Frank G & Freida K Brotz Family Foundation Inc

Sheboygan, WI
Tax-exempt since Jan. 1955
EIN: 39-6060552

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.28M (2024)

Expenses

$2M (2024)

Total Assets

$15.1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$1,283,141

Expenses

$1,996,468

Net Income

-$713,327

Net Assets

$15,075,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$368	0.0%
Dividends	$546,117	42.6%
Sales of Assets	$736,656	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,921,139	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,075,942
Total Liabilities	$0
Net Assets	$15,075,942

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Secretary)	$0	$0
Jesse R Brotz (Treasurer)	$0	$0
Adam T Brotz (Vice President)	$0	$0
Stuart W Brotz Ii (Trustee)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Feb. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$1,263,166

Expenses

$1,692,841

Net Income

-$429,675

Net Assets

$15,797,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$220	0.0%
Dividends	$476,077	37.7%
Sales of Assets	$786,869	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,594,889	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,962,702
Total Liabilities	$165,097
Net Assets	$15,797,605

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Trustee)	$0	$0
Jesse R Brotz (Secretary, Trustee)	$0	$0
Adam T Brotz (Vp, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$1,002,029

Expenses

$1,479,065

Net Income

-$477,036

Net Assets

$16,236,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$473,134	47.2%
Sales of Assets	$528,886	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,441,554	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,236,856
Total Liabilities	$0
Net Assets	$16,236,856

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Trustee)	$0	$0
Jesse R Brotz (Secretary, Trustee)	$0	$0
Adam T Brotz (Vp, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on July 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$2,054,245

Expenses

$1,339,942

Net Income

$714,303

Net Assets

$16,713,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$385,944	18.8%
Sales of Assets	$1,668,287	81.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,283,736	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,713,892
Total Liabilities	$0
Net Assets	$16,713,892

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Tru)	$0	$0
Jesse R Brotz (Secretary, Director, Trust)	$0	$0
Adam T Brotz (Vp, Director, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee, Director)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Feb. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$946,306

Expenses

$1,815,549

Net Income

-$869,243

Net Assets

$15,999,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111	0.0%
Dividends	$466,410	49.3%
Sales of Assets	$479,785	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,761,925	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,999,589
Total Liabilities	$1
Net Assets	$15,999,588

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Tru)	$0	$0
Jesse R Brotz (Secretary, Director, Trust)	$0	$0
Adam T Brotz (Vp, Director, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee, Director)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on March 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$1,028,615

Expenses

$1,973,436

Net Income

-$944,821

Net Assets

$16,868,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$155	0.0%
Dividends	$488,486	47.5%
Sales of Assets	$539,974	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,919,872	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,868,832
Total Liabilities	$1
Net Assets	$16,868,831

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Tru)	$0	$0
Jesse R Brotz (Secretary, Director, Trust)	$0	$0
Adam T Brotz (Vp, Director, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee, Director)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Jan. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$1,010,946

Expenses

$1,645,745

Net Income

-$634,799

Net Assets

$17,813,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$264	0.0%
Dividends	$490,582	48.5%
Sales of Assets	$520,100	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,591,745	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,813,653
Total Liabilities	$0
Net Assets	$17,813,653

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer, Trustee, Direct)	$0	$0
Jesse R Brotz (Secretary, Director, Trustee)	$0	$0
Adam T Brotz (Vp, Director, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee, Director)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Feb. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$984,624

Expenses

$1,778,580

Net Income

-$793,956

Net Assets

$18,448,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116	0.0%
Dividends	$492,639	50.0%
Sales of Assets	$491,751	49.9%
Other Income	$118	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,724,515	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,448,452
Total Liabilities	$0
Net Assets	$18,448,452

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President & Treasurer)	$0	$0
Jesse R Brotz (Secretary)	$0	$0
Adam T Brotz (Vp, Director, Trustee)	$0	$0
Stuart W Brotz Ii (Trustee, Director)	$0	$0
Jeffrey T Mohr (Trustee)	$0	$0

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990-PF

Filed on Jan. 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2016

Revenue

$1,052,454

Expenses

$1,864,978

Net Income

-$812,524

Net Assets

$19,242,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,638	0.3%
Dividends	$477,828	45.4%
Sales of Assets	$571,988	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,816,345	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,242,408
Total Liabilities	$0
Net Assets	$19,242,408

Compensation

Key Employees and Officers	Compensation	Other
Stuart W Brotz (President)	$0	$0
Jesse R Brotz (Secretary)	$0	$0
Adam T Brotz (Trustee)	$0	$0
Roland M Neumann (Trustee)	$0	$0

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990-PF

Filed on Jan. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$2,395,044

Expenses

$2,295,237

Net Income

$99,807

Net Assets

$20,054,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$503,438	21.0%
Interest Revenue	$499	0.0%
Dividends	$327,522	13.7%
Sales of Assets	$1,563,585	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,241,074	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,054,835
Total Liabilities	$0
Net Assets	$20,054,835

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$2,457,386

Expenses

$2,689,275

Net Income

-$231,889

Net Assets

$19,964,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$495,185	20.2%
Interest Revenue	$482	0.0%
Dividends	$351,316	14.3%
Sales of Assets	$1,610,403	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,653,000	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,964,755
Total Liabilities	$0
Net Assets	$19,964,755

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$989,027

Expenses

$1,969,663

Net Income

-$980,636

Net Assets

$20,196,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$586	0.1%
Dividends	$550,301	55.6%
Sales of Assets	$438,140	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,909,680	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,196,644
Total Liabilities	$0
Net Assets	$20,196,644

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$2,513,610

Expenses

$1,677,359

Net Income

$836,251

Net Assets

$21,177,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,123	0.0%
Dividends	$561,759	22.3%
Sales of Assets	$1,950,728	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,643,800	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,177,280
Total Liabilities	$0
Net Assets	$21,177,280

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,979,422

Expenses

$1,990,888

Net Income

$988,534

Net Assets

$20,341,029

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,014	0.0%
Dividends	$505,941	17.0%
Sales of Assets	$2,472,467	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,956,439	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,341,029
Total Liabilities	$0
Net Assets	$20,341,029

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated August 21, 2025

Frank G & Freida K Brotz Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.28M (2024)

Expenses $2M (2024)

Total Assets $15.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Revenue

$1.28M (2024)

Expenses

$2M (2024)

Total Assets

$15.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Sept.
2001