ROSENDIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROSENDIN FOUNDATION (EIN 84-4957804)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-07
- IRS object ID
- 202322509349100522
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T13:53:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844957804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSENDIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 8337673634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOLSNA THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8337673634 | PhoneNum |
| Signature | 2023-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOLSNA | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2023-09-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,803,241 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,722,606 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,622 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,073 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,803,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $370,292 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $370,292 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,978 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,978 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,303 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,302 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,356 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,100 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,537 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,537 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,630 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,630 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $496,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,131,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,051,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $672,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,216 | CashBOYAmt |
| Cash EOY | $283,884 | CashEOYAmt |
| Cash EOYFMV | $283,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $477,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $477,137 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,188,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,042,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,042,220 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,287,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,803,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,803,241 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $152,870 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $194,914 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $152,870 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $194,914 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,134,879 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,608,327 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,134,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,608,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,287,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,803,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,134,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $672,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,807,470 | SubtotalAmt |
| Other Decreases | $199,143 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,608,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2022-12-31 | $188,866 | $201,607 | -$12,741 | -$12,741 |
| CAPITAL GAINS DIVIDENDS | P | $14,363 | $14,363 | $14,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $796 | OverpaymentAmt |
| Applied To ES Tax | $796 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEROSENDINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA CASINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8337673634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOLSNA THOMAS | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | PRESIDENT | 36.00 | $0 | $0 | $0 |
| SALINA BROWN | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| HANK BRASCH | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MATT VAN FOSSEN | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | TREASURER | 2.00 | $0 | $0 | $0 |
| MATT HISAKA | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN KOESTER | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE ROLDAN | ||||||||
| 880 MABURY ROAD | SAN JOSE | CA | 95133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,031,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $794,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,825,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,825,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,798,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $89,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,716 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,051,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,051,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $149,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $795,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $945,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,051,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $961,964 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,907,168 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,907,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $149,509 | ExcessFromYear2Amt |
| Excess From Year1 | $795,695 | ExcessFromYear1Amt |
| Excess From Current Year | $961,964 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8337673634 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | ANNUAL GRANT APPLICATION - THE ROSENDIN FOUNDATION CARES ABOUT THE WELL-BEING OF OUR COMMUNITIES BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, INCLUDING EMOTIONAL, NUTRITIONAL, AND OCCUPATION PROGRAMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE FOR THE GRANT CYCLE IS AUGUST 15TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ROSENDIN FOUNDATION HAS ONE GRANT CYCLE FOR FINANCIAL GRANTS UP TO $50,000. NON-PROFIT ORGANIZATIONS WISHING TO BE CONSIDERED FOR FUNDING MUST FIRST SUBMIT A COMPLETED GRANT APPLICATION, ALONG WITH COPIES OF THE ORGANIZATION'S (OR THEIR SPONSORING ORGANIZATION'S) 501(C)(3) DETERMINATION LETTER, MOST RECENT AUDITED FINANCIAL STATEMENT, AND LIST OF CURRENT BOARD MEMBERS. THE FOUNDATION WILL ISSUE GRANTS IN NOVEMBER ANNUALLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALOHA HARVEST | |||||||
| 3599 WAIALAE AVENUE SUITE 23 | HONOLULU | HI | 96816 | N/A | PC | TO ELIMINATE HUNGER AND FOOD WASTE BY RESCUING QUALITY, EXCESS FOOD TO HELP FEED THE HOMELESS, NEEDY, AND HUNGRY IN HAWAII. | $10,000 |
