ROSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSEN FAMILY FOUNDATION INC (EIN 41-2054672)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-25
- IRS object ID
- 202440859349100019
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-25T12:28:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412054672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 6512566166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EAGAN WOODS DR SUITE 300 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN ROSEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6512566166 | PhoneNum |
| Signature | 2024-03-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARIN | PersonFirstNm |
| Person Last | ROSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,277,375 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $583,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $583,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,970,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,573,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $598,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $87,145 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $231 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,449,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,356,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,124,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $438,821 | CashBOYAmt |
| Cash EOY | $585,469 | CashEOYAmt |
| Cash EOYFMV | $585,469 | CashEOYFMVAmt |
| Acct Rcvbl | $2,642 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,955 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,642 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,642 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $16,448,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,425,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,689,264 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,889,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,013,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,277,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,889,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,013,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,889,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,013,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,889,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,013,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,889,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,124,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,013,925 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,013,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,019,476 | $1,152,253 | -$132,777 | -$132,777 |
| PUBLICLY TRADED SECURITIES | $950,840 | $842,871 | $107,969 | $107,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,782 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,782 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,758 | OverpaymentAmt |
| Applied To ES Tax | $1,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOMINICK V DRIANO JR | IndividualWithBooksNm |
| Phone | 6512566166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EAGAN WOODS DR SUITE 300 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS J ROSEN | ||||||||
| 2600 EAGAN WOODS DR SUITE 300 | EAGAN | MN | 55121 | PRESIDENT\SECRETARY | 0.25 | $0 | $0 | $0 |
| RICHARD H ROSEN | ||||||||
| 2600 EAGAN WOODS DR SUITE 300 | EAGAN | MN | 55121 | DIRECTOR | 0.20 | $5,000 | $0 | $0 |
| KARIN M ROSEN | ||||||||
| 2600 EAGAN WOODS DR SUITE 300 | EAGAN | MN | 55121 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| DOMINICK V DRIANO JR | ||||||||
| 2600 EAGAN WOODS DR SUITE 300 | EAGAN | MN | 55121 | VP ASSISTANT SECRETARY | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER WOODRUFF | ||||||||
| 2600 EAGAN WOODS DR SUITE 300 | EAGAN | MN | 55121 | VP OF TAX | 0.50 | $0 | $0 | $0 |
| JOHN EDMAN | ||||||||
| 53 DOWNTOWN PLAZA PO BOX 318 | FAIRMONT | MN | 56031 | DIRECTOR | 0.20 | $5,000 | $0 | $0 |
| THOMAS J DOYLE | ||||||||
| 100 3RD AVE S UNIT 203 | MINNEAPOLIS | MN | 55401 | DIRECTOR | 0.20 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,472,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $849,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,321,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,321,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $334,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,986,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,099,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,099,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,024 | TotalTaxAmt |
| Distributable Before Adj | $1,092,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,092,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,092,313 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,356,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,356,418 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,092,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $96,422 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $96,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,356,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,092,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $264,105 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $360,527 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $360,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,422 | ExcessFromYear4Amt |
| Excess From Current Year | $264,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRACARE HEALTH FOUNDATION | |||||||
| 1406 SIXTH AVENUE NORTH | ST CLOUD | MN | 56303 | NONE | PC | IMPROVE HEALTH AND HEALTH CARE IN THE LONG PRAIRIE COMMUNITY. | $50,000 |
| CHILDREN'S MUSEUM OF GREEN BAY | |||||||
| 1230 BAY BEACH RD | GREEN BAY | WI | 54302 | NONE | PC | FUND CAPITAL EXPENSES AT THE CHILDREN'S MUSEUM OF GREEN BAY. | $500,000 |
| FAIRMONT AREA COMMUNITY CENTER | |||||||
| 204 LAKE AVE STE 201 | FAIRMONT | MN | 56031 | NONE | PC | FUND ORGANIZATIONAL EXPENSES. | $100,000 |
| GIBBON BEAUTIFICATION FOUNDATION | |||||||
| PO BOX 801 | GIBBON | NE | 68840 | NONE | PC | FUND EXPENSES TO ENHANCE ROSEN PARK IN GIBBON, NEBRASKA. | $200,000 |
| GOLDEN HOUSE INC | |||||||
| PO BOX 727 | GREEN BAY | WI | 54305 | NONE | PC | TO INCREASE CAPACITY, ENHANCE SECURITY, AND INCREASE PRIVACY OF THE FACILITY. | $100,000 |
| MINNESOTA AGRICULTURE IN THE CLASSROM INC FOUNDATION | |||||||
| PO BOX 987 | BEMIDJI | MN | 56619 | NONE | PC | SUPPORT AND EXPAND HIGHLY ENGAGING, INNOVATIVE AGRICULTURAL LEARNING OPPORTUNITIES AS PART OF FARM CAMP MINNESOTA. | $70,000 |
| NEBRASKA FARM BUREAU FOUNDATION | |||||||
| 5225 S 16TH STREET | LINCOLN | NE | 68512 | NONE | PC | FUND AN EDUCATION SPECIALIST AND SUPPORT THE NEBRASKA AGRICULTURE IN THE CLASSROOM PROGRAM. | $70,000 |
| WISE FOUNDATION | |||||||
| 385 W VETERANS MEMORIAL PKWY | WARRENTON | MO | 63383 | NONE | PC | SALARY & BENEFITS FOR AGRICULTURE TEACHERS PLUS SUPPLIES FOR THE AGRICULTURE PROGRAM. | $150,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GRANT - GENERAL. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,340,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MINNESOTA AGRICULTURE IN THE CLASSROM INC FOUNDATION | |||||||
| PO BOX 987 | BEMIDJI | MN | 56619 | NONE | PC | SUPPORT AND EXPAND HIGHLY ENGAGING, INNOVATIVE AGRICULTURAL LEARNING OPPORTUNITIES. | $280,000 |
| UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION | |||||||
| 410 S THRD ST | RIVER FALLS | WI | 54022 | NONE | PC | ENDOWMENT OF THE HUMANE HANDLING INSTITUTE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,280,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,137 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $573,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $573,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSEN'S DIVERSIFIED INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EAGAN WOODS DR SUITE 300 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MKTS ETF - VEA | AT COST | $4,813,071 | $5,248,505 |
| VANGUARD FTSE EMERGING MARKETS ETF - VWO | AT COST | $1,709,468 | $1,617,006 |
| VANGUARD GROWTH ETF - VUG | AT COST | $2,583,874 | $3,948,823 |
| VANGUARD INTERMEDIATE TERM BOND ETF - BIV | AT COST | $1,067,857 | $1,001,725 |
| VANGUARD LONG TERM BOND INDEX ETF - BLV | AT COST | $916,315 | $796,043 |
| VANGUARD MORTGAGE BACKED SECURITIES ETF - VMBS | AT COST | $934,238 | $861,433 |
| VANGUARD SHORT TERM BOND ETF - BSV | AT COST | $1,759,199 | $1,714,005 |
| VANGUARD SMALL CAP ETF - VB | AT COST | $1,374,593 | $1,618,978 |
| VANGUARD TOTAL INTL BOND INDEX ETF - BNDX | AT COST | $1,800,988 | $1,682,068 |
| VANGUARD VALUE ETF - VTV | AT COST | $3,466,211 | $4,200,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,187 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT CORP | $231 | $0 | $231 |
| LPL FINANCIAL - INVESTMENT FEES | $86,914 | $86,914 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $6,312 | Amt |
| Net Investment Income | $6,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |