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Dr A Everett And Ruth E Rosen Foundation Inc

  • Dayton, ME
  • Tax-exempt since March 2015
  • EIN: 47-2319589

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$284k (2024)

Expenses
$303k (2024)

Total Assets
$2.25M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$284,374
Expenses
$303,134
Net Income
-$18,760
Net Assets
$2,249,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,311
20.9%
Sales of Assets $222,523
78.3%
Other Income $2,540
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,103
65.4%
Compensation of Officers* $139,200
45.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,249,063
Total Liabilities $0
Net Assets $2,249,063
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
Dave Erb (Director) $0 $0
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Document Links

990-PF
Filed on April 23, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,266
Expenses
$362,741
Net Income
-$325,475
Net Assets
$2,267,823
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,931
> 100%
Sales of Assets -$26,805
Other Income $2,140
5.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,534
70.7%
Compensation of Officers* $139,200
38.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,296,823
Total Liabilities $29,000
Net Assets $2,267,823
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
Dave Erb (Director) $0 $0
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Document Links

990-PF
Filed on May 8, 2024

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

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,517
Expenses
$385,077
Net Income
-$266,560
Net Assets
$2,593,298
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,839
47.1%
Sales of Assets $61,013
51.5%
Other Income $1,665
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $220,342
57.2%
Compensation of Officers* $139,200
36.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,617,842
Total Liabilities $24,544
Net Assets $2,593,298
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
Dave Erb (Director) $0 $0
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Document Links

990-PF
Filed on May 11, 2023

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$256,769
Expenses
$295,742
Net Income
-$38,973
Net Assets
$2,542,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,061
2.0%
Dividends $41,842
16.3%
Sales of Assets $214,146
83.4%
Other Income -$4,280
Notable Expenses Percent of Total Expenses
Charitable Disbursements $179,023
60.5%
Compensation of Officers* $139,200
47.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,548,926
Total Liabilities $6,737
Net Assets $2,542,189
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
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Document Links

990-PF
Filed on Oct. 31, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$26,584
Expenses
$274,867
Net Income
-$301,451
Net Assets
$2,581,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,158
Dividends $41,224
Sales of Assets $0
Other Income -$14,206
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,883
60.7%
Compensation of Officers* $139,200
50.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,581,899
Total Liabilities $738
Net Assets $2,581,161
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
+ View more people

Document Links

990-PF
Filed on July 22, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,151
Expenses
$335,906
Net Income
-$219,755
Net Assets
$2,835,214
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,140
15.6%
Dividends $43,876
37.8%
Sales of Assets $58,669
50.5%
Other Income -$4,534
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,268
46.5%
Compensation of Officers* $139,200
41.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,836,068
Total Liabilities $854
Net Assets $2,835,214
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
+ View more people

Document Links

990-PF
Filed on May 18, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$205,033
Expenses
$397,475
Net Income
-$192,442
Net Assets
$3,054,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,894
9.7%
Dividends $42,500
20.7%
Sales of Assets $142,639
69.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $274,362
69.0%
Compensation of Officers* $139,200
35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,085,819
Total Liabilities $30,850
Net Assets $3,054,969
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $114,000 $0
Brian Rosen (Treasurer) $13,200 $0
Lisa Rosen Berman (Clerk) $6,000 $0
Sandra Rosen (Director) $6,000 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,741
Expenses
$362,836
Net Income
-$184,095
Net Assets
$3,247,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,622
9.9%
Dividends $40,854
22.9%
Sales of Assets $118,032
66.0%
Other Income $2,233
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,041
50.4%
Compensation of Officers* $130,000
35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,263,641
Total Liabilities $16,230
Net Assets $3,247,411
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $108,000 $0
Brian Rosen (Treasurer) $12,000 $0
Lisa Rosen Berman (Clerk) $5,000 $0
Sandra Rosen (Director) $5,000 $0
+ View more people

Document Links

990-PF
Filed on May 18, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$526,755
Expenses
$351,488
Net Income
-$878,243
Net Assets
$3,431,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,732
Dividends $43,376
Sales of Assets -$589,877
Other Income $5,014
Notable Expenses Percent of Total Expenses
Charitable Disbursements $246,052
70.0%
Compensation of Officers* $125,500
35.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,450,450
Total Liabilities $18,944
Net Assets $3,431,506
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $108,000 $0
Brian Rosen (Treasurer) $12,000 $0
Lisa Rosen Berman (Clerk) $4,500 $0
Sandra Rosen (Director) $1,000 $0
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Document Links

990-PF
Filed on May 18, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,666
Expenses
$415,006
Net Income
-$287,340
Net Assets
$4,309,749
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,331
1.8%
Dividends $53,739
42.1%
Sales of Assets $71,596
56.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $289,709
69.8%
Compensation of Officers* $125,137
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,314,384
Total Liabilities $4,635
Net Assets $4,309,749
Compensation
Key Employees and Officers Compensation Other
Walter M Rosen (President) $109,637 $0
Brian Rosen (Treasurer) $11,000 $0
Lisa Rosen Berman (Clerk) $4,500 $0

Document Links

990-PF
Filed on Nov. 3, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
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
Total Liabilities $0
Net Assets $1

Document Links

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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