| ANTELOPE VALLEY DREAM CENTER | |||||||
| 43145 BUS CTR PKWY SUITE 106 | LANCASTER | CA | 93535 | N/A | PC | TO REACH THE "UNREACHED" PEOPLE OF THE ANTELOPE VALLEY, AND SURROUNDING COMUNITIES, WHO DO NOT RESIDE NEAR ASSISTING RESOURCES. | $15,000 |
| ARIZONA SUSTAINABILITY ALLIANCE | |||||||
| 8205 SOUTH PRIEST DRIVE 11962 | TEMPE | AZ | 85284 | N/A | PC | TO EMPOWER ARIZONA CITIZENS TO WORK TOGETHER TOWARD MORE VERDANT, EQUITABLE, AND SUSTAINABLE COMMUNITIES. | $5,000 |
| ASIAN FAMILY SUPPORT SERVICES AUSTIN | |||||||
| PO BOX 16254 | AUSTIN | TX | 78761 | N/A | PC | TO PROMOTE ABUSE-FREE ASIAN COMMUNITIES THROUGH ADVOCACY, SUPPORT, AWARENESS,AND ACCESS TO SOCIAL SERVICES. | $10,000 |
| ATLAST ASPIRING TEXAS LATINOS ACHIEVING SUCCESS TOGETHER | |||||||
| 2309 N RIDGE ROAD | MCKINNEY | TX | 75072 | N/A | PC | TO INSPIRE AND EMPOWER LATINO HIGH SCHOOL STUDENTS TO BECOME LEADERS IN THEIR SCHOOL AND COMMUNITY WHILE ALSO PREPARING THEM TO SEEK CAREERS WHERE LATINOS ARE UNDERREPRESENTED AND IMPACT THEIR COMMUNITY. | $2,500 |
| AVANCE-AUSTIN | |||||||
| 745 MANSELL AVE | AUSTIN | TX | 78702 | N/A | PC | TO CREATE PATHWAYS TO ECONOMIC MOBILITY FOR PREDOMINANTLY LATINO FAMILIES THROUGH HIGH-QUALITY, CULTURALLY RESPONSIVE, TWO-GENERATION PROGRAMMING THAT ENSURES SCHOOL READINESS FOR YOUNG CHILDREN AND OPPORTUNITIES FOR PARENTS TO BUILD SOCIAL AND ECONOMIC CAPITAL. | $10,000 |
| BACKPACK FRIENDS INC | |||||||
| 3217 HAWKS SWOOP TRAIL | PFLUGERVILLE | TX | 78660 | N/A | PC | TO ALLEVIATE CHILDHOOD HUNGER IN LOCAL COMMUNITIES THROUGH AWARENESS, STRATEGIC PARTNERSHIPS AND COMMUNITY SERVICE. | $25,000 |
| BOYS & GIRLS CLUBS OF SILICON VALLEY | |||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | TO INSPIRE AND EMPOWER ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE, AND CARING ADULTS. | $50,000 |
| CASA OF CENTRAL OREGON | |||||||
| 1029 NW 14TH STREET SUITE 100 | BEND | OR | 97703 | N/A | PC | TO RECRUITS, TRAINS AND SUPPORTS VOLUNTEERS WHO ADVOCATE FOR THE BEST INTERESTS OF ABUSED AND NEGLECTED CHILDREN IN THE COURT SYSTEM. | $10,000 |
| CHICANOS POR LA CAUSA INC | |||||||
| 1112 E BUCKEYE ROAD | PHOENIX | AZ | 85034 | N/A | PC | TO DRIVE ECONOMIC AND POLITICAL EMPOWERMENT. | $25,000 |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | N/A | PC | TO BE THERE FOR EVERY FOSTER CHILD IN SILICON VALLEY WHO HAS EXPERIENCED ABUSE, NEGLECT AND/OR ABANDONMENT. | $10,000 |
| CLASSROOM CENTRAL INC | |||||||
| 2116 WILKINSON BLVD | CHARLOTTE | NC | 28208 | N/A | PC | TO EQUIP STUDENTS IN NEED TO EFFECTIVELY LEARN BY COLLECTING AND DISTRIBUTING FREE SCHOOL SUPPLIES TO THEIR TEACHERS. | $10,000 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | N/A | PC | TO REDUCE HUNGER IN SOUTH TEXAS THROUGH FOOD DISTRIBUTION AND NUTRITION EDUCATION. | $2,500 |
| CORNERSTONES INC | |||||||
| 11150 SUNSET HILLS ROAD SUITE 210 | RESTON | VA | 20190 | N/A | PC | TO PROMOTE SELF-SUFFICIENCY BY PROVIDING SUPPORT AND ADVOCACY FOR THOSE IN NEED OF FOOD, SHELTER, AFFORDABLE HOUSING, QUALITY CHILDCARE, AND OTHER HUMAN SERVICES. | $10,000 |
| CROOK COUNTY ROTARY FOUNDATION | |||||||
| 252 NW CLAYPOOL STREET | PRINEVILLE | OR | 97754 | N/A | PC | TO CREATE POSITIVE, LASTING CHANGE IN OUR COMMUNITIES AND AROUND THE WORLD. | $2,500 |
| DOWN SYNDROME CONNECTION OF THE BAY AREA | |||||||
