Form 990 for tax year 2025
Filed by MILDRED H ROSA CHARITABLE TRUST.
Totals
- Total revenue
- $79,251
- Total expenses
- $205,741
- Contributions and grants received
- $0
- Grants paid
- $150,000
- Program service revenue
- $0
- Investment income
- $79,251
- Other revenue
- $0
- Total assets, end of year
- $2,299,152
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,299,152
- Program services expenses (Part IX)
- $150,000
- Management and general expenses
- $55,741
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $150,000
Program services were 72.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID M EPSTEIN
PRESIDENT - TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
RICHARD EPSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
TESSIE EPSTEIN CLEVY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$150,000
TO PURCHASE MEDICAL EQUIPMENT AND HELP FUND OTHER MEDICAL PROGRAMS.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 April 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601019349300500
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