RITA & HERBERT ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RITA & HERBERT ROSEN FAMILY FOUNDATION (EIN 91-1304542)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349100403
- Schema version
- 2012v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T02:07:30-06:00 | 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 | BEA L NAHON CPA PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3209 | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 980833209 | 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 | 911304542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R&H ROSEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RITA | NameControl |
| Phone | 4254543030 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 980095003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIRIAM ROSEN | Name |
| Title | SECRETARY/TREAS | Title |
| Phone | 4254543030 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEA L NAHON | Name |
| Phone | 4258284747 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7640950 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3418 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3418 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3418 | InterestOnSavingsAdjNetIncm |
| Gross Rents Rev And Expnss | 1448650 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 137725 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 1448650 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 192978 | NetRentalIncomeOrLoss |
| Total Revenue And Expenses | 2452068 | TotalRevenueAndExpenses |
| Total Net Investment Income | 141143 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1452068 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 751 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 751 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 300 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 300 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1650 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 246884 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 12378 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 246884 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 1013530 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 73158 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 1008788 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4742 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1263115 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 85836 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1255972 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7143 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 382000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 382000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1645115 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 85836 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1255972 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 389143 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 806953 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55307 | NetInvestmentIncome |
| Adjusted Net Income | 196096 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 213125 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1184912 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1184912 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 6857745 | InvestmentsOtherBOY |
| Investments Other EOY | 6456038 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6456038 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 16100 | OtherAssetsBOY |
| Total Assets BOY | 7086970 | TotalAssetsBOY |
| Total Assets EOY | 7640950 | TotalAssetsEOY |
| Total Assets EOYFMV | 7640950 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7086970 | UnrestrictedBOY |
| Unrestricted EOY | 7640950 | UnrestrictedEOY |
| Total Net Assets BOY | 7086970 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7640950 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7086970 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7640950 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7086970 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 806953 | ExcessOfRevenueOverExpenses |
| Other Increases | 172664 | OtherIncreases |
| Subtotal | 8066587 | Subtotal |
| Other Decreases | 425637 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7640950 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 411899 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7575223 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054375 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 503680 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7558896 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066634 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 513149 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7661498 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.066978 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.187987 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062662 | AverageDistributionRatio |
| Net Noncharitable Assets | 6901881 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 432486 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 553 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 433039 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 389143 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1106 | InvestmentIncomeExciseTax |
