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Nonprofiteer
← DR WILLARD E AND ELLA N ROMBERG SUPPORTING FOUNDATION

Form 990 for tax year 2023

Filed by DR WILLARD E AND ELLA N ROMBERG SUPPORTING FOUNDATION.

Totals

Total revenue
$138,906
Total expenses
$232,345
Contributions and grants received
$0
Grants paid
$222,047
Program service revenue
$0
Investment income
$138,906
Other revenue
$0
Total assets, end of year
$4,440,942
Total liabilities, end of year
$222,047
Net assets or fund balances, end of year
$4,218,895
Program services expenses (Part IX)
$222,047
Management and general expenses
$10,298
Fundraising expenses
$0
Program service expenses (Part III)
$222,047

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $136,295 · excluded $136,295

  • 7a · Gross sales of assets other than inventory

    securities $205,462

  • 7b · Less cost or other basis and sales expenses

    securities $202,851

  • 7c · Gain or loss

    securities $2,611

  • 7d · Net gain or loss

    total $2,611 · excluded $2,611

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $222,047 · program services $222,047

  • 11c · Fees: accounting

    total $1,320 · management and general $1,320

  • 13 · Office expenses

    total $6,847 · management and general $6,847

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $2,131 · management and general $2,131

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,483 · end of year $9,046

  • 11 · Investments: publicly traded securities

    beginning of year $3,904,262 · end of year $4,373,007

  • 12 · Investments: other securities

    beginning of year $63,396 · end of year $58,889

  • 18 · Grants payable

    beginning of year $198,593 · end of year $222,047

  • 27 · Net assets without donor restrictions

    beginning of year $3,774,548 · end of year $4,218,895

Mission and programs · 2023

Mission

TO HOLD AND ADMINISTER THE TRUST PROPERTY FOR THE BENEFIT OF TAX-EXEMPT ORGANIZATIONS.

  • TO HOLD AND ADMINISTER THE TRUST PROPERTY FOR THE BENEFIT OF TAX-EXEMPT ORGANIZATIONS.

    Expenses $222,047 · Grants $222,047

As filed on the 2023 return.

Listed in Part VII

  • Rev Michael A Woldt

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Joe E Archer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Geoffrey A Kieta

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Paul H Kelm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Timothy Luetzow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Thomas M Klaudt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Peter M Prange

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Joel T Lauber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Michael S Valleau

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Andrew W Van Weele

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr David J Uhlhorn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Michael A Lindemann

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Todd S Marten

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Scott D Schmudlach

    ASSISTANT SECRETARY

    Total calculated
    $92,931
    From this org
    $0
    From related orgs
    $74,029
    Other
    $18,902
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
28 May 2024
IRS schema version
2023v5.0
Source object
202401559349300975

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