Nonprofit · EIN 13-6997530
ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92
Tax-exempt · OLD GREENWICH, CT 06870
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $115,642 | $210,777 | -$95,135 | $165,742 | $0 | $165,742 |
| December 31, 2023 | 990-PF | $409,877 | $361,128 | $48,749 | $260,877 | $0 | $260,877 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,776
- Dividends
- $5,544
- Net gain from sales of assets
- $105,322
Expenses
- Grants and similar amounts paid
- $192,026
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $197,234
- Excise tax on investment income
- $2,524
Balance sheet and other
- Total assets, start of year
- $260,877
- Total assets, end of year
- $165,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $165,742
- Fair market value of assets
- $449,302
- Qualifying distributions
- $197,234
- Net investment income
- $181,955
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 |
|---|---|---|---|
| ROBERT L ROSEN 41 SHORE ROAD, OLD GREENWICH, CT 06870 | TRUSTEE | 1 | $0 |
| DALE A ROSEN 41 SHORE ROAD, OLD GREENWICH, CT 06870 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L ROSEN 41 SHORE ROAD, OLD GREENWICH, CT 06870 | TRUSTEE | 1 | $0 |
| DALE A ROSEN 41 SHORE ROAD, OLD GREENWICH, CT 06870 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 41 SHORE RD, OLD GREENWICH, CT 06870-1814
- Signed the 990-PF
- ROBERT L ROSEN, TRUSTEE
- Phone
- (203) 625-3162
- Return prepared by
- CITRIN COOPERMAN 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
- 13-6997530
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $165,742
- Income (IRS master file)
- $198,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $115,642 | $210,777 | $165,742 | IRS |
| 990-PF | December 2023 | $409,877 | $361,128 | $260,877 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-6997530).
Questions about ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92
- What is the EIN of ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92?
- The employer identification number (EIN) of ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 is 13-6997530.
- Is ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 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 ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 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 ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND DALE ROSEN CHARITABLE FOUNDATION TR UA 08-05-92 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $115,642, expenses of $210,777 and total assets of $165,742 at year end.
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