Nonprofit · EIN 32-6021387
MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION
Also known as ROSENBERG ANN TTEE
Tax-exempt · DALLAS, TX 75230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $33,398 | $88,321 | -$54,923 | $1,177,920 | $0 | $1,177,920 |
| June 30, 2024 | 990 | $246,409 | $36,656 | $209,753 | $1,138,729 | $0 | $1,138,729 |
| June 30, 2023 | 990 | $29,469 | $46,933 | -$17,464 | $998,652 | $0 | $998,652 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $33,398
- Net gain from sales of assets
- $4,050
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $85,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $88,321
Balance sheet and other
- Total assets, start of year
- $1,138,729
- Total assets, end of year
- $1,177,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,177,920
- Publicly traded securities
- $1,177,920
- Net assets without donor restrictions
- $1,177,920
- Gross receipts
- $89,011
- Employees
- 0
- State of legal domicile
- TX
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW BERKE | TRUSTEE Trustee or director | – | $0 |
| JEFFREY FINE | TRUSTEE Trustee or director | – | $0 |
| LIZZY GREIF | TRUSTEE Trustee or director | – | $0 |
| RICHARD ROHAN | TRUSTEE Trustee or director | – | $0 |
| ANN ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| STEVE ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| MICHAEL ZUCKER | TRUSTEE Trustee or director | – | $0 |
| MARTIN APPELL | VP FINANCE Officer | – | $0 |
| SHARON LIPINSKY | PRESIDENT Officer | – | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW BERKE | TRUSTEE Trustee or director | – | $0 |
| JEFFREY FINE | TRUSTEE Trustee or director | – | $0 |
| LIZZY GREIF | TRUSTEE Trustee or director | – | $0 |
| RICHARD ROHAN | TRUSTEE Trustee or director | – | $0 |
| ANN ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| STEVE ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| MICHAEL ZUCKER | TRUSTEE Trustee or director | – | $0 |
| JAMES DAVIS | PRESIDENT Officer | – | $0 |
| SHELLEY WEISS | VP FINANCE Officer | – | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW BERKE | TRUSTEE Trustee or director | – | $0 |
| JEFFREY FINE | TRUSTEE Trustee or director | – | $0 |
| LIZZY GREIF | TRUSTEE Trustee or director | – | $0 |
| RICHARD ROHAN | TRUSTEE Trustee or director | – | $0 |
| ANN ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| STEVE ROSENBERG | TRUSTEE Trustee or director | – | $0 |
| MICHAEL ZUCKER | TRUSTEE Trustee or director | – | $0 |
| JAMES DAVIS | PRESIDENT Officer | – | $0 |
| SHELLEY WEISS | VP FINANCE Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 6131 CHURCHILL WAY, DALLAS, TX 75230-1803
- In care of
- % SPR
- Principal officer (990 for 2024)
- ANN ROSENBERG, 6131 CHURCHILL WAY, DALLAS, TX 75230
- Signed the 990
- RICHARD ROHAN, TRUSTEE
- Phone
- (214) 939-5567
- Return prepared by
- PAUL WILLINGHAM CPA LLC
Mission
FINANCIAL SUPPORT OF A SYNAGOGUE
Program accomplishments
- THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230
- THE PURPOSE OF THE ORGANIZATION IS TO CONTRIBUTE FINANCIAL SUPPORT TO ITS SOLE BENEFICIARY, CONGREGATION SHAARE TEFILLA, 6131 CHURCHILL WAY, DALLAS, TX 75230Expenses $88,321 · grants $85,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 32-6021387
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,177,920
- Income (IRS master file)
- $89,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $33,398 | $88,321 | $1,177,920 | IRS |
| 990 | June 2024 | $246,409 | $36,656 | $1,138,729 | IRS |
| 990 | June 2023 | $29,469 | $46,933 | $998,652 | XML |
| 990 | June 2022 | $21,593 | $47,735 | $929,791 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 32-6021387).
Questions about MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION
- What is the EIN of MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION?
- The employer identification number (EIN) of MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION is 32-6021387.
- Is MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION 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 MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION?
- The 990 for the year ended June 30, 2025 names ANN ROSENBERG.
- Who are the officers and directors of MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MARGOT ROSENBERG PULITZER ENDOWMENT FUND OF CONGREGATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $33,398, expenses of $88,321 and total assets of $1,177,920 at year end.
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