Form990-EZ
Click to see attachment
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
bullet Sponsoring organizations of donor advised funds, organizations that operate one or more hospital facilities, and certain controlling organizations as defined in section 512(b)(13) must file Form 990 (see instructions).
All other organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year may use this form.
bulletThe organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-1150
2010
Open to Public
Inspection
A
For the 2010 calendar year, or tax year beginning 01-01-2010, and ending 12-31-2010
B
Check if applicable:
C Name of organization
THE HERITAGE ROSE FOUNDATION INC
 
Number and street (or P. O. box, if mail is not delivered to street address)PO BOX 831414
  Room/suite
City or town, state or country, and ZIP + 4 RICHARDSON, TX75083
D Employer identification number

56-1549448
E Telephone number

F Group Exemption
Number. . bullet  
G Accounting method: Other (specify) bullet   H Check bulletI Website:bulletWWW.HERITAGEROSEFOUNDATION.ORGJ Tax-Exempt status(check only one)—Click to see attachment(   ) bullet(insert no.) or
K Check bullet A Form 990-EZ or Form 990 return is not required though Form 990-N (e-postcard) may be required (see instructions). But if the organization chooses to file a return, be sure to file a complete return.
L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts; If gross receipts are $200,000 or more, or if total assets (Part II, line 25, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ.. . bullet $ 21,799
Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.) Check if the organization used Schedule O to respond to any question in this Part I . . . . . . . .
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received . . . . . . . . . 1 7,594
2 Program service revenue including government fees and contracts . . . . . . . 2 1,899
3 Membership dues and assessments . . . . . . . . . . . . . . 3 10,261
4 Investment income . . . . . . . . . . . . . . . . . . 4 607
5a Gross amount from sale of assets other than inventory . . . . 5a  
b Less: cost or other basis and sales expenses . . 5b  
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) . . 5c  
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) 6a  
b Gross income from fundraising events (not including $   of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceed $15,000) . . . . . . .
c Less: direct expenses from gaming and fundraising events . . . 6c  
d Net income or (loss) from gaming and fundraising events (Add lines 6a and 6b and subtract line 6c) 6d  
7a Gross sales of inventory, less returns and allowances . . . . 7a  
b Less: cost of goods sold . . . . . . . . . . 7b  
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) . . . . . . 7c  
8 Other revenue (describe in Schedule O) . . . . . . . . . 8 1,438
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 . . . . . . . . . 9 21,799
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) . . . . . . . . 10  
11 Benefits paid to or for members . . . . . . . . . . . . . . . 11  
12 Salaries, other compensation, and employee benefits . . . . . . . . . . . 12  
13 Professional fees and other payments to independent contractors . . . . . . . . 13 15,809
14 Occupancy, rent, utilities, and maintenance . . . . . . . . . . . . . 14  
15 Printing, publications, postage, and shipping . . . . . . . . . . . . 15  
16 Other expenses (describe in Schedule O) . . . . . . . . . . 16 15,522
17 Total expenses. Add lines 10 through 16 . . . . . . . . . . . . 17 31,331
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9) . . . . . . . . . 18 -9,532
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return) . . . . . . . . . . . 19 97,439
20 Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . 20  
21 Net assets or fund balances at end of year. Combine lines 18 through 20 . . . . . Bullet 21 87,907
Part IIBalance Sheets Check if the organization used Schedule O to respond to any question in this Part II. . . . . . . . .

(See the instructions for Part II.)(A) Beginning of year(B) End of year
22Cash, savings, and investments . . . . . . . . . .
97,439
22
87,907
23Land and buildings . . . . . . . . . . . . .
 
23
 
24Other assets (describe in Schedule O) . . . . . .
 
24
 
25Total assets . . . . . . . . . . . . . .
97,439
25
87,907
26
Total liabilities (describe in Schedule O) . . . . .
 
