RITA & HERBERT ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RITA & HERBERT ROSEN FAMILY FOUNDATION (EIN 91-1304542)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349102143
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T12:45:51-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911206322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEA L NAHON CPA PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3209 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980833209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 4254543030 | 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 | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEA L NAHON | PreparerPersonNm |
| PTIN | P00010428 | PTIN |
| Phone | 4258284747 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,336,441 | 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 | $4,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,368 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,368 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,760,258 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $141,133 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,760,258 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $15,202 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $617,589 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,732,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,501 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,764,626 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $423 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $423 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $765 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $286,236 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,957 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $286,236 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,462,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,967 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,458,820 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,755,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,746,244 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,170,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,746,244 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$438,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,382 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $430,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $358,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $358,614 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,312,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,977,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,977,827 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,743,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,336,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,336,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,743,400 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,336,441 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,743,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,336,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,743,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,336,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,743,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$438,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,138,904 | OtherIncreasesAmt |
| Subtotal | $8,444,092 | SubtotalAmt |
| Other Decreases | $107,651 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,336,441 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $411,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,576,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $389,143 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,901,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $411,899 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,575,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $503,680 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,558,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066634 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $513,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,661,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066978 | DistributionYr5Rt |
| Total Distribution | 0.298645 | TotalDistributionRt |
