Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-6110184

GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC

Tax-exempt · PT REYES STA, CA 94956

Financials

$3K$4K2023−$2K$4K2024$2K$5K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,385$5,431-$3,046$59,806$176$59,630
December 31, 2024990-PF-$2,047$3,735-$5,782$62,851$175$62,676
December 31, 2023990-PF$2,917$3,617-$700$68,633$175$68,458
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$765
Interest
$32
Net gain from sales of assets
$1,588

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,452
Excise tax on investment income
$20

Balance sheet and other

Total assets, start of year
$62,851
Total assets, end of year
$59,806
Total liabilities, end of year
$176
Net assets, end of year
$59,630
Fair market value of assets
$113,110
Qualifying distributions
$4,452
Net investment income
$2,385

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
JAMES BLOOM
PO BOX 821, POINT REYES STATION, CA 94956
PRESIDENT1$0
JOAN FREDERICK
229 MADISON RD, SCARSDALE, NY 10583
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JAMES BLOOM
PO BOX 821, POINT REYES STATION, CA 94956
PRESIDENT1$0
JOAN FREDERICK
229 MADISON RD, SCARSDALE, NY 10583
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAMES BLOOM
PO BOX 821, POINT REYES STATION, CA 94956
PRESIDENT1$0
JOAN FREDERICK
229 MADISON RD, SCARSDALE, NY 10583
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 821, PT REYES STA, CA 94956-0821
In care of
% JAMES BLOOM
Signed the 990-PF
JAMES BLOOM, PRESIDENT
Phone
(510) 334-0662
Return prepared by
LIPSKY GOODKIN & CO PC

California records

California keeps its own records of charities and corporations. Search them by EIN 13-6110184 or by the name GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
13-6110184
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
1947
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$59,806
Income (IRS master file)
$14,651

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,385$5,431$59,806IRS
990-PFDecember 2024-$2,047$3,735$62,851XML
990-PFDecember 2023$2,917$3,617$68,633XML
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 13-6110184).

Questions about GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC

What is the EIN of GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC?
The employer identification number (EIN) of GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC is 13-6110184.
Is GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE ROSENBERG & ANN ROSENBERG 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 GEORGE ROSENBERG & ANN ROSENBERG 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 GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GEORGE ROSENBERG & ANN ROSENBERG FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,385, expenses of $5,431 and total assets of $59,806 at year end.

Other nonprofits in PT REYES STA

All nonprofits in PT REYES STA · California