Lori and Rick Rosmann Foundation
Lori and Rick Rosmann Foundation is a private foundation, based in Bayside, WI. IRS filing data is available from 2020 through 2022.
Lori and Rick Rosmann Foundation at a glance
- Revenue (2022)
- $-346,895
- -147.8% vs 2021
- Expenses (2022)
- $35,257
- -51.7% vs 2021
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Lori and Rick Rosmann Foundation funds
How this funder distributes its grants
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $60K (2021) to $108K (2020). In 2021 it made 8 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Journey House Milwaukee, WI | Assistance to Low Income Individuals | $10,000 |
| Ronald McDonald House Wauwatosa, WI | Keeping Families Together | $10,000 |
| The Cathedral Center Milwaukee, WI | Resources and Shelter for Homeless | $10,000 |
| Children's WI Change the Checkup Milwaukee, WI | Assist Children's Mental Health | $10,000 |
| Pink Umbrella Theater CO Milwaukee, WI | Accessible Theater for All Abilities | $5,000 |
| Pathfinders Milwaukee, WI | Resources and Shelter for Youth | $5,000 |
| Habitat for Humanity-Washington Cty West Bend, WI | Provide Safe and Affordable Housing | $5,000 |
| Habitat for Humanity-Milwaukee Cty Milwaukee, WI | Provide Safe and Affordable Housing | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $-346,895 | $35,257 | — | — | — | — | $53,625 |
| 2021 | $1,237,165 | $725,062 | $73,065 | $60,000 | 8 | $60,000 | $103,940 | $70,270 |
| 2020 | $1,946,213 | $153,754 | $123,553 | $108,000 | 13 | — | $144,561 | $93,708 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lori and Rick Rosmann Foundation's 2022 filing lists 3 officers; 1 of 3 officers listed in 2022 is compensated.
Officers on the 2022 filing
David Rosmann
Trustee
On filings since 2020
$3K (2020) → $3K (2022)
Jody Deibel
Trustee
On filings since 2020
No compensation reported
Shelly Clemins
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $3K, to David Rosmann (Trustee).
Frequently asked questions about Lori and Rick Rosmann Foundation
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Live grants for the work Lori and Rick Rosmann Foundation funds
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