| Subtotal | 1106 | Subtotal |
| Tax Based On Investment Income | 1106 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 151 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3151 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 21 | PenaltyForUnderpayment |
| Overpayment | 2024 | Overpayment |
| Amount Credited To Next Year | 2024 | AmountCreditedToNextYear |
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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | STANLEY G ROSEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4254543030 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 980095003 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS MADE TO 24 CHARITABLE 501(C)(3) ORGANIZATIONS IN KEEPING WITH THE PURPOSES OF THIS FOUNDATION | Description1 |
| Expenses1 | 389143 | Expenses1 |
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 | 6656892 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 348752 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1342 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7006986 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7006986 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 105105 | CashDeemedCharitable |
| Net Noncharitable Assets | 6901881 | NetNoncharitableAssets |
| Minimum Investment Return | 345094 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 345094 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1106 | TaxBasedOnInvestmentIncome |
| Total Tax | 1106 | TotalTax |
| Distributable Amount Before Adj | 343988 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 343988 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 343988 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 389143 | ExpensesAndContributions |
| Qualifying Distributions | 389143 | QualifyingDistributions |
| Adj Qualifying Distributions | 389143 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 343988 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 132141 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 129943 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34577 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 296661 | TotalExcessDistriCarryover |
| Qualifying Distributions | 389143 | QualifyingDistributions |
| Applied To Current Year | 343988 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 45155 | RemainingDistriFromCorpus |
| Total Corpus | 341816 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 341816 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 132141 | ExcessFromYear3 |
| Excess From Year2 | 129943 | ExcessFromYear2 |
| Excess From Year1 | 34577 | ExcessFromYear1 |
| Excess From Current Year | 45155 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | STANLEY ROSEN | ShareholderManager |
| Shareholder Manager | JUDITH DE JONGE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | STAN MICHELE OR MIRIAM ROSEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 980095003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4254543030 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS CAN BE MADE AT ANY TIME. THE GRANTS ARE GENERALLY DETERMINED BY NOVEMBER OF THE PRECEDI | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT | ||||||||
| DISTRIBUTION | 711 - 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | TAXEXEMPT | ANNUAL FUND | $25,000 |
| AMERICAN JEWISH WORLD SVC | ||||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | NONE | TAXEXEMPT | ANNUAL FUND | $20,000 | |
| BELLEVUE ART MUSEUM | ||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | TAXEXEMPT | FREE 1ST FRIDAY LECTURE SERIES | $10,000 | |
| BELLEVUE COLLEGE | ||||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | NONE | TAXEXEMPT | CAPITAL CAMPAIGN | $33,000 | |
| HILLEL FOUNDATION AT UW | ||||||||
| 4745 - 17TH AVE NE | SEATTLE | WA | 98105 | NONE | TAXEXEMPT | ANNUAL FUND | $10,000 | |
| HILLEL FOUNDATION AT UW | ||||||||
| 4745 - 17TH AVE NE | SEATTLE | WA | 98105 | NONE | TAXEXEMPT | HILLEL FEST | $10,000 | |
| JEWISH DAY SCHOOL | ||||||||
| 15749 NE 4TH | BELLEVUE | WA | 98008 | NONE | TAXEXEMPT | ANNUAL FUND | $10,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 1601 - 16TH AVE | SEATTLE | WA | 98122 | NONE | TAXEXEMPT | FAMILY MATTERS CAMPAIGN | $66,000 | |
| JEWISH FEDERATION | ||||||||
| GREATER SEATTLE | 2031 - 3RD AVE | SEATTLE | WA | 98121 | NONE | TAXEXEMPT | ANNUAL FUND | $10,000 |
| JEWISH WOMENS ARCHIVE | ||||||||
| 1 HARVARD ST | BROOKLINE | MA | 02445 | NONE | TAXEXEMPT | FUND FOR THE FUTURE | $10,000 | |
| JUVENILE DIABETES RSRCH | ||||||||
| 1215 - 4TH AVE 1400 | SEATTLE | WA | 98161 | NONE | TAXEXEMPT | ANNUAL FUND | $15,000 | |
| NEW ISRAEL FUND | ||||||||
| 330 SEVENTH AVE 11TH FLR | NEW YORK | NY | 10001 | NONE | TAXEXEMPT | EQUALITY & DIGNITY FOR WOMEN | $10,000 | |
| NW SCHOOL HEARING IMPAIR | ||||||||
| 15303 WESTMINSTER WAY N | SHORELINE | WA | 98133 | NONE | TAXEXEMPT | ANNUAL FUND | $1,000 | |
| PRIDE FOUNDATION | ||||||||
| 1122 E PIKE PMB 1001 | SEATTLE | WA | 98122 | NONE | TAXEXEMPT | SCHOLARSHIP FUNDRAISER | $2,500 | |
| REPAIR THE WORLD | ||||||||
| 555 8TH AVE 1703 | NEW YORK | NY | 10018 | NONE | TAXEXEMPT | SOCIAL JUSTICE PROGRAM | $10,000 | |
| SEATTLE ACADEMY | ||||||||
| 1201 E UNION | SEATTLE | WA | 98122 | NONE | TAXEXEMPT | ENDOWMENT FUND | $10,000 | |
| SEATTLE JEWISH COMMUNITY | ||||||||
