STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE ISABELL ROSE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE ISABELL ROSE FOUNDATION (EIN 13-4066366)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-08
IRS object ID
201132209349100113
Schema version
2010v3.4
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)
Timestamp2011-08-08T14:26:16-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1750 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100172703ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134066366EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ISABEL ROSE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlISABNameControl
Phone2122106666Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUE 5TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN GACINSKIName
TitleCFOTitle
Date Signed2011-05-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKENNETH WEISSENBERGName
Phone2129498700Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1461414FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss20InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm20InterestOnSavingsNetInvstIncm
Total Revenue And Expenses20TotalRevenueAndExpenses
Total Net Investment Income20TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss190150ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps190150ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss190150TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps190150TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-190130ExcessOfRevenueOverExpenses
Net Investment Income20NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY200060SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY9930SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV9930SavingsAndTempCashInvstEOYFMV
Investments Other BOY1500000InvestmentsOtherBOY
Investments Other EOY1500000InvestmentsOtherEOY
Investments Other EOYFMV1451484InvestmentsOtherEOYFMV
Total Assets BOY1700060TotalAssetsBOY
Total Assets EOY1509930TotalAssetsEOY
Total Assets EOYFMV1461414TotalAssetsEOYFMV
Accounts Payable BOY0AccountsPayableBOY
Accounts Payable EOY0AccountsPayableEOY
Grants Payable BOY0GrantsPayableBOY
Grants Payable EOY0GrantsPayableEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1700060RetainedEarningsBOY
Retained Earnings EOY1509930RetainedEarningsEOY
Total Net Assets BOY1700060TotalNetAssetsBOY
Total Net Assets EOY1509930TotalNetAssetsEOY
Total Liabilities Net Assets BOY1700060TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1509930TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1700060TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-190130ExcessOfRevenueOverExpenses
Subtotal1509930Subtotal
Total Net Assets Fund Balances EOY1509930TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year198760QualifyingDistributionsYear1
Noncharitable Assets Year11597391NoncharitableAssetsYear1
Distribution Ratio Year10.061826DistributionRatioYear1
Qualifying Distributions Year2186011QualifyingDistributionsYear2
Noncharitable Assets Year21484589NoncharitableAssetsYear2
Distribution Ratio Year20.125295DistributionRatioYear2
Qualifying Distributions Year3134115QualifyingDistributionsYear3
Noncharitable Assets Year31560147NoncharitableAssetsYear3
Distribution Ratio Year30.085963DistributionRatioYear3
Qualifying Distributions Year480455QualifyingDistributionsYear4
Noncharitable Assets Year415927NoncharitableAssetsYear4
Distribution Ratio Year45.051485DistributionRatioYear4
Qualifying Distributions Year5147085QualifyingDistributionsYear5
Noncharitable Assets Year532045NoncharitableAssetsYear5
Distribution Ratio Year54.589952DistributionRatioYear5
Total Distribution Ratio9.914521TotalDistributionRatio
Average Distribution Ratio1.982904AverageDistributionRatio
Net Noncharitable Assets1548962NetNoncharitableAssets
Adjusted Noncharitable Assets3071443AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One3071443AdjNonchrtblAssetsAndOnePct
Qualifying Distributions190150QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Total Credits And Payments0TotalCreditsAndPayments
Overpayment0Overpayment
Amount To Be Refunded0AmountToBeRefunded

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 WithDEStatesFiledWith
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 Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN A GACINSKIBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2122106666BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100163998ZIPCode