| 101-J TOWN AND COUNTRY DRIVE | DANVILLE | CA | 94526 | N/A | PC | TO EMPOWER, INSPIRE, AND SUPPORT PEOPLE WITH DOWN SYNDROME, THEIR FAMILIES, AND THE COMMUNITY THAT SERVES THEM, WHILE FOSTERING AWARENESS AND ACCEPTANCE IN ALL AREAS OF LIFE. | $5,000 |
| ELGIN CARES | |||||||
| PO BOX 711 | ELGIN | TX | 78621 | N/A | PC | TO PUT GOD'S LOVE INTO ACTION BY CARING FOR AND SHARING WITH INDIVIDUALS AND FAMILIES TO BUILD COMMUNITIES, RESOURCES AND HOPE FOR AN ABUNDANT LIFE. | $10,000 |
| EMERGING STARS | |||||||
| 8721 SUNNYBROOKE FARM RD | SPOTSYLVANIA | VA | 22551 | N/A | PC | TO BE A CATALYST THAT HELPS THESE YOUNG ADULTS REACH THEIR GOALS AND FULFILL THEIR POTENTIAL. | $5,000 |
| FAMILY HOUSE INC | |||||||
| 540 MISSION BAY BOULEVARD NORTH | SAN FRANCISCO | CA | 94158 | N/A | PC | TO SERVE AS A HOME AWAY FROM HOME FOR FAMILIES OF CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES BY PROVIDING PHYSICAL COMFORT AND EMOTIONAL SUPPORT FREE FROM FINANCIAL CONCERNS. | $10,000 |
| GALLATIN SHALOM ZONE | |||||||
| 600 SMALL STREET SUITE 107 | GALLATIN | TN | 37066 | N/A | PC | TO PROVIDE HIGH QUALITY EDUCATION AND CHILDCARE IN A SAFE, RESPECTFUL AND INCLUSIVE ENVIRONMENT THAT BUILDS A FOUNDATION FOR LIFE-LONG LEARNING. | $25,000 |
| GRAYSON COUNTY CHILDREN'S ADVOCACY CENTER | |||||||
| 910 COTTONWOOD ROAD | SHERMAN | TX | 75090 | N/A | PC | TO PROVIDE A MULTI-DISCIPLINARY COLLABORATION OF SERVICES FOR THE PURPOSE OF PREVENTION, INTERVENTION, INVESTIGATION, PROSECUTION AND TREATMENT OF CHILD ABUSE. | $25,000 |
| HEART OF OREGON CORPS | |||||||
| PO BOX 279 | BEND | OR | 97709 | N/A | PC | INSPIRE AND EMPOWER POSITIVE CHANGE IN THE LIVES OF YOUNG PEOPLE THROUGH JOBS, EDUCATION, AND STEWARDSHIP. | $5,000 |
| HOMEPLATE YOUTH SERVICES | |||||||
| PO BOX 1413 | BEAVERTON | OR | 97075 | N/A | PC | TO SUPPORT THE POSITIVE DEVELOPMENT OF YOUNG PEOPLE EXPERIENCING HOMELESSNESS OR HOUSING INSTABILITY THROUGH COMMUNITY BUILDING, EDUCATION, ACCESS TO SERVICES AND RESOURCES, AND YOUTH EMPOWERMENT | $15,000 |
| HONOLULU HABITAT FOR HUMANITY | |||||||
| 922 AUSTIN LANE NO C-1 | HONOLULU | HI | 96817 | N/A | PC | TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. | $5,000 |
| HOUSE OF RUTH MARYLAND INC | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | N/A | PC | TO LEAD THE FIGHT TO END VIOLENCE AGAINST WOMEN AND THEIR CHILDREN BY CONFRONTING THE ATTITUDES, BEHAVIORS AND SYSTEMS THAT PERPETUATE IT, AND BY PROVIDING VICTIMS WITH THE SERVICES NECESSARY TO REBUILD THEIR LIVES SAFELY AND FREE OF FEAR. | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER, INCLUDING THE CLIMATE CRISIS, TO SURVIVE, RECOVER AND GAIN CONTROL OVER THEIR FUTURE. | $2,500 |
| KINDERMOURN | |||||||
| 1320 HARDING PLACE | CHARLOTTE | NC | 28204 | N/A | PC | TO OFFER SUPPORT AND COUNSELING PROGRAMS, CREATING AWARENESS OF BEREAVEMENT ISSUES AND EMPOWERING THE COMMUNITY TO EFFECTIVELY ASSIST THOSE WHO HAVE SUFFERED AN UNTHINKABLE LOSS. | $10,000 |
| LIFEOLOGY AZ INC | |||||||
| 3718 NORTH 62ND AVENUE | PHOENIX | AZ | 85043 | N/A | PC | TO EMPOWER SELF-SUFFICIENCY IN YOUTH AND YOUNG ADULTS BETWEEN THE AGES OF 14-29. | $25,000 |
| MOBILE HOPE ASSOCIATION | |||||||
| PO BOX 4135 | ASHBURN | VA | 20148 | N/A | PC | TO PROVIDE, THROUGH THEIR MOBILE SERVICES AND LEESBURG FACILITY, ESSENTIAL NEEDS, EMOTIONAL SUPPORT AND REFERRALS FOR AT-RISK, PRECARIOUSLY HOUSE AND HOMELESS YOUTH 24 YEARS OF AGE AND YOUNGER LIVING IN LOUDOUN COUNTY. | $50,000 |
