Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 is a 501(c)(3) organization based in Old Greenwich, Connecticut, registered in 1993, with $115,642 in FY2024 revenue. CharityIndex grades it F.
41 Shore Rd, Old Greenwich, CT, 06870 EIN 13-6997530 Since 1993
Revenue (FY2024)
$116K
▼ 71.8% vs prior year
Expenses (FY2024)
$211K
Net assets
$166K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating9 mo reserves · -82% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92: 9 mo reserves · -82% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 41 Shore Rd, Old Greenwich, CT, 06870
- City
- Old Greenwich
- State
- Connecticut
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $22K (FY2013) to $116K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $166K
Operating margin
-82.3%
Spent more than it raised in the latest fiscal year.
Total assets
$166K
Total liabilities
$0
Net assets
$166K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $115,642▼71.8% | $210,777▼41.6% | $165,742▼36.5% | $165,742▼36.5% | 990PF |
| 2023 | $409,877▲212% | $361,128▲309% | $260,877▲23.0% | $260,877▲23.0% | 990PF |
| 2022 | $131,574▼10.9% | $88,339▼49.0% | $212,128▲25.6% | $212,128▲25.6% | 990PF |
| 2021 | $147,617▲214% | $173,052▲10.5% | $168,893▼13.1% | $168,893▼13.1% | 990PF |
| 2020 | $47,069▼88.3% | $156,668▼21.1% | $194,328▼36.1% | $194,328▼36.1% | 990PF |
| 2019 | $403,403▲275% | $198,527▲76.7% | $303,927▲207% | $303,927▲207% | 990PF |
| 2018 | $107,560▼24.8% | $112,360▼3.2% | $99,051▼4.6% | $99,051▼4.6% | 990PF |
| 2017 | $143,092▼2.0% | $116,085▲8.1% | $103,851▲35.1% | $103,851▲35.1% | 990PF |
| 2016 | $145,938▲38.2% | $107,436▼37.8% | $76,844▲100% | $76,844▲100% | 990PF |
| 2015 | $105,576▲8.8% | $172,766▲52.3% | $38,342▼63.7% | $38,342▼63.7% | 990PF |
| 2014 | $97,063▲333% | $113,467▲54.0% | $105,532▼13.5% | $105,532▼13.5% | 990PF |
| 2013 | $22,404 | $73,668▲13.9% | $121,936▼29.6% | $121,936▼29.6% | 990PF |
| 2012 | — | $64,684▼70.7% | $173,200▲90.9% | $173,200▲90.9% | 990PF |
| 2011 | — | $220,566▲149% | $90,744▼62.9% | $90,744▼62.9% | 990PF |
| 2010 | — | $88,647 | $244,726 | $244,726 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 a legitimate nonprofit?
- Yes. Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-6997530, based in Old Greenwich, Connecticut. Donations are tax-deductible.
- What is Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92's EIN?
- Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92's Employer Identification Number (EIN) is 13-6997530.
- How much revenue does Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 report?
- Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 reported $115,642 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 have?
- CharityIndex grades Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 F, based on financial health (reserves and operating margin).
More nonprofits in Old Greenwich
Explore more
Data for Robert and Dale Rosen Charitable Foundation Tr Ua 08-05-92 (EIN 13-6997530) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.