The Bruce H & Rosalie N Rosen Family Foundation

W Bloomfield, MI
Tax-exempt since March 1994
EIN: 38-3161453

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$449k (2024)

Expenses

$715k (2024)

Total Assets

$2.09M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$449,416

Expenses

$714,511

Net Income

-$265,095

Net Assets

$2,090,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,900	20.2%
Sales of Assets	$358,516	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$648,182	90.7%
Compensation of Officers*	$25,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,090,601
Total Liabilities	$0
Net Assets	$2,090,601

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Vp/Treas/Tte)	$25,000	$0
Rosalie N Rosen (Pres/Sec/Tte)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$334,207

Expenses

$684,491

Net Income

-$350,284

Net Assets

$2,355,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,499	30.7%
Sales of Assets	$231,708	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$620,298	90.6%
Compensation of Officers*	$25,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,355,696
Total Liabilities	$0
Net Assets	$2,355,696

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Vp/Treas/Ttee)	$25,000	$0
Rosalie N Rosen (Pres/Sec/Ttee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$114,072

Expenses

$546,177

Net Income

-$432,105

Net Assets

$2,705,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,994	92.0%
Sales of Assets	$9,078	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$472,092	86.4%
Compensation of Officers*	$25,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,705,980
Total Liabilities	$0
Net Assets	$2,705,980

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Vp/Treas/Ttee)	$25,000	$0
Rosalie N Rosen (Pres/Sec/Ttee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on July 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$295,510

Expenses

$286,439

Net Income

$9,071

Net Assets

$3,138,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,796	33.8%
Sales of Assets	$195,714	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,739	75.0%
Compensation of Officers*	$25,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,138,085
Total Liabilities	$0
Net Assets	$3,138,085

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Vp/Treas/Ttee)	$25,000	$0
Rosalie N Rosen (Pres/Sec/Ttee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on June 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$139,816

Expenses

$314,135

Net Income

-$174,319

Net Assets

$3,129,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,135	74.5%
Sales of Assets	$35,681	25.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,906	78.6%
Compensation of Officers*	$25,000	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,129,014
Total Liabilities	$1
Net Assets	$3,129,013

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Aug. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$191,706

Expenses

$516,415

Net Income

-$324,709

Net Assets

$3,303,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,715	65.1%
Sales of Assets	$66,991	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,083	85.8%
Compensation of Officers*	$25,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,303,333
Total Liabilities	$1
Net Assets	$3,303,332

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Sept. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$406,202

Expenses

$266,923

Net Income

$139,279

Net Assets

$3,628,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,677	28.7%
Sales of Assets	$289,525	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,192	75.7%
Compensation of Officers*	$25,000	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,628,042
Total Liabilities	$0
Net Assets	$3,628,042

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Oct. 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$304,174

Expenses

$265,335

Net Income

$38,839

Net Assets

$3,488,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,447	37.6%
Sales of Assets	$189,727	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,672	79.4%
Compensation of Officers*	$25,000	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,488,763
Total Liabilities	$0
Net Assets	$3,488,763

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on Oct. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$131,874

Expenses

$255,185

Net Income

-$123,311

Net Assets

$3,449,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,381	93.6%
Sales of Assets	$8,493	6.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,246	78.5%
Compensation of Officers*	$25,000	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,449,924
Total Liabilities	$0
Net Assets	$3,449,924

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on June 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$171,123

Expenses

$149,984

Net Income

$21,139

Net Assets

$3,573,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,111	78.4%
Sales of Assets	$37,012	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,406	65.6%
Compensation of Officers*	$25,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,573,235
Total Liabilities	$0
Net Assets	$3,573,235

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$25,000	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on July 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$183,871

Expenses

$93,588

Net Income

$90,283

Net Assets

$3,552,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,518	67.7%
Sales of Assets	$59,353	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,450	47.5%
Compensation of Officers*	$18,750	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,552,096
Total Liabilities	$0
Net Assets	$3,552,096

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$18,750	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on June 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$537,693

Expenses

$92,792

Net Income

$444,901

Net Assets

$3,461,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$191,951	35.7%
Interest Revenue	$0
Dividends	$110,208	20.5%
Sales of Assets	$235,534	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,031	27.0%
Compensation of Officers*	$31,250	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,461,813
Total Liabilities	$0
Net Assets	$3,461,813

Compensation

Key Employees and Officers	Compensation	Other
Julie J Wiener (Treas/Trustee)	$31,250	$0
Bruce H Rosen (Pres/Trustee)	$0	$0
Rosalie N Rosen (Vp/Sec/Trustee)	$0	$0
Pamela S Roberts (Trustee)	$0	$0
Joel S Golden (Trustee)	$0	$0

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990-PF

Filed on June 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,388,910

Expenses

$26,097

Net Income

$1,362,813

Net Assets

$3,016,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$748,535	53.9%
Interest Revenue	$0
Dividends	$71,976	5.2%
Sales of Assets	$568,399	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,468	13.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,016,912
Total Liabilities	$1
Net Assets	$3,016,911

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$471,685

Expenses

$13,462

Net Income

$458,223

Net Assets

$1,653,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$413,908	87.8%
Interest Revenue	$0
Dividends	$47,063	10.0%
Sales of Assets	$10,714	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,363	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,653,120
Total Liabilities	$1
Net Assets	$1,653,119

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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The Bruce H & Rosalie N Rosen Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $449k (2024)

Expenses $715k (2024)

Total Assets $2.09M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$449k (2024)

Expenses

$715k (2024)

Total Assets

$2.09M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001