Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE ROS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4811 S 76TH STREET 211
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENFIELD, WI53220
A Employer identification number

39-1948463
B Telephone number (see instructions)

(414) 281-6000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,537,881J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,150,287
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,679 1,679  
4 Dividends and interest from securities... 899,203 899,203  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 418,667
b Gross sales price for all assets on line 6a 1,943,124
7 Capital gain net income (from Part IV, line 2)... 418,667
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,469,836 1,319,549  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 360 90   270
b Accounting fees (attach schedule)....... Click to see attachment 5,000 3,750   1,250
c Other professional fees (attach schedule).... Click to see attachment 80,457 80,457   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 48,235 3,235   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,914 3,522   392
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,966 91,054   1,912
25 Contributions, gifts, grants paid....... 2,165,000 2,165,000
26 Total expenses and disbursements. Add lines 24 and 25 2,302,966 91,054   2,166,912
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,166,870
b Net investment income (if negative, enter -0-) 1,228,495
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 8,805,272 9,340,823 9,340,823
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,210,675 Click to see attachment9,019,766 18,230,596
c Investments—corporate bonds (attach schedule)....... 3,535,891 Click to see attachment2,487,175 2,617,330
11 Investments—land, buildings, and equipment: basis bullet75,000
Less: accumulated depreciation (attach schedule) bullet   75,000 75,000 75,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,405,368 Click to see attachment9,274,132 Click to see attachment9,274,132
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,032,206 30,196,896 39,537,881
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 29,032,206 30,196,896
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 29,032,206 30,196,896
30 Total liabilities and net assets/fund balances (see instructions). 29,032,206 30,196,896
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,032,206
2
Enter amount from Part I, line 27a .....................
2
1,166,870
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
30,199,076
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,180
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,196,896
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,943,124   1,524,457 418,667
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       418,667
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 418,667
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,076
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,076
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 57,314
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,314
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,238
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet40,238 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLYNNE MILLER Telephone no.bullet (414) 281-6000

