Rosmann Family Foundation

Private foundation · Grantmaker Grafton, WI EIN: 86-6492330

Rosmann Family Foundation is a private foundation, based in Grafton, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $731K in total assets. In 2025, it awarded 2 grants totaling $84K. Net investment income was $82K.

Key facts about Rosmann Family Foundation

In short: Rosmann Family Foundation gave $84K across 2 grants in 2025 (avg $42K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
86-6492330
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$84,000
Grants made (2025)
2
Average grant
$42,000
Median grant
$42,000
Total assets
$731,279
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$731K

-1.2% YoY

Annual Giving

$84K

+9.0% YoY

Grant Count

2

-60.0% YoY

Avg Grant Size

$42K

+172.6% YoY

Under IRS private-foundation payout rules, Rosmann Family Foundation reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.

How Rosmann Family Foundation gives

  • Giving grew 87% from 2022 to 2025. Method
  • In 2025 it paid out 201% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

MilwaukeeBrookfieldWest Allis

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants2021 1 grant2022 1 grant2023 5 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $34K (2021) to $84K (2025). In 2025 it made 2 grants totaling $84K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Our Next Generation: $69KOur Next Generation$69KMilwaukee Central SDA Church: $15KMilwaukee Central SDA Church$15K

The largest 2025 recipient was Our Next Generation ($69K). Together the top 2 received $84K.

Grant Size Distribution

11 grants across all recorded years

9<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 11 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Our Next Generation Milwaukee, WIPrograms for Vulnerable Kids$69,000
Milwaukee Central SDA Church Milwaukee, WIHuman Concerns Programs$15,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$731,279$739,919$768,279
Revenue$74,843$25,893$26,900
Expenses$95,590$88,324$61,209
Qualifying Distributions$84,000$77,031$50,000
Net Investment Income$82,181$55,166$25,563
Distributable Amount$41,849$41,885$38,969

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Rosmann Family Foundation's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Clement Rosmann

    Trustee

    On filings since 2021

    $4K (2022) → $4K (2025)

  • David Rosmann

    Trustee

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: Marisol Moreno (2021–2023) — Trustee

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.

Compensation Overview

From 2025 IRS filing

Clement Rosmann — Trustee: $4KClement RosmannTrustee$4K

The highest reported compensation on the 2025 filing was $4K, to Clement Rosmann (Trustee).

Frequently asked questions about Rosmann Family Foundation

How much does Rosmann Family Foundation give each year?

Rosmann Family Foundation gave $84K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $77K across 5 grants.

How large is Rosmann Family Foundation?

Rosmann Family Foundation reported $731K in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $42K (roughly 5% of its investment assets).

Where does Rosmann Family Foundation operate?

Rosmann Family Foundation has awarded grants in Wisconsin.

What is Rosmann Family Foundation's EIN?

Rosmann Family Foundation's EIN (Employer Identification Number) is 86-6492330. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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