Nonprofit · EIN 27-0479896
ROSSMOOR FUND
Tax-exempt · WALNUT CREEK, CA 94595
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,598,289 | $473,959 | $1,124,330 | $2,139,403 | $5,252 | $2,134,151 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,396,443
- Program service revenue
- $0
- Investment income
- $201,846
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $420,978
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $420,978
- Management and general (functional)
- $29,965
- Fundraising (functional)
- $23,016
Balance sheet and other
- Total assets, start of year
- $1,012,221
- Total assets, end of year
- $2,139,403
- Total liabilities, end of year
- $5,252
- Net assets, end of year
- $2,134,151
- Publicly traded securities
- $2,049,388
- Net assets without donor restrictions
- $2,134,151
- Gross receipts
- $1,598,289
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- CA
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 |
|---|---|---|---|
| Wendy Dorband | Director Trustee or director | 3 | $0 |
| Lorraine Gousman | Director Trustee or director | 3 | $0 |
| Christine Kearney | Director Trustee or director | 3 | $0 |
| Elaine Thompson | Director Trustee or director | 3 | $0 |
| Richard Davis | Director Trustee or director | 3 | $0 |
| Jennifer Mu | Publicity Director Trustee or director | 3 | $0 |
| Claire LeVine Wolfe | President Officer | 3 | $0 |
| Andrea Szentirmai | Secretary Officer | 3 | $0 |
| Donna Reynolds | Vice President Officer | 3 | $0 |
| Irene McKillop | Treasurer Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2070, WALNUT CREEK, CA 94595-0070
- In care of
- % CLAIRE LEVINE WOLFE PRESIDENT
- Principal officer (990 for 2025)
- Claire Levine Wolfe President, PO Box 2070, Walnut Creek, CA 94595
- Signed the 990
- Irene McKillop, Treasurer
- Phone
- (510) 872-0503
Mission
To assist Rossmoor Residents in financial need. Develop and fund charitable and education programs for the Rossmoor Community Residents.
Program accomplishments
- Provides free meals seven days a week to those who cannot get out to purchase food for their own needs. Also provide meals for those who meet the financial need.Expenses $167,120 · grants $167,120
- Grants provided for: Dental Medical Hearing Vision Home Repair and Maintenance Educational Seminars expensesExpenses $144,471 · grants $144,471
- Provide grocery gift cards once a quarter to grant recipients.Expenses $58,105 · grants $58,105
- Provides periodic and temporary relief for a Rossmoor resident who serves as the primary caretaker for another Rossmoor resident.Expenses $40,000 · grants $40,000
- Medical alert systems are senior safety devices that offer emergency help with the click of a button as in the case of a fall or medical emergency.Expenses $11,282 · grants $11,282
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
- 27-0479896
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P60)
- Assets (IRS master file)
- $2,139,403
- Income (IRS master file)
- $1,598,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $248,077 | $200,681 | $867,194 | IRS |
| 990 | December 2022 | $281,120 | $157,480 | $778,723 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
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 ROSSMOOR FUND
- What is the EIN of ROSSMOOR FUND?
- The employer identification number (EIN) of ROSSMOOR FUND is 27-0479896.
- Is ROSSMOOR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ROSSMOOR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROSSMOOR FUND 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 ROSSMOOR FUND 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 ROSSMOOR FUND 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 ROSSMOOR FUND?
- The 990 for the year ended December 31, 2025 names Claire Levine Wolfe President.
- Who are the officers and directors of ROSSMOOR FUND?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROSSMOOR FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,598,289, expenses of $473,959 and total assets of $2,139,403 at year end.
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All nonprofits in WALNUT CREEK · California · Human services