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

Nonprofit · EIN 20-1072057

ROSEN FOUNDATION

Tax-exempt · WHITE HALL, AR 71602

Financials

$16K$38K2023$17K$50K2024$73K$45K2025
Revenue Expenses · by fiscal year end
Financials of ROSEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$73,497$44,946$28,551$428,058$0$428,058
December 31, 2024990-PF$16,800$49,854-$33,054$399,331$0$399,331
December 31, 2023990-PF$16,236$38,484-$22,248$432,389$0$432,389
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,005
Interest
$3,491
Net gain from sales of assets
$56,001

Expenses

Grants and similar amounts paid
$35,728
Disbursements for charitable purposes
$36,641
Excise tax on investment income
$906

Balance sheet and other

Total assets, start of year
$399,331
Total assets, end of year
$428,058
Total liabilities, end of year
$0
Net assets, end of year
$428,058
Fair market value of assets
$765,131
Qualifying distributions
$36,641
Net investment income
$73,497

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
CLARENCE PERKINS
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
BILL RUBENSTEIN
PO BOX 7878, PINE BLUFF, AR 716117878
COMMITTEE MEMBER1$0
ROBERT ROSEN
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
RICHARD METCALF
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CLARENCE PERKINS
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
BILL RUBENSTEIN
PO BOX 7878, PINE BLUFF, AR 716117878
COMMITTEE MEMBER1$0
ROBERT ROSEN
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
RICHARD METCALF
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CLARENCE PERKINS
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
BILL RUBENSTEIN
PO BOX 7878, PINE BLUFF, AR 716117878
COMMITTEE MEMBER1$0
ROBERT ROSEN
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER1$0
RICHARD METCALF
PO BOX 7878, PINE BLUFF, AR 716117878
COMITTEE MEMBER0$0

Address and contacts

Address (IRS master file)
8500 SHERIDAN RD, WHITE HALL, AR 71602-3273
In care of
% RELYANCE BANK
Signed the 990-PF
Janice Acosta, Trustee
Phone
(870) 540-1234
Return prepared by
Forvis Mazars LLP

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
20-1072057
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$428,058
Income (IRS master file)
$110,496

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$73,497$44,946$428,058IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$16,800$49,854$399,331XML
990-TDecember 2024–––IRS
990-PFDecember 2023$16,236$38,484$432,389XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 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 20-1072057).

Questions about ROSEN FOUNDATION

What is the EIN of ROSEN FOUNDATION?
The employer identification number (EIN) of ROSEN FOUNDATION is 20-1072057.
Is ROSEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to ROSEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROSEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROSEN FOUNDATION 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 ROSEN FOUNDATION 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 ROSEN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROSEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,497, expenses of $44,946 and total assets of $428,058 at year end.

Other nonprofits in WHITE HALL

All nonprofits in WHITE HALL · Arkansas · Philanthropy, voluntarism and grantmaking foundations