Nonprofit · EIN 13-3402438
ROSALIE J COE WEIR FOUNDATION
Tax-exempt · ALLENDALE, NJ 07401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,456,242 | $1,177,142 | $279,100 | $13,364,551 | $0 | $13,364,551 |
| December 31, 2024 | 990-PF | $726,121 | $932,646 | -$206,525 | $13,085,451 | $0 | $13,085,451 |
| December 31, 2023 | 990-PF | $280,244 | $922,064 | -$641,820 | $13,291,976 | $0 | $13,291,976 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $470,728
- Interest
- $10
- Net gain from sales of assets
- $985,504
Expenses
- Grants and similar amounts paid
- $988,500
- Compensation of officers, directors and key employees
- $58,642
- Disbursements for charitable purposes
- $1,053,962
- Excise tax on investment income
- $18,788
Balance sheet and other
- Total assets, start of year
- $13,085,451
- Total assets, end of year
- $13,364,551
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,364,551
- Fair market value of assets
- $19,974,292
- Qualifying distributions
- $1,053,962
- Net investment income
- $1,456,242
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 |
|---|---|---|---|
| DANA W HISCOCK 8 EAST ELBROOK DRIVE, ALLENDALE, NJ 07401 | TRUSTEE | 4 | $29,321 |
| LEE ROBERTSON 1 HOLLY LANE, RYE, NY 10580 | TRUSTEE | 4 | $29,321 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA W HISCOCK 8 EAST ELBROOK DRIVE, ALLENDALE, NJ 07401 | TRUSTEE | 4 | $19,581 |
| LEE ROBERTSON 1 HOLLY LANE, RYE, NY 10580 | TRUSTEE | 4 | $19,581 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA W HISCOCK 8 EAST ELBROOK DRIVE, ALLENDALE, NJ 07401 | TRUSTEE | 4 | $18,298 |
| LEE ROBERTSON 1 HOLLY LANE, RYE, NY 10580 | TRUSTEE | 4 | $18,298 |
Address and contacts
- Address (IRS master file)
- CO D HISCOCK 8 EAST ELBROOK DRIV, ALLENDALE, NJ 07401-0000
- In care of
- % PBWT
- Signed the 990-PF
- DANA W HISCOCK, TRUSTEE
- Phone
- (646) 243-9957
- Return prepared by
- LUTZ AND CARR CPAS LLP
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
- 13-3402438
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,364,551
- Income (IRS master file)
- $6,202,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,456,242 | $1,177,142 | $13,364,551 | XML |
| 990-PF | December 2024 | $726,121 | $932,646 | $13,085,451 | IRS |
| 990-PF | December 2023 | $280,244 | $922,064 | $13,291,976 | 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 13-3402438).
Questions about ROSALIE J COE WEIR FOUNDATION
- What is the EIN of ROSALIE J COE WEIR FOUNDATION?
- The employer identification number (EIN) of ROSALIE J COE WEIR FOUNDATION is 13-3402438.
- Is ROSALIE J COE WEIR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ROSALIE J COE WEIR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSALIE J COE WEIR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSALIE J COE WEIR 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 ROSALIE J COE WEIR 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 ROSALIE J COE WEIR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $29,321 (DANA W HISCOCK, TRUSTEE).
- How much revenue does ROSALIE J COE WEIR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,456,242, expenses of $1,177,142 and total assets of $13,364,551 at year end.
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