ROSEN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROSEN FAMILY CHARITABLE FOUNDATION INC (EIN 46-4107197)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202401359349104650
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T15:18:36-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274043350PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LONDON & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1231 FARMINGTON AVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464107197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSEN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone8604297046PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15854 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP201698127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS ROSENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-05-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastROSENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LONDON CPAPreparerPersonNm
PTINP00193639PTIN
Phone8606795290PhoneNum
Preparation2024-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$143,851FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$86InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$86InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,153DividendsNetInvstIncmAmt
Total Rev And Expnss$4,239TotalRevAndExpnssAmt
Total Net Invst Incm$4,239TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$135AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$135AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$140OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$140OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,964ExcessRevenueOverExpensesAmt
Net Investment Income$3,964NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,931SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,895SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$143,851SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$109,931TotalAssetsBOYAmt
Total Assets EOY$113,895TotalAssetsEOYAmt
Total Assets EOYFMV$143,851TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$109,931RetainedEarningBOYAmt
Retained Earning EOY$113,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$109,931TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$109,931TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$109,931TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,964ExcessRevenueOverExpensesAmt
Subtotal$113,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$113,895TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$55InvestmentIncomeExciseTaxAmt
Subtotal$55SubtotalAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Tax Due$55TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUG ROSENIndividualWithBooksNm
Phone8604297046PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15854 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDOUGLAS ROSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15854 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONAL ACTIVITIESDescription1Txt
Expenses1$50Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$81,200AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$31,100FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$115,800TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$115,800AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$114,063NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year2$1,000Year2Amt
Total$1,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Year2$1,000Year2Amt
Total$1,000TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$3,802CurrentYearAmt
Year1$4,591Year1Amt
Year2$7,946Year2Amt
Year3$3,283Year3Amt
Total$19,622TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS ROSENContributingManagerNm
Contributing ManagerDONNA ROSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,239ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,239TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$135Amt
Net Investment Income$135NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ANNUAL ACCOUNT FEE$140$140

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