ROSSWOOD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201331279349100783
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T15:46:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GRATIOT RD | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 486386035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800030671 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSSWOOD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROSS | NameControl |
| Phone | 7722310279 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 LITTLE HARBOUR DRIVE | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE ALEXANDER ROSS | Name |
| Title | PRESIDENT | Title |
| Phone | 7722310279 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA M EBEL | Name |
| Phone | 9894975300 | Phone |
| Date Prepared | 2013-05-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2126134 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9682 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 32486 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32486 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7554 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 89328 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7554 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 49722 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40040 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 725 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 181 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 544 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5736 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5736 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 467 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 227 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 200 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 184 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 184 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 7112 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6328 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 744 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 107112 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6328 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 100744 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -57390 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33712 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2059753 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 88993 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 88993 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 62953 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1928256 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2037141 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2122706 | TotalAssetsBOY |
| Total Assets EOY | 2017249 | TotalAssetsEOY |
| Total Assets EOYFMV | 2126134 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2122706 | UnrestrictedBOY |
| Unrestricted EOY | 2017249 | UnrestrictedEOY |
| Total Net Assets BOY | 2122706 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2017249 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2122706 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2017249 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2122706 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -57390 | ExcessOfRevenueOverExpenses |
| Subtotal | 2065316 | Subtotal |
| Other Decreases | 48067 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2017249 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 82749 | GrossSalesPrice |
| Cost Or Other Basis | 81774 | CostOrOtherBasis |
| Gain Or Loss | 975 | GainOrLoss |
| Gains Minus Excess Or Losses | 975 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7554 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 975 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7594 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 232459 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032668 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2594 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 79003 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032834 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4594 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 77180 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059523 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5079 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 83751 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060644 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2003 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21269 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.094175 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.279844 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055969 | AverageDistributionRatio |
| Net Noncharitable Assets | 2104143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 117767 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 337 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 118104 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 100744 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 674 | InvestmentIncomeExciseTax |
| Subtotal | 674 | Subtotal |
| Tax Based On Investment Income | 674 | TaxBasedOnInvestmentIncome |
| Tax Due | 674 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARTHA ROSS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7222310279 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 LITTLE HARBOUR | AddressLine1 |
| City | VERA BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GEORGE ALEXANDER ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | PRES & TRES. | 1.00 | 0 | 0 | 0 |
| MARTHA WOODRUFF ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | SECRETARY | 1.00 | 0 | 0 | 0 |
| RACHEL ELIZABETH TOWNE | ||||||||
| 3325 W 31ST AVENUE | DENVER | CO | 80211 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARGARET MCKEEVER ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| BERNARD RICHARD TOWNE | ||||||||
| 3325 W 31ST AVENUE | DENVER | CO | 80211 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1207250 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 928936 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2136186 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2136186 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32043 | CashDeemedCharitable |
| Net Noncharitable Assets | 2104143 | NetNoncharitableAssets |
| Minimum Investment Return | 105207 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105207 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 674 | TaxBasedOnInvestmentIncome |
| Total Tax | 674 | TotalTax |
| Distributable Amount Before Adj | 104533 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 104533 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 104533 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 100744 | ExpensesAndContributions |
| Qualifying Distributions | 100744 | QualifyingDistributions |
| Adj Qualifying Distributions | 100744 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 104533 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 527 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 940 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 925 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 770 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 2635 | TotalExcessDistriCarryover |
| Qualifying Distributions | 100744 | QualifyingDistributions |
| Applied To Year1 | 527 | AppliedToYear1 |
| Applied To Current Year | 100217 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 2635 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2635 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 1681 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE ALEXANDER ROSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| FELLOWSHIP OF CATHOLIC UNIVERSITY | ||||||
| PO BOX 18710 | GOLDEN | CO | 804029809 | MISSION WORK | $10,000 | |
| INSTITUTE FOR THE PSYCHOLOGICAL SCI | ||||||
| 2001 JEFFERSON DAVIS HWY | ARLINGTON | VA | 22202 | CATHOLIC GRADUATE SCHOOL-PSYCHOLOGY | $12,000 | SUITE 511 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | ||||||
| 2256 S LOGAN STREET | DENVER | CO | 80210 | CATHOLIC SCHOOL - K-8 FOR CURRICULUM | $5,000 | |
| CATHOLIC FOUNDATION OF NORTHERN CO | ||||||
| 3801 E FLORIDA AVENUE | DENVER | CO | 80210 | FOUNDATION SUPPORTS SEMINARY | $5,000 | SUITE 725 |
| THE AUGUSTINE INSTITUTE | ||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | CATHOLIC INSTITUTE OF HIGHER EDUC. | $11,000 | |
| VITAE CARING FOUNDATION | ||||||
| 1731 SOUTHRIDGE DR | JEFFERSON CITY | MO | 651020791 | NONPROFIT ORG ENCOURAGES COMMUNICATI | $2,000 | SUITE D |
| HUMAN LIFE FOUNDATION | ||||||
| 353 LEXINGTON AVENUE | NEW YORK CITY | NY | 10016 | SUPPORTER OF PRO-LIFE ACTIVITIES | $12,000 | SUITE 802 |
| CATHOLIC WORLD MISSION | ||||||
| 590 COLUMBUS AVENUE | THORNWOOD | NY | 10594 | CATHOLIC MISSION ORGANIZATION | $7,500 | |
| MCLAREN NORTHERN MI FOUNDATION | ||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | FDN SUPPORTING NORTHERN MI HOSPITAL | $3,000 | |
| SEEDS OF HOPE CHARITABLE TRUST | ||||||
| 1300 S STEELE STREET | DENVER | CO | 80210 | SUPPORT FOR KIDS FOR CATHOLIC SCHOOL | $500 | |
| CHRIST IN THE CITY | ||||||
| 1840 GRANT STREET | DENVER | CO | 80203 | TRAINING ADULTS TO BE MISSIONARIES | $2,000 | |
| MATER ECCLESIA FUND FOR VOCATIONS | ||||||
| PO BOX 7433 | FALLS CHURCH | VA | 22040 | ASSIST KIDS WITH STUDENT LOANS | $10,000 | |
| PREGNANCY LIFE CENTER INC | ||||||
| 1986 31ST AVENUE | VERO BEACH | FL | 32960 | ALTERNATIVES FOR ABORTION FOR WOMEN | $5,000 | UNIT 100 |
| RC MISSION CORPS | ||||||
| 2595 SPALDING DRIVE | ATLANTA | GA | 30350 | ASSIST ADULTS WITH MISSION WORK | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,486 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,554 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,040 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40040 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RICHARD M ELIZABETH M ROSS FOUND | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE STE 16 | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 9682 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $725 | Amount |
| Net Investment Income | 181 | NetInvestmentIncome |
| Disbursements Charitable Prps | 544 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| GEORGE ALEXANDER ROSS |
| MARTHA WOODRUFF ROSS |
| RACHEL ELIZABETH TOWNE |
| MARGARET MCKEEVER ROSS |
| BERNARD RICHARD TOWNE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES | ||
| SEE ATTACHED | 1928256 | 2037141 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT - INVESTMENT COST BASIS | Description |
| Amount | $48,067 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATIVE FEES | 184 | 184 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES - HUNTINGTON BANK | Category |
| Amount | $5,736 | Amount |
| Net Investment Income | 5736 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| STATE OF OHIO - TAXES | $200 | 200 | |
| US TREASURY | $40 | ||
| FOREIGN TAXES | $227 | 227 |
Comments