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Nonprofit · EIN 47-2492753

BERTHA AND JACOB ROSENBERG FOUNDATION

Tax-exempt · NEW YORK, NY 10016

Financials

$10K$73K2023$82K$69K2024$111K$74K2025
Revenue Expenses · by fiscal year end
Financials of BERTHA AND JACOB ROSENBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$111,097$74,162$36,935$909,089$0$909,089
December 31, 2024990-PF$82,388$68,572$13,816$872,154$0$872,154
December 31, 2023990-PF$10,443$73,219-$62,776$858,338$0$858,338
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$20,502
Net gain from sales of assets
$90,595

Expenses

Grants and similar amounts paid
$50,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50,600
Excise tax on investment income
$1,217

Balance sheet and other

Total assets, start of year
$872,154
Total assets, end of year
$909,089
Total liabilities, end of year
$0
Net assets, end of year
$909,089
Fair market value of assets
$1,075,743
Qualifying distributions
$50,600
Net investment income
$111,097

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
SUSAN CHARET
2A ROYAL COURT, WAYNE, NJ 07470
PRESIDENT0$0
Arthur H Brown Jr
78 VERPLANK AVENUE, STAMFORD, CT 06902
VICE PRESIDENT/TREASURER0$0
TRACY A DUNNE
11 DUBLIN LANE, HAZLET, NJ 07730
Vice President/Secretary0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
SUSAN CHARET
2A ROYAL COURT, WAYNE, NJ 07470
PRESIDENT0$0
Arthur H Brown Jr
78 VERPLANK AVENUE, STAMFORD, CT 06902
VICE PRESIDENT/TREASURER0$0
TRACY A DUNNE
11 DUBLIN LANE, HAZLET, NJ 07730
Vice President/Secretary0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SUSAN CHARET
2A ROYAL COURT, WAYNE, NJ 07470
PRESIDENT0$0
Arthur H Brown Jr
78 VERPLANK AVENUE, STAMFORD, CT 06902
VICE PRESIDENT/TREASURER0$0
TRACY A DUNNE
11 DUBLIN LANE, HAZLET, NJ 07730
Vice President/Secretary0$0

Address and contacts

Address (IRS master file)
260 MADISON AVENUE, NEW YORK, NY 10016-2400
In care of
% ARTHUR H BROWN JR
Signed the 990-PF
ARTHUR H BROWN, TREASURER
Phone
(212) 448-1100
Return prepared by
McLAUGHLIN & STERN LLP

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
47-2492753
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$909,089
Income (IRS master file)
$796,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$111,097$74,162$909,089IRS
990-PFDecember 2024$82,388$68,572$872,154IRS
990-PFDecember 2023$10,443$73,219$858,338XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 47-2492753).

Questions about BERTHA AND JACOB ROSENBERG FOUNDATION

What is the EIN of BERTHA AND JACOB ROSENBERG FOUNDATION?
The employer identification number (EIN) of BERTHA AND JACOB ROSENBERG FOUNDATION is 47-2492753.
Is BERTHA AND JACOB ROSENBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BERTHA AND JACOB ROSENBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTHA AND JACOB ROSENBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTHA AND JACOB ROSENBERG 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 BERTHA AND JACOB ROSENBERG 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 BERTHA AND JACOB ROSENBERG FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BERTHA AND JACOB ROSENBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $111,097, expenses of $74,162 and total assets of $909,089 at year end.

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