| MUSIC CITY CONSTRUCTION CAREERS | |||||||
| PO BOX 290153 | NASHVILLE | TN | 37229 | N/A | PC | TO CREATE PATHWAYS TO MIDDLE-CLASS BUILDING TRADES JOBS FOR NASHVILLE RESIDENTS, WITH AN EMPHASIS ON SERVING WOMEN, COMMUNITIES OF COLOR, TRANSITIONING VETERANS, AND OTHER POPULATIONS HISTORICALLY UNDERSERVED BY WORKFORCE DEVELOPMENT PROGRAMS. | $10,000 |
| NATE'S PLACE A WELLNESS AND RECOVER CENTER | |||||||
| 3840 CHANNEL ISLANDS BLVD | OXNARD | CA | 93035 | N/A | PC | TO DELIVER TARGETED PROGRAMS, HEALTHY REPLACEMENT ACTIVITIES, AND PEER SUPPORT RECOVERY COACHING TO TEENS AND YOUNG ADULTS (AGES 13-25) TO MAINTAIN SOBRIETY AND MENTAL HEALTH IN A SAFE, HEALTHY MANNER. | $15,000 |
| NEVADA BALLERS CLUB | |||||||
| 6365 BLACK SWAN LN | LAS VEGAS | NV | 89118 | N/A | PC | TO HELP BOYS AND GIRLS OF ALL AGES LEARN DEVELOP THE TOOLS TO EXCEL IN THEIR SCHOOL, SPORTS & COMMUNITY, PREPARING OUR KIDS TO BE LEADERS IN LIFE. | $7,500 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | N/A | PC | TO CLOSE THE HUNGER GAP IN NORTH TEXAS BY PROVIDING ACCESS TO NUTRITIOUS FOOD. | $5,000 |
| OLIVE CREST | |||||||
| 2130 EAST 4TH STREET 200 | SANTA ANA | CA | 92705 | N/A | PC | TO PREVENT CHILD ABUSE BY STRENGTHENING, EQUIPPING, AND RESTORING CHILDREN AND FAMILIES IN CRISIS "ONE LIFE AT A TIME." | $10,000 |
| PARTNERS FOR EDUCATION AGRICULTURE AND SUSTAINABILITY (PEAS) | |||||||
| 1712 BISSEL LN | AUSTIN | TX | 78745 | N/A | PC | TO CULTIVATE JOYFUL CONNECTIONS WITH THE NATURAL WORLD THROUGH OUTDOOR LEARNING AND EDIBLE EDUCATION. | $5,000 |
| PROJECT 150 | |||||||
| 3600 N RANCHO DRIVE | LAS VEGAS | NV | 89130 | N/A | PC | TO PROVIDE SUPPORT AND SERVICES TO HOMELESS, DISPLACED, AND DISADVANTAGED HIGH SCHOOL STUDENTS SO THEY CAN REMAIN IN SCHOOL, GRADUATE, AND BUILD BRIGHT FUTURES. | $25,000 |
| RRUFF (HEALING HEROES) | |||||||
| 3031 STANFORD RANCH ROAD | ROCKLIN | CA | 95765 | N/A | PC | TO SERVE DISABLED VETERANS AND THE CANINE COMMUNITY. | $10,000 |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||
| 1951 BELL AVE | SACRAMENTO | CA | 95838 | N/A | PC | TO ASSIST THOSE IN NEED BY ALLEVIATING THEIR IMMEDIATE PAIN AND PROBLEMS AND MOVING THEM TOWARD SELF SUFFICIENCY AND FINANCIAL INDEPENDENCE. | $5,000 |
| SAFE ALLIANCE | |||||||
| 601 E 5TH ST STE 400 | CHARLOTTE | NC | 28202 | N/A | PC | TO PROVIDE HOPE AND HEALING TO THOSE IMPACTED BY DOMESTIC VIOLENCE AND SEXUAL ASSAULT. | $5,000 |
| SAFE HOUSE | |||||||
| 921 AMERICAN PACIFIC DR SUITE 300 | HENDERSON | NV | 89014 | N/A | PC | TO STOP ABUSE IN THE FAMILY ENVIRONMENT BY PROVIDING SAFE SHELTER, SUPPORT, ADVOCACY, COUNSELING, AND EDUCATION. | $5,000 |
| SAN ANTONIO AREA FOUNDATION | |||||||
| 155 CONCORD PLAZA DRIVE | SAN ANTONIO | TX | 78216 | N/A | PC | TO SUPPORT AREA NONPROFITS PROVIDING MUCH NEEDED ASSISTANCE, INCLUDING MENTAL HEALTH SERVICES, IN THE UVALDE COMMUNITY. | $5,000 |
| SHE BUILT THIS CITY | |||||||
| 1026 JAY ST SUITE 133 | CHARLOTTE | NC | 28208 | N/A | PC | TO ADDRESS PROBLEMS SUCH AS UNEQUAL PAY, UNCONSCIOUS BIAS, LACK OF SUPPORT FOR WOMEN IN THE WORKPLACE, AND OTHER CONSTRUCTS THAT ARE RESTRICTING FULL EQUITY IN THE TRADES. | $5,000 |
| SHINE TOGETHER | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | TO BUILD PATHWAYS TO PROSPERITY FOR TWO GENERATIONSYOUNG MOTHERS AND THEIR CHILDREN. | $5,000 |
| THE TEEN PROJECT INC | |||||||
