ROSSWOOD FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ROSSWOOD FOUNDATION (EIN 80-0030671)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-08
IRS object ID
201221299349100507
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-08T07:59:26-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS HOOPER PAVLIK PLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15300 GRATIOT RDAddressLine1
CitySAGINAWCity
StateMIState
ZIP Code486386035ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN800030671EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROSSWOOD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROSSNameControl
Phone7722310279Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 LITTLE HARBOUR DRIVEAddressLine1
CityVERO BEACHCity
StateFLState
ZIP Code32963ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE ALEXANDER ROSSName
TitlePRESIDENTTitle
Phone7722310279Phone
Date Signed2012-05-03DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameLAURA M EBELName
Phone9894975300Phone
Date Prepared2012-05-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2121606FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2041462ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss20InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm20InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2160DividendsRevAndExpnss
Dividends Net Invst Incm2160DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-441NetGainSaleAssetsRevAndExpnss
Gross Sales Price5282GrossSalesPrice
Total Revenue And Expenses2043201TotalRevenueAndExpenses
Total Net Investment Income2180TotalNetInvestmentIncome
Accounting Fees Rev And Expnss725AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm181AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps544AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss15OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm15OtherProfFeesNetInvstIncm
Taxes Rev And Expnss85TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps50TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss825TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm196TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps594TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7825TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm196TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7594TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2035376ExcessOfRevenueOverExpenses
Net Investment Income1984NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY18654SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2059753SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2059753SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY68676InvestmentsCorpStockBOY
Investments Corp Stock EOY62953InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV61853InvestmentsCorpStockEOYFMV
Total Assets BOY87330TotalAssetsBOY
Total Assets EOY2122706TotalAssetsEOY
Total Assets EOYFMV2121606TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY87330UnrestrictedBOY
Unrestricted EOY2122706UnrestrictedEOY
Total Net Assets BOY87330TotalNetAssetsBOY
Total Net Assets EOY2122706TotalNetAssetsEOY
Total Liabilities Net Assets BOY87330TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2122706TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY87330TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2035376ExcessOfRevenueOverExpenses
Subtotal2122706Subtotal
Total Net Assets Fund Balances EOY2122706TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetABBOTT LABORATORIESDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2007-12-19DateAcquired
Date Sold2011-05-25DateSold
Gross Sales Price5282GrossSalesPrice
Cost Or Other Basis5723CostOrOtherBasis
Gain Or Loss-441GainOrLoss
Gains Minus Excess Or Losses-441GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-441CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12594QualifyingDistributionsYear1
Noncharitable Assets Year179003NoncharitableAssetsYear1
Distribution Ratio Year10.032834DistributionRatioYear1
Qualifying Distributions Year24594QualifyingDistributionsYear2
Noncharitable Assets Year277180NoncharitableAssetsYear2
Distribution Ratio Year20.059523DistributionRatioYear2
Qualifying Distributions Year35079QualifyingDistributionsYear3
Noncharitable Assets Year383751NoncharitableAssetsYear3
Distribution Ratio Year30.060644DistributionRatioYear3
Qualifying Distributions Year42003QualifyingDistributionsYear4
Noncharitable Assets Year421269NoncharitableAssetsYear4
Distribution Ratio Year40.094175DistributionRatioYear4
Qualifying Distributions Year52036QualifyingDistributionsYear5
Noncharitable Assets Year518066NoncharitableAssetsYear5
Distribution Ratio Year50.112698DistributionRatioYear5
Total Distribution Ratio0.359874TotalDistributionRatio
Average Distribution Ratio0.071975AverageDistributionRatio
Net Noncharitable Assets232459NetNoncharitableAssets
Adjusted Noncharitable Assets16731AdjustedNoncharitableAssets
One Percent Net Investment Income20OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16751AdjNonchrtblAssetsAndOnePct
Qualifying Distributions7594QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax40InvestmentIncomeExciseTax
Subtotal40Subtotal
Tax Based On Investment Income40TaxBasedOnInvestmentIncome
Tax Due40TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMARTHA ROSSBooksInCareOfPersonName
Books In Care Of Phone Number7222310279BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11310 LITTLE HARBOURAddressLine1
CityVERA BEACHCity
StateFLState
ZIP Code32963ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GEORGE ALEXANDER ROSS
1310 LITTLE HARBOUR DRIVEVERO BEACHFL32963PRES & TRES.1.00000
MARTHA WOODRUFF ROSS
1310 LITTLE HARBOUR DRIVEVERO BEACHFL32963SECRETARY1.00000
RACHEL ELIZABETH ROSS
1310 LITTLE HARBOUR DRIVEVERO BEACHFL32963DIRECTOR1.00000
MARGARET MCKEEVER ROSS
1310 LITTLE HARBOUR DRIVEVERO BEACHFL32963DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities58281AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances177718AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets235999TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets235999AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3540CashDeemedCharitable
Net Noncharitable Assets232459NetNoncharitableAssets
Minimum Investment Return11623MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return11623MinimumInvestmentReturn
Tax Based On Investment Income40TaxBasedOnInvestmentIncome
Total Tax40TotalTax
Distributable Amount Before Adj11583DistributableAmountBeforeAdj
Distributable Amount Before Ded11583DistributableAmountBeforeDed
Distributable Amount As Adjusted11583DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7594ExpensesAndContributions
Qualifying Distributions7594QualifyingDistributions
Adj Qualifying Distributions7594AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11583DistributableAmountAsAdjusted
Excess Distri Carryover Year5827ExcessDistriCarryoverYear5
Excess Distri Carryover Year4940ExcessDistriCarryoverYear4
Excess Distri Carryover Year3925ExcessDistriCarryoverYear3
Excess Distri Carryover Year2770ExcessDistriCarryoverYear2
Total Excess Distri Carryover3462TotalExcessDistriCarryover
Qualifying Distributions7594QualifyingDistributions
Applied To Current Year7594AppliedToCurrentYear
Excess Distri Cyov App CY Corpus3462ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY3462ExcessDistriCyovAppliedCY
Undistributed Income CY527UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerGEORGE ALEXANDER ROSSContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
INSTITUTE FOR THE PSYCHOLOGICAL SCI
2001 JEFFERSON DAVIS HWYSUITE 511ARLINGTONVA22202CATHOLIC GRADUATE SCHOOL-PSYCHOLOGY$5,000
THE AUGUSTINE INSTITUTE
3001 S FEDERAL BLVDBOX 1126DENVERCO80236CATHOLIC INSTITUE OF HIGHER EDUC.$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,160ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$441ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,739ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1739TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRICHARD M ELIZABETH M ROSS FOUNDContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12145 14TH AVE STE 16AddressLine1
CityVERO BEACHCity
StateFLState
ZIP Code32963ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions2041462AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$725Amount
Net Investment Income181NetInvestmentIncome
Disbursements Charitable Prps544DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

GEORGE ALEXANDER ROSS
MARTHA WOODRUFF ROSS
RACHEL ELIZABETH ROSS
MARGARET MCKEEVER ROSS

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockABBOTT LABORTORIES - GIFTEDNameOfStock
EOY Book Value62953EOYBookValue
EOYFMV61853EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCUSTODIAL FEES - HUNTINGTON BANKCategory
Amount$15Amount
Net Investment Income15NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrps
STATE OF OHIO - TAXES$5050
US TREASURY$35

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