26
 
27Net assets or fund balances (line 27 of column (B) must agree with line 21) .
97,439
27
87,907
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2010)
Form 990-EZ (2010)
Page 2
Part IIIStatement of Program Service Accomplishments Check if the organization used Schedule O to respond to any question in this Part III . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? EDUCATION AND PRESERVATION OF HISTORICAL ROSES.
Describe what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 HERITAGE ROSE FOUNDATION ACCOMPLISHMENTS FOR 2010: GREAT ROSARIAN OF THE WORLD EVENTS: MEMBERS OF THE FOUNDATION ATTENDED AND PARTICIPATED IN THE GREAT ROSARIAN OF THE WORLD WEST (JANUARY 23, HUNTINGTON BOTANIC GARDEN, CA) AND THE GREAT ROSARIAN OF THE WORLD EAST(JUNE 11/12, NYC) EVENTS. ROSA MUNDI: TWO BEAUTIFUL ISSUES OF ROSA MUNDI WERE PUBLISHED IN 2010. THE FOUNDATION HAS BEGUN PREPARATION FOR A NEW FORMAT OF ROSA MUNDI. IN MAY OF 2011, THE FIRST ISSUE WILL BE A BOOK-STYLE JOURNAL WITH 96+ PAGES IN FULL COLOR. THE TITLE OF THIS SPECIAL EDITION OF ROSA MUNDI WILL BE "MYSTERY ROSES AROUND THE WORLD". WE HAVE RECEIVED DONATIONS FROM MEMBERS TO HELP FUND THIS PROJECT. IN 2010, MEMBER DEAN OSWALD DONATED 1,000 TO BE USED FOR THE NEW ROSA MUNDI. HERITAGE ROSE DISTRICT OF NEW YORK CITY: THIS PROJECT IS CONTINUING TO EXPAND WITH OVER 400 HERITAGE ROSES NOW PLANTED IN 15 DIFFERENT SITES. THIS YEAR WE ADDED THE FOLLOWING SITES TO THE DISTRICT: HARRIET TUBMAN MEMORIAL, MAGGIE'S GARDEN, HAMILTON GRANGE, ST. NICHOLAS PARK, RIVERSIDE VALLEY COMMUNITY GARDEN, AND THE BENZINGER -ABRAHAM HOUSE. THE ROSES WERE PLANTED ON APRIL 24, AS PART OF NEW YORK CITY'S CELEBRATION OF EARTH DAY AND ON OCTOBER 23. CHILDREN FROM THE BROADWAY HOUSING AUTHORITY HELPED PLANT ROSES IN OCTOBER. WE HAVE BEEN INVITED BY THE BROADWAY HOUSING AUTHORITY TO ADD A ROSE GARDEN TO THE ROOF OF THE FAITH RINGGOLD CHILDREN'S MUSEUM. THIS SITE WILL BE READY IN 2013. WE WILL ALSO BE CREATING A CHILDREN'S ROSE GARDEN IN THE GARTH OF THE CHURCH OF THE INTERCESSION. LOCAL MEMBERS CONTINUE TO VOLUNTEER IN THE DISTRICT MAINTAING THE ESTABLISHED PLANTINGS. IN 2010, ROSES WERE DONATED BY: FLORIDA SOUTHERN COLLEGE, ANTIQUE ROSE EMPORIUM, VINTAGE GARDENS, ANGEL GARDENS, BROOKLYN BOTANIC GARDEN, AND XIAO RYAN. BULBS DONATED BY: BETTY VICKERS, FLOY DARDEN, OLD HOUSE GARDENS, AND STEPHEN SCANNIELLO. CAMELLIAS DONATED BY PLEASANT RUN NURSERY. JACOB GRAFF, A HIGH SCHOOL STUDENT FROM DALLAS, WILL BE DESIGNING A WALKING TOUR IN THE FORMAT OF AN APP FOR SMARTPHONES. HERITAGE ROSE FOUNDATION HABITAT GARDEN: MEMBERS FROM ALL OVER THE COUNTRY VOLUNTEERED SEVERAL TIMES DURING THE YEAR TO WORK IN THE HERITAGE ROSE FOUNDATION HABITAT GARDEN LOCATED IN THE AMERICAN ROSE CENTER IN SHREVEPORT, LA. THIS WORK IS ONGOING, WITH FREQUENT VISITS FROM LOCAL MEMBERS THROUGHOUT THE YEAR DOING GARDEN MAINTENANCE. DURING THE YEAR THE FOLLOWING ITEMS WERE DONATED: BOULDER BENCHES; A STONE FOUNTAIN; ROSE PLANTS; AND AN EXTENSIVE COLLECTION OF NATIVE AND HEIRLOOM TREES, SHRUBS, PERENNIALS, HERBS, AND BULBS. SOME SPECIFIC DATES: FEBRUARY 20 - ANNUAL PRUNING PARTY AND WINTER CLEANUP; NEW PLANTING BEDS WERE CREATED; MARCH 25 - PLANTED ROSES; JULY 19 - GARDEN MAINTENANCE; NOVEMBER 15 - PLANTS ADDED; DECEMBER 4 - MEMBERS PLANTED ROSES, PERENNIALS, TREES, SHRUBS, AND BULBS. A NEW MAP OF THE GARDEN WAS CREATED BY GENE RYAN AND DAGNI SENZAL. ROSES WERE DONATED BY THE FOLLOWING MEMBERS: FLORIDA SOUTHERN COLLEGE (DR. MALCOLM MANNERS), BEYYT VICKERS, MARILYN