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
Uncorrected Prior ActsfalseUncorrectedPriorActs
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
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameISABEL ROSEPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
TitlePRES/DIRECTORTitle
Avg Hours Per Wk Devoted To Position1.0AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances121066AvgMonthlyCashBalances
FMV All Other Noncharitable Assets1451484FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1572550TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1572550AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable23588CashDeemedCharitable
Net Noncharitable Assets1548962NetNoncharitableAssets
Minimum Investment Return77448MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return77448MinimumInvestmentReturn
Distributable Amount Before Adj77448DistributableAmountBeforeAdj
Distributable Amount Before Ded77448DistributableAmountBeforeDed
Distributable Amount As Adjusted77448DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions190150ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions190150QualifyingDistributions
Adj Qualifying Distributions190150AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted77448DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Excess Distri Carryover Year5145483ExcessDistriCarryoverYear5
Excess Distri Carryover Year479659ExcessDistriCarryoverYear4
Excess Distri Carryover Year3129986ExcessDistriCarryoverYear3
Excess Distri Carryover Year2111790ExcessDistriCarryoverYear2
Excess Distri Carryover Year118890ExcessDistriCarryoverYear1
Total Excess Distri Carryover485808TotalExcessDistriCarryover
Qualifying Distributions190150QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year77448AppliedToCurrentYear
Remaining Distri From Corpus112702RemainingDistriFromCorpus
Total Corpus598510TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5145483ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year453027ExcessDistriCyovToNextYear
Excess From Year479659ExcessFromYear4
Excess From Year3129986ExcessFromYear3
Excess From Year2111790ExcessFromYear2
Excess From Year118890ExcessFromYear1
Excess From Current Year112702ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
New York Botanical Garden
200TH St And Kazimiroff BlvdBronxNY10458NONEPUBLICCHARITABLE$2,500
Yale University
PO Box 2038NEW HAVENCT06521NONEPUBLICCHARITABLE$2,500
Lincoln Center Institute
70 Lincoln Center Plz 7new yorkNY10023NONEPUBLICCHARITABLE$2,000
Climb to the Top
PO Box 10123UniondaleNY11555NONEPUBLICCHARITABLE$250
Yale University
PO Box 2038New HavenCT06521NONEPUBLICCHARITABLE$20,000
Doctors Without Borders USA
333 Seventh Ave 2nd FloorNew YorkNY10001NONEPUBLICCHARITABLE$10,000
New York Restoration Project
254 W 31st St 10New YorkNY10001NONEPUBLICCHARITABLE$2,500
World Wildlife Fund
1250 24th St NWWashingtonDC20037NONEPUBLICCHARITABLE$2,500
Tribeca Partnership
113 Spring Street 3New YorkNY10012NONEPUBLICCHARITABLE$2,500
Komen Greater NYC
470 Seventh Avenue 7th FloorNew YorkNY10018NONEPUBLICCHARITABLE$350
The Mount
2 Plunkett Street - Box 974LenoxMA01240NONEPUBLICCHARITABLE$2,500
National Dance Institute
594 Broadway Rm 805New YorkNY10012NONEPUBLICCHARITABLE$10,000
The Rum Fund
200 Madison Ave 5FlNew YorkNY10016NONEPUBLICCHARITABLE$2,500
American Museum of Natural History
79th St Central Park WNew YorkNY10024NONEPUBLICCHARITABLE$1,750
The Dalton School Annual Fund
108 East 89th StreetNew YorkNY10128NONEPUBLICCHARITABLE$2,000
The Nightingale Bamford School
