Rodger A Graef Foundation

Milwaukee, WI
Tax-exempt since June 2001
EIN: 88-0485247

Receive an email when new data is available for this organization.

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$461 (2023)

Expenses

$26.5k (2023)

Total Assets

$1.25k (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

-$461

Expenses

$26,532

Net Income

-$26,993

Net Assets

$1,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$568
Sales of Assets	-$1,044
Other Income	$15

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,265	53.8%
Compensation of Officers*	$13	0.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,248
Total Liabilities	$0
Net Assets	$1,248

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$13	$0
Mark Graef (Secretary)	$0	$0
Peggy Graef (Co Trustee)	$0	$0
Catherine M Prest (Treasurer)	$0	$0
Scott A Graef (President)	$0	$0
Brian A Graef (Director)	$0	$0

+ View more people

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$968,233

Expenses

$2,476,250

Net Income

-$1,508,017

Net Assets

$28,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,752	3.4%
Sales of Assets	$935,191	96.6%
Other Income	$290	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,458,956	99.3%
Compensation of Officers*	$2,975	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,245
Total Liabilities	$0
Net Assets	$28,245

Compensation

Key Employees and Officers	Compensation	Other
Mark Graef (Secretary)	$595	$0
Peggy Graef (Co Trustee)	$595	$0
Catherine M Prest (Treasurer)	$595	$0
Scott A Graef (President)	$595	$0
Brian A Graef (Director)	$595	$0

+ View more people

990-PF

Filed on Nov. 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$92,495

Expenses

$131,157

Net Income

-$38,662

Net Assets

$1,536,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,663	61.3%
Sales of Assets	$35,832	38.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,203	82.5%
Compensation of Officers*	$3,570	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,536,256
Total Liabilities	$0
Net Assets	$1,536,256

Compensation

Key Employees and Officers	Compensation	Other
Mark Graef (Secretary)	$595	$0
Peggy Graef (Co Trustee)	$595	$0
Catherine M Prest (Treasurer)	$595	$0
Dwight A Graef (President)	$595	$0
Brian A Graef (Director)	$595	$0
Michelle Stacherski (Dircetor)	$595	$0

+ View more people

990-PF

Filed on Sept. 2, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$22,665

Expenses

$128,897

Net Income

-$106,232

Net Assets

$1,574,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,334	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,897	83.7%
Compensation of Officers*	$3,570	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,574,942
Total Liabilities	$1
Net Assets	$1,574,941

Compensation

Key Employees and Officers	Compensation	Other
Mark Graef (Secretary)	$595	$0
Peggy Graef (Co Trustee)	$595	$0
Catherine M Prest (Treasurer)	$595	$0
Dwight A Graef (President)	$595	$0
Brian A Graef (Director)	$595	$0
Michelle Stacherski (Dircetor)	$595	$0

+ View more people

990-PF

Filed on July 21, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$82,318

Expenses

$142,603

Net Income

-$60,285

Net Assets

$1,681,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,002	87.5%
Sales of Assets	$10,316	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,261	85.0%
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	$1,681,441
Total Liabilities	$0
Net Assets	$1,681,441

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$88,210

Expenses

$161,445

Net Income

-$73,235

Net Assets

$1,741,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,150	63.7%
Sales of Assets	$32,060	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,970	85.5%
Compensation of Officers*	$23,568	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,741,725
Total Liabilities	$0
Net Assets	$1,741,725

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Agent For Trustee)	$23,568	$0
Mark Graef (Secretary)	$0	$0
Peggy Graef (Co Trustee)	$0	$0
Catherine M Prest (Treasurer)	$0	$0
Dwight A Graef (President)	$0	$0
Brian A Graef (Director)	$0	$0

+ View more people

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$134,405

Expenses

$158,087

Net Income

-$23,682

Net Assets

$1,814,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,954	46.1%
Sales of Assets	$70,725	52.6%
Other Income	$1,726	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,080	86.1%
Compensation of Officers*	$23,320	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,814,963
Total Liabilities	$0
Net Assets	$1,814,963

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$23,320	$0
Mark Graef (Co Trustee)	$0	$0
Peggy Graef (Co Trustee)	$0	$0
Catherine M Prest (Co Trustee)	$0	$0
Dwight A Graef (Co Trustee)	$0	$0
Brian A Graef (Co Trustee)	$0	$0

+ View more people

990-PF

Filed on April 4, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$139,687

Expenses

$160,008

Net Income

-$20,321

Net Assets

$1,888,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,444	44.7%
Sales of Assets	$77,243	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,412	84.6%
Compensation of Officers*	$23,952	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,888,380
Total Liabilities	$0
Net Assets	$1,888,380

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$153,581

Expenses

$137,572

Net Income

$16,009

Net Assets

$1,908,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,798	42.8%
Sales of Assets	$87,783	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,220	79.4%
Compensation of Officers*	$24,960	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,908,705
Total Liabilities	$0
Net Assets	$1,908,705

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$24,960	$0
Mark Graef (Co Trustee)	$0	$0
Peggy Graef (Co Trustee)	$0	$0
Catherine M Prest (Co Trustee)	$0	$0
Dwight A Graef (Co Trustee)	$0	$0
Brian A Graef (Co Trustee)	$0	$0

+ View more people

990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$155,980

Expenses

$100,886

Net Income

$55,094

Net Assets

$1,892,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,079	38.5%
Sales of Assets	$95,901	61.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,619	76.9%
Compensation of Officers*	$24,309	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,892,703
Total Liabilities	$0
Net Assets	$1,892,703

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$80,173

Expenses

$133,526

Net Income

-$53,353

Net Assets

$1,837,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,461	77.9%
Sales of Assets	$17,712	22.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,855	99.5%
Compensation of Officers*	$36,066	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,837,609
Total Liabilities	$1
Net Assets	$1,837,608

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$73,366

Expenses

$163,553

Net Income

-$90,187

Net Assets

$1,888,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,219	73.9%
Sales of Assets	$19,147	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,155	75.9%
Compensation of Officers*	$43,776	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,888,516
Total Liabilities	$0
Net Assets	$1,888,516

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.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 25, 2025

Rodger A Graef Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$461 (2023)

Expenses $26.5k (2023)

Total Assets $1.25k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

−$461 (2023)

Expenses

$26.5k (2023)

Total Assets

$1.25k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2001