SCOTT AND TARA ROSEMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND TARA ROSEMAN FOUNDATION (EIN 47-5423146)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-14
- IRS object ID
- 202102579349100435
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-14T14:47:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851448132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYES & MCCOLLOCH CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 BROADWAY SUITE 408 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475423146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT AND TARA ROSEMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 9166521524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4970 ROCKLIN RD | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ROSEMAN | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 9166521524 | PhoneNum |
| Signature | 2021-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | ROSEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLY J MCCOLLOCH | PreparerPersonNm |
| PTIN | P00064691 | PTIN |
| Phone | 2536271755 | PhoneNum |
| Preparation | 2021-08-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,894,236 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $784,062 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,043,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,426,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,043,758 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,850,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,066,530 | 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 |
| Legal Fees Rev And Expnss | $3,731 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,731 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,793 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,793 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $110 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,797,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,066,530 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,878 | CashBOYAmt |
| Cash EOY | $347,127 | CashEOYAmt |
| Cash EOYFMV | $347,127 | CashEOYFMVAmt |
| Corporate Stock BOY | $524,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,163,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,163,613 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $383,496 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $383,496 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $529,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,894,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $529,842 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,894,236 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $529,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $529,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $529,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,797,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,327,335 | SubtotalAmt |
| Other Decreases | $433,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,717 SHS BYD CO LTD H | P | 2018-06-27 | 2020-02-19 | $16,740 | $15,983 | $757 | $757 |
| 1,724 SHS KRAFT HEINZ | P | 2019-08-29 | 2020-04-09 | $47,150 | $43,697 | $3,453 | $3,453 |
| 370.063 SHS BYD CO LTD H | P | 2016-12-16 | 2020-04-08 | $1,906 | $2,043 | -$137 | -$137 |
| 799.936 SHS BYD CO LTD H | P | 2012-09-27 | 2020-04-08 | $4,120 | $478 | $3,642 | $3,642 |
| 8,283 SHS BYD CO LTD H | P | 2018-06-27 | 2020-04-08 | $42,657 | $48,727 | -$6,070 | -$6,070 |
| 12,274 SHS BYD CO LTD H | P | 2012-08-31 | 2020-04-23 | $68,707 | $1,923 | $66,784 | $66,784 |
| 6,830 SHS BYD CO LTD H | P | 2012-09-27 | 2020-04-23 | $38,233 | $4,081 | $34,152 | $34,152 |
| .577 SHS BYD CO LTD H | P | 2012-08-31 | 2020-04-24 | $3 | $3 | $3 | |
| 945 SHS KRAFT HEINZ | P | 2019-08-29 | 2020-05-05 | $27,558 | $23,952 | $3,606 | $3,606 |
| 287 SHS US FOODS HLDG CORP | P | 2020-04-15 | 2020-05-08 | $5,512 | $5,036 | $476 | $476 |
| 653 WABASH NATL CORPORATION | P | 2020-04-08 | 2020-05-08 | $5,435 | $4,830 | $605 | $605 |
| 317 WELLS FARGO CO | P | 2020-04-14 | 2020-05-18 | $8,080 | $9,579 | -$1,499 | -$1,499 |
| 1,229 WELLS FARGO CO | P | 2020-04-23 | 2020-05-28 | $33,560 | $32,993 | $567 | $567 |
| 1,289 SHS WELLS FARGO CO | P | 2020-04-23 | 2020-07-13 | $32,747 | $34,603 | -$1,856 | -$1,856 |
| 40,000 SHS BYD CO LTD H | P | 2012-08-31 | 2020-07-07 | $384,540 | $5,679 | $378,861 | $378,861 |
| 100 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-30 | $40,199 | $950 | $39,249 | $39,249 |
| 357 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-30 | $142,797 | $1,864 | $140,933 | $140,933 |
| 219 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-29 | $79,445 | $2,081 | $77,364 | $77,364 |
| 1 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-30 | $400 | $5 | $395 | $395 |
| 81 SHS DAILY JOURNAL CORP | P | 2017-03-13 | 2020-12-29 | $29,384 | $16,646 | $12,738 | $12,738 |
| 299 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-30 | $119,702 | $2,842 | $116,860 | $116,860 |
| 300 SHS DAILY JOURNAL CORP | P | 2017-03-13 | 2020-12-29 | $108,837 | $61,650 | $47,187 | $47,187 |
| 200 SHS DAILY JOURNAL CORP | P | 2013-04-18 | 2020-12-30 | $80,398 | $1,901 | $78,497 | $78,497 |
| 300 SHS DAILY JOURNAL CORP | P | 2017-03-13 | 2020-12-29 | $108,841 | $61,650 | $47,191 | $47,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,043,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $14,830 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT ROSEMAN | IndividualWithBooksNm |
| Phone | 9166521524 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4970 ROCKLIN ROAD SUITE 200 | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT ROSEMAN | ||||||||
| 4970 ROCKLIN ROAD SUITE 200 | ROCKLIN | CA | 95677 | FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| TARA ROSEMAN | ||||||||
| 4970 ROCKLIN ROAD SUITE 200 | ROCKLIN | CA | 95677 | FOUNDATION MANAGER | 2.00 | $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 | $573,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $697,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $697,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $687,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,825 | TotalTaxAmt |
| Distributable Before Adj | $19,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,628 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,283 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,917 | 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 | $88,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,519 | ExcessFromYear3Amt |
| Excess From Year2 | $26,487 | ExcessFromYear2Amt |
| Excess From Year1 | $21,628 | ExcessFromYear1Amt |
| Excess From Current Year | $33,283 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT ROSEMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4970 ROCKLIN RD | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9166521524 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION IS CURRENTLY USED. GRANTS ARE AWARDED TO NON-PROFIT ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO 501(C)(3) PUBLIC CHARITIES. THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AT THE GROUNDS | |||||||
| 800 ALL AMERICAN CITY BOULEVARD | ROSEVILLE | CA | 95678 | NONE | PC | EDUCATION | $12,862 |
| CALIFORNIA WILDLIFE OFFICERS FOUNDATION | |||||||
| PO BOX 865 | SAN CARLOS | CA | 94070 | NONE | PC | EDUCATION AND PUBLIC SAFETY | $1,000 |
| EL RANCHO FUTURITY | |||||||
| 7200 LONE PINE DRIVE | RANCHO MURIETA | CA | 95683 | NONE | PC | AMATEUR SPORTS AND EDUCATION | $1,000 |
| LONGHORN MEAT COMPANY | |||||||
| 13131 LINCOLN WAY | AUBURN | CA | 95603 | NONE | NC | EDUCATION | $981 |
| ROSEVILLE MEAT CUTTING | |||||||
| 700 ATLANTIC ST | ROSEVILLE | CA | 95678 | NONE | NC | EDUCATION | $3,857 |
| SAN JOAQUIN JUNIOR LIVESTOCK SHOW AND AUCTION | |||||||
| PO BOX 30695 | STOCKTON | CA | 95213 | NONE | PC | EDUCATION | $500 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | NONE | PC | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,043,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,066,530 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,066,530 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT TARA ROSEMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4970 ROCKLIN RD | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $784,062 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,793 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,793 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,163,613 | EOYBookValueAmt |
| EOYFMV | $1,163,613 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,731 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,731 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| EOY Book Value | $383,496 | EOYBookValueAmt |
| EOYFMV | $383,496 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $433,099 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $75 | $0 | $75 |
| EXCISE TAX ON INVESTMENT INCOME | $265 | $0 | $0 |
| STATE TAXES | $10 | $0 | $10 |
| DEPARTMENT OF JUSTICE - FEE | $25 | $0 | $25 |