Nonprofit · EIN 68-0004983
ROSE PERENIN FOUNDATION
Tax-exempt · FORTUNA, CA 95540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $433,292 | $412,401 | $20,891 | $5,662,362 | $569 | $5,661,793 |
| December 31, 2024 | 990-PF | $371,591 | $437,137 | -$65,546 | $5,643,602 | $2,700 | $5,640,902 |
| December 31, 2023 | 990-PF | $342,812 | $462,147 | -$119,335 | $5,715,026 | $600 | $5,714,426 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $255,213
- Interest
- $336
- Net gain from sales of assets
- $177,225
- Other income
- $518
Expenses
- Grants and similar amounts paid
- $376,000
- Compensation of officers, directors and key employees
- $2,400
- Disbursements for charitable purposes
- $387,479
- Excise tax on investment income
- $5,669
Balance sheet and other
- Total assets, start of year
- $5,643,602
- Total assets, end of year
- $5,662,362
- Total liabilities, end of year
- $569
- Net assets, end of year
- $5,661,793
- Fair market value of assets
- $8,231,382
- Qualifying distributions
- $387,479
- Net investment income
- $432,774
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 |
|---|---|---|---|
| KATRINA POCKETT 921 FERNWOOD DRIVE, FORTUNA, CA 95540 | Secretary | 1 | $800 |
| ROBERT JOHNSON 1641 VANCIL STREET, FORTUNA, CA 95540 | President | 1 | $800 |
| KEITH BORGES 1338 MAIN STREET, FORTUNA, CA 95540 | Treasurer | 1 | $800 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA POCKETT 921 FERNWOOD DRIVE, FORTUNA, CA 95540 | Secretary | 1 | $400 |
| ROBERT JOHNSON 1641 VANCIL STREET, FORTUNA, CA 95540 | President | 1 | $400 |
| KEITH BORGES 1338 MAIN STREET, FORTUNA, CA 95540 | Treasurer | 1 | $400 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA POCKETT 921 FERNWOOD DRIVE, FORTUNA, CA 95540 | Secretary | 1 | $400 |
| ROBERT JOHNSON 1641 VANCIL STREET, FORTUNA, CA 95540 | President | 1 | $400 |
| KEITH BORGES 1338 MAIN STREET, FORTUNA, CA 95540 | Treasurer | 1 | $400 |
Address and contacts
- Address (IRS master file)
- PO BOX 441, FORTUNA, CA 95540-0441
- Signed the 990-PF
- ROBERT JOHNSON, President
- Phone
- (707) 725-4442
- Return prepared by
- AndersonLucasSomerville & Borges
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0004983 or by the name ROSE PERENIN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 68-0004983
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,662,362
- Income (IRS master file)
- $656,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $433,292 | $412,401 | $5,662,362 | XML |
| 990-PF | December 2024 | $371,591 | $437,137 | $5,643,602 | XML |
| 990-PF | December 2023 | $342,812 | $462,147 | $5,715,026 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 68-0004983).
Questions about ROSE PERENIN FOUNDATION
- What is the EIN of ROSE PERENIN FOUNDATION?
- The employer identification number (EIN) of ROSE PERENIN FOUNDATION is 68-0004983.
- Is ROSE PERENIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ROSE PERENIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE PERENIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE PERENIN 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 ROSE PERENIN 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 ROSE PERENIN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $800 (KATRINA POCKETT, Secretary).
- How much revenue does ROSE PERENIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $433,292, expenses of $412,401 and total assets of $5,662,362 at year end.
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