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THE BLUE ROSE FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BLUE ROSE FOUNDATION (EIN 47-2603416)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-18
IRS object ID
202413539349200436
Schema version
2023v5.1
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)
Return2024-12-18T19:03:55-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943043361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZEISLER ZEISLER RAWSON & JOHNSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 A STREET SUITE CAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP949013025ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472603416EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BLUE ROSE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone4152795753PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5AddressLine1Txt
CityGLEN ELLENCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95442ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH POLETTOPersonNm
Person TitlePRESIDENT OF THE BOARDPersonTitleTxt
Phone4152795753PhoneNum
Signature2024-12-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZACHARY E ZEISLERPreparerPersonNm
PTINP00160867PTIN
Phone4154511703PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.BLUEROSESONOMA.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$36,575GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$36,575ContributionsGiftsGrantsEtcAmt
Total Revenue$36,575TotalRevenueAmt
Grants And Similar Amounts Paid$50,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$5,187OtherExpensesTotalAmt
Total Expenses$55,187TotalExpensesAmt
Excess Or Deficit For Year-$18,612ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$137,457NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$118,845NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$137,457BOYAmt
EOY$118,845EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$137,457BOYAmt
EOY$118,845EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$137,457BOYAmt
EOY$118,845EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE SCHOLARSHIPS FOR UNDER-PRIVILEGED CHILDREN.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomEDUCATIONAL SCHOLARSHIPS & GRANTS PROVIDED FOR FINANCIALLY DISADVANTAGED CHILDREN WHO WOULD OTHERWISE NOT BE ABLE TO ATTEND PRE-SCHOOL.DescriptionProgramSrvcAccomTxt
Grants And Allocations$50,000GrantsAndAllocationsAmt
Program Service Expenses$5,186ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$5,186TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARAH POLETTO
PRESIDENT OF THE BOARD20.00$0$0$0
NED HEARN
DIRECTOR5.00$0$0$0
JENNIFER MIDDLETON
DIRECTOR5.00$0$0$0
LISA BOVE YOUNG
DIRECTOR2.00$0$0$0
KENNETH COLLINS
DIRECTOR2.00$0$0$0
DEBRA NOVOGRAD
DIRECTOR2.00$0$0$0
DAVE ESBIN
DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEISLER ZEISLER RAWSON & JOHNSONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 A STREET SUITE CAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Phone4154511703PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$157,173CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,013CurrentTaxYearMinus1YearAmt
Current Tax Year$36,575CurrentTaxYearAmt
Total$499,884TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$157,173CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,013CurrentTaxYearMinus1YearAmt
Current Tax Year$36,575CurrentTaxYearAmt
Total$499,884TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$499,884PublicSupportTotal170Amt
Total Support$499,884TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP/GRANT. GRANTEE NAME: OLD ADOBE SCHOOL. GRANTEE ADDRESS: 2856 ADOBE ROAD PETALUMA, CA 94954. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/14/23. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP/GRANT. GRANTEE NAME: LAUREL HILL NURSERY SCHOOL. GRANTEE ADDRESS: 401 EUCLID AVENUE SAN FRANCISCO, CA 94118. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/14/23. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP/GRANT. GRANTEE NAME: MONMOUTH HILL NURSERY SCHOOL. GRANTEE ADDRESS: 724 KINGS HWY. EAST ATLANTIC HIGHLANDS, NJ 07716. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/30/23. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP/GRANT. GRANTEE NAME: SACRAMENTO LOAVES AND FISHES. GRANTEE ADDRESS: 1351 NORTH C STREET SACRAMENTO, CA 95811. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/14/23. AMOUNT GIVEN: 20,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EVENTS. AMOUNT: 1,579. DESCRIPTION: MARKETING. AMOUNT: 414. DESCRIPTION: TAXES. AMOUNT: 75. DESCRIPTION: INSURANCE. AMOUNT: 2,168. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 140. DESCRIPTION: PO BOX. AMOUNT: 72. DESCRIPTION: PRINTING. AMOUNT: 643. DESCRIPTION: INTERNET/WEBSITE. AMOUNT: 96. TOTAL TO FORM 990-EZ, LINE 16: 5,187.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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