Nonprofit · EIN 39-6060552
FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC
Tax-exempt · SHEBOYGAN, WI 53083
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,929,900 | $2,582,807 | -$652,907 | $14,539,481 | $124,874 | $14,414,607 |
| September 30, 2024 | 990-PF | $1,283,141 | $1,996,468 | -$713,327 | $15,075,942 | $0 | $15,075,942 |
| September 30, 2023 | 990-PF | $1,263,166 | $1,692,841 | -$429,675 | $15,962,702 | $165,097 | $15,797,605 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $538,908
- Interest
- $486
- Net gain from sales of assets
- $1,390,506
Expenses
- Grants and similar amounts paid
- $2,506,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,515,640
- Excise tax on investment income
- $26,130
Balance sheet and other
- Total assets, start of year
- $15,075,942
- Total assets, end of year
- $14,539,481
- Total liabilities, end of year
- $124,874
- Net assets, end of year
- $14,414,607
- Fair market value of assets
- $23,542,264
- Qualifying distributions
- $2,515,640
- Net investment income
- $1,929,900
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART W BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | PRESIDENT & TREASURER | 5 | $0 |
| JESSE R BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | SECRETARY | 1 | $0 |
| ADAM T BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | VICE PRESIDENT | 1 | $0 |
| STUART W BROTZ II 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
| JEFFREY T MOHR 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART W BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | PRESIDENT & SECRETARY | 5 | $0 |
| JESSE R BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TREASURER | 1 | $0 |
| ADAM T BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | VICE PRESIDENT | 1 | $0 |
| STUART W BROTZ II 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
| JEFFREY T MOHR 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART W BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | PRESIDENT & TREASURER, TRUSTEE | 5 | $0 |
| JESSE R BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | SECRETARY, TRUSTEE | 1 | $0 |
| ADAM T BROTZ 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | VP, TRUSTEE | 1 | $0 |
| STUART W BROTZ II 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
| JEFFREY T MOHR 3518 LAKESHORE ROAD, SHEBOYGAN, WI 53083 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3518 LAKESHORE RD, SHEBOYGAN, WI 53083-2903
- Signed the 990-PF
- STUART BROTZ, PRESIDENT
- Phone
- (920) 458-2121
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6060552
- 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
- 1955
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,539,481
- Income (IRS master file)
- $1,929,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,929,900 | $2,582,807 | $14,539,481 | XML |
| 990-PF | September 2024 | $1,283,141 | $1,996,468 | $15,075,942 | XML |
| 990-PF | September 2023 | $1,263,166 | $1,692,841 | $15,962,702 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 39-6060552).
Questions about FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC
- What is the EIN of FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC?
- The employer identification number (EIN) of FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC is 39-6060552.
- Is FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FRANK G & FREIDA K BROTZ FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,929,900, expenses of $2,582,807 and total assets of $14,539,481 at year end.
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