RITA & HERBERT ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RITA & HERBERT ROSEN FAMILY FOUNDATION (EIN 91-1304542)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349102032
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T18:57:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2606 116TH AVENUE NE SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980041422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911304542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & H ROSEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 4254555511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980095003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY ROSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4254543030 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEA L NAHON | PreparerPersonNm |
| PTIN | P00010428 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.169.227.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 08:04:15 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BCA234BDE76B4D88E46E1099EEF86182489BBB0B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10F9A9C5498098AF584F6CE3D2C6B22E8CEE7FCB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,972,009 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,392 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,392 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,392 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $547,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110,846 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $437,626 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $557,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $441,018 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,323 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,420 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,457 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $6,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,439 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,743 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,743 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $423,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $433,275 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $244,032 | CashBOYAmt |
| Cash EOY | $177,183 | CashEOYAmt |
| Cash EOYFMV | $177,183 | CashEOYFMVAmt |
| Other Investments BOY | $10,241,741 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,794,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,794,826 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,485,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,972,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,972,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,485,773 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,840,355 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,485,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,972,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,485,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,972,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,485,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $503,082 | OtherIncreasesAmt |
| Subtotal | $11,120,509 | SubtotalAmt |
| Other Decreases | $148,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,972,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FROM RH SMOKEY PT 91-1876020 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,770 | GrossSalesPriceAmt |
| Gain Or Loss | $6,770 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,770 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,788,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042832 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $474,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,895,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $432,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,257,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $424,594 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,803,575 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054410 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,240 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,576,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054276 | DistributionYr5Rt |
| Total Distribution | 0.257233 | TotalDistributionRt |
| Average Distribution | 0.051447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,525,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $541,492 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $542,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $423,696 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,226 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,726 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,325 | OverpaymentAmt |
| Applied To ES Tax | $1,325 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 | STANLEY G ROSEN | IndividualWithBooksNm |
| Phone | 4254543030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980095003 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STANLEY ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHELE ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JUDITH DE JONGE | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MIRIAM ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| JACOB ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SASKIA DE JONGE | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS MADE TO 28 CHARITABLE 501(C)(3) ORGANIZATIONS OR PROGRAMS IN KEEPING WITH THE PURPOSE OF THIS FOUNDATION | Description1Txt |
