Lori and Rick Rosmann Foundation
Lori and Rick Rosmann Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bayside, WI. IRS filing data is available from 2020 through 2022.
Key facts about Lori and Rick Rosmann Foundation
- EIN
- 20-0371998
- Latest 990 filing
- Form 990-PF, 2022
Data from IRS Form 990-PF, 2022; updated September 2026.
How Lori and Rick Rosmann Foundation gives
- In 2021 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Lori and Rick Rosmann Foundation
- How to evaluate Lori and Rick Rosmann Foundation as a funder
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Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Revenue
$-346,895
-147.8% YoY
Net Investment Income
—
-100.0% YoY
Expenses
$35K
-51.7% YoY
Under IRS private-foundation payout rules, Lori and Rick Rosmann Foundation reported a distributable amount of $54K for 2022 — the minimum it must pay out in qualifying distributions.
About Lori and Rick Rosmann Foundation
Based on IRS filings
Lori and Rick Rosmann Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bayside, WI. IRS filing data is available from 2020 through 2022.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $1,237,165 | $1,946,213 |
| Revenue | $-346,895 | $725,062 | $153,754 |
| Expenses | $35,257 | $73,065 | $123,553 |
| Qualifying Distributions | — | $60,000 | — |
| Net Investment Income | — | $103,940 | $144,561 |
| Distributable Amount | $53,625 | $70,270 | $93,708 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2022
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2022.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Rosmann | Trustee | — | $2,500 |
| Shelly Clemins | Trustee | — | — |
| Jody Deibel | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lori and Rick Rosmann Foundation?
Lori and Rick Rosmann Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Bayside, WI. It holds — in total assets as of 2022.
Where does Lori and Rick Rosmann Foundation operate?
Lori and Rick Rosmann Foundation has awarded grants in Oklahoma, Wisconsin.
How much is Lori and Rick Rosmann Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Lori and Rick Rosmann Foundation reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lori and Rick Rosmann Foundation's EIN?
Lori and Rick Rosmann Foundation's EIN (Employer Identification Number) is 20-0371998. IRS Form 990 filing data is available on this page for 2020–2022.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.