Dr A Everett Rosen & Ruth E Rosen Foundation in Houston, Texas (TX)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Texas
| Dr A Everett Rosen & Ruth E Rosen Foundation | |
| Employer Identification Number (EIN) | 042915665 |
| Name of Organization | Dr A Everett Rosen & Ruth E Rosen Foundation |
| In Care of Name | Dr Walter M Rosen |
| Address | 49 Briar Hollow Lane, Houston, TX 77027-9312 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,352,335 |
| Amount of Income | $2,084,927 |
| Form 990 Revenue Amount | $-3,624 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $323,142 | $327,251 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3,473 | |||
| Dividends and interest from securities | $146,973 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $394 | |||
| Other | $172,302 | |||
| Total expenses and disbursements | $367,340 | $67,281 | $0 | $233,641 |
| Compensation of officers, directors, trustees, etc. | $113,102 | |||
| Total operating and administrative expenses | $133,699 | $67,281 | $0 | |
| Contributions, gifts, grants paid | $233,641 | |||
| Excess of revenue over expenses and disbursements | $-44,198 | |||
| Net investment income | $259,970 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,247,753 | $4,498,933 |
| Cash - non-interest-bearing | $574,199 | |
| Investments-U.S. and state government obligations | $134,298 | |
| Investments-corporate stock | $2,955,996 | |
| Investments-corporate bonds | $526,561 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $56,699 | |
| Total liabilities | $13,338 | |
| Mortgages and other notes payable | $0 | |
| Other | $13,338 | |
| Total liabilities and net assets/fund balances | $4,234,415 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $172,302 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $2,600 |
| Total credits and payments | $1,443 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,443 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,157 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $4,296,363 |
| Net value of noncharitable-use assets | $4,231,920 |
| Minimum investment return | $211,596 |
| Distributable Amount (for 2012) | |
| Distributable amount | $208,996 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $208,996 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $0 | $0 | $0 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $0 |
| Unrelated business taxable income before net operating loss deduction | $0 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $0 |
| Specific deduction | $1,000 |
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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Denton Fair Inc | Po Box 551, Denton, TX 76202-0551 | TX | 1992-07 | $0 |
| 2 | Detox Building Inc | 1701 Parkway Dr, Lubbock, TX 79403-4403 | TX | 1986-08 | $902,883 |
| 3 | Devary Durrill Foundation Inc | 615 S Upper Broadway St, Crp Christi, TX 78401-3432 | TX | 1985-11 | $7,212,534 |
| 4 | Dian Graves Owen Foundation | 400 Pine St Ste 1000, Abilene, TX 79601-5142 | TX | 1998-02 | $26,223,928 |
| 5 | Dietert Center | 451 Guadalupe Street, Kerrville, TX 78028-5162 | TX | 1994-03 | $3,148,099 |
| 6 | The Discovery Science Place Inc | 308 N Broadway Ave, Tyler, TX 75702-5711 | TX | 1991-10 | $282,596 |
| 7 | District 2-A2 Sight & Tissue Foundation Inc, Lions Sight & Tissue Foundation Inc | 4502 Centerview Ste 120, San Antonio, TX 78228-1303 | TX | 1989-11 | $2,381,686 |
| 8 | Dobie Haven Inc | 4002 Callicoatte Rd, Crp Christi, TX 78410-3908 | TX | 2002-09 | $370,525 |
| 9 | Dodge Jones Foundation | PO BOX 176, Abilene, TX 79604-0176 | TX | 1956-03 | $10,205,809 |
| 10 | Douglass Foundation | 200 Patterson Ave Apt 808, San Antonio, TX 78209-6268 | TX | 1982-10 | $958,754 |
| 11 | Dr A Everett Rosen & Ruth E Rosen Foundation | 49 Briar Hollow Lane, Houston, TX 77027-9312 | TX | 1986-08 | $2,084,927 |
| 12 | Dunagan Foundation Inc | PO BOX 387, Monahans, TX 79756-0387 | TX | 1977-06 | $1,660,580 |
| 13 | E H Angle Education And Research Foundation Inc | Drcampbell Dept Of Orthodontics 330, Dallas, TX 75246 | TX | 1975-09 | $550,440 |
| 14 | Eagle Mountain Vfd Auxiliary | 9550 Dickson Rd, Fort Worth, TX 76179-4095 | TX | 1998-10 | $624,647 |
| 15 | Eagle Mountain Volunteer Emergency Medical Services Inc | 9500 Live Oak Ln, Fort Worth, TX 76179-4061 | TX | 1998-05 | $1,775,472 |
| 16 | Earl C Sams Foundation Inc | 101 N Shoreline Blvd Ste 602, Corp Christi, TX 78401-2826 | TX | 1957-12 | $3,418,879 |
| 17 | East Texas Medical Center Regional Healthcare System, E Tx Medical Cntr Cancer Institute | 1000 S Beckham Ave, Tyler, TX 75701-1908 | TX | 2010-04 | $0 |
| 18 | East Texas Support Services Inc | 109 W Water St, Jasper, TX 75951-4423 | TX | 1985-10 | $13,818,363 |
| 19 | East Texas Symphony Orchestra | PO BOX 6323, Tyler, TX 75711-6323 | TX | 1960-02 | $919,910 |
| 20 | Ecg Foundation | PO BOX 908, Austin, TX 78767-0908 | TX | 1986-08 | $68,467 |
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