| 8140 SUNLAND BLVD | SUN VALLEY | CA | 91352 | N/A | PC | TO PROVIDE HEALING AND HOPE TO YOUNG WOMEN WHO HAVE SURVIVED HUMAN TRAFFICKING AND HOMELESSNESS, MANY FROM FOSTER CARE, BY INNOVATING PROGRAMS FOCUSED ON DRUG TREATMENT, PSYCHOTHERAPY, LIFE SKILLS, HIGHER EDUCATION AND MENTORING ALL WITH A TRAUMA-INFORMED LENS. | $20,000 |
| UNITED SUICIDE SURVIVORS INTERNATIONAL | |||||||
| 10122 BUENA VISTA DR | CONIFER | CO | 80433 | N/A | PC | TO CHANGE THE CULTURE OF WORKPLACES TO REDUCE JOB STRAIN AND NEGATIVE, FEAR-BASED, PREJUDICIAL AND DISCRIMINATORY THROUGH, BEHAVIORS AND SYSTEMS REGARDING SUICIDE AND MENTAL HEALTH WHILE AT THE SAME TIME PROMOTING PSYCHOLOGICALLY HEALTHY NORMS AND ENVIRONMENTS. | $5,000 |
| US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DRIVE SUITE 350 | ARLINGTON | VA | 22202 | N/A | PC | TO PROTECT THE RIGHTS AND ADDRESS THE NEEDS OF PERSONS IN FORCED OR VOLUNTARY MIGRATION WORLDWIDE AND SUPPORT THEIR TRANSITION TO A DIGNIFIED LIFE. | $2,500 |
| VIRGINIA GARCIA MEMORIAL FOUNDATION | |||||||
| 3305 NE ALOCLEK DRIVE | HILLSBORO | OR | 97124 | N/A | PC | TO PROVIDE HIGH QUALITY, COMPREHENSIVE, AND CULTURALLY APPROPRIATE PRIMARY HEALTH CARE TO THE COMMUNITIES OF WASHINGTON AND YAMHILL COUNTIES WITH A SPECIAL EMPHASIS ON MIGRANT AND SEASONAL FARMWORKERS AND OTHERS WITH BARRIERS TO RECEIVING HEALTH CARE. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,622 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$11,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,228 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROSENDIN HOLDINGS LLC | ||||||
| 1 | 880 MABURY ROAD | SAN JOSE | CA | 95133 | $1,270,000 | Yes (X) |
| SORLEY FAMILY TRUST | ||||||
| 2 | PO BOX 7280 | INCLINE VILLAGE | NV | 89450 | $76,028 | Yes (X) |
| MILWAUKEE TOOLS | ||||||
| 3 | 13135 W LISBON ROAD | BROOKFIELD | WI | 53005 | $48,528 | Yes (X) |
| SUNBELT RENTALS | ||||||
| 4 | 2341 DEERFIELD DRIVE | FORT MILL | SC | 29715 | $27,792 | Yes (X) |
| BORDER STATES | ||||||
| 5 | 5519 E WASHINGTON STREET | PHOENIX | AZ | 85034 | $25,585 | Yes (X) |
| STAPLES | ||||||
| 6 | 500 STAPLES DRIVE | FRAMINGHAM | MA | 01702 | $12,604 | Yes (X) |
| WESCO DISTRIBUTION | ||||||
| 7 | 2350 E RIVERVIEW SUITE 150 | PHOENIX | AZ | 89034 | $12,056 | Yes (X) |
| CHAMPION FIBERGLASS | ||||||
| 8 | 6400 SPRING STUEBNER ROAD | SPRING | TX | 77362 | $8,528 | Yes (X) |
| CHUBB INSURANCE | ||||||
| 9 | 436 WALNUT STREET | PHILADELPHIA | PA | 19106 | $8,528 | Yes (X) |
| EPIC BROKERS | ||||||
| 10 | ONE STATE STEER PLAZA | NEW YORK | NY | 10004 | $8,528 | Yes (X) |
| OPTIMAL POWER SOLUTIONS | ||||||
| 11 | 795 FOLSOM STREET 1ST FLOOR | SAN FRANCISCO | CA | 94107 | $8,528 | Yes (X) |
| RUTAN AND TUCKER | ||||||
| 12 | 3000 EL CAMINO REAL SUITE 200 | PALO ALTO | CA | 94306 | $8,528 | Yes (X) |
| TRAVELERS | ||||||
| 13 | 401 LENNON LANE | WALNUT CREEK | CA | 94598 | $8,528 | Yes (X) |
| ZURICH INSURANCE GROUP | ||||||
| 14 | 525 MARKET STREET SUITE 2900 | SAN FRANCISCO | CA | 94105 | $8,528 | Yes (X) |
| MATT ENGLERT | ||||||
| 15 | 13905 SHEILA AVENUE | MORGAN HILL | CA | 95037 | $7,650 | Yes (X) |
| INDEPENDENT ELECTRIC | ||||||
| 16 | 4704 E BASELINE ROAD | PHOENIX | AZ | 85042 | $6,028 | Yes (X) |
| CONTRACTORS ELECTRICAL DISTRIBUTOR MILPITAS SAN FRANCISCO AND SACRAMENTO | ||||||
| 17 | 1033 MONTAGUE EXPRESSWAY | MILPITAS | CA | 95035 | $5,500 | Yes (X) |
| INFINITY CONTRACTORS | ||||||
