Nonprofit · EIN 86-1395563
LESTER & MILLIE ROSEN FOUNDATION
Tax-exempt · TUCSON, AZ 85718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $223,260 | $360,404 | -$137,144 | $2,357,473 | $0 | $2,357,473 |
| December 31, 2024 | 990-PF | $53,116 | $331,260 | -$278,144 | $2,438,599 | $0 | $2,438,599 |
| December 31, 2023 | 990-PF | $9,630 | $329,820 | -$320,190 | $2,603,379 | $0 | $2,603,379 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $107,472
- Net gain from sales of assets
- $115,788
Expenses
- Grants and similar amounts paid
- $330,000
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $330,000
- Excise tax on investment income
- $2,766
Balance sheet and other
- Total assets, start of year
- $2,438,599
- Total assets, end of year
- $2,357,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,357,473
- Fair market value of assets
- $2,357,473
- Qualifying distributions
- $330,000
- Net investment income
- $223,260
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 HILLMAN 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | President | 1 | $2,000 |
| BENICIO CANEDO 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | Trustee | 1 | $2,000 |
| LEIGH ANN SQUEGLIA 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | Trustee | 1 | $2,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA HILLMAN 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | President | 1 | $1,000 |
| BENICIO CANEDO 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | Trustee | 1 | $1,000 |
| LEIGH ANN SQUEGLIA 3567 E SUNRISE DRIVE STE 111, TUCSON, AZ 85718 | Trustee | 1 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA HILLMAN 6869 E KENYON DR, TUCSON, AZ 85710 | President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3567 E SUNRISE DR STE 111, TUCSON, AZ 85718-3203
- In care of
- % KATRINA HILLMAN
- Signed the 990-PF
- KATRINA HILLMAN, Trustee
- Phone
- (520) 742-2500
- Return prepared by
- Robert Decker CPA PC
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
- 86-1395563
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,357,473
- Income (IRS master file)
- $2,706,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $223,260 | $360,404 | $2,357,473 | XML |
| 990-PF | December 2024 | $53,116 | $331,260 | $2,438,599 | IRS |
| 990-PF | December 2023 | $9,630 | $329,820 | $2,603,379 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 86-1395563).
Questions about LESTER & MILLIE ROSEN FOUNDATION
- What is the EIN of LESTER & MILLIE ROSEN FOUNDATION?
- The employer identification number (EIN) of LESTER & MILLIE ROSEN FOUNDATION is 86-1395563.
- Is LESTER & MILLIE ROSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LESTER & MILLIE ROSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LESTER & MILLIE ROSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LESTER & MILLIE ROSEN 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 LESTER & MILLIE ROSEN 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 LESTER & MILLIE ROSEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $2,000 (KATRINA HILLMAN, President).
- How much revenue does LESTER & MILLIE ROSEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $223,260, expenses of $360,404 and total assets of $2,357,473 at year end.
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