ROSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROSEN FAMILY FOUNDATION INC (EIN 41-2054672)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-05
- IRS object ID
- 202340959349100729
- Schema version
- 2022v5.0
- 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 | 2023-04-05T15:43:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 6512566160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 34TH AVENUE SOUTH SUITE 400 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN ROSEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6512566160 | PhoneNum |
| Signature | 2023-04-05 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,424,483 | 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 | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,835 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $333,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $333,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,333,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $70,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,637 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $628,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $628,087 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $718,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $644,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,615,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,696 | CashBOYAmt |
| Cash EOY | $438,821 | CashEOYAmt |
| Cash EOYFMV | $438,821 | CashEOYFMVAmt |
| Acct Rcvbl | $2,955 | AcctRcvblAmt |
| Acct Rcvbl BOY | $606 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,955 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,955 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $9,930,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,448,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,982,707 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,274,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,889,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,424,483 | 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 | $10,274,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,889,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,274,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,889,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,274,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,889,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,274,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,615,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,889,830 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,889,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $151,694 | GrossSalesPriceAmt |
| Cost Or Other Basis | $154,633 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,939 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,939 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,939 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,939 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,435 | 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 | $6,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,782 | OverpaymentAmt |
| Applied To ES Tax | $2,782 | 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 | 8101 34TH AVENUE SOUTH SUITE 400 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | 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 | ||||||||
| 8101 34TH AVENUE SOUTH SUITE 400 | BLOOMINGTON | MN | 55425 | PRESIDENT\SECRETARY | 0.25 | $0 | $0 | $0 |
| RICHARD H ROSEN | ||||||||
| 8101 34TH AVENUE SOUTH SUITE 400 | BLOOMINGTON | MN | 55425 | DIRECTOR | 0.20 | $5,000 | $0 | $0 |
| KARIN M ROSEN | ||||||||
| 8101 34TH AVENUE SOUTH SUITE 400 | BLOOMINGTON | MN | 55425 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| DOMINICK V DRIANO JR | ||||||||
| 8101 34TH AVENUE SOUTH SUITE 400 | BLOOMINGTON | MN | 55425 | VP ASSISTANT SECRETARY | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER WOODRUFF | ||||||||
| 8101 34TH AVENUE SOUTH SUITE 400 | BLOOMINGTON | MN | 55425 | 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 | ||||||||
| 220 SOUTH 6TH STREET SUITE 2200 | MINNEAPOLIS | MN | 55402 | 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 | $14,990,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,368,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,359,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,359,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,098,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $854,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $854,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,653 | TotalTaxAmt |
| Distributable Before Adj | $851,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $851,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $851,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $644,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $644,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $851,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $106,986 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $196,187 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $303,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $644,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $644,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $206,751 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $206,751 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,422 | 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 | $96,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $96,422 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 |
| CITY OF GIBBON | |||||||
| 715 FRONT STREET PO BOX 130 | GIBBON | NE | 68840 | NONE | GOV | GRANT TO ASSIST IN THE RENOVATION OF THE EXISTING STRUCTURE FOR THE COMMUNITY CENTER | $75,000 |
| LAKESIDE CEMETERY FOUNDATION | |||||||
| 1623 900 N FAIRLAKES AVE | FAIRMONT | MN | 56031 | NONE | PC | ASSIST IN FUNDING LAKESIDE CEMETERY FOUNDATION WITH ENOUGH FUNDS TO CONTINUE TO BEAUTIFY THE CEMETERY, EDUCATE THE PUBLIC ON THE HISTORIC VALUE OF THIS CEMETERY, AND EXPAND THE CEMETERY AS NEEDED. | $85,587 |
| 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. | $47,500 |
| MINNESOTA HISTORICAL SOCIETY | |||||||
| 345 KELLOGG BLVD W | ST PAUL | MN | 55102 | NONE | PC | ENDOWMENT FOR THE OLIVER KELLEY FARM | $100,000 |
| 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 |
| THE NATURE CONSERVANCY | |||||||
| 1101 WEST RIVER PARKWAY SUITE 200 | MINNEAPOLIS | MN | 55415 | NONE | PC | GRANT - GENERAL | $100,000 |
| 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 | $628,087 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,835 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $333,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,939 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,642 | 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 | 8101 34TH AVENUE SOUTH SUITE 400 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | 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 | $3,589,308 | $3,450,233 |
| VANGUARD FTSE EMERGING MARKETS ETF - VWO | AT COST | $1,484,603 | $1,284,010 |
| VANGUARD GROWTH ETF - VUG | AT COST | $3,324,135 | $3,235,240 |
| VANGUARD INTERMEDIATE TERM BOND ETF - BIV | AT COST | $719,621 | $630,086 |
| VANGUARD LONG TERM BOND INDEX ETF - BLV | AT COST | $670,940 | $532,411 |
| VANGUARD MORTGAGE BACKED SECURITIES ETF - VMBS | AT COST | $717,742 | $635,249 |
| VANGUARD SHORT TERM BOND ETF - BSV | AT COST | $1,430,983 | $1,346,083 |
| VANGUARD SMALL CAP ETF - VB | AT COST | $886,584 | $938,454 |
| VANGUARD TOTAL INTL BOND INDEX ETF - BNDX | AT COST | $1,407,276 | $1,230,196 |
| VANGUARD VALUE ETF - VTV | AT COST | $2,216,862 | $2,700,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,261 | $0 | $0 | $1,261 |
| BANK FEES | $12 | $12 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CT CORP | $187 | $0 | $0 | $187 |
| LPL FINANCIAL - INVESTMENT FEES | $70,096 | $70,096 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,637 | Amt |
| Net Investment Income | $3,637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |