ROSENDIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROSENDIN FOUNDATION (EIN 84-4957804)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-01
- IRS object ID
- 202142749349100209
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-01T12:07:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844957804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSENDIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8337673634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT VAN FOSSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8337673634 | PhoneNum |
| Signature | 2021-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATT | PersonFirstNm |
| Person Last | VAN FOSSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2021-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $848,291 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $983,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $993,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,586 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,586 | LegalFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,670 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,670 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,468 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,575 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $799,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $52,329 | CashEOYAmt |
| Cash EOYFMV | $52,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $33,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,691 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $756,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $762,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $841,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $848,291 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $40,083 | AccountsPayableEOYAmt |
| Grants Payable EOY | $2,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,583 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $0 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $799,276 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $799,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $841,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $799,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $799,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $799,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CTC CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,356 | GrossSalesPriceAmt |
| Gain Or Loss | $8,356 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,356 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $130 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEROSENDINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT VAN FOSSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8337673634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOLSNA THOMAS | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| SALINA BROWN | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LISA VERE | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MATT VAN FOSSEN | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | TREASURER | 2.00 | $0 | $0 | $0 |
| MATT HISAKA | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN KOESTER | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | DIRECTOR | 1.00 | $0 | $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 | $322,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $514,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130 | TotalTaxAmt |
| Distributable Before Adj | $41,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,509 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,509 | 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 | $149,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $149,509 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8337673634 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | ANNUAL GRANT APPLICATION - THE ROSENDIN FOUNDATION CARES ABOUT THE WELL-BEING OF OUR COMMUNITIES BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, INCLUDING EMOTIONAL, NUTRITIONAL, AND OCCUPATION PROGRAMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE FOR THESE GRANT CYCLES ARE MARCH 15 & AUGUST 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ROSENDIN FOUNDATION HAS TWO GRANT ANNUAL CYCLES FOR FINANCIAL GRANTS UP TO $50,000. NON-PROFIT ORGANIZATIONS WISHING TO BE CONSIDERED FOR FUNDING MUST FIRST SUBMIT A COMPLETED GRANT APPLICATION, ALONG WITH COPIES OF THE ORGANIZATION'S (OR THEIR SPONSORING ORGANIZATION'S) 501(C)(3) DETERMINATION LETTER, MOST RECENT AUDITED FINANCIAL STATEMENT, AND LIST OF CURRENT BOARD MEMBERS. THE FOUNDATION WILL ISSUE GRANTS IN APRIL & SEPTEMBER ANNUALLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNE ARUNDEL COUNTY FOOD BANK INC | |||||||
| 120 MARBURY DRIVE | CROWNSVILLE | MD | 21032 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| ASHA FOR WOMEN | |||||||
| PO BOX 2084 | ROCKVILLE | MD | 20847 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| ASHLEY'S PLACE SUMNER CHILD ADVOCACY CENTER | |||||||
| 315 W SMITH ST | GALLATIN | TN | 37066 | N/A | PC | CHILD ABUSE PREVENTION | $2,500 |
| ASIAN FAMILY SUPPORT SERVICES OF AUSTIN | |||||||
| PO BOX 14234 | AUSTIN | TX | 78761 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| CIRCLE OF HOPE COMMUNITY CENTER | |||||||
| 2900 W PECAN ST | PFLUGERVILLE | TX | 78660 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| CLACKAMAS WOMEN'S SERVICES | |||||||
| 256 WARNER MILNE RD | OREGON CITY | OR | 97045 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| CONSTRUCTION INDUSTRY ALLIANCE FOR SUICIDE PREVENTION (CIASP) | |||||||
| 191 CLARKSVILLE ROAD | PRINCETON JUNCTION | NJ | 08550 | N/A | PC | SUICIDE PREVENTION IN CONSTRUCTION | $2,500 |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | N/A | PC | CHILD ABUSE PREVENTION | $2,500 |
| DISCOVERY CHILDREN'S MUSEUM | |||||||
| 360 PROMENADE PLACE | LAS VEGAS | NV | 89106 | N/A | PC | CONVERSION OF EXHIBIT SPACE INTO STUDY HALL FOR LOW INCOME STUDENTS AND CHILDREN OF FIRST RESPONDERS | $2,500 |
| DULLES SOUTH FOOD PANTRY | |||||||
| 24757 ARCOLA MILLS DRIVE | DULLES | VA | 20166 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| FAMILY VIOLENCE PREVENTION SERVICES - THE BATTERED CHILDREN' S CENTER | |||||||
| 7911 BROADWAY | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| GRAYSON COUNTY WOMEN'S CRISIS LINE | |||||||
| 4200 N TRAVIS ST | SHERMAN | TX | 75092 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| GRAYSON GRAND CENTRAL STATION | |||||||
| PO BOX 3173 | SHERMAN | TX | 75091 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| HAWAII FOOD BANK | |||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| HO'OLA NA PU | |||||||
| PO BOX 22551 | HONOLULU | HI | 96823 | N/A | PC | SUPPORT VICTIMS OF TRAFFICKING | $2,500 |
| HOUSE OF RUTH MARYLAND | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| KIDS CENTER A CHILD ABUSE INTERVENTION CENTER | |||||||
| 1375 NW KINGSTON AVE | BEND | OR | 97703 | N/A | PC | CHILD ABUSE PREVENTION | $2,500 |
| LATINO EDUCATION ADVANCEMENT FOUNDATION (LEAF) | |||||||
| 538A VALLEY WAY BUILDING 3 | MILPITAS | CA | 95035 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| LAURA'S HOUSE | |||||||
| 33 JOURNEY STE 150 | ALISO VIEJO | CA | 92656 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| LOUDOUN HUNGER RELIEF | |||||||
| 750 MILLER DRIVE SUITE A-1 | LEESBURG | VA | 20175 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| NEIGHBOR IMPACT | |||||||
| 20310 EMPIRE AVE SUITE A100 | BEND | OR | 97701 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | |||||||
| 234 E GISH ROAD SUITE 200 | SAN JOSE | CA | 95112 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| OREGON FOOD BANK | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| PURPLE DOOR | |||||||
| 813 BUFORD ST | CORPUS CHRISTI | TX | 78404 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| SAFE & SOUND (FORMERLY CHILD ABUSE PREVENTION CENTER) | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | CHILD ABUSE PREVENTION | $2,500 |
| SAFE ALLIANCE | |||||||
| 601 E 5TH ST STE 400 | CHARLOTTE | NC | 28202 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| SAFE HOUSE | |||||||
| 921 AMERICAN PACIFIC DR SUITE 300 | HENDERSON | NV | 89014 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| SAIVA | |||||||
| 555 E 5TH | AUSTIN | TX | 78701 | N/A | PC | SUPPORT ELDERLY COMMUNITY STAY CONNECTED IN PANDEMIC THROUGH SENIOR FRIENDLY TABLETS | $2,500 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| SAN FRANCISCO MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| SECOND HARVET FOOD BANK OF METROLINA | |||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| TARRANT AREA FOOD BANK | |||||||
| 2600 CULLEN STREET | FORT WORTH | TX | 76107 | N/A | PC | DIMINISH FOOD SCARCITY | $2,500 |
| THREE SQUARE FOOD BANK | |||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| UMOM | |||||||
| 3333 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| UNITED FOOD BANK | |||||||
| 245 S NINA DR | MESA | AZ | 85210 | N/A | PC | DIMINISH FOOD SCARCITY | $5,000 |
| WEAVE | |||||||
| 1900 K STREET | SACRAMENTO | CA | 95811 | N/A | PC | SUPPORT DOMESTIC VIOLENCE SURVIVORS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRIS ATWOOD FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9282 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EMOTIONAL SUPPORT FOR ADDICTION | GrantOrContributionPurposeTxt |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,851 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENDIN HOLDINGS LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $983,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 (861 SHARES) | FMV | $39,215 | $39,920 |
| COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 (541 SHARES) | FMV | $27,272 | $27,650 |
| COMMERCE VALUE FUND INSTITUTIONAL FUND #346 (1,292 SHARES) | FMV | $39,065 | $39,384 |
| DFA US LARGE CAP VALUE PORTFOLIO (745 SHARES) | FMV | $27,880 | $27,948 |
| FIDELITY LARGE CAP GROWTH INDEX FUND (1,073 SHARES) | FMV | $24,351 | $25,516 |
| FIDELITY LARGE CAP VALUE INDEX FUND - INS PR (2,370 SHARES) | FMV | $30,238 | $31,448 |
| FIDELITY MID CAP VALUE INDEX FUND (2,166 SHARES) | FMV | $46,156 | $47,516 |
| FIDELITY SMALL CAP INDEX INC PREMIUM (635 SHARES) | FMV | $15,815 | $15,866 |
| HARTFORD MIDCAP FUND-F (491 SHARES) | FMV | $17,600 | $17,531 |
| T ROWE PRICE GROWTH STOCK FUND-I (424 SHARES) | FMV | $41,367 | $41,074 |
| T ROWE PRICE NEW HORIZONS FUND-I (184 SHARES) | FMV | $16,464 | $15,195 |
| CAUSEWAY EMERGING MARKETS FUND IS (805 SHARES) | FMV | $11,861 | $12,103 |
| DFA INTERNATIONAL SMALL COMPANY PORTFOLIO (395 SHARES) | FMV | $7,907 | $8,010 |
| LAZARD EMERGING MARKETS EQUITY PORT INSTL (539 SHARES) | FMV | $8,800 | $9,723 |
| MFS RESEARCH INTERNATIONAL FUND R6 (1,274 SHARES) | FMV | $26,880 | $28,003 |
| T ROWE PRICE OVERSEAS STOCK FUND-I (1,331 SHARES) | FMV | $15,815 | $16,014 |
| VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM (5,486 SHARES) | FMV | $58,451 | $57,443 |
| BAIRD AGGREGATE BOND FUND-IS (4,237 SHARES) | FMV | $50,159 | $49,869 |
| COMMERCE BOND FUND FUND #333 (7,142 SHARES) | FMV | $150,416 | $151,329 |
| DODGE & COX INCOME FUND (2,246 SHARES) | FMV | $33,452 | $32,900 |
| BLACKROCK HIGH YIELD PORTFOLIO - K (575 SHARES) | FMV | $4,400 | $4,486 |
| GOLDMAN SACHS HIGH YIELD FUND INS (694 SHARES) | FMV | $4,400 | $4,490 |
| VANGUARD HIGH YIELD CORPORATE FUND ADM (1,406 SHARES) | FMV | $8,382 | $8,410 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F (584 SHARES) | FMV | $8,333 | $8,420 |
| PIMCO EMERGING MARKETS BOND FUND INS (777 SHARES) | FMV | $8,382 | $8,468 |
| JPMORGAN HEDGED EQUITY FUND-R6 (701 SHARES) | FMV | $16,630 | $16,842 |
| PRINCIPAL GLOBAL MULTI-STRATEGY FUND (1,473 SHARES) | FMV | $16,615 | $16,713 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,586 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,586 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $25 | $0 | $25 |
| SUPPLIES | $326 | $0 | $326 |
| BANK CHARGES | $1,468 | $1,468 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSENDIN HOLDINGS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
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