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Nonprofit · EIN 58-2166389

ROSENBERG FAMILY FOUNDATION INC

Also known as ROSENBERG HERBERT JEROME III TTEE

Tax-exempt · ATLANTA, GA 30336

Financials

$2.5M$1.6M2023$1.1M$1.7M2024$3.4M$1.7M2025
Revenue Expenses · by fiscal year end
Financials of ROSENBERG FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,364,048$1,685,915$1,678,133$10,031,001$49,941$9,981,060
December 31, 2024990-PF$1,099,629$1,743,764-$644,135$8,320,475$22,058$8,298,417
December 31, 2023990-PF$2,488,823$1,630,888$857,935$8,954,879$18,569$8,936,310
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$800,000
Dividends
$249,069
Net gain from sales of assets
$2,314,979

Expenses

Grants and similar amounts paid
$1,601,510
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,601,510
Excise tax on investment income
$34,776

Balance sheet and other

Total assets, start of year
$8,320,475
Total assets, end of year
$10,031,001
Total liabilities, end of year
$49,941
Net assets, end of year
$9,981,060
Fair market value of assets
$13,324,076
Qualifying distributions
$1,601,510
Net investment income
$2,564,048

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
H JEROME ROSENBERG III
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0
DULCY D ROSENBERG
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
H JEROME ROSENBERG III
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0
DULCY D ROSENBERG
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
H JEROME ROSENBERG III
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0
DULCY D ROSENBERG
ONE NATIONAL DRIVE, ATLANTA, GA 30336
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1 NATIONAL DR SW, ATLANTA, GA 30336-1631
Signed the 990-PF
H JEROME ROSENBERG, PRESIDENT
Phone
(404) 696-9440
Return prepared by
APRIO ADVISORY GROUP 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
58-2166389
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)
$10,031,001
Income (IRS master file)
$9,800,738

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,364,048$1,685,915$10,031,001XML
990-TDecember 2025–––IRS
990-PFDecember 2024$1,099,629$1,743,764$8,320,475XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,488,823$1,630,888$8,954,879XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 58-2166389).

Questions about ROSENBERG FAMILY FOUNDATION INC

What is the EIN of ROSENBERG FAMILY FOUNDATION INC?
The employer identification number (EIN) of ROSENBERG FAMILY FOUNDATION INC is 58-2166389.
Is ROSENBERG FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to ROSENBERG FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROSENBERG FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROSENBERG FAMILY FOUNDATION INC 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 ROSENBERG FAMILY FOUNDATION INC 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 ROSENBERG FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ROSENBERG FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,364,048, expenses of $1,685,915 and total assets of $10,031,001 at year end.

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