| Average Distribution | 0.059729 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,803,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $466,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $466,704 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $424,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,208 | SubtotalAmt |
| Tax Based On Investment Income | $1,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,309 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,309 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,101 | OverpaymentAmt |
| Applied To ES Tax | $2,101 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 PRES | 2.00 | $0 | $0 | $0 |
| JUDITH DE JONGE | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | VICE PRES | 2.00 | $0 | $0 | $0 |
| MIRIAM ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | SECY/TREAS | 2.00 | $0 | $0 | $0 |
| JACOB ROSEN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET GRAY | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | ADVISORY DIR | 0.00 | $0 | $0 | $0 |
| ANSON LAYTNER | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | ADVISORY DIR | 0.00 | $0 | $0 | $0 |
| HERB PRUZAN | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | ADVISORY DIR | 0.00 | $0 | $0 | $0 |
| NEIL ROSS | ||||||||
| PO BOX 5003 | BELLEVUE | WA | 980095003 | ADVISORY DIR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS MADE TO 21 CHARITABLE 501(C)(3) ORGANIZATIONS IN KEEPING WITH THE PURPOSES OF THIS FOUNDATION | Description1Txt |
| Expenses1 | $415,667 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,645,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,922,411 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,922,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,803,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,208 | TotalTaxAmt |
| Distributable Before Adj | $388,971 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $388,971 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $388,971 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,594 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $424,594 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $424,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,971 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $132,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,155 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $375,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,594 | QualifyingDistributionsAmt |
| Applied To Current Year | $388,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,623 | RemainingDistriFromCorpusAmt |
| Total Corpus | $411,054 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $132,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,913 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,943 | ExcessFromYear4Amt |
| Excess From Year3 | $34,577 | ExcessFromYear3Amt |
| Excess From Year2 | $45,155 | ExcessFromYear2Amt |
| Excess From Year1 | $33,615 | ExcessFromYear1Amt |
| Excess From Current Year | $35,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | STANLEY ROSEN | ShareholderManagerNm |
| Shareholder Manager | JUDITH DE JONGE | ShareholderManagerNm |
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 |
| Recipient Email Address | STAN@ROSENPROPERTIES.COM | RecipientEmailAddressTxt |
| 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 AT ANY TIME. THE GRANTS ARE GENERALLY DETERMINED BY NOVEMBER OF THE PRECEDI | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | TAXEXEMPT | UNRESTRICTED | $25,000 | ||
| AMERICAN JEWISH WORLD SVC | |||||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | NONE | TAXEXEMPT | UNRESTRICTED | $10,000 | ||
| BELLEVUE ART MUSEUM | |||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | TAXEXEMPT | UNRESTRICTED | $10,000 | ||
| BELLEVUE COLLEGE FOUNDATION | |||||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | NONE | TAXEXEMPT | ANNUAL FUND | $5,000 | ||
| HADASSAH PNW | |||||||||
| 515 116TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | TAXEXEMPT | UNRESTRICTED | $5,000 | SUITE 131 | |
| JEWISH DAY SCHOOL | |||||||||
| 15749 NE 4TH | BELLEVUE | WA | 98008 | NONE | TAXEXEMPT | UNRESTRICTED | $10,000 | ||
| JEWISH DAY SCHOOL | |||||||||
| 15749 NE 4TH | BELLEVUE | WA | 98008 | NONE | TAXEXEMPT | CAMPAIGN TO PAY DOWN MORTGAGE | $25,000 | ||
| JEWISH FAMILY SERVICE | |||||||||
