Robert R Rosenheim Foundation Inc

Bristol, CT
Tax-exempt since April 1998
EIN: 06-1483231

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.81M (2024)

Expenses

$3.46M (2024)

Total Assets

$27M (2024)

Total Liabilities

$114 (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

$1,813,542

Expenses

$3,464,418

Net Income

-$1,650,876

Net Assets

$26,987,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,857	0.2%
Dividends	$918,826	50.7%
Sales of Assets	$890,453	49.1%
Other Income	$1,406	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,227,669	93.2%
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	$26,987,511
Total Liabilities	$114
Net Assets	$26,987,397

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Sept. 8, 2025

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.
2023

Revenue

$1,011,216

Expenses

$1,799,863

Net Income

-$788,647

Net Assets

$28,676,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,182	3.2%
Dividends	$945,784	93.5%
Sales of Assets	$32,245	3.2%
Other Income	$1,005	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,570,368	87.2%
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	$28,676,301
Total Liabilities	$129
Net Assets	$28,676,172

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Oct. 1, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$514,273

Expenses

$2,523,708

Net Income

-$2,009,435

Net Assets

$29,495,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,578	17.8%
Dividends	$828,306	> 100%
Sales of Assets	-$416,078
Other Income	$10,467	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,265,600	89.8%
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	$29,495,123
Total Liabilities	$0
Net Assets	$29,495,123

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Nov. 6, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,474,094

Expenses

$1,954,463

Net Income

-$480,369

Net Assets

$31,509,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197	0.0%
Dividends	$851,658	57.8%
Sales of Assets	$599,829	40.7%
Other Income	$22,410	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,684,320	86.2%
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	$31,509,315
Total Liabilities	$0
Net Assets	$31,509,315

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Sept. 28, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$1,068,123

Expenses

$1,981,576

Net Income

-$913,453

Net Assets

$32,362,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,933	0.9%
Dividends	$883,130	82.7%
Sales of Assets	$175,060	16.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,775,100	89.6%
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	$32,362,732
Total Liabilities	$1
Net Assets	$32,362,731

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on June 3, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$1,040,799

Expenses

$1,803,409

Net Income

-$762,610

Net Assets

$33,276,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103,646	10.0%
Dividends	$1,048,085	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,613,710	89.5%
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	$33,276,185
Total Liabilities	$1
Net Assets	$33,276,184

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

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

$5,855,440

Expenses

$1,947,330

Net Income

$3,908,110

Net Assets

$34,077,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,716,883	80.6%
Interest Revenue	$187,490	3.2%
Dividends	$697,877	11.9%
Sales of Assets	$253,190	4.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,717,500	88.2%
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	$34,077,386
Total Liabilities	$0
Net Assets	$34,077,386

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Aug. 1, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$29,769,783

Expenses

$311,657

Net Income

$29,458,126

Net Assets

$30,169,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,889,638	90.3%
Interest Revenue	$70,253	0.2%
Dividends	$608,290	2.0%
Sales of Assets	$2,201,602	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,000	66.7%
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	$30,169,276
Total Liabilities	$0
Net Assets	$30,169,276

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on July 18, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,222,960

Expenses

$1,056,301

Net Income

$166,659

Net Assets

$711,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,222,885	100.0%
Interest Revenue	$75	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,055,000	99.9%
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	$711,150
Total Liabilities	$0
Net Assets	$711,150

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Sept. 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$88

Expenses

$103,792

Net Income

-$103,704

Net Assets

$794,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	98.8%
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	$794,491
Total Liabilities	$0
Net Assets	$794,491

Compensation

Key Employees and Officers	Compensation	Other
Michael J Samartino (President/Tr)	$0	$0
Michael Adams (Vice Preside)	$0	$0
Diane Libby (Secretary)	$0	$0

990-PF

Filed on Feb. 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$501,094

Expenses

$104,520

Net Income

$396,574

Net Assets

$898,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$501,000	100.0%
Interest Revenue	$94	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,975	98.5%
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	$898,195
Total Liabilities	$0
Net Assets	$898,195

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenheim (Pres/Treas)	$0	$0
Sarah Paley (Sec/Dir)	$0	$0
Michael J Samartino (Director)	$0	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$505,002

Expenses

$5,755

Net Income

$499,247

Net Assets

$501,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$505,000	100.0%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,085	88.4%
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	$501,621
Total Liabilities	$0
Net Assets	$501,621

Compensation

Key Employees and Officers	Compensation	Other
Robert Rosenheim (Pres/Treas)	$0	$0
Sarah Paley (Sec/Dir)	$0	$0
Michael J Samartino (Director)	$0	$0

990-PF

Filed on May 5, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$8,001

Expenses

$5,846

Net Income

$2,155

Net Assets

$2,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,000	100.0%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,200	88.9%
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	$2,374
Total Liabilities	$1
Net Assets	$2,373

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

Expenses

$7,130

Net Income

-$7,123

Net Assets

$218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,425	90.1%
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	$219
Total Liabilities	$1
Net Assets	$218

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

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Robert R Rosenheim Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.81M (2024)

Expenses $3.46M (2024)

Total Assets $27M (2024)

Total Liabilities $114 (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

$1.81M (2024)

Expenses

$3.46M (2024)

Total Assets

$27M (2024)

Total Liabilities

$114 (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.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001