    Located atbullet4811 S 76TH STREET 211GREENFIELDWI ZIP+4bullet53220
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRIAN RIORDAN TRUSTEE
    0.10     		0 0 0
    C/O 4811 S 76TH STREET SUITE 211
    GREENFIELD,WI53220
    SUSAN L RIORDAN TRUSTEE
    0.10     		0 0 0
    C/O 4811 S 76TH STREET SUITE 211
    GREENFIELD,WI53220
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,011,939
    b
    Average of monthly cash balances.......................
    1b
    10,716,694
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,480,368
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,209,001
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,209,001
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    588,135
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    38,620,866
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,931,043
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,931,043
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,076
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,076
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,913,967
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,913,967
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,913,967
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,913,967
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 137,908
    e From 2020...... 1,025,292
    f Total of lines 3a through e ........ 1,163,200
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,166,912
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,913,967
    e Remaining amount distributed out of corpus 252,945
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,416,145
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,416,145
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 137,908
    d Excess from 2020.... 1,025,292
    e Excess from 2021.... 252,945
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE ROS FOUNDATION
    4811 S 76TH STREET STE 211
    GREENFIELD,WI53220
    (414) 281-6000
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED. INCLUDE COPY OF IRS DETERMINATION LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABUSE COUNSELING AND TREATMENT INC
    PO BOX 60401
    FORT MYERS,FL33906     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    ACE BOXING CLUB
    2160 S 10TH
    MILWAUKEE,WI53215     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    ALL KIDS CAN LEARN INTERNATIONAL INC
    224 N WASHINGTON ST
    HAVRE DE GRACE,MD21078     		NONE PUBLIC CHARITY ORPHANAGE 25,000
    ALVERNO COLLEGE
    3400 SOUTH 43RD STREET
    MILWAUKEE,WI53219     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    AMERICAN RED CROSS WISC CHAPTER
    2600 W WISCONSIN AVE
    MILWAUKEE,WI53233     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 75,000
    ANIMAL LEGAL DEFENSE FUND
    525 EAST COTATI AVENUE
    COTATI,CA94931     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    ARTS AT LARGE INC
    1100 S 5TH STREET
    MILWAUKEE,WI53204     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    BAY VIEW COMMUNITY CENTER OF MILWAUKEE INC
    1320 E OKLAHOMA AVE
    MILWAUKEE,WI532072457     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    BENEDICT CENTER
    1849 N DOCTOR MLK JR DRIVE SUITE
    101
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    BETTER TOGETHER
    15270 COLLIER BLVD SUITE 201-284
    NAPLES,FL34119     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    BIG BROTHERS & BIG SISTERS OF METRO MILWAUKEE INC
    788 NORTH JEFFERSON STREET SUITE
    600
    MILWAUKEE,WI532023739     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    BOYS & GIRLS CLUB OF COLLIER COUNTY
    7500 DAVIS BOULEVARD
    NAPLES,FL34104     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 15,000
    BOYS & GIRLS CLUBS OF GREATER MILWAUKEE
    1558 N 6TH STREET
    MILWAUKEE,WI532123845     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    CAMP FOR KIDS CO GREATER MILWAUKEE FOUNDATION
    101 W PLEASANT ST SUITE 210
    MILWAUKEE,WI532023157     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    CENTER FOR GREAT APES
    P O BOX 488
    WAUCHULA,FL33873     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    CENTER FOR WORKING FAMILIES INC
    12605 W NORTH AVE 130
    BROOKFIELD,WI530054629     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    CHILDRENS HOSPITAL OF WISCONSIN
    8915 W CONNELL CT
    MILWAUKEE,WI53226     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    CONSERVANCY OF SW FLORIDA
    1495 SMITH PRESERVE WAY
    NAPLES,FL34102     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    CORNELL LAB OF ORNITHOLOGY
    159 SAPSUCKER WOODS ROAD
    ITHACA,NY14850     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    CRC CONVERDENCE RESOUCE CENTER
