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Nonprofit · EIN 36-4138375

DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$12K$63K2022$36K$69K2023$175K$82K2024
Revenue Expenses · by fiscal year end
Financials of DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$174,528$82,224$92,304$1,132,531$0$1,132,531
October 31, 2024990-PF$36,458$68,551-$32,093$1,051,201$0$1,051,201
October 31, 2023990-PF$11,859$63,390-$51,531$1,038,339$0$1,038,339
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$27,073
Net gain from sales of assets
$147,455

Expenses

Grants and similar amounts paid
$59,470
Compensation of officers, directors and key employees
$19,860
Disbursements for charitable purposes
$67,914
Excise tax on investment income
$2,218

Balance sheet and other

Total assets, start of year
$1,051,201
Total assets, end of year
$1,132,531
Total liabilities, end of year
$0
Net assets, end of year
$1,132,531
Fair market value of assets
$1,406,735
Qualifying distributions
$67,914
Net investment income
$173,520

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
CO-TRUSTEE1$18,335
ELEANORE ROSEN
57 DEERFIELD RD, NORTH BERWICK, ME 039066348
CO-TRUSTEE1$1,525
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
CO-TRUSTEE1$17,030
ELEANORE ROSEN
57 DEERFIELD RD, NORTH BERWICK, ME 039066348
CO-TRUSTEE1$4,258
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
CO-TRUSTEE1$15,619
ELEANORE ROSEN
57 DEERFIELD RD, NORTH BERWICK, ME 039066348
CO-TRUSTEE1$3,905

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET INVESTEMENT MANAGEMENT ME L
Signed the 990-PF
KAREN J KISER, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
36-4138375
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
1999
Accounting year ends
October
Files
Form 990-PF
Category (NTEE)
Health care (E11)
Assets (IRS master file)
$1,132,531
Income (IRS master file)
$523,623

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$174,528$82,224$1,132,531XML
990-PFOctober 2024$36,458$68,551$1,051,201XML
990-PFOctober 2023$11,859$63,390$1,038,339XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 36-4138375).

Questions about DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION

What is the EIN of DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION?
The employer identification number (EIN) of DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION is 36-4138375.
Is DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $18,335 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does DR SAMUEL J ROSEN AND DORIS C ROSEN FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $174,528, expenses of $82,224 and total assets of $1,132,531 at year end.

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