| Expenses1 | $411,800 | Expenses1Amt |
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 | $10,539,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,685,517 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,685,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,525,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,401 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $68,414 | IncomeTaxAmt |
| Total Tax | $70,815 | TotalTaxAmt |
| Distributable Before Adj | $455,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $455,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $455,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $423,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $423,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $423,696 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $455,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,615 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,623 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,491 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $423,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,751 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,751 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,376 | 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 | $1,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,623 | ExcessFromYear4Amt |
| Excess From Year3 | $21,274 | ExcessFromYear3Amt |
| Excess From Year2 | $30,491 | ExcessFromYear2Amt |
| Excess From Year1 | $23,124 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY ROSEN | ContributingManagerNm |
| Contributing Manager | MICHELE ROSEN | ContributingManagerNm |
| Contributing Manager | JUDITH DE JONGE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STAN MICHELE OR MIRIAM ROSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980095003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4254543030 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO PRESCRIBED FORM. APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE ORGANIZATION, ITS MISSION AND HOW IT IS CARRIED OUT; CURRENT AND PRIOR YEAR FINANCIAL DATA, AND CURRENT AND FUTURE YEAR BUDGET. APPLICANTS MUST DEMONSTRATE 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS CAN BE MADE ANY TIME. THE GRANTS ARE GENERALLY DETERMINED BY NOV OF THE PRECEDING YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST FURTHER THE PRIMARY PURPOSE OF THE ORGANIZATION WHICH INCLUDE PROVIDING FOR THE RELIGIOUS, SCIENTIFIC, CULTURAL AND CHARITABLE NEEDS OF JEWISH ORGANIZATIONS AND THEIR CONSTITUENTS, AS WELL AS TO OTHER ORGANIZATIONS WHICH ENHANCE THE EDUCATION AND WELL-BEING OF CHILDREN AND YOUNG ADULTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | GLOBAL JEWISH ADVOCACY | $5,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | TAX EXEMPT | DISASTER RELIEF FUND | $5,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | TAX EXEMPT | ENTWINE W/ UW HILLEL | $25,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET STE 400 | NEW YORK | NY | 10017 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $30,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | TAX EXEMPT | MATCHING GIFT | $10,000 |
| BELLEVUE COLLEGE FOUNDATION | |||||||
| 3000 LANDERHOLM CIRCLE SE A101 | BELLEVUE | WA | 980076484 | NONE | TAX EXEMPT | ANNUAL FUND | $5,000 |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $5,000 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | TAX EXEMPT | REFUGEE ASSISTANCE | $10,000 |
| HILLEL FOUNDATION FOR JEWISH LIFE AT UNIVERSITY OF WASHINGTON | |||||||
| 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | NONE | TAX EXEMPT | JCONNECT PROGRAM | $30,000 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 SECOND AVENUE | SEATTLE | WA | 98121 | NONE | TAX EXEMPT | CAPITAL CAMPAIGN | $10,000 |
| JEWISH DAY SCHOOL OF METROPOLITAN SEATTLE | |||||||
| 15749 NE 4TH STREET | BELLEVUE | WA | 98008 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $15,000 |
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | NONE | TAX EXEMPT | FAMILY MATTERS CAMPAIGN | $50,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1215 FOURTH AVENUE SUITE 1100 | SEATTLE | WA | 981611021 | NONE | TAX EXEMPT | ANNUAL JDRF DREAM GALA | $10,000 |
| MOISHE HOUSE | |||||||
| 5007 PROVIDENCE ROAD SUITE E216 | CHARLOTTE | NC | 28226 | NONE | TAX EXEMPT | DONATION | $5,000 |
| NW SCHOOL FOR HEARING-IMPAIRED CHILDREN | |||||||
| 15303 WESTMINSTER WAY NORH | SHORELINE | WA | 98133 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $5,000 |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER STREET | SEATTLE | WA | 98109 | NONE | TAX EXEMPT | IN MEMORY OF RITA ROSEN | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $5,000 |
| QUEEN ANNE HELPLINE | |||||||
| 311 WEST MCGRAW | SEATTLE | WA | 98119 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $5,000 |
| SEATTLE ACADEMY OF ARTS AND SCIENCES | |||||||
| 1201 E UNION STREET | SEATTLE | WA | 98122 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | NONE | TAX EXEMPT | BIANCO CHALLENGE | $10,000 |