    7961 N 76TH STREET
    MILWAUKEE,WI53223     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    DOG IS MY COPILOT
    PO BOX 3399
    JACKSON,WY83001     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    EISENHOWER CENTER
    4425 W WOOLWORTH AVE
    MILWAUKEE,WI53218     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 30,000
    EQUAMORE SANCTUARY FOUNDATION
    4723 HWY 66
    ASHLAND,OR97520     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    FARM SANCTUARY
    3100 AIKENS ROAD / PO BOX 150
    WATKINS GLEN,NY14891     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    FEEDING AMERICA EASTERN WI
    1700 W FOND DU LAC AVENUE
    MILWAUKEE,WI53205     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 100,000
    FIRST TEE OF SE WISCONSIN
    11350 W THEORDORE TRECKER WAY
    WEST ALLIS,WI53214     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    FRIENDS OF FOSTER CHILDREN FOREVER INC
    2675 HORSESHOE DRIVE SOUTH 402
    NAPLES,FL34104     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    GENERATIONS AGAINST BULLYING INC
    6550 W FOREST HOME AVENUE
    MILWAUKEE,WI53220     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    HARRY CHAPIN FOOD BANK - NAPLES
    3940 PROSPECT AVENUE
    NAPLES,FL34104     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    HEARTLAND FARM SANCTUARY
    PO BOX 45746
    MADISON,WI53744     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 15,000
    HMONG AMERICAN FRIENDSHIP ASSOCIATION INC
    3824 W VLIET ST
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    HUMANE SOCIETY OF NAPLES
    370 AIRPORT-PULLING RD N
    NAPLES,FL34104     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    HUNGER TASK FORCE OF MILWAUKEE
    201 S HAWLEY CT
    MILWAUKEE,WI532141966     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 100,000
    I AM A GENTLEMAN
    PO BOX 4667
    CHICAGO,IL60680     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 40,000
    IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC
    6737 W WASHINGTON AV SUITE 2225
    MILWAUKEE,WI53214     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    INDIAN COMMUNITY SCHOOL OF MILWAUKEE INC
    10405 WEST ST MARTINS ROAD
    FRANKLIN,WI53132     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    JACK & SUZI HANNA FUND AT COLUMBUS ZOO
    4850 POWELL ROAD
    POWELL,OH43065     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION
    1595 SPRING HILL ROAD SUITE 550
    VIENNA,VA22182     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    JOURNEY HOUSE
    2110 W SCOTT ST
    MILWAUKEE,WI53204     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    KENTUCKY VOLUNTEER ORGANIZATIONS ACTIVE IN DISASTERS
    PO BOX 26125
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    LA CAUSA CRISIS NURSERY PROGRAM
    PO BOX 04188
    MILWAUKEE,WI532040188     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    LAD LAKE INC
    PO BOX 158
    DOUSMAN,WI53118     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    MARSHALL COUNTY COMMUNITY FUND
    80 JUDICIAL DRIVE
    BENTON,KY42025     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    MBHSMACCANON BROWN HOMELESS SANCTUARY
    PO BOX 80165
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 30,000
    MILWAUKEE CENTER FOR CHILDREN AND YOUTH
    2004 N DR MARTIN LUTHER KING DR
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    MILWAUKEE HOMELESS VETERANS INITIATIVE
    PO BOX 14575
    WEST ALLIS,WI53214     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 30,000
    MILWAUKEE RESCUE MISSION
    830 19TH STREET
    MILWAUKEE,WI532331616     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    NATIONAL ANTI-VIVISECTION SOCIETY
    53 WEST JACKSON BOULEVARD NO 1552
    CHICAGO,IL60604     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    NATIONAL WILDLIFE FEDERATION
    P O BOX 1583
    MERRIFIELD,VA221161583     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    NATIVITY JESUIT ACADEMY - SOUTHSIDE HISPANIC YOUTH
    1515 SOUTH 29TH STREET
    MILWAUKEE,WI53215     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    NEIGHBORHOOD HOUSE OF MILWAUKEE
    2819 W RICHARDSON PLACE
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    NEW RESTORATION CHRISTIAN CHURCH
    11248 W MILL ROAD
    MILWAUKEE,WI53225     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 15,000
    OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC
    18011 S TAMIAMI TRAIL 16-106
    FORT MEYERS,FL33908     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    PACE CENTER FOR GIRLS INC
    ONE WEST ADAMS STREET SUITE 301
    JACKSONVILLE,FL32202     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    PATHFINDERS MILWAUKEE INC
