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Nonprofit · EIN 39-6048089

ROEHL FOUNDATION INC

Tax-exempt · OCONOMOWOC, WI 53066

Financials

$584K$617K2023$1M$726K2024$1.5M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of ROEHL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$1,494,006$1,451,752$42,254$7,115,271$0$7,115,271
June 30, 2025990-PF$1,031,022$725,805$305,217$7,073,017$0$7,073,017
June 30, 2024990-PF$584,288$616,546-$32,258$6,762,800$0$6,762,800
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$835,426
Dividends
$219,099
Interest
$7,187
Net rental income
-$2,969
Net gain from sales of assets
$432,294

Expenses

Grants and similar amounts paid
$1,318,400
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,340,830
Excise tax on investment income
$7,714

Balance sheet and other

Total assets, start of year
$7,073,017
Total assets, end of year
$7,115,271
Total liabilities, end of year
$0
Net assets, end of year
$7,115,271
Fair market value of assets
$15,152,655
Qualifying distributions
$1,340,830
Net investment income
$658,580

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
PETER G ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
PRESIDENT/DIRECTOR0$0
NANCY A ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
VICE PRESIDENT/DIRECTOR0$0
WENDY A LUENGEN
33 S MAIN STREET, OCONOMOWOC, WI 53066
SECRETARY/TREASURER/DIRECT0$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
PETER G ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
PRESIDENT/DIRECTOR0$0
NANCY A ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
VICE PRESIDENT/DIRECTOR0$0
WENDY A LUENGEN
33 S MAIN STREET, OCONOMOWOC, WI 53066
SECRETARY/TREASURER/DIRECT0$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
PETER G ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
PRESIDENT/DIRECTOR0$0
NANCY A ROEHL
33 S MAIN STREET, OCONOMOWOC, WI 53066
VICE PRESIDENT/DIRECTOR0$0
WENDY A LUENGEN
33 S MAIN STREET, OCONOMOWOC, WI 53066
SECRETARY/TREASURER/DIRECT0$0

Address and contacts

Address (IRS master file)
PO BOX 168, OCONOMOWOC, WI 53066-0168
Signed the 990-PF
PETER G ROEHL, PRESIDENT
Phone
(262) 569-3000
Return prepared by
VRAKAS SC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
39-6048089
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1960
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$7,115,271
Income (IRS master file)
$7,951,361

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$1,494,006$1,451,752$7,115,271XML
990-PFJune 2025$1,031,022$725,805$7,073,017IRS
990-PFJune 2024$584,288$616,546$6,762,800XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6048089).

Questions about ROEHL FOUNDATION INC

What is the EIN of ROEHL FOUNDATION INC?
The employer identification number (EIN) of ROEHL FOUNDATION INC is 39-6048089.
Is ROEHL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to ROEHL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROEHL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROEHL FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROEHL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of ROEHL FOUNDATION INC?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does ROEHL FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,494,006, expenses of $1,451,752 and total assets of $7,115,271 at year end.

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