Nonprofit · EIN 39-1524311
RDK FOUNDATION
Tax-exempt · MILWAUKEE, WI 53204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,067,314 | $23,907,961 | $15,159,353 | $384,058,279 | $0 | $384,058,279 |
| June 30, 2024 | 990-PF | -$13,899,532 | $19,209,302 | -$33,108,834 | $367,071,794 | $0 | $367,071,794 |
| June 30, 2023 | 990-PF | -$4,148,389 | $16,833,883 | -$20,982,272 | $399,084,408 | $0 | $399,084,408 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,268,733
- Dividends
- $8,111,377
- Net gain from sales of assets
- $20,537,876
- Other income
- $149,328
Expenses
- Grants and similar amounts paid
- $17,046,000
- Compensation of officers, directors and key employees
- $2,132,539
- Salaries, compensation and benefits (total)
- $945,019
- Disbursements for charitable purposes
- $21,119,594
- Excise tax on investment income
- $365,610
Balance sheet and other
- Total assets, start of year
- $367,071,794
- Total assets, end of year
- $384,058,279
- Total liabilities, end of year
- $0
- Net assets, end of year
- $384,058,279
- Fair market value of assets
- $459,289,366
- Qualifying distributions
- $21,119,594
- Net investment income
- $28,738,695
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 40 | $2,132,539 | – |
| KAREN PATTERSON 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $275,500 | $30,894 |
| KIM NGUYEN 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | PROGRAM DIRECTOR Highest-paid employee | 40 | $167,000 | $31,376 |
| HEIDI WIRTH 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $152,000 | $46,355 |
| RACHEL REICHERT 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | RESIDENCY MANAGER Highest-paid employee | 40 | $137,500 | $25,907 |
| ZOLA YI 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | MANAGER OF GRANT PRO Highest-paid employee | 40 | $86,000 | $17,035 |
| PAUL J TILLEMAN C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
| SUSAN L FLADER C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| U S BANK NA 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 15 | $1,883,067 | – |
| KAREN PATTERSON 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $251,000 | $30,178 |
| KIM NGUYEN 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | PROGRAM DIRECTOR Highest-paid employee | 40 | $151,000 | $28,884 |
| RACHEL REICHERT 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | RESIDENCY MANAGER Highest-paid employee | 40 | $131,000 | $26,403 |
| HEIDI WIRTH 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $131,000 | $45,237 |
| ZOLA YI 234 WEST FLORIDA STREET SUITE, MILWAUKEE, WI 53204 | MANAGER OF GRANT PRO Highest-paid employee | 40 | $74,500 | $16,038 |
| PAUL J TILLEMAN C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
| SUSAN L FLADER C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| U S BANK NA 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $1,733,488 | – |
| KAREN PATTERSON C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $190,483 | $22,464 |
| KIM NGUYEN C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | PROGRAM DIRECTOR Highest-paid employee | 40 | $126,930 | $21,330 |
| RACHEL REICHERT C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | PROGRAM DIRECTOR Highest-paid employee | 40 | $114,565 | $20,903 |
| HEIDI WIRTH C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $60,385 | $25,614 |
| PAUL J TILLEMAN C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
| SUSAN L FLADER C/O US BANK 777 E WISCONSIN, MILWAUKEE, WI 53202 | CO-TRUSTEE | 2 | $0 | – |
Address and contacts
- Address (IRS master file)
- 234 W FLORIDA, MILWAUKEE, WI 53204-1659
- In care of
- % US BK TR TAX SVCS
- Signed the 990-PF
- US BANK NA, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1524311
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $384,058,279
- Income (IRS master file)
- $174,366,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,067,314 | $23,907,961 | $384,058,279 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | -$13,899,532 | $19,209,302 | $367,071,794 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | -$4,148,389 | $16,833,883 | $399,084,408 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 39-1524311).
Questions about RDK FOUNDATION
- What is the EIN of RDK FOUNDATION?
- The employer identification number (EIN) of RDK FOUNDATION is 39-1524311.
- Is RDK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to RDK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RDK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RDK FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RDK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of RDK FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 6 received compensation from the organization, the highest $2,132,539 (US BANK N A, TRUSTEE).
- How much revenue does RDK FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,067,314, expenses of $23,907,961 and total assets of $384,058,279 at year end.
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