    4200 N HOLTON AVENUE 400
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    PETA
    501 FRONT STREET
    NORFOLK,VA23510     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    PETER STATHAS DANCE INC
    P O BOX 11410
    SHOREWOOD,WI53211     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
    5100 WISCONSIN AVENUE NW 400
    WASHINGTON,DC20016     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    PINE VIEW WILDLIFE REHABILITATION AND EDUCATION CENTER
    W4953 HIGHWAY H
    FREDONIA,WI530219725     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 15,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS STREET
    NEW YORK,NY10038     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    PRIMATES INC
    P O BOX 7384
    MADISON,WI53707     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 15,000
    PROJECT CHIMPS
    P O BOX 2140
    BLUE RIDGE,GA30513     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    PROVIDENCE HOUSE
    P O BOX 128
    NAPLES,FL34106     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    REDEEM AND RESTORE CENTER
    PO BOX 342
    PEWAUKEE,WI53072     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    REVITALIZE MILWAUKEE INC
    700 W VIRGINIA STREET SUITE 306
    MILWAUKEE,WI53204     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    RONALD MCDONALD HOUSE CHARITIES
    8948 WATERTOWN PLANK ROAD
    MILWAUKEE,WI53226     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    SALVATION ARMY OF WI & UP MI
    11315 W WATERTOWN PLANK RD
    WAUWATOSA,WI532260019     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 30,000
    SHELDRICK WILDLIFE TRUST USA
    25283 CABOT ROAD SUITE 101
    LAGUNA HILLS,CA92653     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    SHELTER FOR ABUSED WOMEN & CHILDREN
    PO BOX 10102
    NAPLES,FL34101     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    SOUTHWEST FLORIDA REGIONAL HUMAN TRAFFICKING COALITION
    6900-29 DANIELS PKWY 358
    FORT MYERS,FL33912     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    ST MARCUS SCHOOL
    2215 NORTH PALMER STREET
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 25,000
    ST ANN'S INTERGENERATIONAL CARE CENTER
    2801 E MORGAN AVE
    MILWAUKEE,WI532073771     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    STREET ANGELS
    PO BOX 342435
    MILWAUKEE,WI53234     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    STRONG BABY SANCTUARY
    2320 NORTH LAKE DRIVE
    MILWAUKEE,WI53211     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    TEAM WESTERN KENTUCKY TORNADO RELIEF RUND
    500 MERO STREET 218NC
    FRANKFORT,KY40601     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    THE ELEPHANT SANCTUARY IN TENNESSEE
    PO BOX 393
    HOHENWALD,TN38462     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 30,000
    THE SUNLIGHT HOME
    PO BOX 9194
    NAPLES,FL34101     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    URBAN ECOLOGY CENTER INC
    1500 E PARK PLACE
    MILWAUKEE,WI53211     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    VETS PLACE CENTERAL PSD URBAN FARMING AND GARDENING
    3330 W WELLS ST
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    VICTIMS OF VIOLENCE BURIAL FUND
    11414 W PARK PLACE STE 202
    MILWAUKEE,WI53223     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    VISION FORWARD
    912 NORTH HAWLEY ROAD
    MILWAUKEE,WI53213     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 50,000
    VOICES FOR KIDS
    1700 MONROE ST
    FORT MEYERS,FL33901     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 5,000
    WALKER'S POINT YOUTH AND FAMILY CENTER
    1123 N WATER ST SUITE 400
    MILWAUKEE,WI53202     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    WICONSIN EQUAL JUSTICE FUND INC
    PO BOX 46103
    MADISON,WI53744     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    WILDLIFE IN NEED CENTER LTD
    W349 S1480 WATERVILLE RD SUITE B
    OCONOMOWOC,WI53066     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 20,000
    WISCONSIN HUMANE SOCIETY
    4500 W WISCONSIN AVENUE
    MILWAUKEE,WI532083156     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 55,000
    YOUTH HAVENSW FL SHELTER
    5867 WHITAKER ROAD
    NAPLES,FL34112     		NONE PUBLIC CHARITY GENERAL OPERATING PURPOSES 10,000
    Total .................................bullet 3a 2,165,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,679  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 418,667  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,319,549 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,319,549
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE ROS FOUNDATION
     
