ROSSWOOD FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-05
- IRS object ID
- 201101259349101105
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T07:58:16-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA M EBEL | Name |
| Phone | 9894975300 | Phone |
| Date Prepared | 2011-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 76146 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 54 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 54 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2064 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2064 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 2118 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2118 | 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 | 198 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 198 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 85 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 50 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1008 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 379 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 594 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3008 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 379 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2594 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -890 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1739 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19544 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18654 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18654 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 68676 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 68676 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 57492 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 88220 | TotalAssetsBOY |
| Total Assets EOY | 87330 | TotalAssetsEOY |
| Total Assets EOYFMV | 76146 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 88220 | UnrestrictedBOY |
| Unrestricted EOY | 87330 | UnrestrictedEOY |
| Total Net Assets BOY | 88220 | TotalNetAssetsBOY |
| Total Net Assets EOY | 87330 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 88220 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 87330 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 88220 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -890 | ExcessOfRevenueOverExpenses |
| Subtotal | 87330 | Subtotal |
| Total Net Assets Fund Balances EOY | 87330 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4594 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 77180 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059523 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5079 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 83751 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060644 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2003 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21269 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.094175 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2036 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18066 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.112698 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2036 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20429 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.099662 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.426702 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085340 | AverageDistributionRatio |
| Net Noncharitable Assets | 79003 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6742 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6759 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2594 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 35 | InvestmentIncomeExciseTax |
| Subtotal | 35 | Subtotal |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Tax Due | 35 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 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 |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARGARET MCKEEVER ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | 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 | 60534 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19672 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 80206 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 80206 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1203 | CashDeemedCharitable |
| Net Noncharitable Assets | 79003 | NetNoncharitableAssets |
| Minimum Investment Return | 3950 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3950 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Total Tax | 35 | TotalTax |
| Distributable Amount Before Adj | 3915 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3915 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3915 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2594 | ExpensesAndContributions |
| Qualifying Distributions | 2594 | QualifyingDistributions |
| Adj Qualifying Distributions | 2594 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3915 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1015 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1133 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 940 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 925 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 770 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4783 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2594 | QualifyingDistributions |
| Applied To Current Year | 2594 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 1321 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1321 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3462 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3462 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 827 | ExcessFromYear4 |
| Excess From Year3 | 940 | ExcessFromYear3 |
| Excess From Year2 | 925 | ExcessFromYear2 |
| Excess From Year1 | 770 | ExcessFromYear1 |
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| DIVINE MERCY CARE | |||||
| 11096-B LEE HWY SUITE 102 | FAIRFAX | VA | 22030 | CATHOLIC CHARITABLE HEALTH ORG | $1,000 |
| SEEDS OF HOPE CHAR TRUST | |||||
| 1300 S STEELE ST | DENVER | CO | 80210 | CATHOLIC SCHOOLING FOR POOR CHILDREN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2000 | 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 | $54 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,064 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,118 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2118 | 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 |
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 (4 entries)
| GEORGE ALEXANDER ROSS |
| MARTHA WOODRUFF ROSS |
| RACHEL ELIZABETH ROSS |
| MARGARET MCKEEVER ROSS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | ABBOTT LABORTORIES - GIFTED | NameOfStock |
| EOY Book Value | 68676 | EOYBookValue |
| EOYFMV | 57492 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| CUSTODIAL FEES - HUNTINGTON BANK | $14 | 14 |
| CT CORP. SYS. ANNUAL FEE | $184 | 184 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| STATE OF OHIO - TAXES | $50 | 50 |
| US TREASURY | $35 |
Comments