| 1601 - 16TH AVE | SEATTLE | WA | 98122 | NONE | TAXEXEMPT | FAMILY MATTERS CAMPAIGN | $66,000 | ||
| JEWISH FEDERATION | |||||||||
| 2031 - 3RD AVE | SEATTLE | WA | 98121 | NONE | TAXEXEMPT | ANNUAL CAMPAIGN | $5,000 | GREATER SEATTLE | |
| JUVENILE DIABETES RSRCH | |||||||||
| 1215 - 4TH AVE 1400 | SEATTLE | WA | 98161 | NONE | TAXEXEMPT | UNRESTRICTED | $15,000 | ||
| NW SCHOOL HEARING IMPAIR | |||||||||
| PO BOX 31325 | SHORELINE | WA | 98103 | NONE | TAXEXEMPT | UNRESTRICTED | $1,000 | ||
| SEATTLE ACADEMY OF ARTS AND SCIENCE | |||||||||
| 1432 15TH AVENUE | SEATTLE | WA | 98122 | NONE | TAXEXEMPT | SCHOLARSHIP FUND | $5,000 | ||
| SEATTLE AGAINST SLAVERY | |||||||||
| PO BOX 95662 | SEATTLE | WA | 98145 | NONE | TAXEXEMPT | UNRESTRICTED | $5,000 | ||
| SEATTLE JEWISH COMMUNITY | |||||||||
| 12351 - 8TH AVE NE | SEATTLE | WA | 98125 | NONE | TAXEXEMPT | UNRESTRICTED | $5,000 | SCHOOL | |
| SEATTLE JEWISH FILM FESTIVAL (JCC) | |||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | TAX EXEMPT | UNRESTRICTED | $5,000 | ||
| STROUM JEWISH COMMUNITY | |||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | TAXEXEMPT | CAPITAL CAMPAIGN | $41,667 | CENTER | |
| TEMPLE B'NAI TORAH | |||||||||
| 15727 NE 4TH ST | BELLEVUE | WA | 98008 | NONE | TAXEXEMPT | UNRESTRICTED | $12,000 | ||
| UNITED WAY OF KING CNTY | |||||||||
| 720 - 2ND AVE | SEATTLE | WA | 98104 | NONE | TAXEXEMPT | SAFETY NET SERVICES | $25,000 | ||
| UNIVERSITY OF WA HILLEL ANNUAL FUND | |||||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | TAXEXEMPT | DO WHAT MATTERS CAMPAIGN | $30,000 | ||
| UNIVERSITY OF WA JACKSON SCHOOL | |||||||||
| 400 THOMSON HALL | SEATTLE | WA | 98195 | NONE | TAXEXEMPT | SCHOOL COORDINATOR | $15,000 | ||
| URJ CAMP KALSMAN | |||||||||
| 3805 - 108TH AVE NE 100 | BELLEVUE | WA | 98004 | NONE | TAXEXEMPT | CAPITAL CAMPAIGN | $70,000 | ||
| WASHINGTON ST JEWISH HISTORICAL SOC | |||||||||
| 2031 3RD AVENUE | SEATTLE | WA | 98121 | NONE | TAXEXEMPT | SPECIAL MOHAI EXHIBIT | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,368 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$59,383 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,376 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $57,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$32,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$74,007 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA FEES | CategoryTxt |
| Amt | $5,765 | Amt |
| Net Investment Income | $765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $765 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| DEPRECIATION | $10,892 | $10,892 |
| DEPRECIATION | $37,614 | $37,614 |
| DEPRECIATION | $6,681 | $6,681 |
| DEPRECIATION | $11,740 | $11,740 |
| DEPRECIATION | $3,170 | $3,170 |
| DEPRECIATION | $1,146 | $1,146 |
| DEPRECIATION | $642 | $642 |
| DEPRECIATION | $2,712 | $2,712 |
| DEPRECIATION | $6,599 | $6,599 |
| DEPRECIATION | $16,200 | $16,200 |
| DEPRECIATION | $4,705 | $4,705 |
| DEPRECIATION | $17,166 | $17,166 |
| DEPRECIATION | $280 | $280 |
| DEPRECIATION | $5,835 | $5,835 |
| DEPRECIATION | $27,160 | $27,160 |
| DEPRECIATION | $21,148 | $21,148 |
| DEPRECIATION | $5,226 | $5,226 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PARTIAL DISPOSITION 1.168(I)-8-HILLSIDE PLAZA | 2011-07 | PURCHASE | 2014-01 | $6,156 | -$2,993 | $3,163 | |
| PARTIAL DISPOSITION 1.168(I)-8 - KENT | 2004-04 | PURCHASE | 2014-01 | $89,270 | -$60,181 | $29,089 | |
| PARTIAL DISPOSITION 1.168(I)-8 - KENT | 2004-04 | PURCHASE | 2014-01 | $15,941 | -$10,747 | $5,194 | |
| PARTIAL DISPOSITION 1.168(I)-8 - LYNN EAST | 2000-10 | PURCHASE | 2014-01 | $9,250 | -$6,117 | $3,133 | |
| PARTIAL DISPOSITION 1.168(I)-8 - QUAD95 | 1998-10 | PURCHASE | 2014-01 | $10,952 | -$7,547 | $3,405 | |
| PARTIAL DISPOSITION 1.168(I)-8 - PARK HGTS | 2001-06 | PURCHASE | 2014-01 | $929 | -$527 | $402 | |
| PARTIAL DISPOSITION 1.168(I)-8 - MEADOW CK | 2013-10 | PURCHASE | 2014-12 | $1,655 | -$1,279 | $376 | |
| PARTIAL DISPOSITION 1.168(I)-8 - MT SI | 2008-07 | PURCHASE | 2014-01 | $24,915 | -$20,378 | $4,537 | |
| PARTIAL DISPOSITION 1.168(I)-8 - NCRK STEVENS | 2005-07 | PURCHASE | 2014-01 | $2,943 | -$2,305 | $638 | |
| PARTIAL DISPOSITION 1.168(I)-8 RH LYNN | 2007-05 | PURCHASE | 2014-01 | $1,975 | -$1,640 | $335 | |
| PARTIAL DISPOSITION 1.168(I)-8 ROSEN BELKIRK | 1997-07 | PURCHASE | 2014-01 | $44,193 | -$25,543 | $18,650 | |
