ANDREW AND SHERI ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW AND SHERI ROSEN FAMILY FOUNDATION (EIN 47-2273007)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349101892
- Schema version
- 2017v2.2
- 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 Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T11:26:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300017846 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY B GITLIN AN ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST SUITE 620 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900672730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472273007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDREW AND SHERI ROSEN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2144594512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 MARQUETTE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI L ROSEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2144594512 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STAN GITLIN | PreparerPersonNm |
| PTIN | P00146249 | PTIN |
| Phone | 3105530355 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.195.45.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-25 | IPDt |
| IP Tm | 08:08:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED9F0A6E2EE596270CE7908F204CAB8E9D2D4CB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ED9F0A6E2EE596270CE7908F204CAB8E9D2D4CB9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,807 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,075 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,849 | 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 |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,406 | CashBOYAmt |
| Cash EOY | $109,317 | CashEOYAmt |
| Cash EOYFMV | $109,317 | CashEOYFMVAmt |
| Corporate Stock BOY | $57,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,490 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $63,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,807 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $63,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $166,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $166,992 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $166,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,000 SHARES BRIDGE BANCORP, INC | D | 2017-01-04 | 2017-02-02 | $108,032 | $114,075 | -$6,043 | -$6,043 |
| 10,000 SHARES SUNOPTA INC | D | 2017-05-18 | 2017-05-25 | $92,990 | $86,000 | $6,990 | $6,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.548827 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,343 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,117 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.215164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184997 | DistributionYr3Rt |
| Total Distribution | 2.948988 | TotalDistributionRt |
| Average Distribution | 0.982996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $148,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,990 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $57 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW AND SHERI ROSEN | IndividualWithBooksNm |
| Phone | 2144594512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 MARQUETTE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255432 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW S ROSEN | ||||||||
| 3925 MARQUETTE STREET | DALLAS | TX | 75225 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SHERI L ROSEN | ||||||||
| 3925 MARQUETTE STREET | DALLAS | TX | 75225 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KERRY L WELCH | ||||||||
| 2100 MCKINNEY AVENUE 1600 | DALLAS | TX | 75201 | TREASURER | 0.50 | $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 | $38,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57 | TotalTaxAmt |
| Distributable Before Adj | $7,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,990 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,956 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $234,104 | 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 | $234,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,462 | ExcessFromYear3Amt |
| Excess From Year2 | $77,067 | ExcessFromYear2Amt |
| Excess From Year1 | $63,956 | ExcessFromYear1Amt |
| Excess From Current Year | $91,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AT & T PERFORMING ARTS CENTER | |||||||
| 700 NORTH PEARL STREET 1800 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 419 3RD STREET N | JACKSONVILLE BEACH | FL | 32250 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET 100 | DALLAS | TX | 75202 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHHAVEN RD | DALLAS | TX | 75230 | N/A | PUBLIC CHARITY | GENERAL FUND | $13,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| MAD FOR PLAID | |||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MISHPMS PTA | |||||||
| 3555 GRANADA DRIVE | DALLAS | TX | 75205 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $10,000 |
| PENN HILLEL | |||||||
| 215 S 39TH ST | PHILADELPHIA | PA | 19104 | N/A | PUBLIC CHARITY | GENERAL FUND | $540 |
| TITAS | |||||||
| 700 NORTH PEARL STREET 1800 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - ROWING OAR PROGRAM | |||||||
| 235 SOUTH 33RD STREET | PHILADELPHIA | PA | 19104 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| DALLAS HISTORICAL SOCIETY | |||||||
| 3939 GRAND STREET | DALLAS | TX | 75210 | N/A | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $250 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - FRED LEONARD ENDOWMENT | |||||||
| 235 SOUTH 33RD STREET | PHILADELPHIA | PA | 19104 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DALLAS SUMMER MUSICALS | |||||||
| 909 1ST AVENUE | DALLAS | TX | 75210 | N/A | PUBLIC CHARITY | GENERAL FUND | $600 |
| VOGEL ALCOVE | |||||||
| P O BOX 150948 | DALLAS | TX | 75315 | N/A | PUBLIC CHARITY | GENERAL FUND | $22,600 |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUELL BOULEVARD | DALLAS | TX | 75228 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET 200 | WELLESLEY HILLS | MA | 02481 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,990 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,849 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ANDREW AND SHERI ROSEN | ||||||
| 1 | 3925 MARQUETTE STREET | DALLAS | TX | 752255432 | $114,075 | Yes (X) |
| ANDREW AND SHERI ROSEN | ||||||
| 2 | 3925 MARQUETTE STREET | DALLAS | TX | 752255432 | $86,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,000 SHARES BRIDGE BANCORP COMMON STOCK COMMON STOCK | $114,075 | 2017-04-01 |
| 2 | 10,000 SHARES SUNOPTA INC. | $86,000 | 2017-05-25 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1000 SHS WILLIAMS COS | StockNm |
| EOY Book Value | $57,675 | EOYBookValueAmt |
| EOYFMV | $30,490 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW AND SHERI ROSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 MARQUETTE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255432 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U S TREASURY | CategoryTxt |
| Amt | $23 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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