Nonprofit · EIN 48-1307009
ROCKWELL AUTOMATION CHARITABLE CORPORATION
Tax-exempt · MILWAUKEE, WI 53204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $7,288,487 | $6,442,291 | $846,196 | $8,584,791 | $0 | $8,584,791 |
| September 30, 2024 | 990-PF | $5,327,168 | $6,439,010 | -$1,111,842 | $7,738,595 | $0 | $7,738,595 |
| September 30, 2023 | 990-PF | $9,253,245 | $6,539,814 | $2,713,431 | $8,850,437 | $0 | $8,850,437 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,000,000
- Interest
- $288,487
Expenses
- Grants and similar amounts paid
- $6,196,985
- Disbursements for charitable purposes
- $6,432,673
- Excise tax on investment income
- $4,010
Balance sheet and other
- Total assets, start of year
- $7,738,595
- Total assets, end of year
- $8,584,791
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,584,791
- Fair market value of assets
- $8,584,791
- Qualifying distributions
- $6,432,673
- Net investment income
- $288,487
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Blake Moret 1201 S 2nd Street, Milwaukee, WI 53204 | Chairman | 1 | $0 |
| Patricia Contreras 1201 S 2nd Street, Milwaukee, WI 53204 | Secretary | 1 | $0 |
| Christian Rothe 1201 S 2nd Street, Milwaukee, WI 53204 | Vice President, Treasurer | 1 | $0 |
| Rebecca House 1201 S 2nd Street, Milwaukee, WI 53204 | Vice President | 1 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Blake Moret 1201 S 2nd Street, Milwaukee, WI 53204 | Chairman | 1 | $0 |
| Nicholas Gangestad 1201 S 2nd Street, Milwaukee, WI 53204 | VP, Treasurer term end 9/2024 | 1 | $0 |
| Rebecca House 1201 S 2nd Street, Milwaukee, WI 53204 | Vice President | 1 | $0 |
| Veena Lakkudi 1201 S 2nd Street, Milwaukee, WI 53204 | Vice President | 1 | $0 |
| Patricia Contreras 1201 S 2nd Street, Milwaukee, WI 53204 | Secretary | 1 | $0 |
| Ashley Johnson 1201 S 2nd Street, Milwaukee, WI 53204 | Assistant Secretary | 1 | $0 |
| Christian Rothe 1201 S 2nd Street, Milwaukee, WI 53204 | VP, Treasurer term start 9/2024 | 1 | $0 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BLAKE MORET 1201 S SECOND ST, MILWAUKEE, WI 53202 | CHAIRMAN | 1 | $0 |
| NICHOLAS GANGESTAD 1201 S SECOND ST, MILWAUKEE, WI 53202 | VP, TREASURER | 1 | $0 |
| REBECCA HOUSE 1201 S SECOND ST, MILWAUKEE, WI 53202 | VP | 1 | $0 |
| VEENA LAKKUDI 1201 S SECOND, MILWAUKEE, WI 53202 | VP | 1 | $0 |
| PATRICIA CONTRERAS 1201 S SECOND ST, MILWAUKEE, WI 53202 | SECRETARY | 1 | $0 |
| ASHLEY JOHNSON 1201 S SECOND ST, MILWAUKEE, WI 53202 | ASST SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 S 2ND ST, MILWAUKEE, WI 53204-2410
- In care of
- % TMI TRUST CO
- Signed the 990-PF
- Patricia Contreras, Secretary
- Phone
- (414) 382-2000
- Return prepared by
- ERNST & YOUNG US 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 48-1307009
- 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
- 2003
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $8,584,791
- Income (IRS master file)
- $7,288,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $7,288,487 | $6,442,291 | $8,584,791 | XML |
| 990-PF | September 2024 | $5,327,168 | $6,439,010 | $7,738,595 | XML |
| 990-PF | September 2023 | $9,253,245 | $6,539,814 | $8,850,437 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 48-1307009).
Questions about ROCKWELL AUTOMATION CHARITABLE CORPORATION
- What is the EIN of ROCKWELL AUTOMATION CHARITABLE CORPORATION?
- The employer identification number (EIN) of ROCKWELL AUTOMATION CHARITABLE CORPORATION is 48-1307009.
- Is ROCKWELL AUTOMATION CHARITABLE CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROCKWELL AUTOMATION CHARITABLE CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKWELL AUTOMATION CHARITABLE CORPORATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKWELL AUTOMATION CHARITABLE CORPORATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKWELL AUTOMATION CHARITABLE CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ROCKWELL AUTOMATION CHARITABLE CORPORATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROCKWELL AUTOMATION CHARITABLE CORPORATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $7,288,487, expenses of $6,442,291 and total assets of $8,584,791 at year end.
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