE 4031 77031 14 319 14 15329 10245 15648 10245 25893 false false false false false false false false false false ACCOUNTING FEES 2995 THE ROSMANN FAMILY FOUNDATION IS NOT REQUIRED TO REGISTER WITH THE STATE OF WISCONSIN. 2,059.225 FIRST EAGLE GLOBAL FUND AT COST 122212 138812 2,315.036 LOOMIS SAYLES GROWTH FUND AT COST 51574 68433 2,168.457 AMERICAN EURO PACIFIC AT COST 119734 116143 3,002.288 GOTHAM INDEX PLUS FUND AT COST 63490 83043 259.541 JP MORGAN VAL FUND AT COST 4,516.677 AMERICAN CENTURY FUND AT COST 3,740.174 HARBOR LARGE CAP FUND AT COST 68425 80339 4,369.897 COLUMBIA DIV INC FUND AT COST 112761 144207 2,414.263 DOUBLELINE SHILLER FUND AT COST 33008 36962 8,518.72 EATON VANCE FUND AT COST 842 AVANTIS EMERGING MARKETS AT COST 51781 49501 808 FULLERTHALER BEHAVIORAL AT COST 42097 36344 2,555.99 GUGGENHEIM MACRO AT COST 62622 63056 EXPENSES INVESTMENT FEES 4239 4239 ADJ TO STEPPED UP BASIS IN ON HAND DONATED FUNDS 34071 FOREIGN TAX PD ON INVESTMENT INC 559 559