BETA

ANDREW AND SHERI ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ANDREW AND SHERI ROSEN FAMILY FOUNDATION (EIN 47-2273007)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-11
IRS object ID
201941319349100004
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-11T10:55:01-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300017846PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STANLEY B GITLIN AN ACCOUNTANCY CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11925 CENTURY PARK EAST SUITE 620AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900672730ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472273007EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDREW AND SHERI ROSENBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone2144594512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13925 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERI L ROSENPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2144594512PhoneNum
Signature2019-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTAN GITLINPreparerPersonNm
PTINP00146249PTIN
Phone3105530355PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.178.216.111IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-29IPDt
IP Tm10:46:15IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdED9F0A6E2EE596270CE7908F204CAB8E9D2D4CB9AtSubmissionCreationDeviceId
At Submission Filing Device IdED9F0A6E2EE596270CE7908F204CAB8E9D2D4CB9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,021,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$718InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$718InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,360DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,360DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,002,078TotalRevAndExpnssAmt
Total Net Invst Incm$2,078TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$57TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,640ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,697TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$111,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,890,381ExcessRevenueOverExpensesAmt
Net Investment Income$2,078NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,317CashBOYAmt
Cash EOY$3,999,698CashEOYAmt
Cash EOYFMV$3,999,698CashEOYFMVAmt
Corporate Stock BOY$57,675CorporateStockBOYAmt
Corporate Stock EOY$57,675CorporateStockEOYAmt
Corporate Stock EOYFMV$22,050CorporateStockEOYFMVAmt
Total Assets BOY$166,992TotalAssetsBOYAmt
Total Assets EOY$4,057,373TotalAssetsEOYAmt
Total Assets EOYFMV$4,021,748TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$166,992RetainedEarningBOYAmt
Retained Earning EOY$4,057,373RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$166,992TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,057,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$166,992TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,057,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,992TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,890,381ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,057,373SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,057,373TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$98,990AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$148,554NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.666357DistributionYr1Rt
Adjusted Qlfy Distri Yr2$66,042AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$42,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.548827DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,343AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$66,117NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.215164DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,811NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.184997DistributionYr4Rt
Total Distribution3.615345TotalDistributionRt
Average Distribution0.903836AverageDistributionRt
Net Vl Noncharitable Assets$253,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$229,357AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$229,378AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$111,640QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$42TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDREW AND SHERI ROSENIndividualWithBooksNm
Phone2144594512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13925 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255432ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW S ROSEN
3925 MARQUETTE STREETDALLASTX75225PRESIDENT0.50$0$0$0
SHERI L ROSEN
3925 MARQUETTE STREETDALLASTX75225SECRETARY0.50$0$0$0
KERRY L WELCH
2100 MCKINNEY AVENUE 1600DALLASTX75201TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,180AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$230,444AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$257,624TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$257,624AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$253,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,688MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,688MinimumInvestmentReturnAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Total Tax$42TotalTaxAmt
Distributable Before Adj$12,646DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,646DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,646DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$111,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$111,640QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$111,640AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,646DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,462ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$77,067ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,956ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$91,619ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$234,104TotalExcessDistributionCyovAmt
Qualifying Distributions$111,640QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,646AppliedToCurrentYearAmt
Remaining Distri From Corpus$98,994RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$333,098TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$333,098ExcessDistriCyovToNextYrAmt
Excess From Year4$1,462ExcessFromYear4Amt
Excess From Year3$77,067ExcessFromYear3Amt
Excess From Year2$63,956ExcessFromYear2Amt
Excess From Year1$91,619ExcessFromYear1Amt
Excess From Current Year$98,994ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN OF FALLEN PATRIOTS
1818 LIBERTY STREET 500RESTONVA20190N/APUBLIC CHARITYGENERAL FUND$1,000
CURE ALZHEIMER'S FUND
34 WASHINGTON STREET 200WELLESLEY HILLSMA02481N/APUBLIC CHARITYGENERAL FUND$25,000
DALLAS HOLOCAUST MUSEUM
211 N RECORD STREET 100DALLASTX75202N/APUBLIC CHARITYGENERAL FUND$4,600
DALLAS SUMMER MUSICALS
909 1ST AVENUEDALLASTX75210N/APUBLIC CHARITYGENERAL FUND$2,500
JEWISH FEDERATION OF GREATER DALLAS
7800 NORTHHAVEN RDDALLASTX75230N/APUBLIC CHARITYGENERAL FUND$15,000
JUVENILE DIABETES RESEARCH FOUNDATION
26 BROADWAY 14TH FLOORNEW YORKNY10004N/APUBLIC CHARITYGENERAL FUND$500
MISHPMS PTA
3555 GRANADA DRIVEDALLASTX75205N/APUBLIC CHARITYGENERAL FUNDGENERAL FUND$10,000
PENN HILLEL
215 S 39TH STPHILADELPHIAPA19104N/APUBLIC CHARITYGENERAL FUND$540
TITAS
700 NORTH PEARL STREET 1800DALLASTX75201N/APUBLIC CHARITYGENERAL FUND$1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOLARSHIP ENDOWMENT
2929 WALNUT STREET 300PHILADELPHIAPA19104N/APUBLIC CHARITYGENERAL FUND$25,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - FRED LEONARD ENDOWMENT
235 SOUTH 33RD STREETPHILADELPHIAPA19104N/APUBLIC CHARITYGENERAL FUND$1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - ROWING OAR PROGRAM
235 SOUTH 33RD STREETPHILADELPHIAPA19104N/APUBLIC CHARITYGENERAL FUND$500
WORLD JEWISH CONGRESS
501 MADISON AVENUENEW YORKNY10022N/APUBLIC CHARITYGENERAL FUND$5,000
CHILDRENS MEDICAL CENTER FOUNDATION
2777 NORTH STEMMONS FREEWAY 700DALLASTX75207N/APUBLIC CHARITYGENERAL FUND$10,000
HIGHLAND PARK EDUCATION FOUNDATION
4201 GRASSMERE LANEDALLASTX75205N/APUBLIC CHARITYGENERAL FUND$5,000
RABBI ARI SUNSHINE DISCRETIONARY FUND
9401 DOUGLAS AVEDALLASTX75225N/APUBLIC CHARITYGENERAL FUND$2,500
TEMPLE EMANU-EL
8500 HILLCREST ROADDALLASTX75225N/APUBLIC CHARITYGENERAL FUNDGENERAL FUND$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,640TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$718ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,078ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,078TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW AND SHERI ROSENBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13925 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255432ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1000 SHS WILLIAMS COSStockNm
EOY Book Value$57,675EOYBookValueAmt
EOYFMV$22,050EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonANDREW AND SHERI ROSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13925 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255432ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryU S TREASURYCategoryTxt
Amt$57Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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