Nonprofit · EIN 26-3070514
ROSENAU FAMILY RESEARCH FOUNDATION
Tax-exempt · MUSKEGO, WI 53150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,238,171 | $3,493,538 | $4,744,633 | $35,041,767 | $1,506,679 | $33,535,088 |
| December 31, 2023 | 990-PF | $2,316,796 | $2,493,037 | -$176,241 | $30,291,573 | $1,340,449 | $28,951,124 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $48,000
- Dividends
- $992,668
- Interest
- $2,519
- Net gain from sales of assets
- $922,157
- Other income
- $6,272,827
Expenses
- Grants and similar amounts paid
- $1,705,137
- Compensation of officers, directors and key employees
- $363,041
- Disbursements for charitable purposes
- $2,169,889
- Excise tax on investment income
- $96,580
Balance sheet and other
- Total assets, start of year
- $30,291,573
- Total assets, end of year
- $35,041,767
- Total liabilities, end of year
- $1,506,679
- Net assets, end of year
- $33,535,088
- Fair market value of assets
- $38,091,699
- Qualifying distributions
- $2,169,889
- Net investment income
- $8,178,909
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Heather Techmeier 104 10th Avenue SE, Waseca, MN 56093 | Director | 40 | $188,041 | $28,388 |
| Dr Gabriel Cohn 104 10th Avenue SE, Waseca, MN 56093 | Director | 40 | $175,000 | $34,615 |
| Paul Rosenau 104 10th Avenue SE, Waseca, MN 56093 | President | 5 | $0 | – |
| Gillian Hauboldt 104 10th Avenue SE, Waseca, MN 56093 | Treasurer | 2 | $0 | – |
| Mary Kay Delvo Amanda Post 104 10th Avenue SE, Waseca, MN 56093 | Secretary | 2 | $0 | – |
| Julie McCarrier 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Li Ou 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Phil Christianson 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Marci Sontag 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Karlita Blackwell 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dr Gabriel Cohn 104 10th Avenue SE, Waseca, MN 56093 | Director | 40 | $175,000 | $36,412 |
| Heather Techmeier 104 10th Avenue SE, Waseca, MN 56093 | Director | 40 | $127,500 | $29,772 |
| Paul Rosenau 104 10th Avenue SE, Waseca, MN 56093 | President | 5 | $0 | – |
| Gillian Hauboldt 104 10th Avenue SE, Waseca, MN 56093 | Treasurer | 2 | $0 | – |
| Mariah Stone Mary Kay Delvo 104 10th Avenue SE, Waseca, MN 56093 | Secretary | 2 | $0 | – |
| Julie McCarrier 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Li Ou 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Phil Christianson 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Marci Sontag 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
| Karlita Blackwell 104 10th Avenue SE, Waseca, MN 56093 | Director | 2 | $0 | – |
Address and contacts
- Address (IRS master file)
- W175S7217 LAKE DR, MUSKEGO, WI 53150-9488
- In care of
- % PAUL G ROSENAU
- Signed the 990-PF
- Paul Rosenau, President
- Phone
- (507) 833-8144
- Website
- www.rosenaufoundation.org
- Return prepared by
- Dufault CPA Ltd
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 | Not 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
- 26-3070514
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $35,041,767
- Income (IRS master file)
- $13,646,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,238,171 | $3,493,538 | $35,041,767 | XML |
| 990-PF | December 2023 | $2,316,796 | $2,493,037 | $30,291,573 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 26-3070514).
Questions about ROSENAU FAMILY RESEARCH FOUNDATION
- What is the EIN of ROSENAU FAMILY RESEARCH FOUNDATION?
- The employer identification number (EIN) of ROSENAU FAMILY RESEARCH FOUNDATION is 26-3070514.
- Is ROSENAU FAMILY RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ROSENAU FAMILY RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSENAU FAMILY RESEARCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSENAU FAMILY RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSENAU FAMILY RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROSENAU FAMILY RESEARCH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 2 received compensation from the organization, the highest $188,041 (Heather Techmeier, Director).
- How much revenue does ROSENAU FAMILY RESEARCH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,238,171, expenses of $3,493,538 and total assets of $35,041,767 at year end.
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