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Nonprofit · EIN 13-3484179

DANIEL & JOANNA S ROSE FUND INC

Tax-exempt · FAIRFIELD, NJ 07004

Financials

−$588$171K2023−$2.2M$71K2024
Revenue Expenses · by fiscal year end
Financials of DANIEL & JOANNA S ROSE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$2,169,888$71,423-$2,241,311$90,692$0$90,692
December 31, 2023990-PF-$588$170,889-$171,477$2,332,003$0$2,332,003
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$103
Net gain from sales of assets
-$2,169,770
Other income
-$221

Expenses

Grants and similar amounts paid
$71,423
Disbursements for charitable purposes
$71,423

Balance sheet and other

Total assets, start of year
$2,332,003
Total assets, end of year
$90,692
Total liabilities, end of year
$0
Net assets, end of year
$90,692
Fair market value of assets
$90,692
Qualifying distributions
$71,423
Net investment income
-$118

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Daniel Rose
375 Passaic Avenue Suite 200, Fairfield, NJ 07004
President3$0
David Rose
375 Passaic Avenue Suite 200, Fairfield, NJ 07004
Member3$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Daniel Rose
375 Passaic Avenue Suite 200, Fairfield, NJ 07004
President3$0
David Rose
375 Passaic Avenue Suite 200, Fairfield, NJ 07004
Member3$0

Address and contacts

Address (IRS master file)
C/O ALPERIN NEBBIA 375 PASSAIC AVE, FAIRFIELD, NJ 07004-0000
In care of
% ROSE ASSOCIATES
Signed the 990-PF
Daniel Rose, President
Phone
(973) 808-8801
Return prepared by
Alperin Nebbia & Associates CPA 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3484179
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$90,692

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$2,169,888$71,423$90,692XML
990-PFDecember 2023-$588$170,889$2,332,003XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-3484179).

Questions about DANIEL & JOANNA S ROSE FUND INC

What is the EIN of DANIEL & JOANNA S ROSE FUND INC?
The employer identification number (EIN) of DANIEL & JOANNA S ROSE FUND INC is 13-3484179.
Is DANIEL & JOANNA S ROSE FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to DANIEL & JOANNA S ROSE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DANIEL & JOANNA S ROSE FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DANIEL & JOANNA S ROSE FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DANIEL & JOANNA S ROSE FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DANIEL & JOANNA S ROSE FUND INC?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does DANIEL & JOANNA S ROSE FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$2,169,888, expenses of $71,423 and total assets of $90,692 at year end.

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