| SOLID GROUND | |||||||
| 1501 NORTH 45TH STREET | SEATTLE | WA | 98103 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $5,000 |
| STROUM JEWISH COMMUNITY CENTER | |||||||
| 3801 EAST MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | TAX EXEMPT | SEATTLE JEWISH FILM FESTIVAL | $5,000 |
| STROUM JEWISH COMMUNITY CENTER | |||||||
| 3801 EAST MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | TAX EXEMPT | CIRCLE OF FRIENDS LUNCHEON | $10,000 |
| TEMPLE B'NAI TORAH | |||||||
| 15727 NE 4TH STREET | BELLEVUE | WA | 98008 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $1,800 |
| UNION FOR REFORM JUDAISM | |||||||
| 3805 108TH AVENUE NE SUITE 100 | BELLEVUE | WA | 98004 | NONE | TAX EXEMPT | CAMP KALSMAN ARTS CENTER | $75,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVENUE | SEATTLE | WA | 98104 | NONE | TAX EXEMPT | SAFETY NET SERVICES | $25,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| BOX 359505 | SEATTLE | WA | 981959505 | NONE | TAX EXEMPT | STROUM JEWISH STUDIES PROGRAM | $10,000 |
| WASHINGTON STATE JEWISH HISTORICAL SOCIETY | |||||||
| 2031 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | TAX EXEMPT | ANNUAL OPERATING FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,800 | 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 | $3,392 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $326,780 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $220,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $326,780 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,856 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,636 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA FEES | CategoryTxt |
| Amt | $6,420 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,420 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,457 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE LLC AND PARTNERSHIP INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,794,826 | BookValueAmt |
| EOYFMV | $10,794,826 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,323 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,323 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL AND STATE INCOME TAX | Desc |
| Amt | $148,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $917 | $0 | $0 | $917 |
| INSURANCE | $2,997 | $0 | $0 | $2,997 |
| BOOKKEEPING | $2,500 | $0 | $0 | $2,500 |
| STATE LICENSE RENEWAL | $25 | $0 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (50 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BONNEY LAKE VILLAGE ASSOCIATES LLC | $48,224 | $47,529 | $47,529 |
| BONNEY LAKE VILLAGE ASSOCIATES LLC | $20,801 | $0 | $20,801 |
| EASTLAKE BUSINESS PARK ASSOC LLC | $1,545 | $2,270 | $2,270 |
| EASTLAKE BUSINESS PARK ASSOC LLC | $57,908 | $0 | $57,908 |
| HILLSIDE PLAZA ASSOC LLC | $3,941 | -$2,080 | -$2,080 |
| HILLSIDE PLAZA ASSOC LLC | $6,869 | $0 | $6,869 |
| KENT BUSINESS CAMPUS LLC | $13,143 | $18,870 | $18,870 |
| KENT BUSINESS CAMPUS LLC | -$13,149 | $0 | -$13,149 |
| KENT BUSINESS CAMPUS LLC | $2,335 | $3,394 | $3,394 |
| KENT BUSINESS CAMPUS LLC | -$2,336 | $0 | -$2,336 |
| L&R INVESTMENTS LLC | $3,140 | $4,628 | $4,628 |
| L&R INVESTMENTS LLC | $14,844 | $0 | $14,844 |
| LYNNWOOD EAST BUSINESS PK LLC | -$14,804 | -$12,861 | -$12,861 |
| LYNNWOOD EAST BUSINESS PK LLC | $42,213 | $0 | $42,213 |
| MARYMOOR WAREHOUSE ASSOC LLC | $22,367 | $6,290 | $6,290 |
| MARYMOOR WAREHOUSE ASSOC LLC | $24,852 | $0 | $24,852 |
| MILITARY RD S ASSOC LLC | $29,115 | $28,413 | $28,413 |
| MILITARY RD S ASSOC LLC | $19,410 | $18,941 | $18,941 |
| NEW RBK ASSOC LLC | -$544 | -$4,197 | -$4,197 |
| NEW RBK ASSOC LLC | $9,372 | $0 | $9,372 |
| NORTH CREEK ENTERPRISES LLC | $8,010 | $6,546 | $6,546 |
| NORTH CREEK ENTERPRISES LLC | $8,515 | $0 | $8,515 |
| PACIFIC SYSTEMS BLDG LLC | $12,893 | $11,076 | $11,076 |
| PACIFIC SYSTEMS BLDG LLC | $11,911 | $0 | $11,911 |
| RH FOUNTAIN PLAZA LLC | $5,253 | -$4,078 | -$4,078 |
| RH FOUNTAIN PLAZA LLC | $613 | $0 | $613 |
| RH LYNNWOOD CORPORATE LLC | $6,040 | -$404 | -$404 |
| RH LYNNWOOD CORPORATE LLC | $632 | $0 | $632 |
| RH MEADOW CREEK LLC | $15,736 | $6,842 | $6,842 |
| RH MEADOW CREEK LLC | $6,549 | $0 | $6,549 |
| RH MERIDIAN VILLAGE LLC | -$215 | $1,049 | $1,049 |
| RH MERIDIAN VILLAGE LLC | $1,929 | $0 | $1,929 |
| RH MT SI ASSOC LLC | $15,600 | -$17,165 | -$17,165 |
| RH MT SI ASSOC LLC | $9,152 | $0 | $9,152 |
| RH NCBC7 ASSOC LLC | $22,108 | $2,545 | $2,545 |
| RH NCBC7 ASSOC LLC | $1,916 | $0 | $1,916 |
| RH SEAPROP LLC | -$13,366 | -$9,447 | -$9,447 |
| RH SEAPROP LLC | $43,301 | $0 | $43,301 |
| RH SIXTH AVE PLAZA LLC | $11,698 | $1,977 | $1,977 |
| RH SIXTH AVE PLAZA LLC | $10,630 | $0 | $10,630 |
| RH SMOKEY PT LLC | -$4,672 | -$4,889 | -$4,889 |
| RH SMOKEY PT LLC | $3,426 | $0 | $3,426 |
| RH SMOKEY PT LLC | -$1,228 | -$1,267 | -$1,267 |
| RH SMOKEY PT LLC | $900 | $0 | $900 |
| RH STEVENS HEALTH CTR LLC | $7,353 | $44 | $44 |
| RH STEVENS HEALTH CTR LLC | $25,277 | $0 | $25,277 |
| ROSEN BEL-KIRK LLC | $1,620 | $3,884 | $3,884 |
| ROSEN BEL-KIRK LLC | $23,181 | $0 | $23,181 |
| WOODINVILLE WAREHOUSE LLC | $5,992 | $2,936 | $2,936 |
| WOODINVILLE WAREHOUSE LLC | $17,474 | $0 | $17,474 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN INVESTMENTS | Desc |
| Amt | $503,082 | Amt |
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