| PARTIAL DISPOSITION 1.168(I)-8 - SIXTH AVE | 2003-11 | PURCHASE | 2014-01 | $7,741 | -$5,731 | $2,010 | |
| PARTIAL DISPOSITION 1.168(I)-8 STEVENS | 2005-07 | PURCHASE | 2014-01 | $21,068 | -$16,499 | $4,569 | |
| SHANE PLAZA | 2005-12 | PURCHASE | 2014-01 | $579,129 | $138,896 | $100,436 | $617,589 |
| PARTIAL DISPOSITION 1.168(I)-8 - WOODINVILLE | 1995-07 | PURCHASE | 2014-01 | $17,863 | -$9,409 | $8,454 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE LLCS & PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $7,977,827 | BookValueAmt |
| EOYFMV | $7,977,827 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $423 | LegalFeesAmt |
| Net Investment Income | $423 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $423 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $107,651 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (83 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BONNEY LAKE VILLAGE 12% | ||||
| SCHEDULE ATTACHED | $145,590 | $145,590 | ||
| EASTLAKE BUSINESS PK 17.5% | ||||
| SCHEDULE ATTACHED | $89,709 | $89,709 | ||
| HILLSIDE PLAZA 2.703% | ||||
| SCHEDULE ATTACHED | $105,427 | $105,427 | ||
| KENT BUSINESS CAMPUS 14% | ||||
| SCHEDULE ATTACHED | $234,317 | $234,317 | ||
| KENT BUSINESS CAMPUS 2.5% | ||||
| SCHEDULE ATTACHED | $41,842 | $41,842 | ||
| SEAPROP BUILDING 8% | ||||
| SCHEDULE ATTACHED | $39,906 | $39,906 | ||
| LYNNWOOD EAST 11% | ||||
| SCHEDULE ATTACHED | $97,179 | $97,179 | ||
| LYNNWOOD BUSINESS CTR 5% | ||||
| SCHEDULE ATTACHED | $16,996 | $16,996 | ||
| QUAD 95 5% | ||||
| SCHEDULE ATTACHED | $19,579 | $19,579 | ||
| PARK HEIGHTS 2.9195% | ||||
| SCHEDULE ATTACHED | $7,642 | $7,642 | ||
| WILLOWS PARK 2.9195% | ||||
| SCHEDULE ATTACHED | $12,910 | $12,910 | ||
| STEVENS HLTH CENTER 5% | ||||
| SCHEDULE ATTACHED | $17,432 | $17,432 | ||
| RH LYNNWOOD CORPORATE 1.5% | ||||
| SCHEDULE ATTACHED | $30,100 | $30,100 | ||
| DELTA BUSINESS PK 5.375% | ||||
| SCHEDULE ATTACHED | $18,812 | $18,812 | ||
| ROSEN BEL-KIRK BLDG 5% | ||||
| SCHEDULE ATTACHED | $89,799 | $89,799 | ||
| SMOKEY PT SHOPPING 3.2204% | ||||
| SCHEDULE ATTACHED | $23,493 | $23,493 | ||
| SMOKEY PT SHOPPING .8475% | ||||
| SCHEDULE ATTACHED | $6,183 | $6,183 | ||
| SIXTH AVE PLAZA 1.9802% | ||||
| SCHEDULE ATTACHED | $23,004 | $23,004 | ||
| STEVENS HEALTH CTR 25.7143% | ||||
| SCHEDULE ATTACHED | $86,917 | $86,917 | ||
| SHANE PLAZA 4.5% | ||||
| SCHEDULE ATTACHED | $6,213 | $6,213 | ||
| WOODINVILLE WAREHOUSE 5% | ||||
| SCHEDULE ATTACHED | $24,188 | $24,188 | ||
| INTERBAY BLDG 3.575017% | ||||
| SCHEDULE ATTACHED | $15,652 | $15,652 | ||
| MT SI SHOPPING CTR 13.4328% | ||||
| SCHEDULE ATTACHED | $98,528 | $98,528 | ||
| MEADOW CREEK 2.661415% | ||||
| SCHEDULE ATTACHED | $47,856 | $47,856 | ||
| TECH CENTER 3.575017% | ||||
| SCHEDULE ATTACHED | $19,432 | $19,432 | ||
| RH NORTHCREEK 3.575017% | ||||
| SCHEDULE ATTACHED | $57,338 | $57,338 | ||
| MILITARY ROAD SOUTH 10% | ||||
| SCHEDULE ATTACHED | $51,022 | $51,022 | $51,022 | |
| BEAR CREEK PLAZA 6.25% | ||||
| SCHEDULE ATTACHED | $11,490 | $11,490 | $11,490 | |
| NORTHCREEK BUSINESS PARK 5% | ||||
| SCHEDULE ATTACHED | $6,399 | $6,399 | $6,399 | |
| MARYMOOR WAREHOUSE 6.25% | ||||
| SCHEDULE ATTACHED | ||||
| RH NC BC BLDG 7 3.87391% | ||||
| SCHEDULE ATTACHED | $10,809 | $10,809 | ||
| SHANE PLAZA - PALOUSE | ||||
| 1.165-2(C) LOSS - PALOUSE MAL | $3,056 | $3,056 | $3,056 | |
| EXPENSES | ||||
| BANK CHARGES | $623 | $623 | ||
| INSURANCE | $2,879 | $2,879 | ||
| STATE LICENSES | $35 | $35 | ||
| MEETING EXPENSES | $161 | $161 | ||
| CHARITABLE CONTRIB PASSTHRU-1 | $4 | $4 | ||
| CHARITABLE CONTRIB PASSTHRU-H | $22 | $22 | ||
| CHARITABLE CONTRIB PASSTHRU-K | $79 | $79 | ||
| CHARITABLE CONTRIB PASSTHRU-K | $14 | $14 | ||
| CHARITABLE CONTRIB PASSTHRU-M | $24 | $24 | ||
| CHARITABLE CONTRIB PASSTHRU-N | $4 | $4 | ||
| CHARITABLE CONTRIB PASSTHRU-P | $11 | $11 | ||
| CHARITABLE CONTRIB PASSTHRU-R | $6 | $6 | ||
| CHARITABLE CONTRIB PASSTHRU-R | $19 | $19 | ||
| CHARITABLE CONTRIB PASSTHRU-R | $4 | $4 | ||
| CHARITABLE CONTRIB PASSTHRU-R | $3 | $3 | ||
| CHARITABLE CONTRIB PASSTHRU-R | $11 | $11 | ||
| CHARITABLE CONTRIB PASSTHRU-S | $18 | $18 | ||
| CHARITABLE CONTRIB PASSTHRU-B | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE IN RENTAL INCOME | $553,418 |
| UNREALIZED GAIN, BOOK | $584,420 |
| TIMING DIFFERENCE, CAPITAL GAIN INCOME | $1,066 |
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