Nonprofit · EIN 27-0285998
ROSE FLAUM MEMORIAL FOUNDATION
Tax-exempt · LAKE WORTH, FL 33467
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $217,243 | $306,087 | -$88,844 | $1,066,886 | $0 | $1,066,886 |
| December 31, 2024 | 990-PF | $157,429 | $330,065 | -$172,636 | $1,353,782 | $0 | $1,353,782 |
| December 31, 2023 | 990-PF | $1,097,495 | $325,293 | $772,202 | $1,529,612 | $0 | $1,529,612 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,447
- Net gain from sales of assets
- $175,506
- Other income
- $290
Expenses
- Grants and similar amounts paid
- $269,470
- Compensation of officers, directors and key employees
- $9,107
- Disbursements for charitable purposes
- $284,031
- Excise tax on investment income
- $2,737
Balance sheet and other
- Total assets, start of year
- $1,353,782
- Total assets, end of year
- $1,066,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,066,886
- Fair market value of assets
- $1,455,903
- Qualifying distributions
- $284,031
- Net investment income
- $217,243
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY WACHALTER 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 10 | $9,107 |
| SCOTT TARRIFF 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY WACHALTER 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 10 | $9,408 |
| SCOTT TARRIFF 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY WACHALTER 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 10 | $9,274 |
| SCOTT TARRIFF 7773 ROYALE RIVER LANE, LAKE WORTH, FL 33467 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7773 ROYALE RIVER LN, LAKE WORTH, FL 33467-6919
- In care of
- % MECHELE FLAUM
- Signed the 990-PF
- TERRY WACHALTER, TRUSTEE
- Phone
- (212) 697-6900
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | 990-PF 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
- 27-0285998
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,066,886
- Income (IRS master file)
- $395,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $217,243 | $306,087 | $1,066,886 | IRS |
| 990-PF | December 2024 | $157,429 | $330,065 | $1,353,782 | XML |
| 990-PF | December 2023 | $1,097,495 | $325,293 | $1,529,612 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-0285998).
Questions about ROSE FLAUM MEMORIAL FOUNDATION
- What is the EIN of ROSE FLAUM MEMORIAL FOUNDATION?
- The employer identification number (EIN) of ROSE FLAUM MEMORIAL FOUNDATION is 27-0285998.
- Is ROSE FLAUM MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ROSE FLAUM MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE FLAUM MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE FLAUM MEMORIAL 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 ROSE FLAUM MEMORIAL 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 ROSE FLAUM MEMORIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $9,107 (TERRY WACHALTER, TRUSTEE).
- How much revenue does ROSE FLAUM MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $217,243, expenses of $306,087 and total assets of $1,066,886 at year end.
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