20 E 92ND StNew YorkNY10128NONEPUBLICCHARITABLE$1,000
Sesame Workshop
One Lincoln PlazaNew YorkNY10023NONEPUBLICCHARITABLE$2,500
American Museum of Natural History
79th St Central Park WNew YorkNY10024NONEPUBLICCHARITABLE$1,000
Friends of Lincoln Center
70 Lincoln Center Plz 7New YorkNY10023NONEPUBLICCHARITABLE$150
The Drawing Center
35 Wooster StNew YorkNY10013NONEPUBLICCHARITABLE$350
Brooklyn Academy of Music
30 Lafayette AveBrooklynNY11243NONEPUBLICCHARITABLE$2,500
Southhampton Town PBA
168 Old Country Rd/PO Box 591SpeonkNY11972NONEPUBLICCHARITABLE$500
The Park Avenue Armory
643 Park AvenueNew YorkNY10065NONEPUBLICCHARITABLE$10,000
The Park Avenue Armory
643 Park AvenueNew YorkNY10065NONEPUBLICCHARITABLE$3,000
Central Synagogue
123 E 55TH StNew YorkNY10022NONEPUBLICCHARITABLE$2,500
Fresh Air Fund
633 Third AvenueNew YorkNY10017NONEPUBLICCHARITABLE$2,500
Central Synagogue
123 E 55TH StNew YorkNY10022NONEPUBLICCHARITABLE$2,500
Bridgehampton Fire Department
64 School StreetBridgehamptonNY11932NONEPUBLICCHARITABLE$250
Southampton Police Superv Officers Ass
168 Old Country Rd/PO Box 591SpeonkNY11972NONEPUBLICCHARITABLE$250
The Actor's Fund
729 7th Ave 10New YorkNY10019NONEPUBLICCHARITABLE$2,500
The Dalton School Annual Fund
108 East 89th StreetNew YorkNY10128NONEPUBLICCHARITABLE$2,500
New Venture Fund
734 15th Street NW Suite 600WashingtonWA20005NONEPUBLICCHARITABLE$30,000
Museum of Modern Art
11 West 53 StreetNew YorkNY10019NONEPUBLICCHARITABLE$300
World Wildlife Fund
1250 24th St NWWashingtonWA20037NONEPUBLICCHARITABLE$10,000
Yale University
PO Box 2038New HavenCT06521NONEPUBLICCHARITABLE$5,000
The Hetrick-Martin Institute
2 Astor Pl 3New YorkNY10003NONEPUBLICCHARITABLE$5,000
Doctors Without Borders USA
333 Seventh Ave 2nd FloorNew YorkNY10001NONEPUBLICCHARITABLE$3,000
CARE
PO Box 7039MerrifieldVA22116NONEPUBLICCHARITABLE$5,000
National Dance Institute
594 Broadway 805New YorkNY10012NONEPUBLICCHARITABLE$5,000
New York Restoration Project
254 W 31st St 10New YorkNY10001NONEPUBLICCHARITABLE$2,500
The Mount
2 Plunkett Street - Box 974LenoxMA01240NONEPUBLICCHARITABLE$2,500
Animal Rescue Fund
PO Box 901WainscottNY11975NONEPUBLICCHARITABLE$1,500
Bennington College
1 College RoadNorth BenningtonVT05257NONEPUBLICCHARITABLE$5,000
Food Bank for NY City
39 BroadwayNew YorkNY10006NONEPUBLICCHARITABLE$500
Samuel Waxman Cancer Research Foundation
420 Lexington Ave Suite 825New YorkNY10170NONEPUBLICCHARITABLE$2,500
American Museum of Natural History
79th St Central Park WNew YorkNY10024NONEPUBLICCHARITABLE$1,000
Little Read School House Inc
272 Avenue of the AmericasNew YorkNY10014NONEPUBLICCHARITABLE$3,000
At Hand Theater
47-11 47th Street 2-RWoodsideNY11377NONEPUBLICCHARITABLE$1,000
International Documentary
1201 West 5th Street Suite M270Los AngelesCA90017NONEPUBLICCHARITABLE$5,000
Grand Performances
350 South Grand AvenueLos AngelesCA90013NONEPUBLICCHARITABLE$2,000
Best Shot Foundation
700 13th St NW Suite 220WashingtonDC20005NONEPUBLICCHARITABLE$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year190150TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20ExclusionAmount
FieldValueIRS element (for citing)
Dividends And Int From Sec Part VIIDividendsAndIntFromSecPartVII
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$20ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA20TotalPartXVIA

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

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
INSTITUTIONAL DIVERSIFIED ARBI750000800238
INSTITUTIONAL INVESTMENT FUND750000651246

Land Etc Schedule2 LandEtcSchedule2