2025-05-08T13:16:21-05:00 2024-12-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990PF 2024-01-01 200677267 ERNEST & IRMA ROSE FOUNDATION C/O FIRST FOUNDATION BANK ERNE 8779686328 18101 VON KARMAN AVE 750 IRVINE CA 92612 DOUGLAS K FREEMAN PRESIDENT 8779686328 2025-05-08 1 0 MICHAEL BERRY P00179412 3108382204 X 2024 2025-03-06 01:10:19Z X 4445288 X 891 X 132729 116217 236890 3945287 236890 49 0 370559 353107 0 0 0 2761 245 2481 56619 26281 26604 125 0 125 36 0 36 59541 26526 29246 200000 200000 259541 26526 229246 111018 326581 8364 21229 21229 173460 31077 31077 1789633 988685 988685 1112513 579708 579708 1187014 2824540 2824540 239 49 49 4271223 4445288 4445288 0 0 X 4271223 4445288 4271223 4445288 4271223 4445288 4271223 111018 63047 4445288 0 4445288 CHARLES SCHWAB 2024-01-02 2024-12-31 1848431 1831146 17285 17285 CHARLES SCHWAB 2023-01-01 2024-12-31 2095594 1877251 218343 218343 SETTLEMENT PROCEEDS 2023-01-01 2024-12-31 1262 1262 1262 236890 4539 0 4539 0 4539 834 0 0 0 834 0 3705 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 0 0 0 0 0 1 HTTPS://IRMAROSEFOUNDATION.ORG FIRST FOUNDATION BANK 8779686328 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS K FREEMAN 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 PRESIDENT 1.00 0 0 0 LYNN FREEMAN 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 SECRETARY, TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 4352292 78436 0 4430728 0 0 4430728 66461 4364267 218213 218213 4539 4539 213674 0 213674 0 213674 229246 0 229246 213674 0 0 1099384 14598 18342 98013 39386 1269723 229246 0 0 0 213674 15572 0 0 1285295 0 0 0 0 0 0 1099384 185911 14598 18342 98013 39386 15572 X JEWISH FEDERATION OF ORANGE COUNTY 1 FEDERATION WAY STE 210 IRVINE CA 926030174 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 JEWISH FEDERATION OF ORANGE COUNTY 1 FEDERATION WAY STE 210 IRVINE CA 926030174 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 ORANGE COUNTY MUSIC AND DANCE 17620 FITCH 160 IRVINE CA 92614 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 ORANGE COUNTY MUSIC AND DANCE 17620 FITCH 160 IRVINE CA 92614 NONE PUBLIC CHARITY BUILDING FUND 50000 200000 0 14 132729 18 236890 REIMBURSED EXPENSES 49 0 369619 49 369668 11A REIMBURSED EXPENSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2761 245 2481 FORM 990-PF NOT REQUIRED TO BE FILED WITH DELAWARE CAPTITAL GAINS AND LOSSES PART IV THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES DURING THE YEAR THAT IS SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSE OF PART IV AND DUE TO TAX SOFTWARE LIMITATION, THE ACQUISITION DATES SHOWN FOR SHORT AND LONG- TERM CAPITAL GAINS IS JANUARY 2, 2024 AND JANUARY 1,2023 RESPECTIVELY. FOR SALES DATES, DECEMBER 31,2024 IS BEING SHOWN FOR BOTH SHORT AND LONG- TERM CAPITAL GAINS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. CHARLES SCHWAB- EQUITIES 579708 579708 773497 773497 215188 215188 CHARLES SCHWAB- EXCHANGE TRADED FUNDS FMV 2094530 2094530 CHARLES SCHWAB- MUTUAL FUNDS FMV 730010 730010 OTHER RECEIVABLES 239 49 49 BANK FEES 35 0 35 POSTAGE 1 0 1 REIMBURSED EXPENSES 49 49 CHANGE IN UNREALIZED GAINS AND LOSSES 63047 INVESTMENT FEES 30015 26281 0 FOUNDATION ADMINISTRATION 24150 0 24150 INFORMATION TECHNOLOGY 2100 0 2100 CORPORATE REGISTERED AGENT 354 0 354 STATE TAXES AND FEES 125 0 125