The Katherine G & Robert M Roloson
The Katherine G & Robert M Roloson is a private foundation, based in Lake Forest, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $474K in total assets. In 2025, it made $2K in qualifying distributions. Net investment income was $30K.
Key facts about The Katherine G & Robert M Roloson
- EIN
- 36-4246828
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $473,901
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$474K
+5.9% YoY
Revenue
$32K
-58.2% YoY
Qualifying Distributions
$2K
+5.0% YoY
Expenses
$6K
+30.7% YoY
Under IRS private-foundation payout rules, The Katherine G & Robert M Roloson reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
How The Katherine G & Robert M Roloson gives
- Giving held roughly steady from 2020 to 2023 (+0%). Method
- In 2025 it paid out 5% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $60K (2020) to $60K (2023). In 2023 it made 5 grants totaling $60K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $473,901 | $447,644 | $375,285 |
| Revenue | $32,108 | $76,835 | $38,049 |
| Expenses | $5,851 | $4,476 | $65,623 |
| Qualifying Distributions | $1,695 | $1,615 | $62,175 |
| Net Investment Income | $29,507 | $74,481 | $35,062 |
| Distributable Amount | $36,362 | $31,928 | $29,811 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Katherine G & Robert M Roloson is led by Natalie Roloson, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Natalie Roloson
President
New on the 2025 filing
No compensation reported
Cary Roloson Gasner
Secretary
On filings since 2020
No compensation reported
Robert M. Roloson IV
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: Natalie Roloson Rempala (2020–2024) — President
Data from IRS Form 990 filings, 2020–2025. "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 The Katherine G & Robert M Roloson
How large is The Katherine G & Robert M Roloson?
The Katherine G & Robert M Roloson reported $474K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Katherine G & Robert M Roloson operate?
The Katherine G & Robert M Roloson has awarded grants in Alabama, Kansas, Louisiana, Vermont, Washington.
What is The Katherine G & Robert M Roloson's EIN?
The Katherine G & Robert M Roloson's EIN (Employer Identification Number) is 36-4246828. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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