Nonprofit · EIN 74-6040258
ROCKWELL FUND INC
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,481,732 | $6,066,748 | $1,414,984 | $90,731,700 | $37,553 | $90,694,147 |
| December 31, 2023 | 990-PF | $1,929,971 | $6,155,104 | -$4,225,133 | $89,444,579 | $0 | $89,444,579 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,511,736
- Interest
- $6,154
- Net gain from sales of assets
- $4,507,704
- Other income
- $456,138
Expenses
- Grants and similar amounts paid
- $4,207,785
- Compensation of officers, directors and key employees
- $684,523
- Salaries, compensation and benefits (total)
- $250,712
- Disbursements for charitable purposes
- $5,114,177
- Excise tax on investment income
- $95,538
Balance sheet and other
- Total assets, start of year
- $89,444,579
- Total assets, end of year
- $90,731,700
- Total liabilities, end of year
- $37,553
- Net assets, end of year
- $90,694,147
- Fair market value of assets
- $113,024,558
- Qualifying distributions
- $5,114,177
- Net investment income
- $7,724,336
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 |
|---|---|---|---|---|
| RONALD C LEWIS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PRES CEO & T | 35 | $315,000 | $48,509 |
| TANTRI ERLINAWATI-EMO 3555 TIMMONS LANE SUITE 950, HOUSTON, TX 77027 | VICE PRES & | 35 | $252,100 | $49,632 |
| PATRICK MORENO-COVINGTON 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PROGRAM OFFI Highest-paid employee | 0 | $94,000 | $26,139 |
| JUDY A AHLGRIM 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | GRANTS MGR/O Highest-paid employee | 0 | $77,361 | $23,811 |
| ELIZABETH ROLLINS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PROGRAM OFFI Highest-paid employee | 0 | $52,885 | $15,123 |
| DOMINGO BARRIOS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | SECRETARY & | 2 | $20,100 | $0 |
| DONNA F COLE 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | ASST TR & TR | 2 | $20,100 | $0 |
| WHITNEY RANDOLPH 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TREASURER & | 2 | $20,100 | $0 |
| T KELLY DOWE 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | CHAIRMAN & T | 2 | $19,600 | $0 |
| MARVALETTE F HUNTER 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TRUSTEE | 2 | $17,424 | $0 |
| KELLY S OPOT 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TRUSTEE | 2 | $17,424 | $0 |
| SHARON EDWARDS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TRUSTEE | 0 | $2,675 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RONALD C LEWIS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PRES CEO & T | 35 | $335,000 | $57,055 |
| TANTRI ERLINAWATI-EMO 3555 TIMMONS LANE SUITE 950, HOUSTON, TX 77027 | VICE PRES & | 35 | $251,100 | $49,949 |
| ELIZABETH ROLLINS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PROGRAM OFFI Highest-paid employee | 0 | $91,833 | $27,554 |
| PATRICK MORENO-COVINGTON 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | PROGRAM OFFI Highest-paid employee | 0 | $84,173 | $19,411 |
| JUDY A AHLGRIM 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | GRANTS MGR/O Highest-paid employee | 0 | $77,361 | $25,522 |
| DOMINGO BARRIOS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | CHAIRMAN & T | 2 | $20,100 | $0 |
| WHITNEY RANDOLPH 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TRUSTEE | 2 | $20,100 | $0 |
| SHARON L EDWARDS 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TREASURER/TR | 2 | $19,600 | $0 |
| DONNA F COLE 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | ASST TR & TR | 2 | $18,500 | $0 |
| T KELLY DOWE 3555 TIMMONS LANE STE 950, HOUSTON, TX 77027 | TRUSTEE | 2 | $18,000 | $0 |
Address and contacts
- Address (IRS master file)
- 3555 TIMMONS LANESTE 950, HOUSTON, TX 77027-0000
- Signed the 990-PF
- TANTRI ERLINAWATI-EMO, VICE PRES & CFO
- Phone
- (713) 629-9022
- Website
- WWW.ROCKFUND.ORG
- Return prepared by
- WADE & COMPANY 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 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
- 74-6040258
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $90,731,700
- Income (IRS master file)
- $22,447,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,481,732 | $6,066,748 | $90,731,700 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,929,971 | $6,155,104 | $89,444,579 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 74-6040258).
Questions about ROCKWELL FUND INC
- What is the EIN of ROCKWELL FUND INC?
- The employer identification number (EIN) of ROCKWELL FUND INC is 74-6040258.
- Is ROCKWELL FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to ROCKWELL FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKWELL FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKWELL FUND INC 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 ROCKWELL FUND INC 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 ROCKWELL FUND INC?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 12 received compensation from the organization, the highest $315,000 (RONALD C LEWIS, PRES CEO & T).
- How much revenue does ROCKWELL FUND INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,481,732, expenses of $6,066,748 and total assets of $90,731,700 at year end.
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