Nonprofit · EIN 22-6650146
ROCKWOOD TR
Tax-exempt · ATLANTA, GA 30327
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $49,327 | $67,898 | -$18,571 | $339,955 | $0 | $339,955 |
| December 31, 2023 | 990-PF | $52,461 | $56,745 | -$4,284 | $358,526 | $0 | $358,526 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,565
- Interest
- $10,053
- Net gain from sales of assets
- $37,709
Expenses
- Grants and similar amounts paid
- $23,500
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $30,125
- Excise tax on investment income
- $441
Balance sheet and other
- Total assets, start of year
- $358,526
- Total assets, end of year
- $339,955
- Total liabilities, end of year
- $0
- Net assets, end of year
- $339,955
- Fair market value of assets
- $531,427
- Qualifying distributions
- $30,125
- Net investment income
- $39,506
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 |
|---|---|---|---|
| GREGORY LEE 5 CEDAR REEF ISLAND, UNIT D201, ST HELENA ISLAND, SC 29920 | TRUSTEE | 1 | $5,000 |
| BRUCE L LEE 141 GROVE COURT, ASPEN, CO 81611 | TRUSTEE | 1 | $5,000 |
| DUCINEA HARRISON LEE 30842 IZAAK WALTON, EUGENE, OR 97405 | TRUSTEE | 1 | $5,000 |
| NICHOLAS LEE-WUNDERLICH 30842 IZAAK WALTON ROAD, EUGENE, OR 97405 | TRUSTEE | 1 | $5,000 |
| PAUL LANDON 617 WOODWARD WAY NW, ATLANTA, GA 30327 | TRUSTEE | 1 | $5,000 |
| STUART H LEE 1905 BYRNES ROAD, NORTH AUGUSTA, SC 29841 | TRUSTEE | 1 | $5,000 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY LEE 5 CEDAR REEF ISLAND, UNIT D201, ST HELENA ISLAND, SC 29920 | TRUSTEE | 2 | $4,000 |
| BRUCE L LEE 141 GROVE COURT, ASPEN, CO 81611 | TRUSTEE | 2 | $4,000 |
| DUCINEA HARRISON LEE 30842 IZAAK WALTON, EUGENE, OR 97405 | TRUSTEE | 2 | $4,000 |
| NICHOLAS LEE-WUNDERLICH 30842 IZAAK WALTON ROAD, EUGENE, OR 97405 | TRUSTEE | 2 | $4,000 |
| PAUL LANDON 617 WOODWARD WAY NW, ATLANTA, GA 30327 | TRUSTEE | 2 | $4,000 |
| STUART H LEE 1905 BYRNES ROAD, NORTH AUGUSTA, SC 29841 | TRUSTEE | 2 | $4,000 |
Address and contacts
- Address (IRS master file)
- 617 WOODWARD WAY NW, ATLANTA, GA 30327-1252
- In care of
- % MARTIN G MARGOLOS
- Signed the 990-PF
- PAUL LANDON, TRUSTEE
- Phone
- (706) 733-5449
- Return prepared by
- HARKRIDER DEMYAN & RODWELL 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
- 22-6650146
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $339,955
- Income (IRS master file)
- $107,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $49,327 | $67,898 | $339,955 | IRS |
| 990-PF | December 2023 | $52,461 | $56,745 | $358,526 | 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 22-6650146).
Questions about ROCKWOOD TR
- What is the EIN of ROCKWOOD TR?
- The employer identification number (EIN) of ROCKWOOD TR is 22-6650146.
- Is ROCKWOOD TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROCKWOOD TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKWOOD TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKWOOD TR 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 ROCKWOOD TR 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 ROCKWOOD TR?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $5,000 (GREGORY LEE, TRUSTEE).
- How much revenue does ROCKWOOD TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $49,327, expenses of $67,898 and total assets of $339,955 at year end.
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