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Nonprofit · EIN 38-3161453

THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION

Tax-exempt · W BLOOMFIELD, MI 48323

Financials

$334K$684K2023$449K$715K2024
Revenue Expenses · by fiscal year end
Financials of THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$449,416$714,511-$265,095$2,090,601$0$2,090,601
December 31, 2023990-PF$334,207$684,491-$350,284$2,355,696$0$2,355,696
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$90,900
Net gain from sales of assets
$358,516

Expenses

Grants and similar amounts paid
$648,182
Compensation of officers, directors and key employees
$25,000
Disbursements for charitable purposes
$648,182
Excise tax on investment income
$5,541

Balance sheet and other

Total assets, start of year
$2,355,696
Total assets, end of year
$2,090,601
Total liabilities, end of year
$0
Net assets, end of year
$2,090,601
Fair market value of assets
$2,641,112
Qualifying distributions
$648,182
Net investment income
$449,416

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
JULIE J WIENER
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
VP/TREAS/TTE7$25,000
ROSALIE N ROSEN
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
PRES/SEC/TTE0.5$0
PAMELA S ROBERTS
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
TRUSTEE0.5$0
JOEL S GOLDEN
27777 FRANKLIN SUITE 2500, SOUTHFIELD, MI 48034
TRUSTEE0.1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JULIE J WIENER
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
VP/TREAS/TTEE7$25,000
ROSALIE N ROSEN
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
PRES/SEC/TTEE0.5$0
PAMELA S ROBERTS
6230 ORCHARD LAKE RD 235, WEST BLOOMFIELD, MI 48322
Trustee0.5$0
JOEL S GOLDEN
27777 FRANKLIN SUITE 2500, SOUTHFIELD, MI 48034
Trustee0.1$0

Address and contacts

Address (IRS master file)
3202 SHADYDALE CT, W BLOOMFIELD, MI 48323-1847
In care of
% BRUCE ROSEN
Signed the 990-PF
JULIE J WIENER, VP/TREAS/TTEE
Phone
(248) 737-2144
Return prepared by
SHINDEL ROCK & ASSOCIATES 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 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
38-3161453
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,090,601
Income (IRS master file)
$1,431,999

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$449,416$714,511$2,090,601XML
990-PFDecember 2023$334,207$684,491$2,355,696XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-3161453).

Questions about THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION

What is the EIN of THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION?
The employer identification number (EIN) of THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION is 38-3161453.
Is THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION 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 THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION 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 THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $25,000 (JULIE J WIENER, VP/TREAS/TTE).
How much revenue does THE BRUCE H & ROSALIE N ROSEN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $449,416, expenses of $714,511 and total assets of $2,090,601 at year end.

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