    Employer identification number

    39-1948463
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE ROS FOUNDATION
          		Employer identification number
    39-1948463
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF ROBERT B SCHLYTTER
     
    4811 S 76TH ST SUITE 211
     
    GREENFIELD, WI53220

    		$ 2,150,287


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE ROS FOUNDATION
          		Employer identification number

    39-1948463
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE ROS FOUNDATION
          		Employer identification number

    39-1948463
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,000 3,750   1,250

    TY 2021 GeneralExplanationAttachment
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Identifier Return Reference Explanation
    STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) FORM 990-PF STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) FOR AMOUNTS SET ASIDE IN 2013NATURE AND PURPOSES OF THE SPECIFIC PROJECT FOR WHICH AMOUNTS ARE SET ASIDE: THE FUNDS WERE USED IN HONOR OF THE FAMILY UNITY INTERNATIONAL WORKING BOYS CENTER 50TH ANNIVERSARY AND RELATED COMMERATIVE PROJECTS.THE AMOUNTS SET ASIDE FOR THE PROJCET DESCRIBED ABOVE WILL BE PAID ON AUGUST 9, 2014.THE PROJECT DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR IN WHICH THE SET-ASIDE WAS MADE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLSTATE CORP DEP SHS REPSTG - 5.1% - 500 10,995 13,560
    ALLSTATE CORP NOTE 6.5% - 100000 110,008 131,250
    AMERICAN ELECTRIC POWER COMPANY INC CORP UNIT 6.125% - 200 9,646 10,024
    ASSURED GTY US HLDGS INC - 100000 116,090 135,528
    B RILEY FINANCIAL INC SR NOTE 5.5% - 1000 25,288 25,500
    BANC AMER FDG CORP REMIC 2005-5 - 100000 2,293 2,143
    BANK AMERICA CORP NON CUML PERPETL CONV PFD SER 7.25% 35,462 36,135
    BANK AMERICA CORP PFD SER Z 6.5% - 60000 62,705 65,698
    BEAR STEARNS ARM TR REMIC - 200000 2,185 2,328
    CITIGROUP INC PFD SER D - 150000 148,198 152,813
    CWALT INC REMIC 2004-22CB - 500000 17,839 18,404
    DOMINION RES INC VA NEW NOTE SER A 5.75% - 50000 50,498 53,366
    ENDURANCE SPECIALTY HLDNS LTD SR NOTE 7% - 50000 58,141 67,975
    EVEREST REINS HLDGS INC - 15000 SHS 14,812 14,249
    EXELON GEN CO LLC SR NOTE - 100000 112,334 125,169
    FHLMC REMIC 3990 CL HL - 50000 49,943 49,843
    FHLMC REMIC 4139 - 200000 78,717 81,010
    FHLMC REMIC 4491 - 100000 30,887 32,262
    FNMA REMIC SER 2012-100 - 100000 5,841 6,535
    FNMA REMIC SER 2012-100 - 25000 24,193 23,747
    FNMA REMIC SER 2012-46 - 250000 104,354 107,121
    GENL ELECTRIC CO PFD SER D 5% - 150000 143,163 149,250
    GNMA REMIC SER 2011-135 - 50000 20,186 21,894
    GNMA REMIC SER 2012-124 - 100000 13,567 13,472
    GNMA REMIC SER 2013-23 - 250000 16,298 17,286
    GNMA REMIC SER 2013-71 - 75000 76 76
    GNMA REMIC SER 2013-88 - 75000 2,576 3,899
    JEFFERIES GRP LLC CAP NOT - 200000 200,000 203,300
    JPMORGAN CHASE & CO NOTE 3.738 - 25000 24,623 25,125
    JPMORGAN CHASE & CO NOTE 6.125% - 100000 106,505 106,250
    JPMORGAN CHASE & CO PFD SER R 6% - 100000 104,255 104,250
    MORGAN STANLEY CAP I INC REMIC - 4000 4,002 4,014
    NORDSTROM INC - 50000 53,506 56,313
    PROSPECT CAP CORP - 50000 40,850 44,948
    PRUDENTIAL FINL INC JR SUB NOTE - 100000 101,026 102,205
    REINSURANCE GRP AMER INC. 4.789% - 50000 SHS 49,300 47,121
    SCHWAB CHARLES CORP - 100000 94,078 103,703
    TRUIST FINANCIAL CORP DEP SHS REPSTG 1/100TH PFD SER L 5.05% - 50000 51,248 50,688
    VALIDUS HLDGS LTD SR NOTE - 25000 36,055 41,421
    VERIZON COMMNS INC INTERNOTES 4.9% - 100000 100,000 100,718
    WAMU MTG PASS THRU CERT REMIC - 300000 2,270 2,451
    WELLS FAREGO & COMPANY PERPETURAL PFD CONVERTIBLE CL A 7.5% - 115 153,536 171,411
    WISCONSIN ENERGY CORP NOTE SER A - 100000 99,626 92,875

