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Nonprofit · EIN 52-6038384

HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION

Tax-exempt · BALTIMORE, MD 21202

Financials

$1.1M$1.9M2023$6.4M$2M2024
Revenue Expenses · by fiscal year end
Financials of HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,431,638$2,021,114$4,410,524$31,691,179$0$31,691,179
December 31, 2023990-PF$1,089,281$1,893,184-$803,903$29,551,418$0$29,551,418
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$663,711
Net gain from sales of assets
$5,768,734
Other income
-$807

Expenses

Grants and similar amounts paid
$1,460,120
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$146,071
Disbursements for charitable purposes
$1,714,832
Excise tax on investment income
$86,532

Balance sheet and other

Total assets, start of year
$29,551,418
Total assets, end of year
$31,691,179
Total liabilities, end of year
$0
Net assets, end of year
$31,691,179
Fair market value of assets
$31,691,179
Qualifying distributions
$1,714,832
Net investment income
$6,431,638

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRANK B ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
PRESIDENT AND TRUSTEE1$0
RUSSELL J HOFFBERGER
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
VICE PRESIDENT AND TRUSTEE1$0
JEFFREY A HOFFBERGER
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
VALERIE COTE
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
EZRA ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
AMANDA ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
SCOTT MCCADDEN
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TREASURER1$0
REGAN E RALPH
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
SECRETARY1$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
FRANK B ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
PRESIDENT AND TRUSTEE1$0
RUSSELL J HOFFBERGER
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
VICE PRESIDENT AND TRUSTEE1$0
JEFFREY A HOFFBERGER
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
SIMON HOFFBERGER
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
VALERIE COTE
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
EZRA ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
AMANDA ROSENBERG
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TRUSTEE1$0
DALE E MAXSON
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
TREASURER AND ASSISTANT SECRETARY1$0
SCOTT MCCADDEN
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
ASSISTANT TREASURER1$0
REGAN E RALPH
C/O ROSEMORE CAPITAL STRATEGIES LLC, 100 LIGHT STREET SUITE 2500, BALTIMORE, MD 21202
SECRETARY1$0

Address and contacts

Address (IRS master file)
100 LIGHT ST STE 2500, BALTIMORE, MD 21202-1055
Signed the 990-PF
SCOTT MCCADDEN, TREASURER
Phone
(410) 347-7066
Return prepared by
ROSEMORE CAPITAL STRATEGIES 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-6038384
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
1961
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,691,179
Income (IRS master file)
$11,349,358

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,431,638$2,021,114$31,691,179IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,089,281$1,893,184$29,551,418XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 52-6038384).

Questions about HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION

What is the EIN of HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION?
The employer identification number (EIN) of HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION is 52-6038384.
Is HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does HENRY AND RUTH BLAUSTEIN ROSENBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,431,638, expenses of $2,021,114 and total assets of $31,691,179 at year end.

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