Roehl Foundation Inc
Roehl Foundation Inc is a private foundation based in Oconomowoc, Wisconsin. Its 2025 filing reports 37 grants totaling $631,500, with funding going primarily to Wisconsin organizations.
Roehl Foundation Inc at a glance
In short: Roehl Foundation Inc gave $632K across 37 grants in 2025 (avg $17K), mostly in Wisconsin. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $631,500
- +16.0% vs 2024
- Grants made (2025)
- 37
- -5.1% vs 2024
- Average grant
- $17,068
- +22.2% vs 2024
- Median grant
- $5,000
- Total assets
- $7,073,017
- +4.6% vs 2024
- New grantees (estimate)
- 27% first-time grantees (10 of 37, 2025)
- Primary geography
- Wisconsin (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Roehl Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 168, Oconomowoc, WI 53066
Phone: (262) 569-3000
Website: https://roehlcorporation.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roehl Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was YMCA at Pabst Farms ($201K). Together the top 10 received $508K.
Grant Size Distribution
204 grants across all recorded years
The most common grant size was under $50K: 190 grants of 204 (93%).
Geographic Focus
Where this funder awards grants
In 2025, 94% of grant dollars went to recipients in Wisconsin. The remaining grant dollars went to recipients in Virginia (2%), Hawaii (1%), Florida (1%), and New York (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
States
Cities
Is Roehl Foundation Inc open to new grantees?
27%
first-time grantees, 2025
In 2025, 10 of 37 grantees (27%) were first-time recipients. First grants averaged $30K; repeat grants $12K. How we count
Medians: $8K first-time, $5K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving grew 70% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $358K (2021) to $632K (2025). In 2025 it made 37 grants totaling $632K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA at Pabst Farms Oconomowoc, WI | General Operating Support-Memorial & Capital Campaign | $200,500 |
| Divine Redeemer Church Hartland, WI | General operating support-memorial & all his glory capital campaign | $60,000 |
| Lake Country Lutheran High School Hartland, WI | Building Expansion Fund | $50,000 |
| Rogers Behavioral Health Research Oconomowoc, WI | Health Research Project | $50,000 |
| UWF-Athletics Madison, WI | Bldg Expansion-Indoor Football Practice Facility | $50,000 |
| St Augustine Preparatory Academy Milwaukee, WI | General Operating Support | $40,000 |
| Angels Grace Hospice Waukesha, WI | General Operating Support | $20,000 |
| Westby First Responders Westby, WI | General Operating Support | $15,000 |
| Westby Coon-Prairie Lutheran Church Westby, WI | General Operating Support | $12,000 |
| Badger Boys State Inc Portage, WI | General Operating Support | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,073,017 | $1,031,022 | $725,805 | $631,500 | 37 | $654,406 | $361,097 | $618,879 |
| 2024 | $6,762,800 | $584,288 | $616,546 | $544,600 | 39 | $557,774 | $192,400 | $543,389 |
| 2023 | $6,795,058 | $650,511 | $484,292 | $414,500 | 45 | $418,494 | $280,194 | $509,777 |
| 2022 | $6,628,839 | $2,402,644 | $432,546 | $370,500 | 42 | $373,637 | $875,975 | $417,019 |
| 2021 | $4,658,741 | $612,592 | $399,234 | $357,500 | 41 | — | $575,517 | $331,010 |
Under IRS private-foundation payout rules, Roehl Foundation Inc reported a distributable amount of $619K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for schools and youth organizations, health-related organizations, churches, and community groups. For example, grantee St. Augustine Preparatory Academy describes its mission as developing future leaders through non-denominational Christian education and an uninterrupted K–12 experience. Badger Boys State says it provides young men opportunities to learn about state government and leadership, while Girl Scouts of Wisconsin Southeast describes its work as helping girls develop confidence, determination, and skills.
Other grantees describe providing health care to low-income residents, supporting people affected by abuse and violence, preserving historical artifacts, and offering STEAM-based learning programs.
Grantmaking
In 2025, the foundation made 37 grants totaling $631,500. Awards ranged from $200 to $200,500, with a median grant of $5,000.
The largest 2025 grant was $200,500 to YMCA at Pabst Farms for general operating support, a memorial, and a capital campaign. Other large grants included $60,000 to Divine Redeemer Church for general operating support, a memorial, and the All His Glory capital campaign; $50,000 to Lake Country Lutheran High School for a building expansion fund; $50,000 to Rogers Behavioral Health Research for a health research project; and $50,000 to UWF-Athletics for an indoor football practice facility building expansion. St. Augustine Preparatory Academy received $40,000 for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Peter G. Roehl as president and director, Nancy A. Roehl as vice president and director, and Wendy A. Luengen as secretary, treasurer, and director.
Roehl Foundation Inc is led by Peter G. Roehl, President & Director on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peter G. Roehl
President & Director
On filings since 2021
No compensation reported
Nancy A. Roehl
Vice President & Director
On filings since 2021
No compensation reported
Wendy A. Luengen
Secretary, Treasurer & Director
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Roehl Foundation Inc
How much does Roehl Foundation Inc give each year?
Roehl Foundation Inc gave $632K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $545K across 39 grants.
What is Roehl Foundation Inc's typical grant size?
Roehl Foundation Inc's median grant in 2025 was $5,000, and its average grant was $17,068, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Roehl Foundation Inc that year got $30K on average.
Where does Roehl Foundation Inc give grants?
Roehl Foundation Inc gives mostly in Wisconsin: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oconomowoc, WI (9 grants), Westby, WI (5 grants), Milwaukee, WI (3 grants) and Waukesha, WI (3 grants).
Does Roehl Foundation Inc give general operating support?
Yes: 92% of Roehl Foundation Inc's 2025 grants with a stated purpose (34 of 37) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roehl Foundation Inc's largest grantees?
Roehl Foundation Inc's largest 2025 grantees include YMCA at Pabst Farms ($200,500), Divine Redeemer Church ($60,000) and Lake Country Lutheran High School ($50,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is Roehl Foundation Inc?
Roehl Foundation Inc reported $7.1M in total assets on its 2025 IRS Form 990-PF. It paid out $654K in qualifying distributions that year, against a required minimum of $619K (roughly 5% of its investment assets).
What does Roehl Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include support for schools and youth organizations, health-related organizations, churches, and community groups. For example, grantee St. See mission & focus areas ↑
How do I apply for a grant from Roehl Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Roehl Foundation Inc's EIN?
Roehl Foundation Inc's EIN (Employer Identification Number) is 39-6048089. IRS Form 990 filing data is available on this page for 2021–2025.
Does Roehl Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 27, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 25, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 18, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 16, 2025)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Roehl Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/roehl-foundation-inc-morg_1d683b1e531b4b3aa68f32f517686e9e
BibTeX
@misc{grantable_396048089_2026,
author = {{Grantable}},
title = {{Roehl Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roehl-foundation-inc-morg_1d683b1e531b4b3aa68f32f517686e9e},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Roehl Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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