Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-6328096

DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001

Also known as ROSE LEONARD TTEE

Tax-exempt · SALEM, IL 62881

Financials

$44K$115K2023$529K$113K2024$52K$122K2025
Revenue Expenses · by fiscal year end
Financials of DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$52,419$122,117-$69,698$1,121,740$446,000$675,740
December 31, 2024990-PF$529,237$112,507$416,730$1,004,410$0$1,004,410
December 31, 2023990-PF$43,792$115,295-$71,503$538,738$361,000$177,738
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,786
Interest
$1,490
Net rental income
$42,666

Expenses

Grants and similar amounts paid
$80,690
Compensation of officers, directors and key employees
$30,420
Disbursements for charitable purposes
$104,155

Balance sheet and other

Total assets, start of year
$1,004,410
Total assets, end of year
$1,121,740
Total liabilities, end of year
$446,000
Net assets, end of year
$675,740
Fair market value of assets
$2,347,053
Qualifying distributions
$104,155

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.

NameTitleHours / weekCompensation
LEONARD ROSE
1630 N BROADWAY, SALEM, IL 62881
TRUSTEE10$30,420
TERESA GOATEY
1630 N BROADWAY, SALEM, IL 62881
TREASURER4$0
SUE ROSE
1630 N BROADWAY, SALEM, IL 62881
SUCCESSOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LEONARD ROSE
1630 N BROADWAY, SALEM, IL 62881
TRUSTEE10$28,440
TERESA GOATEY
1630 N BROADWAY, SALEM, IL 62881
TREASURER4$0
SUE ROSE
1630 N BROADWAY, SALEM, IL 62881
SUCCESSOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LEONARD ROSE
1630 N BROADWAY, SALEM, IL 62881
TRUSTEE10$28,440
TERESA GOATEY
1630 N BROADWAY, SALEM, IL 62881
TREASURER4$0
SUE ELLEN ROSE
1630 NORTH BROADWAY, SALEM, IL 62881
SUCCESSOR1$0

Address and contacts

Address (IRS master file)
PO BOX 640, SALEM, IL 62881-0640
Signed the 990-PF
LEONARD ROSE, TRUSTEE
Phone
(618) 548-5000
Return prepared by
SALEM TAX SERVICE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-6328096
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,121,740
Income (IRS master file)
$52,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$52,419$122,117$1,121,740IRS
990-PFDecember 2024$529,237$112,507$1,004,410IRS
990-PFDecember 2023$43,792$115,295$538,738XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 33-6328096).

Questions about DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001

What is the EIN of DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001?
The employer identification number (EIN) of DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 is 33-6328096.
Is DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 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 DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 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 DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $30,420 (LEONARD ROSE, TRUSTEE).
How much revenue does DOROTHY RATERMANN CHARITABLE REMAINDER UNITRUST 04182001 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,419, expenses of $122,117 and total assets of $1,121,740 at year end.

Other nonprofits in SALEM

All nonprofits in SALEM · Illinois · Philanthropy, voluntarism and grantmaking foundations