Nonprofit · EIN 22-2380072
MILDRED H ROSA CHARITABLE TRUST
Tax-exempt · EATONTOWN, NJ 07724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $79,251 | $205,741 | -$126,490 | $2,299,152 | $0 | $2,299,152 |
| December 31, 2024 | 990 | $109,488 | $46,177 | $63,311 | $2,425,642 | $0 | $2,425,642 |
| December 31, 2023 | 990 | $130,779 | $145,069 | -$14,290 | $2,362,331 | $0 | $2,362,331 |
| December 31, 2022 | 990 | $77,262 | $49,425 | $27,837 | $2,376,621 | $0 | $2,376,621 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $79,251
- Net gain from sales of assets
- -$36,174
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $150,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,736
- Program services (functional)
- $150,000
- Management and general (functional)
- $55,741
Balance sheet and other
- Total assets, start of year
- $2,425,642
- Total assets, end of year
- $2,299,152
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,299,152
- Publicly traded securities
- $2,083,277
- Gross receipts
- $379,952
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1981
- State of legal domicile
- NJ
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M EPSTEIN | PRESIDENT - TREASURER Trustee or director, Officer | 5 | $0 |
| RICHARD EPSTEIN | TRUSTEE Trustee or director | 5 | $0 |
| TESSIE EPSTEIN CLEVY | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M EPSTEIN | PRESIDENT - TREASURER Trustee or director, Officer | 5 | $0 |
| RICHARD EPSTEIN | TRUSTEE Trustee or director | 5 | $0 |
| TESSIE EPSTEIN CLEVY | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M EPSTEIN | PRESIDENT - TREASURER Trustee or director, Officer | 5 | $0 |
| RICHARD EPSTEIN | TRUSTEE Trustee or director | 5 | $0 |
| TESSIE EPSTEIN CLEVY | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M EPSTEIN | PRESIDENT - TREASURER Trustee or director, Officer | 5 | $0 |
| JOHN LLOYD | SECT'Y. - TRUSTEE Trustee or director, Officer | 5 | $0 |
| MARTIN J EPSTEIN | TRUSTEE Trustee or director | 5 | $0 |
| PETER FALVO | TRUSTEE Trustee or director | 5 | $0 |
| RAYMOND MASTERSON MD | TRUSTEE Trustee or director | 5 | $0 |
| TESSIE EPSTEIN CLEVY | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 12 CHRISTOPHER WAY STE 200, EATONTOWN, NJ 07724-3331
- Principal officer (990 for 2025)
- DAVID EPSTEIN, 12 CHRISTOPHER WAY 200, EATONTOWN, NJ 07724
- Signed the 990
- DAVID EPSTEIN, TRUSTEE
- Phone
- (732) 996-6102
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
TO PROVIDE JERSEY SHORE MEDICAL CENTER WITH FUNDS FOR EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS.
Program accomplishments
- JERSEY SHORE MEDICAL CENTER EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS.Expenses $150,000 · grants $150,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2380072
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,299,152
- Income (IRS master file)
- $379,952
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $79,251 | $205,741 | $2,299,152 | XML |
| 990 | December 2024 | $109,488 | $46,177 | $2,425,642 | XML |
| 990 | December 2023 | $130,779 | $145,069 | $2,362,331 | XML |
| 990 | December 2022 | $77,262 | $49,425 | $2,376,621 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 22-2380072).
Questions about MILDRED H ROSA CHARITABLE TRUST
- What is the EIN of MILDRED H ROSA CHARITABLE TRUST?
- The employer identification number (EIN) of MILDRED H ROSA CHARITABLE TRUST is 22-2380072.
- Is MILDRED H ROSA CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MILDRED H ROSA CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MILDRED H ROSA CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILDRED H ROSA CHARITABLE TRUST 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 MILDRED H ROSA CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MILDRED H ROSA CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names DAVID EPSTEIN.
- Who are the officers and directors of MILDRED H ROSA CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MILDRED H ROSA CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $79,251, expenses of $205,741 and total assets of $2,299,152 at year end.
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