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Nonprofit · EIN 34-1788999

SOLLIE ROSEN MEMORIAL FOUNDATION

Tax-exempt · CHAGRIN FALLS, OH 44022

Financials

$7K$29K2023$42K$32K2024$12K$37K2025
Revenue Expenses · by fiscal year end
Financials of SOLLIE ROSEN MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,190$36,919-$24,729$434,237$0$434,237
December 31, 2024990-PF$42,288$31,877$10,411$458,966$0$458,966
December 31, 2023990-PF$7,348$28,812-$21,464$448,555$0$448,555
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,900
Dividends
$7,290

Expenses

Grants and similar amounts paid
$35,600
Disbursements for charitable purposes
$35,600
Excise tax on investment income
$91

Balance sheet and other

Total assets, start of year
$458,966
Total assets, end of year
$434,237
Total liabilities, end of year
$0
Net assets, end of year
$434,237
Fair market value of assets
$878,532
Qualifying distributions
$35,600
Net investment income
$7,290

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
KENNETH R ROSEN
30 CHURCH STREET, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
SHELBY RAUEN
170 SENLAC HILLS DRIVE, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
TAB A KEPLINGER
316 W HIGH AVE, NEW PHILADELPHIA, OH 44663
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KENNETH R ROSEN
30 CHURCH STREET, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
SHELBY RAUEN
170 SENLAC HILLS DRIVE, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
TAB A KEPLINGER
316 W HIGH AVE, NEW PHILADELPHIA, OH 44663
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KENNETH R ROSEN
30 CHURCH STREET, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
SHELBY RAUEN
170 SENLAC HILLS DRIVE, CHAGRIN FALLS, OH 44022
TRUSTEE4$0
TAB A KEPLINGER
316 W HIGH AVE, NEW PHILADELPHIA, OH 44663
TRUSTEE1$0

Address and contacts

Address (IRS master file)
30 CHURCH ST, CHAGRIN FALLS, OH 44022-3105
In care of
% TAB A KEPLINGER
Signed the 990-PF
TAB A KEPLINGER, TAX MATTERS TRUSTEE
Phone
(440) 247-3416
Return prepared by
ADVANTAGE TAX GROUP LLC - NPH

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
34-1788999
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$434,237
Income (IRS master file)
$12,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,190$36,919$434,237IRS
990-PFDecember 2024$42,288$31,877$458,966XML
990-PFDecember 2023$7,348$28,812$448,555XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 34-1788999).

Questions about SOLLIE ROSEN MEMORIAL FOUNDATION

What is the EIN of SOLLIE ROSEN MEMORIAL FOUNDATION?
The employer identification number (EIN) of SOLLIE ROSEN MEMORIAL FOUNDATION is 34-1788999.
Is SOLLIE ROSEN MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SOLLIE ROSEN MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SOLLIE ROSEN MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SOLLIE ROSEN 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 SOLLIE ROSEN 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 SOLLIE ROSEN MEMORIAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SOLLIE ROSEN MEMORIAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,190, expenses of $36,919 and total assets of $434,237 at year end.

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