Roehl Foundation Inc
- Assets
- $6.8m
- Revenue
- $584.3k
- Investments
- $6.3m
- Employees
- 0
- Location
- Oconomowoc, WI
- Founding
- 12/1960
- Data as of
- 06/2024
- EIN
- 39-6048089
Organization Overview
Roehl Foundation Inc is located in Oconomowoc, WI. The organization was established in 1960. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roehl Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Roehl Foundation Inc generated $584.3k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $616.5k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Roehl Foundation Inc has awarded 179 individual grants totaling $2,612,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peter G Roehl President/director | 0 | $0 | |
Nancy A Roehl Vice President/director | 0 | $0 | |
Wendy A Luengen Secretary/treasurer/direct | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $328,811 |
| Interest on Savings | $64,539 |
| Dividends & Interest | $167,778 |
| Net Rental Income | -$3,277 |
| Net Gain on Sale of Assets | $18,855 |
| Capital Gain Net Income | $18,855 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,305 |
| Total Revenue | $584,288 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $597 |
| Printing and publications | $0 |
| Other expenses | $694 |
| Total operating and administrative expenses | $71,946 |
| Contributions, gifts, grants paid | $544,600 |
| Total expenses and disbursements | $616,546 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $52,637 |
| Savings and temporary cash investments | $454,696 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,200,876 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,762,800 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roehl Foundation Inc has awarded $974,600 in support to 43 organizations.
| Grant Recipient | Amount |
|---|---|
ETHAN MEYER MEMORIAL GOLF PURPOSE: GENERAL OPERATING SUPPORT-MEMORIAL | $300 |
DIVINE REDEEMER CHURCH PURPOSE: GENERAL OPERATING SUPPORT--MEMORIAL | $1,000 |
HAWAII COMMUNITY FOUNDATION PURPOSE: GENERAL OPERATING SUPPORT | $5,000 |
WALTER CHIHARA-SUPPORT FAMILIES WHO LOST HOMES PURPOSE: GENERAL OPERATING SUPPORT | $1,000 |
ST TERESA OF CALCUTTA CATHOLIC CHURCH PURPOSE: GENERAL OPERATING SUPPORT--MEMORIAL | $100 |
LEADERSHIP INSTITUTE PURPOSE: GENERAL OPERATING SUPPORT | $1,000 |