| SCHOOL | 12351 - 8TH AVE NE | SEATTLE | WA | 98125 | NONE | TAXEXEMPT | ANNUAL FUND | $5,000 |
| SEATTLE JEWISH FILM | ||||||||
| FESTIVAL | 1402 - 3RD AVE 405 | SEATTLE | WA | 98101 | NONE | TAXEXEMPT | ANNUAL FUND | $5,000 |
| SOLID GROUND | ||||||||
| 1501 N 45TH | SEATTLE | WA | 98103 | NONE | TAXEXEMPT | BROADVIEW SHELTER | $10,000 | |
| STROUM JEWISH COMMUNITY | ||||||||
| CENTER | 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | TAXEXEMPT | SHALOM BABY FUND | $5,000 |
| TEMPLE B'NAI TORAH | ||||||||
| 15727 NE 4TH ST | BELLEVUE | WA | 98008 | NONE | TAXEXEMPT | FINANCIAL STABILITY FUND | $12,000 | |
| UNITED WAY OF KING CNTY | ||||||||
| 720 - 2ND AVE | SEATTLE | WA | 98104 | NONE | TAXEXEMPT | SAFETY NET SERVICES | $10,000 | |
| UNIV OF WA JEWISH STUDIES | ||||||||
| THOMSON HALL BOX 353650 | SEATTLE | WA | 98195 | NONE | TAXEXEMPT | HEBREW INSTRUCTORSHIP | $12,500 | |
| URJ CAMP KALSMAN | ||||||||
| 3805 - 108TH AVE NE 100 | BELLEVUE | WA | 98004 | NONE | TAXEXEMPT | CAPITAL CAMPAIGN | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 382000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,418 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531120 | BusinessCode |
| Unrelated Business Income | $140,789 | UnrelatedBusinessIncomeAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $52,189 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $140,789 | UnrelatedBusinessIncomeAmount |
| Exclusion | $55,607 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 196396 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RITA ROSEN | PO BOX 5003 | BELLEVUE | WA | 980095003 | 500000 | X |
| 2 | STANLEY MICHELE ROSEN | PO BOX 5003 | BELLEVUE | WA | 980095003 | 250000 | X |
| 3 | KRIJN JUDITH DE JONGE | 1920 - 7TH AVE W | SEATTLE | WA | 98119 | 250000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA FEES | Category |
| Amount | $1,950 | Amount |
| Net Investment Income | 300 | NetInvestmentIncome |
| Adjusted Net Income | 300 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1650 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| STANLEY ROSEN |
| MICHELE ROSEN |
| JUDITH DE JONGE |
| MIRIAM ROSEN |
| JACOB ROSEN |
| JANET GRAY |
| ANSON LAYTNER |
| HERB PRUZAN |
| NEIL ROSS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE LLCS & PARTNERSHIPS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 6456038 | BookValue |
| EOYFMV | 6456038 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $751 | Amount |
| Disbursements Charitable Prps | 751 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STOCK PROCEEDS IN TRANSIT | Description |
| BOY Book Value | 16100 | BOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $25,000 |
| UNREALIZED LOSSES, BOOK | $400,637 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (63 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BONNEY LAKE VILLAGE 12% | ||||
| SCHEDULE ATTACHED | 107708 | 107708 | ||
| EASTLAKE BUSINESS PK 17.5% | ||||
| SCHEDULE ATTACHED | 76711 | 76711 | ||
| HILLSIDE PLAZA 2.703% | ||||
| SCHEDULE ATTACHED | 26143 | 26143 | ||
| KENT BUSINESS CAMPUS 14% | ||||
| SCHEDULE ATTACHED | 166350 | 166350 | ||
| KENT BUSINESS CAMPUS 2.5% | ||||
| SCHEDULE ATTACHED | 29705 | 29705 | ||
| KIRKLAND WAY 8% | ||||
| SCHEDULE ATTACHED | 18756 | 18756 | ||
| LYNNWOOD EAST 11% | ||||
| SCHEDULE ATTACHED | 55634 | 55634 | ||
| LYNNWOOD BUSINESS CTR 5% | ||||
| SCHEDULE ATTACHED | 12501 | 12501 | ||
| QUAD 95 5% | ||||
| SCHEDULE ATTACHED | 21605 | 21605 | ||
| PARK HEIGHTS 2.9195% | ||||
| SCHEDULE ATTACHED | 5338 | 5338 | ||
| WILLOWS PARK 2.9195% | ||||
| SCHEDULE ATTACHED | 6783 | 6783 | ||
| STEVENS HLTH CENTER 5% | ||||
| SCHEDULE ATTACHED | 11735 | 11735 | ||
| RH LYNNWOOD CORPORATE 1.5% | ||||
| SCHEDULE ATTACHED | 15591 | 15591 | ||
| DELTA BUSINESS PK 5.375% | ||||
| SCHEDULE ATTACHED | 20189 | 20189 | ||
| ROSEN BEL-KIRK BLDG 5% | ||||
| SCHEDULE ATTACHED | 89303 | 89303 | ||
| SMOKEY PT SHOPPING 3.2204% | ||||
| SCHEDULE ATTACHED | 21735 | 21735 | ||
| SMOKEY PT SHOPPING .8475% | ||||
| SCHEDULE ATTACHED | 5720 | 5720 | ||
| SIXTH AVE PLAZA 1.9802% | ||||
| SCHEDULE ATTACHED | 26313 | 26313 | ||
| STEVENS HEALTH CTR 25.7143% | ||||
| SCHEDULE ATTACHED | 57994 | 57994 | ||
| SHANE PLAZA 4.5% | ||||
| SCHEDULE ATTACHED | 31785 | 31785 | ||
| WILLOWS 124 3.254246% | ||||
| SCHEDULE ATTACHED | 22730 | 22730 | ||
| WOODINVILLE WAREHOUSE 5% | ||||
| SCHEDULE ATTACHED | 22608 | 22608 | ||
| INTERBAY BLDG 3.575017% | ||||
| SCHEDULE ATTACHED | 430 | 430 | ||
| MT SI SHOPPING CTR 13.4328% | ||||
| SCHEDULE ATTACHED | 72022 | 72022 | ||
| MARYMOOR WAREHOUSE 6.25% | ||||
| SCHEDULE ATTACHED | 112 | 112 | 112 | |
| MILITARY ROAD SOUTH 10% | ||||
| SCHEDULE ATTACHED | 50529 | 50529 | 50529 | |
| BEAR CREEK PLAZA 6.25% | ||||
| SCHEDULE ATTACHED | 12981 | 12981 | 12981 | |
| NORTHCREEK BUSINESS PARK 5% | ||||
| SCHEDULE ATTACHED | 9536 | 9536 | 9536 | |
| SEAPROP BUILDING 8% | ||||
| SCHEDULE ATTACHED | 10241 | 10241 | ||
| EXPENSES | ||||
| BANK CHARGES | 499 | 499 | ||
| INSURANCE | 4008 | 4008 | ||
| STATE LICENSES | 35 | 35 | ||
| OFFICE SUPPLIES | 200 | 200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE IN RENTAL INCOME | Description |
| Amount | $172,664 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| STANLEY MICHELE ROSEN | |||
| PO BOX 5003 | BELLEVUE | WA | 980095003 |
| KRIJN JUDITH DE JONGE | |||
| 1920 - 7TH AVE W | SEATTLE | WA | 98119 |
Comments