2023-09-01T13:47:25-05:00 2022-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2022-01-01 204647579 ROSE FOUNDATION ROSE 6174821776 CO GOULSTON STORRS 400 ATLANTIC BOSTON MA 02110 ADAM STEIN TRUSTEE 6174821776 2023-07-10 1 ADAM STEIN 999009999 1 JAMES R DOWNING P01229332 7819375300 2023-07-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 0 X 20601 9 9 0 2701 40 23311 49 0 0 0 11650 11650 0 625 0 625 30000 0 0 35 35 0 42310 11685 625 22826 22826 65136 11685 23451 -41825 0 41865 41865 0 0 40 0 40 0 X 0 0 0 0 41825 0 41825 0 41865 0 41825 -41825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 MA 1 0 1 0 1 1 N/A GOULSTON STORRS PC 6174821776 400 ATLANTIC AVENUE BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAM STEIN C/O GOULSTON STORRS 400 ATLANTIC AVE BOSTON MA 02110 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 NONE - GRANT MAKING ORGANIZATION 0 0 0 8980 0 8980 0 0 8980 135 8845 442 442 0 442 0 442 0 442 23451 0 23451 442 0 0 990154 1726100 236896 6755939 9709089 23451 0 0 0 442 23009 0 0 9732098 0 0 0 0 0 0 990154 8741944 1726100 236896 6755939 23009 X LUPINE FUND CO FIDELITY CHARITABLE GIFT FUND FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770053 NONE 501(C)(3) GENERAL OPERATIONS 20165 TRIANGLE COMMUNITY FOUNDATION 800 PARK OFFICES DR SUITE 201 RESEARCH TRIANGLE PARK NC 27709 NONE 501(C)(3) GENERAL OPERATIONS 2661 22826 0 14 9 14 40 EXCISE TAX REFUND 2661 0 49 2661 2710 11 THE REFUND OF FEDERAL EXCISE TAXES IS NOT INCLUDED IN THE CALCULATION OF UNRELATED BUSINESS TAXABLE INCOME, NOR IS IT INCLUDED IN THE CALCULATION NET INVESTMENT INCOME FOR DETERMINING THE FOUNDATION'S 2021 EXCISE TAX. 0 0 0 0 0 0 0 0 0 0 X X 1 ADAM STEIN 312 W FRANKLIN ST-SUITE2 CHAPEL HILL NC 27516 8916 X 2 CHESTNUT FUND GOULSTON STORRS 400 ATLANTIC AVE BOSTON MA 02110 11685 X ACCOUNTING FEES - TAX PREP 11650 11650 0 TRIANGLE COMMUNITY FOUNDATION 800 PARK OFFICES DR SUITE 201 RESEARCH TRIANGLE PARK NC 27709 DURING THE YEAR, THE ROSE FOUNDATION (EIN: 20-4647579) DISTRIBUTED OUT ITS REMAINING ASSETS TO THE TRIANGLE COMMUNITY FOUNDATION. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION. IT IS INTENDED THAT THE FUNDS WILL BE USED IN ACCORDANCE WITH 170(C)(2)(B). SPECIFICALLY THE FUNDS WILL BE DISTRIBUTED TO AN ORGANIZATION TO FILL GAPS, REDUCE INEQUITIES, AND ADDRESS THE REGION'S MOST PRESSING SOCIAL CHALLENGES. WITH NO REMAINING ASSETS OR LIABILITIES, THE FOUNDATION'S TRUSTEE HAS VOTED TO TERMINATE THE FOUNDATION. 2661 DURING THE YEAR, THE ROSE FOUNDATION (EIN: 20-4647579) DISTRIBUTED OUT ITS REMAINING ASSETS TO THE TRIANGLE COMMUNITY FOUNDATION. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION. IT IS INTENDED THAT THE FUNDS WILL BE USED IN ACCORDANCE WITH 170(C)(2)(B). SPECIFICALLY THE FUNDS WILL BE DISTRIBUTED TO AN ORGANIZATION TO FILL GAPS, REDUCE INEQUITIES, AND ADDRESS THE REGION'S MOST PRESSING SOCIAL CHALLENGES. WITH NO REMAINING ASSETS OR LIABILITIES, THE FOUNDATION'S TRUSTEE HAS VOTED TO TERMINATE THE FOUNDATION. MA FILING FEES 35 35 0 OTHER INCOME 40 40 40 EXCISE TAX REFUND 2661 2661 MOTT FUND 40 0 CUSTODIAL FEES 625 0 625 ADAM STEIN 312 W FRANKLIN ST-SUITE 2 CHAPEL HILL NC 27516 CHESTNUT FUND CO GOULSTON & STORRS 400 ATLANTIC AVE BOSTON MA 02110 FEDERAL TAXES 30000 0 0