Public Disclosures
Financial Transparency and Governance Archive
The Rossmoor Fund maintains this comprehensive public archive so donors, residents, and community partners can easily review our complete tax filings, annual impact reporting, and structural frameworks in one centralized location.
To learn more about our rigorous board review processes, legal fiduciary obligations, and donor privacy protections, please visit our dedicated Governance & Legal Operations page.
IRS Form 990 Archive
These filings provide the legal reporting core of the organization’s financial transparency record. A rolling archive of recent public disclosure copies is maintained below.
Recent Form 990 Filings
| Year | Document | Archive Notes |
|---|---|---|
| 2025 | Download 2025 IRS Form 990 PDF (opens in a PDF reader in a new tab) | Official federal return submitted for the fiscal year ending 2025. |
| 2024 | Download 2024 IRS Form 990 PDF (opens in a PDF reader in a new tab) | Official federal return submitted for the fiscal year ending 2024. |
| 2023 | Download 2023 IRS Form 990 PDF (opens in a PDF reader in a new tab) | Official federal return submitted for the fiscal year ending 2023. |
Annual Reports
Review the complete rolling archive of the Rossmoor Fund’s annual summaries and local program impact metrics.
Annual Report Archive
| Year | Document | Archive Notes |
|---|---|---|
| 2025 | Download 2025 Annual Report PDF (opens in a PDF reader in a new tab) | Comprehensive financial summary, balance sheets, and local program impact metrics. |
| 2024 | Download 2024 Annual Report PDF (opens in a PDF reader in a new tab) | Comprehensive financial summary, balance sheets, and local program impact metrics. |
| 2023 | Download 2023 Annual Report PDF (opens in a PDF reader in a new tab) | Comprehensive financial summary, balance sheets, and local program impact metrics. |
| 2022 | Download 2022 Annual Report PDF (opens in a PDF reader in a new tab) | Historical community impact report and audited operational allocations. |
| 2021 | Download 2021 Annual Report PDF (opens in a PDF reader in a new tab) | Historical community impact report and audited operational allocations. |
| 2020 | Download 2020 Annual Report PDF (opens in a PDF reader in a new tab) | Historical community impact report and audited operational allocations. |
| 2019 | Download 2019 Annual Report PDF (opens in a PDF reader in a new tab) | Historical community impact report and audited operational allocations. |
| 2018 | Download 2018 Annual Report PDF (opens in a PDF reader in a new tab) | Historical community impact report and audited operational allocations. |
| 2017 | Download 2017 Annual Report PDF (opens in a PDF reader in a new tab) | Historical foundational records and long-term endowment tracking archives. |
| 2016 | Download 2016 Annual Report PDF (opens in a PDF reader in a new tab) | Historical foundational records and long-term endowment tracking archives. |
| 2015 | Download 2015 Annual Report PDF (opens in a PDF reader in a new tab) | Historical foundational records and long-term endowment tracking archives. |
| 2013 | Download 2013 Annual Report PDF (opens in a PDF reader in a new tab) | Historical foundational records and long-term endowment tracking archives. |
Corporate Governance and Transparency Policies
Official corporate frameworks, ethical policies, and regulatory determination documents governing the Fund’s operations.
IRS Status Letter
Official federal determination letter confirming the Rossmoor Fund's permanent tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.
Download Exemption Letter (PDF) (opens in a PDF reader in a new tab)
Conflict of Interest Policy
Legally binding rules requiring directors to disclose and recuse themselves from any decisions involving potential personal, familial, or professional conflicts.
View Governance Policy (PDF) (opens in a PDF reader in a new tab)
Independent Regulatory Profiles
To verify our operational standing, public financial histories, and independent charity ratings, you can inspect the Rossmoor Fund’s official profiles on independent regulatory registries and public transparency databases.