Nonprofit · EIN 13-6158412
JOSEPH ROSEN FOUNDATION INC
Tax-exempt · NEW YORK, NY 10021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,871,471 | $4,289,910 | -$1,418,439 | $18,065,037 | $2,164,250 | $15,900,787 |
| December 31, 2023 | 990-PF | $2,571,274 | $3,149,204 | -$577,930 | $20,062,970 | $2,654,562 | $17,408,408 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $437,468
- Net rental income
- -$356,781
- Net gain from sales of assets
- $808,986
- Other income
- $434,822
Expenses
- Grants and similar amounts paid
- $2,020,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $192,145
- Disbursements for charitable purposes
- $2,182,651
- Excise tax on investment income
- $8,256
Balance sheet and other
- Total assets, start of year
- $20,062,970
- Total assets, end of year
- $18,065,037
- Total liabilities, end of year
- $2,164,250
- Net assets, end of year
- $15,900,787
- Fair market value of assets
- $42,625,631
- Qualifying distributions
- $2,182,651
- Net investment income
- $2,503,103
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN P ROSEN 40 E 69TH STREET, NEW YORK, NY 10021 | PRESIDENT/SECRETARY/TREASURER/TREASURE | 10 | $0 |
| JEANNETTE ROSEN 40 E 69TH STREET, NEW YORK, NY 10021 | VICE PRESIDENT/TREASURER | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN P ROSEN 40 E 69TH STREET, NEW YORK, NY 10021 | PRESIDENT/SECRETARY | 10 | $0 |
| JEANNETTE D ROSEN 40 E 69TH STREET, NEW YORK, NY 10021 | VICE PRESIDENT/TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 334, NEW YORK, NY 10021-0009
- Signed the 990-PF
- DAVID J KOEPPEL, AUTHORIZED SIGNATORY
- Phone
- (212) 249-1550
- Return prepared by
- CBIZ ADVISORS LLC
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 | Not 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
- 13-6158412
- 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
- 1949
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,065,037
- Income (IRS master file)
- $3,528,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,871,471 | $4,289,910 | $18,065,037 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,571,274 | $3,149,204 | $20,062,970 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 13-6158412).
Questions about JOSEPH ROSEN FOUNDATION INC
- What is the EIN of JOSEPH ROSEN FOUNDATION INC?
- The employer identification number (EIN) of JOSEPH ROSEN FOUNDATION INC is 13-6158412.
- Is JOSEPH ROSEN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to JOSEPH ROSEN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH ROSEN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH ROSEN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH ROSEN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOSEPH ROSEN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPH ROSEN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,871,471, expenses of $4,289,910 and total assets of $18,065,037 at year end.
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