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Nonprofit · EIN 54-1740285

THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION

Tax-exempt · NEW ORLEANS, LA 70130

Financials

$556K$641K2023$2.7M$407K2024
Revenue Expenses · by fiscal year end
Financials of THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,703,017$406,611$2,296,406$4,177,653$0$4,177,653
December 31, 2023990-PF$555,685$641,467-$85,782$2,244,436$0$2,244,436
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$200,000
Dividends
$86,786
Interest
$6,069
Net gain from sales of assets
$2,410,162

Expenses

Grants and similar amounts paid
$360,000
Compensation of officers, directors and key employees
$36,000
Disbursements for charitable purposes
$378,658
Excise tax on investment income
$34,403

Balance sheet and other

Total assets, start of year
$2,244,436
Total assets, end of year
$4,177,653
Total liabilities, end of year
$0
Net assets, end of year
$4,177,653
Fair market value of assets
$4,544,896
Qualifying distributions
$378,658
Net investment income
$2,503,017

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
JANE R CAFRITZ
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
VICE PRESIDENT/DIRECTOR1$12,000
BROOKE R PETERSON
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
TREASURER/DIRECTOR1$12,000
NANCY ROSENTHAL
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
SECRETARY/DIRECTOR1$12,000
MARION ROSENTHAL
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
VICE PRESIDENT/DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JANE R CAFRITZ
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
VICE PRESIDENT/DIRECTOR1$12,000
BROOKE R PETERSON
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
TREASURER/DIRECTOR1$12,000
NANCY ROSENTHAL
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
SECRETARY/DIRECTOR1$12,000
MARION ROSENTHAL
400 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70130
VICE PRESIDENT/DIRECTOR1$0

Address and contacts

Address (IRS master file)
400 POYDRAS ST STE 1350, NEW ORLEANS, LA 70130-3233
In care of
% DONALD BAVELY
Signed the 990-PF
STEVE FEROUZ, FOUNDATION MANAGER
Phone
(703) 553-4300
Return prepared by
MALCOLM M DIENES LLC

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
54-1740285
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P58I)
Assets (IRS master file)
$4,177,653
Income (IRS master file)
$4,141,106

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,703,017$406,611$4,177,653IRS
990-PFDecember 2023$555,685$641,467$2,244,436XML
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 54-1740285).

Questions about THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION

What is the EIN of THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION?
The employer identification number (EIN) of THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION is 54-1740285.
Is THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE MARION & ROBERT ROSENTHAL 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 MARION & ROBERT ROSENTHAL 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 MARION & ROBERT ROSENTHAL FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $12,000 (JANE R CAFRITZ, VICE PRESIDENT/DIRECTOR).
How much revenue does THE MARION & ROBERT ROSENTHAL FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,703,017, expenses of $406,611 and total assets of $4,177,653 at year end.

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