Nonprofit · EIN 61-1316211
ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,295,804 | $208,546 | $2,087,258 | $4,130,940 | $0 | $4,130,940 |
| December 31, 2024 | 990-PF | $468,930 | $151,854 | $317,076 | $2,043,682 | $0 | $2,043,682 |
| December 31, 2023 | 990-PF | $180,457 | $125,211 | $55,246 | $1,726,606 | $0 | $1,726,606 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,134,492
- Dividends
- $58,735
- Interest
- $3,313
- Net gain from sales of assets
- $1,099,264
Expenses
- Grants and similar amounts paid
- $174,296
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $174,296
- Excise tax on investment income
- $15,698
Balance sheet and other
- Total assets, start of year
- $2,043,682
- Total assets, end of year
- $4,130,940
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,130,940
- Fair market value of assets
- $5,628,815
- Qualifying distributions
- $174,296
- Net investment income
- $1,161,312
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 |
|---|---|---|---|
| ROBERT ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ANN ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ROSS ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| KYLE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| JAMIE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ANN ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ROSS ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| KYLE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| JAMIE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ANN ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 2.25 | $0 |
| ROSS ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| KYLE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
| JAMIE ROSENSTEIN 343 WALLER AVENUE, LEXINGTON, KY 40504 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 450 OLD VINE ST STE 100, LEXINGTON, KY 40507-1544
- In care of
- % IRVING ROSENSTEIN
- Signed the 990-PF
- ROBERT ROSENSTEIN, PRESIDENT
- Phone
- (859) 225-8800
- Return prepared by
- RADWAN BROWN & COMPANY PSC
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
- 61-1316211
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,130,940
- Income (IRS master file)
- $2,985,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,295,804 | $208,546 | $4,130,940 | XML |
| 990-PF | December 2024 | $468,930 | $151,854 | $2,043,682 | IRS |
| 990-PF | December 2023 | $180,457 | $125,211 | $1,726,606 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 61-1316211).
Questions about ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC is 61-1316211.
- Is ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC 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 ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC 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 ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROSENSTEIN FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,295,804, expenses of $208,546 and total assets of $4,130,940 at year end.
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