| 18 | PO BOX 7627 | BELMONT | NC | 28012 | $5,000 | Yes (X) |
| MICHAEL K LINZEY | ||||||
| 19 | 705 CARLTON WAY | BEL AIR | MD | 21014 | $5,000 | Yes (X) |
| VARELA LEE METZ AND GUARINO | ||||||
| 20 | 333 BUSH STREET SUITE 1500 | SAN FRANCISCO | CA | 94104 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,605 | Amt |
| Net Investment Income | $5,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,302 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN CENTURY SMALL CAP (342 SHARES) | FMV | $5,839 | $5,839 |
| ARTISAN MID CAP FUND-INS (416 SHARES) | FMV | $13,907 | $13,907 |
| CLEARBRIDGE SMALL CAP GROWTH FUND IS (408 SHARES) | FMV | $15,238 | $15,238 |
| COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 (1,640 SHARES) | FMV | $54,174 | $54,174 |
| COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 (1,010 SHARES) | FMV | $39,945 | $39,945 |
| COMMERCE VALUE FUND INSTITUTIONAL FUND #346 (2,298 SHARES) | FMV | $74,093 | $74,093 |
| DFA US LARGE CAP VALUE PORTFOLIO (1,198 SHARES) | FMV | $49,713 | $49,713 |
| DFA US TARGETED VALUE PORTFOLIO (1,155 SHARES) | FMV | $31,629 | $31,629 |
| FIDELITY LARGE CAP GROWTH INDEX FUND (1,360 SHARES) | FMV | $28,310 | $28,310 |
| FIDELITY LARGE CAP VALUE INDEX FUND - INS PR (4,009 SHARES) | FMV | $59,335 | $59,335 |
| FIDELITY MID CAP VALUE INDEX FUND (4,016 SHARES) | FMV | $91,281 | $91,281 |
| T ROWE PRICE GROWTH STOCK FUND-I (852 SHARES) | FMV | $52,592 | $52,592 |
| T ROWE PRICE NEW HORIZONS FUND-I (296 SHARES) | FMV | $13,795 | $13,795 |
| CAUSEWAY EMERGING MARKETS FUND IS (1,169 SHARES) | FMV | $10,291 | $10,291 |
| DFA INTERNATIONAL SMALL COMPANY PORTFOLIO (642 SHARES) | FMV | $11,186 | $11,186 |
| LAZARD EMERGING MARKETS EQUITY PORT INSTL (931 SHARES) | FMV | $13,558 | $13,558 |
| MFS RESEARCH INTERNATIONAL FUND R6 (1,440 SHARES) | FMV | $28,420 | $28,420 |
| T ROWE PRICE OVERSEAS STOCK FUND-I (1,745 SHARES) | FMV | $19,123 | $19,123 |
| VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM (8,588 SHARES) | FMV | $71,448 | $71,448 |
| SCHWAB SHORT TERM US TREASURY ETF (710 SHARES) | FMV | $34,250 | $34,250 |
| BAIRD AGGREGATE BOND FUND-IS (9,127 SHARES) | FMV | $87,621 | $87,621 |
| COMMERCE BOND FUND FUND #333 (8,537 SHARES) | FMV | $147,944 | $147,944 |
| DODGE & COX INCOME FUND (7,262 SHARES) | FMV | $88,528 | $88,528 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,978 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,978 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $199,143 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF TOURNAMENT EXPENSES | $65,074 | $0 | $0 |
| MEALS | $12,189 | $0 | $12,189 |
| SUPPLIES | $6,927 | $0 | $6,927 |
| DUES AND SUBSCRIPTIONS | $3,604 | $0 | $3,604 |
| BANK CHARGES | $1,090 | $0 | $1,090 |
| LICENSES | $680 | $0 | $680 |
| OTHER | $525 | $0 | $525 |
| EDUCATION | $470 | $0 | $470 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $54,073 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $54,073 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $36,356 | $0 | $36,356 |
| INV MGT FEES | $7,263 | $7,263 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSENDIN HOLDINGS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MABURY ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95133 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOMES TAXES | CategoryTxt |
| Amt | $1,997 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |