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Nonprofit · EIN 20-4986493

ROSE FUND

Tax-exempt · NEWTOWN, PA 18940

Financials

$44K$43K2024
Revenue Expenses · by fiscal year end
Financials of ROSE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$43,536$43,211$325$222,030$0$222,030
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$33,375
Investment income
$10,161

Expenses

Grants and similar amounts paid
$40,700
Compensation of officers, directors and key employees
$0
Other expenses
$2,511
Program services (functional)
$40,700

Balance sheet and other

Total assets, start of year
$221,705
Total assets, end of year
$222,030
Total liabilities, end of year
$0
Net assets, end of year
$222,030
Cash, savings and investments
$219,824
Gross receipts
$43,536

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PAUL ROCKELMANNDIRECTOR-PRESIDENT0.25$0
DON MOROSKIDIRECTOR-TREASURER0.25$0
JENNIFER KUPKADIRECTOR - SECRETARY0.25$0
AMY ATCHISONDIRECTOR0.25$0
KIM BEERSDIRECTOR0.25$0
MARYFRANCES BONNERDIRECTOR0.25$0
JOSH BRITTONDIRECTOR0.25$0
DEBRA BAYERSDIRECTOR0.25$0
JANE MEYERSDIRECTOR (AS OF 3/29/24)0.25$0
CHRISTOPHER TOBIACHIEF FINANCIAL OFFICER0.25$0

Address and contacts

Address (IRS master file)
29 FRIENDS LN, NEWTOWN, PA 18940-1803
In care of
% PAUL ROCKELMANN
Mailing address (990-N for 2019)
29 FRIENDS LANE, NEWTOWN PA 18940
Principal officer (990-N for 2019)
CHRIS TOBIA, 29 FRIENDS LANE, NEWTOWN PA 18940
Signed the 990-EZ
CHRISTOPHER TOBIA, CHIEF FINANCIAL OFFICER
Phone
(215) 867-1805
Return prepared by
RSM US LLP

Mission

THE PRIMARY PURPOSE IS TO PROVIDE FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE ECONOMIC HARDSHIP OF A CATASTROPHIC LIFE EVENT.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • PROVIDE FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE HARDSHIP OF A CATASTROPHIC LIFE EVENT.
    Expenses $40,700 · grants $40,700

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
20-4986493
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$222,030
Income (IRS master file)
$43,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$43,536$43,211$222,030XML
990-EZDecember 2023$44,515$36,642$221,705IRS
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990-N for 2019
Officer: CHRIS TOBIA
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ROSE FUND

What is the EIN of ROSE FUND?
The employer identification number (EIN) of ROSE FUND is 20-4986493.
Is ROSE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ROSE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROSE FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ROSE FUND 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 ROSE FUND last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who is the principal officer of ROSE FUND?
The 990-N for 2019 names CHRIS TOBIA.
Who are the officers and directors of ROSE FUND?
The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does ROSE FUND have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $43,536, expenses of $43,211 and total assets of $222,030 at year end.

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