Skip to main content

Nonprofit · EIN 06-1483231

ROBERT R ROSENHEIM FOUNDATION INC

Tax-exempt · BRISTOL, CT 06011

Financials

$1M$1.8M2023$1.8M$3.5M2024$10M$1.9M2025
Revenue Expenses · by fiscal year end
Financials of ROBERT R ROSENHEIM FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,987,816$1,946,773$8,041,043$35,016,521$872$35,015,649
December 31, 2024990-PF$1,813,542$3,464,418-$1,650,876$26,987,511$114$26,987,397
December 31, 2023990-PF$1,011,216$1,799,863-$788,647$28,676,301$129$28,676,172
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,053,901
Interest
$381
Net gain from sales of assets
$8,933,534

Expenses

Grants and similar amounts paid
$1,683,088
Salaries, compensation and benefits (total)
$23,500
Disbursements for charitable purposes
$1,683,088
Excise tax on investment income
$135,712

Balance sheet and other

Total assets, start of year
$26,987,511
Total assets, end of year
$35,016,521
Total liabilities, end of year
$872
Net assets, end of year
$35,015,649
Fair market value of assets
$47,370,724
Qualifying distributions
$1,683,088
Net investment income
$9,987,816

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL J SAMARTINO
PO BOX 273, BRISTOL, CT 06010
PRESIDENT/TR0$0
MICHAEL ADAMS
PO BOX 273, BRISTOL, CT 06010
VICE PRESIDE0$0
DIANE LIBBY
PO BOX 273, BRISTOL, CT 06010
SECRETARY0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL J SAMARTINO
PO BOX 273, BRISTOL, CT 06010
PRESIDENT/TR0$0
MICHAEL ADAMS
PO BOX 273, BRISTOL, CT 06010
VICE PRESIDE0$0
DIANE LIBBY
PO BOX 273, BRISTOL, CT 06010
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL J SAMARTINO
PO BOX 273, BRISTOL, CT 06010
PRESIDENT/TR0$0
MICHAEL ADAMS
PO BOX 273, BRISTOL, CT 06010
VICE PRESIDE0$0
DIANE LIBBY
PO BOX 273, BRISTOL, CT 06010
SECRETARY0$0

Address and contacts

Address (IRS master file)
PO BOX 273, BRISTOL, CT 06011-0273
In care of
% ROBERT R ROSENHEIM
Signed the 990-PF
MICHAEL J SAMARTINO, PRESIDENT/TREASURER
Phone
(860) 583-8675
Return prepared by
ADAMS SAMARTINO & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1483231
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,016,521
Income (IRS master file)
$21,641,648

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,987,816$1,946,773$35,016,521XML
990-PFDecember 2024$1,813,542$3,464,418$26,987,511XML
990-PFDecember 2023$1,011,216$1,799,863$28,676,301XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1483231).

Questions about ROBERT R ROSENHEIM FOUNDATION INC

What is the EIN of ROBERT R ROSENHEIM FOUNDATION INC?
The employer identification number (EIN) of ROBERT R ROSENHEIM FOUNDATION INC is 06-1483231.
Is ROBERT R ROSENHEIM FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ROBERT R ROSENHEIM FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT R ROSENHEIM FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT R ROSENHEIM FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT R ROSENHEIM FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT R ROSENHEIM FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT R ROSENHEIM FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,987,816, expenses of $1,946,773 and total assets of $35,016,521 at year end.

Other nonprofits in BRISTOL

All nonprofits in BRISTOL · Connecticut · Philanthropy, voluntarism and grantmaking foundations