Nonprofit · EIN 86-6492330
ROSMANN FAMILY FOUNDATION
Also known as RICK ROSMANN TTEE
Tax-exempt · GRAFTON, WI 53024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,843 | $95,590 | -$20,747 | $731,279 | $0 | $731,279 |
| December 31, 2024 | 990-PF | $25,893 | $88,324 | -$62,431 | $739,919 | $0 | $739,919 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,744
- Interest
- $380
- Net gain from sales of assets
- $53,719
Expenses
- Grants and similar amounts paid
- $84,000
- Compensation of officers, directors and key employees
- $3,500
- Disbursements for charitable purposes
- $84,000
- Excise tax on investment income
- $1,142
Balance sheet and other
- Total assets, start of year
- $739,919
- Total assets, end of year
- $731,279
- Total liabilities, end of year
- $0
- Net assets, end of year
- $731,279
- Fair market value of assets
- $892,259
- Qualifying distributions
- $84,000
- Net investment income
- $86,950
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLEMENT ROSMANN 2151 EAST RIVER ROAD, GRAFTON, WI 53024 | TRUSTEE | 0 | $3,500 |
| DAVID ROSMANN 9160 REXLEIGH DRIVE, BAYSIDE, WI 53217 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLEMENT ROSMANN 2151 EAST RIVER ROAD, GRAFTON, WI 53024 | TRUSTEE | 0 | $3,500 |
| DAVID ROSMANN 9160 REXLEIGH DRIVE, BAYSIDE, WI 53217 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2151 EAST RIVER RD, GRAFTON, WI 53024-9654
- Signed the 990-PF
- CLEMENT ROSMANN, TRUSTEE
- Phone
- (262) 853-6541
- Return prepared by
- RD LINDER & ASSOCIATES CPA'S
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 | 990-PF 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
- 86-6492330
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $731,279
- Income (IRS master file)
- $200,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $26,900 | $61,209 | $768,279 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ROSMANN FAMILY FOUNDATION
- What is the EIN of ROSMANN FAMILY FOUNDATION?
- The employer identification number (EIN) of ROSMANN FAMILY FOUNDATION is 86-6492330.
- Is ROSMANN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROSMANN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSMANN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSMANN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSMANN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROSMANN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,500 (CLEMENT ROSMANN, TRUSTEE).
- How much revenue does ROSMANN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,843, expenses of $95,590 and total assets of $731,279 at year end.
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All nonprofits in GRAFTON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations