Nonprofit · EIN 65-6470902
ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007
Also known as BURTON ROSENFIELD TTEE
Tax-exempt · LONGBOAT KEY, FL 34228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,422 | $7,507 | -$2,085 | $131,058 | $0 | $131,058 |
| December 31, 2024 | 990-PF | $6,565 | $1,064 | $5,501 | $133,143 | $0 | $133,143 |
| December 31, 2023 | 990-PF | $2,499 | $150 | $2,349 | $127,642 | $0 | $127,642 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,422
Expenses
- Grants and similar amounts paid
- $6,804
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,804
- Excise tax on investment income
- $66
Balance sheet and other
- Total assets, start of year
- $133,143
- Total assets, end of year
- $131,058
- Total liabilities, end of year
- $0
- Net assets, end of year
- $131,058
- Fair market value of assets
- $131,029
- Qualifying distributions
- $6,804
- Net investment income
- $5,422
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH ROSENFIELD 1241 GULF OF MEXICO DR APT PH 1105, LONGBOAT KEY, FL 34228 | TRUSTEE | 2 | $0 |
| BRAD ROSENFIELD 1111 MONTGOMERY AVENUE, NARBERTH, PA 19072 | BD. OF ADVISORS | 2 | $0 |
| WENDY ROSENFIELD 1750 STOCKTON RD, MEADOWBROOK, PA 19046 | BD. OF ADVISORS | 2 | $0 |
| BETH ROSENFIELD 1725 NORTH HILLS AVE, WILLOW GROVE, PA 19090 | BD. OF ADVISORS | 2 | $0 |
| LYNNE ROSENFIELD 709 EAST MAIN STREET APT 203, ASPEN, CO 81611 | BD. OF ADVISORS | 2 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURTON ROSENFIELD 1241 GULF OF MEXICO DR APT PH 1105, LONGBOAT KEY, FL 34228 | SOLE TRUSTEE | 2 | $0 |
| DEBORAH ROSENFIELD 1241 GULF OF MEXICO DR APT PH 1105, LONGBOAT KEY, FL 34228 | BD. OF ADVISORS | 2 | $0 |
| BRAD ROSENFIELD 1111 MONTGOMERY AVENUE, NARBERTH, PA 19072 | BD. OF ADVISORS | 2 | $0 |
| WENDY ROSENFIELD 1750 STOCKTON RD, MEADOWBROOK, PA 19046 | BD. OF ADVISORS | 2 | $0 |
| BETH ROSENFIELD 1725 NORTH HILLS AVE, WILLOW GROVE, PA 19090 | BD. OF ADVISORS | 2 | $0 |
| LYNNE ROSENFIELD 709 EAST MAIN STREET APT 203, ASPEN, CO 81611 | BD. OF ADVISORS | 2 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURTON ROSENFIELD 1241 GULF OF MEXICO DR APT PH 1105, LONGBOAT KEY, FL 34228 | SOLE TRUSTEE | 2 | $0 |
| DEBORAH ROSENFIELD 1241 GULF OF MEXICO DR APT PH 1105, LONGBOAT KEY, FL 34228 | BD. OF ADVISORS | 2 | $0 |
| BRAD ROSENFIELD 1111 MONTGOMERY AVENUE, NARBERTH, PA 19072 | BD. OF ADVISORS | 2 | $0 |
| WENDY ROSENFIELD 1750 STOCKTON RD, MEADOWBROOK, PA 19046 | BD. OF ADVISORS | 2 | $0 |
| BETH ROSENFIELD 1725 NORTH HILLS AVE, WILLOW GROVE, PA 19090 | BD. OF ADVISORS | 2 | $0 |
| LYNNE ROSENFIELD 709 EAST MAIN STREET APT 203, ASPEN, CO 81611 | BD. OF ADVISORS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1241 GULF OF MEXICO DR UNIT 1105, LONGBOAT KEY, FL 34228-4626
- In care of
- % BURTON ROSENFIELD
- Signed the 990-PF
- BURTON ROSENFIELD, SOLE TRUSTEE
- Phone
- (941) 387-0198
- Return prepared by
- SUPLEE SHEA CRAMER & MILLER PA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6470902
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $131,058
- Income (IRS master file)
- $5,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,422 | $7,507 | $131,058 | XML |
| 990-PF | December 2024 | $6,565 | $1,064 | $133,143 | XML |
| 990-PF | December 2023 | $2,499 | $150 | $127,642 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 65-6470902).
Questions about ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007
- What is the EIN of ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007?
- The employer identification number (EIN) of ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 is 65-6470902.
- Is ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 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 ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 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 ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROSENFIELD FAM FOUNDATION TR AGREEMENT 10132007 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,422, expenses of $7,507 and total assets of $131,058 at year end.
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