Nonprofit · EIN 11-6466204
SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097
Also known as ROTTENSTEIN SAMUEL & ANNA TTEE
Tax-exempt · MIAMI BEACH, FL 33154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,000 | $130,170 | -$30,170 | $11,936 | $0 | $11,936 |
| December 31, 2024 | 990-PF | $100,000 | $72,835 | $27,165 | $42,106 | $0 | $42,106 |
| December 31, 2023 | 990-PF | $100,000 | $118,380 | -$18,380 | $14,941 | $0 | $14,941 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
Expenses
- Grants and similar amounts paid
- $129,295
- Disbursements for charitable purposes
- $129,295
Balance sheet and other
- Total assets, start of year
- $42,106
- Total assets, end of year
- $11,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,936
- Fair market value of assets
- $11,936
- Qualifying distributions
- $129,295
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
| ANNA ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
| ANNA ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
| ANNA ROTTENSTEIN 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154 | TRUSTEE | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 9455 COLLINS AVENUE, MIAMI BEACH, FL 33154-2670
- Signed the 990-PF
- SAMUEL ROTTENSTEIN, TRUSTEE
- Phone
- (718) 854-1100
- Return prepared by
- ALAN S DIAMOND
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-6466204
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $11,936
- Income (IRS master file)
- $100,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,000 | $130,170 | $11,936 | IRS |
| 990-PF | December 2024 | $100,000 | $72,835 | $42,106 | IRS |
| 990-PF | December 2023 | $100,000 | $118,380 | $14,941 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 11-6466204).
Questions about SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097
- What is the EIN of SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097?
- The employer identification number (EIN) of SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 is 11-6466204.
- Is SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 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 SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 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 SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SAMUEL & ANNA ROTTENSTEIN CHARITABLE TR UA 053097 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,000, expenses of $130,170 and total assets of $11,936 at year end.
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