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Nonprofit · EIN 38-6056443

SIGMUND & SOPHIE ROHLIK FOUNDATION

Tax-exempt · TROY, MI 48098

Financials

$56K$194K2022$67K$226K2023$70K$183K2024
Revenue Expenses · by fiscal year end
Financials of SIGMUND & SOPHIE ROHLIK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$69,912$183,439-$113,527$2,875,148$0$2,875,148
June 30, 2024990-PF$67,124$225,993-$158,869$2,900,196$0$2,900,196
June 30, 2023990-PF$55,547$194,410-$138,863$2,990,561$0$2,990,561
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$69,912

Expenses

Grants and similar amounts paid
$151,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$158,785
Excise tax on investment income
$1,859

Balance sheet and other

Total assets, start of year
$2,900,196
Total assets, end of year
$2,875,148
Total liabilities, end of year
$0
Net assets, end of year
$2,875,148
Fair market value of assets
$4,090,182
Qualifying distributions
$158,785
Net investment income
$158,391

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES L BAKER
2025 W LONG LAKE ROAD - 100, TROY, MI 48098
TREASURER0$0
HELENE N WHITE
1905 BALMORAL, DETROIT, MI 48203
PRESIDENT0$0
BENJAMIN WHITE LEVIN
1905 BALMORAL, DETROIT, MI 48203
TRUSTEE20$0
RUSSELL R WISE
ONE TOWNE SQUARE - SUITE 1835, SOUTHFIELD, MI 48076
SECRETARY0$0
DIANA MCBROOM
2806 CAMBRIDGE, DETROIT, MI 48221
TRUSTEE10$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
BENJAMIN WHITE LEVIN
1905 BALMORAL, DETROIT, MI 48203
TRUSTEE20$2,400
JOSEPH LEVIN
2806 CAMBRIDGE, DETROIT, MI 48221
TRUSTEE10$1,200
DIANA MCBROOM
2806 CAMBRIDGE, DETROIT, MI 48221
TRUSTEE10$1,200
JAMES L BAKER
2025 W LONG LAKE ROAD - 100, TROY, MI 48098
TREASURER0$0
HELENE N WHITE
1905 BALMORAL, DETROIT, MI 48203
PRESIDENT0$0
RUSSELL R WISE
ONE TOWNE SQUARE - SUITE 1835, SOUTHFIELD, MI 48076
SECRETARY0$0
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
JAMES L BAKER
2025 W LONG LAKE ROAD - 100, TROY, MI 48098
TREASURER0$0
JOSEPH LEVIN
2806 CAMBRIDGE, DETROIT, MI 48221
TRUSTEE20$0
HELENE N WHITE
1905 BALMORAL, DETROIT, MI 48203
PRESIDENT0$0
BENJAMIN WHITE LEVIN
1905 BALMORAL, DETROIT, MI 48203
TRUSTEE20$0
RUSSELL R WISE
ONE TOWNE SQUARE - SUITE 1835, SOUTHFIELD, MI 48076
SECRETARY0$0

Address and contacts

Address (IRS master file)
2025 W LONG LAKE RD STE 100, TROY, MI 48098-4100
Signed the 990-PF
JAMES L BAKER, TREASURER
Phone
(248) 641-0700
Return prepared by
PAUL P BAKER & COMPANY PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
38-6056443
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
1957
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,875,148
Income (IRS master file)
$69,912

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$69,912$183,439$2,875,148XML
990-PFJune 2024$67,124$225,993$2,900,196XML
990-PFJune 2023$55,547$194,410$2,990,561XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 38-6056443).

Questions about SIGMUND & SOPHIE ROHLIK FOUNDATION

What is the EIN of SIGMUND & SOPHIE ROHLIK FOUNDATION?
The employer identification number (EIN) of SIGMUND & SOPHIE ROHLIK FOUNDATION is 38-6056443.
Is SIGMUND & SOPHIE ROHLIK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to SIGMUND & SOPHIE ROHLIK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIGMUND & SOPHIE ROHLIK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIGMUND & SOPHIE ROHLIK FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIGMUND & SOPHIE ROHLIK FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of SIGMUND & SOPHIE ROHLIK FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SIGMUND & SOPHIE ROHLIK FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $69,912, expenses of $183,439 and total assets of $2,875,148 at year end.

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