Rosenstein Family Charitable Foundation Inc

Lexington, KY
Tax-exempt since Jan. 1998
EIN: 61-1316211

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$180k (2023)

Expenses

$125k (2023)

Total Assets

$1.73M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$180,457

Expenses

$125,211

Net Income

$55,246

Net Assets

$1,726,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$108,015	59.9%
Interest Revenue	$3,415	1.9%
Dividends	$37,550	20.8%
Sales of Assets	$31,477	17.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,210	85.6%
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	$1,726,606
Total Liabilities	$0
Net Assets	$1,726,606

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$62,051

Expenses

$111,380

Net Income

-$49,329

Net Assets

$1,671,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,637	65.5%
Interest Revenue	$494	0.8%
Dividends	$30,168	48.6%
Sales of Assets	-$9,248
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,445	76.7%
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	$1,671,360
Total Liabilities	$0
Net Assets	$1,671,360

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on Oct. 17, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$353,497

Expenses

$136,622

Net Income

$216,875

Net Assets

$1,720,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$29,452	8.3%
Sales of Assets	$324,033	91.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,324	85.9%
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	$1,720,689
Total Liabilities	$0
Net Assets	$1,720,689

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on April 15, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$223,799

Expenses

$120,930

Net Income

$102,869

Net Assets

$1,503,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$138,326	61.8%
Interest Revenue	$64	0.0%
Dividends	$32,564	14.6%
Sales of Assets	$52,845	23.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,658	85.7%
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	$1,503,814
Total Liabilities	$1
Net Assets	$1,503,813

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on May 15, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$112,679

Expenses

$103,457

Net Income

$9,222

Net Assets

$1,400,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,752	30.8%
Interest Revenue	$41	0.0%
Dividends	$36,320	32.2%
Sales of Assets	$41,566	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,958	85.0%
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	$1,405,945
Total Liabilities	$5,000
Net Assets	$1,400,945

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on May 5, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$93,910

Expenses

$83,873

Net Income

$10,037

Net Assets

$1,391,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$71,972	76.6%
Interest Revenue	$0
Dividends	$11,596	12.3%
Sales of Assets	$10,342	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,983	81.1%
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	$1,391,723
Total Liabilities	$0
Net Assets	$1,391,723

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0
Ross Rosenstein (Director)	$0	$0
Kyle Rosenstein (Director)	$0	$0
Jamie Rosenstein (Director)	$0	$0

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990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$102,730

Expenses

$80,533

Net Income

$22,197

Net Assets

$1,381,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$48,622	47.3%
Interest Revenue	$1	0.0%
Dividends	$26,846	26.1%
Sales of Assets	$27,101	26.4%
Other Income	$160	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,088	82.1%
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	$1,381,686
Total Liabilities	$0
Net Assets	$1,381,686

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0

990-PF

Filed on March 26, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

-$13,435

Expenses

$90,261

Net Income

-$103,696

Net Assets

$1,359,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9
Dividends	$15,711
Sales of Assets	-$29,163
Other Income	$8

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,450	73.6%
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	$1,359,489
Total Liabilities	$0
Net Assets	$1,359,489

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0

990-PF

Filed on May 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

-$3,024

Expenses

$82,385

Net Income

-$85,409

Net Assets

$1,463,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,995
Interest Revenue	$15
Dividends	$66,261
Sales of Assets	-$144,971
Other Income	$15,676

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,049	79.0%
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	$1,493,505
Total Liabilities	$30,320
Net Assets	$1,463,185

Compensation

Key Employees and Officers	Compensation	Other
Irma Rosenstein (Director)	$0	$0
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$99,598

Expenses

$122,270

Net Income

-$22,672

Net Assets

$1,548,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$50,038	50.2%
Sales of Assets	$48,668	48.9%
Other Income	$856	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,165	77.8%
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	$1,548,594
Total Liabilities	$0
Net Assets	$1,548,594

Compensation

Key Employees and Officers	Compensation	Other
Irma Rosenstein (Director)	$0	$0
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0

990-PF

Filed on May 12, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$204,841

Expenses

$83,075

Net Income

$121,766

Net Assets

$1,571,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,840	33.1%
Interest Revenue	$13,023	6.4%
Dividends	$20,772	10.1%
Sales of Assets	$93,439	45.6%
Other Income	$9,767	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,703	76.7%
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	$1,571,266
Total Liabilities	$0
Net Assets	$1,571,266

Compensation

Key Employees and Officers	Compensation	Other
Irma Rosenstein (Director)	$0	$0
Robert Rosenstein (Director)	$0	$0
Ann Rosenstein (Director)	$0	$0

990-PF

Filed on May 9, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$100,356

Expenses

$64,567

Net Income

$35,789

Net Assets

$1,449,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,992	9.0%
Dividends	$33,764	33.6%
Sales of Assets	$41,451	41.3%
Other Income	$16,149	16.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,541	78.3%
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	$1,449,500
Total Liabilities	$1
Net Assets	$1,449,499

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$131,850

Expenses

$72,419

Net Income

$59,431

Net Assets

$1,413,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,885	39.4%
Interest Revenue	$1,338	1.0%
Dividends	$27,618	20.9%
Sales of Assets	$51,009	38.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,374	90.3%
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	$1,413,711
Total Liabilities	$1
Net Assets	$1,413,710

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Rosenstein Family Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $180k (2023)

Expenses $125k (2023)

Total Assets $1.73M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$180k (2023)

Expenses

$125k (2023)

Total Assets

$1.73M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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