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES - 1500 SHS 53,954 211,110
    ADVANCED MICRO DEVICES - 600 SHS 51,575 86,340
    AMAXON.COM INC. - 25 SHS 85,477 83,359
    AMGEN INC - 700 SHS 143,904 157,479
    ANALOG DEVICES INC - 300 SHS 52,164 52,731
    APPLE INC - 13000 SHS 226,648 2,308,410
    ARCHER DANIELS MIDLAND COMPANY - 1000 SHS 60,418 67,590
    ARES CAPITAL CORP - 2000 SHS 33,115 42,380
    ASPEN INSURANCE HLDGS PFD 5.95% - 1000 SHS 25,898 26,950
    ASSOCIATED BANC CORP - 5500 SHS 4,625 124,245
    AT&T INC - 2000 SHS 61,278 49,200
    BANK NEW YORK MELLON CORP - 500SHS 29,139 29,040
    BECTON DICKINSON & CO - 1000 SHS 143,061 251,480
    BERKSHIRE HATHAWAY INC CL B NEW - 2600 SHS 244,790 777,400
    BLACKROCK - 2500 SHS 52,517 65,450
    BRISTOL MYERS SQUIBB COMPANY - 2000 SHS 124,324 124,700
    CISCO SYSTEMS INC. - 1200 SHS 65,454 76,044
    COCA-COLA CO - 2000 SHS 82,921 118,420
    COMCAST CORP CL A NEW - 1000 SHS 46,287 50,330
    CONAGRA BRANDS INC 54,592 51,225
    DEERE & CO - 700 SHS 58,146 240,023
    DISCOVER FINANCIAL SERVICES - 1500 SHS 85,297 173,340
    DISCOVERY INC SERC - 1500 SHS 39,915 34,350
    DOLLAR GENL CORP NEW - 400SHS 86,211 94,332
    DOMINION ENERGY INC - 1000 SHS 78,697 78,560
    DOW INC - 1000 SHS 58,388 56,720
    DT MIDSTREAM INC - 250 SHS 8,193 11,995
    DTE ENERGY CO - 500 SHS 45,011 59,770
    DUKE ENERGY CORP NEW - 1000 SHS 81,580 104,900
    EASTMAN CHEMICAL CO - 1300 SHS 106,766 157,183
    EVERGY INC - 1500 SHS 83,826 102,915
    EXXON MOBIL CORP - 3000 SHS 168,334 183,570
    FEDL AGRIC MTG CORP - 1000 SHS 25,602 26,210
    FEDL AGRIC MTG CORP - 2000 SHS 50,672 55,060
    FIDELITY NATIONAL INC - 200SHS 57,076 62,616
    GENERAL DYNAMICS CORP - 1000 SHS 144,044 208,470
    HARTFORD FINANCIAL CORP - 1000 SHS 68,005 69,040
    HEARTLAND FUND (RJ) 1,772,036 4,498,722
    HERCULES CAPITAL INC - 2000 SHS 20,000 33,180
    HONEYWELL INTL INC - 1000 SHS 105,006 208,510
    HORMEL FOODS CORP - 1500 SHS 67,591 73,215
    INTEL CORP - 1500 SHS 76,946 77,250
    INTL BUSINESS MACHINES CORP - 1800 SHS 269,703 240,588
    JOHNSON & JOHNSON - 1500 SHS 111,873 256,605
    JPMORGAN CHASE & CO - 200 SHS 21,466 31,670
    KEURIG DR PEPPER INC - 1000 SHS 28,697 36,860
    KRAFT HEINZ CO - 4000 SHS 161,645 143,600
    KROGER CO - 1500 SHS 56,825 67,890
    L3HARRIS TECHNOLOGIES INC - 1000 SHS 171,810 213,240
    LENNAR CORP - 700 SHS 41,082 81,312
    LOCKHEED MARTIN CORP - 200 SHS 69,714 71,082
    LOEWS CORP - 1500 SHS 69,991 86,640
    MEDICAL PROPERTIES TRUST - 3500 SHS 71,482 82,705
    MERCK & COMPANY INC NEW - 1000 SHS 75,327 76,640
    META PLATFORMS INC - 200SHS 67,260 67,270
    MICROSOFT CORP - 3500 SHS 100,496 1,177,120
    MODERNA INC - 400 SHS 58,669 101,592
    MONDELEZ INTERNATIONAL - 3000 SHS 116,183 198,930
    MORGAN STANLEY DEP PFD SER C 5/85% - 1000 SHS 26,004 28,200
    NORFOLK SOUTHERN CORP - 1400 SHS 96,666 416,794
    NORTHROP GRUMMAN CORP - 700 SHS 218,626 270,949
    ORACLE CORP - 3000 SHS 119,684 261,630
    PFIZER INC - 3000 SHS 104,138 177,150
    PIMCO DYNAMIC CREDIT - 2046 SHS 55,185 53,012
    PINNACLE WEST CAPITAL - 1500 SHS 116,152 105,885
    PROGRESSIVE CORP OH SER B PFD - 48000 SHS 48,365 49,080
    PRUDENTIAL FINANCIAL INC - 2500 SHS 183,148 270,600
    QUALCOMM INC - 700 SHS 94,818 128,009
    REALTY INCOME CORP - 1000 SHS 65,127 71,590
    SOUTHERN COMPANY - 1500 SHS 62,970 102,870
    STATE STREET CORP DEP SHS REP 1/100TH NONCUML PFD SER F 17,000 17,040
    TARGET CORP - 300 SHS 72,970 69,432
    THERMO FISHER SCIENTIFIC INC - 500 SHS 238,503 333,620
    TJX COS INC - 2000 SHS 53,374 151,840
    TRAVELERS COS INC - 1000 SHS 91,513 156,430
    UNION PACIFIC CORP - 500 SHS 49,517 125,965
    UNITED PARCEL SERVICE INC CL B - 1500 SHS 151,275 321,510
    VANGUARD MMF - 300000 SHS 300,000 300,000
    VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF - 1000 52,206 51,400
    VERIZON COMMUNICATIONS INC - 1500 SHS 82,641 77,940
    VIATRIS INC - 1000 SHS 16,495 13,530
    WALGREENS BOOTS ALLIANCE INC - 1200 SHS 46,274 62,592
    WELLS FARGO & CO - 5500 SHS 193,174 263,890
    WILLIAMS COS INC - 2000 SHS 42,235 52,080

    TY 2021 LegalFeesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY FEES 360 90   270


    TY 2021 OtherAssetsSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARROW DIVERSIFIED ENTERPRISES INC. NOTE RECEIVABLE 8,905,647 8,774,411 8,774,411
    COMPASS BANK HOLDBACK ESCROW RECEIVABLE 499,721 499,721 499,721


    TY 2021 OtherDecreasesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Description Amount
    BROKER BASIS ADJUSTMENTS 2,180


    TY 2021 OtherExpensesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADEI INSURANCE 3,131 3,131   0
    BANK FEES 783 391   392


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 80,457 80,457   0


    TY 2021 TaxesSchedule
    Name:
    THE ROS FOUNDATION
    EIN:
    39-1948463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD AT SOURCE 75 75   0
    REAL ESTATE TAXES 3,160 3,160   0
    FEDERAL ESTIMATED TAX - CURRENT YEAR 45,000 0   0