Skip to main content

Nonprofit · EIN 13-6165466

BILLY ROSE FOUNDATION INC

Tax-exempt · ROCKVILLE CTR, NY 11571

Financials

$266K$1M2023$657K$990K2024$521K$981K2025
Revenue Expenses · by fiscal year end
Financials of BILLY ROSE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$521,071$980,562-$459,491$9,570,853$0$9,570,853
December 31, 2024990-PF$657,224$989,959-$332,735$8,658,235$0$8,658,235
December 31, 2023990-PF$265,831$1,000,073-$734,242$8,568,763$0$8,568,763
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Interest
$132,166
Net gain from sales of assets
$300,209
Other income
$88,696

Expenses

Grants and similar amounts paid
$800,000
Compensation of officers, directors and key employees
$100,000
Disbursements for charitable purposes
$902,383
Excise tax on investment income
$55,437

Balance sheet and other

Total assets, start of year
$8,658,235
Total assets, end of year
$9,570,853
Total liabilities, end of year
$0
Net assets, end of year
$9,570,853
Fair market value of assets
$9,570,853
Qualifying distributions
$902,383
Net investment income
$4,075,220

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
KATHLEEN A FISK
PO BOX 688, ROCKVILLE CENTRE, NY 11570
SECRETARY & Asst. Treasurer35$50,000
JOHN WOHLSTETTER
PO BOX 688, ROCKVILLE CENTRE, NY 11570
VICE CHAIRMAN1$10,000
JAMES MCNASBY
PO BOX 688, ROCKVILLE CENTRE, NY 11570
CHAIRMAN1$10,000
GREGORY LITTLE
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Treasurer1$10,000
Thomas Walsh
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000
Sylvie Cherry
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
KATHLEEN A FISK
PO BOX 688, ROCKVILLE CENTRE, NY 11570
SECRETARY & Asst. Treasurer35$50,000
JOHN WOHLSTETTER
PO BOX 688, ROCKVILLE CENTRE, NY 11570
VICE CHAIRMAN1$10,000
JAMES MC NASBY
PO BOX 688, ROCKVILLE CENTRE, NY 11570
CHAIRMAN1$10,000
GREGORY LITTLE
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Treasurer1$10,000
Thomas Walsh
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000
Sylvie Cherry
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
KATHLEEN A FISK
PO BOX 688, ROCKVILLE CENTRE, NY 11570
ASST. SECRETARY35$50,000
JOHN WOHLSTETTER
PO BOX 688, ROCKVILLE CENTRE, NY 11570
VICE CHAIRMAN1$10,000
JAMES MC NASBY
PO BOX 688, ROCKVILLE CENTRE, NY 11570
CHAIRMAN1$10,000
GREGORY LITTLE
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Treasurer1$10,000
Thomas Walsh
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000
Sylvie Cherry
PO BOX 688, ROCKVILLE CENTRE, NY 11570
Director1$10,000

Address and contacts

Address (IRS master file)
PO BOX 688, ROCKVILLE CTR, NY 11571-0688
In care of
% BILLY ROSE FOUNDATION INC
Signed the 990-PF
James McNasby, Chairman
Phone
(516) 442-5413
Return prepared by
WITHUMSMITHBROWN 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
13-6165466
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
1961
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,570,853
Income (IRS master file)
$3,130,202

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$521,071$980,562$9,570,853IRS
990-PFDecember 2024$657,224$989,959$8,658,235IRS
990-PFDecember 2023$265,831$1,000,073$8,568,763XML
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 13-6165466).

Questions about BILLY ROSE FOUNDATION INC

What is the EIN of BILLY ROSE FOUNDATION INC?
The employer identification number (EIN) of BILLY ROSE FOUNDATION INC is 13-6165466.
Is BILLY ROSE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to BILLY ROSE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BILLY ROSE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BILLY ROSE 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 BILLY ROSE 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 BILLY ROSE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $50,000 (KATHLEEN A FISK, SECRETARY & Asst. Treasurer).
How much revenue does BILLY ROSE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $521,071, expenses of $980,562 and total assets of $9,570,853 at year end.

Other nonprofits in ROCKVILLE CTR

All nonprofits in ROCKVILLE CTR · New York