WELLAN. PERENNIALS/SHRUBS/BULBS WERE DONATED BY: STEPHEN SCANNIELLO, BETTY VICKERS, FLOY AND JOHN DARDEN, CELIA JONES, OLD HOUSE GARDENS AND WILLIS FARM. STONE FOUNTAIN WAS DONATED BY BETTY VICKERS. STONE BENCHES AND LARGE BOULDERS DONATED BY MARILYN WELLAN. HERITAGE ROSE GARDEN AT ELIZABETH PARK, WEST HARTFORD,CT: THE FOUNDATION IS CONTINUING TO SERVE AS AN ADVISOR TO THE NEW HERITAGE ROSE GARDEN IN ELIZABETH PARK, LOCATED IN WEST HARTFORD, CT. ROSE SYMPOSIUM AT WYCK: THE HERITAGE ROSE FOUNDATION CO-SPONSORED A DAY-LONG SYMPOSIUM WITH WYCK, A HISTORIC PROPERTY IN PHILADELPHIA, PA. HELD ON JUNE 5. SEVERAL MEMBERS OF THE FOUNDATION WERE SPEAKERS FOR THIS EVENT. AN AUCTION OF RARE ROSES WAS HELD TO RAISE MONEY FOR THE FOUNDATION. ROSE DANGO: MEMBERS OF THE FOUNDATION VOLUNTEERED WITH THE CHAMBERSVILLE TREE FARM, IN CHAMBERSVILLE, TX., AT THE ANNUAL ROSE DANGO EVENT IN APRIL. INTERNATIONAL ROSE TRIALS AT BAGATELLE, PARIS, FRANCE: SEVERAL MEMBERS OF THE FOUNDATION SERVED AS JUDGES FOR THE INTERNATIONAL ROSE TRIALS HELD AT BAGATELLE IN PARIS, FRANCE ON JUNE 17. HERITAGE ROSE COLLECTION IN WASHINGTON, CT: THE FOUNDATION IS ADVISING THE STEEP ROCK ASSOCIATION AND LAND TRUST, LOCATED IN WASHINGTON, CT IN THE CREATION OF A HERITAGE ROSE COLLECTION ON ONE OF THEIR HISTORIC PROPERTIES. IN NOVEMBER, 85 HERITAGE ROSES WERE PLANTED ON THIS SITE, FROM THE FOLLOWING SOURCES: HRF MEMBER BILL COLEMAN DONATED 24 ROSES, PURCHASED FROM VINTAGE GARDENS; SCOTT TILDEN, OF WASHINGTON, CT, DONATED 60 SHRUBS FROM HIS PRIVATE GARDEN; FLORIDA SOUTHERN COLLEGE DONATED ONE "ETHEL YOUNT'S WHITE" TO THE PROJECT.
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet		 28a 31,331
29
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		29a
30
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		30a
31 Other program services (describe in Schedule O) . . . . . . . . . . . .
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet		 31a
32 Total program service expenses (add lines 28a through 31a) . . . . . . . . . bullet 32 31,331
Part IVList of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (See the instructions for Part IV.) Check if the organization used Schedule O to respond to any question in this Part IV . . . . . . . .
(a) Name and address (b) Title and average
hours per week
devoted to position		 (c) Compensation
(If not paid,
enter -0-.) 		(d) Contributions to
employee benefit plans &
deferred compensation		 (e) Expense
account and
other allowances
LOWERY GREGGClick to see attachment
3003 PLEASANT HILL ROAD
SEBASTOPOL,CA95472
 VP PUBLICATI5.00 0    
MARTIN PEGGYClick to see attachment
40478 LOOSEMORE RD
GONZALES,LA70737
 VP MEMBERSHI5.00 0    
WELLAN MARILYNClick to see attachment
3853 RUE LEFT BANK
ALEXANDRIA,LA71303
 VP FUNDRAISI5.00 0    
MORGAN GALTClick to see attachment
12335 KINGSRIDE LN 109
HOUSTON,TX77024
 TREASURER5.00 0    
VICKERS BETTYClick to see attachment
802 RED BUD DRIVE
DESOTO,TX75115
 SECRETARY5.00 0    
SCANNIELLO STEPHENClick to see attachment
205 TENTH STREET 5N
JERSEY CITY,NJ07302
 PRESIDENT5.00 0    
DETWEILER MAUREENClick to see attachment
2418 CALHOUN ST
NEW ORLEANS,LA70118
 CORRESP SEC.5.00 0    
BOURET ETIENNEClick to see attachment
40 ALLEE DES GENETS
GUYANCOURT   78280
FR
 PUBLIC RELAT5.00 0    
IRWIN VICTORIAClick to see attachment
10515 EGRET LANE
DALLAS,TX75230
 HISTORIC PRO5.00 0    
CLEVENGER ANITAClick to see attachment
877 53RD STREET
SACRAMENTO,CA95819
 MEMBER3.00 0    
SENZEL DAGNIClick to see attachment
101 CENTRAL PARK WEST APT 4E
NEW YORK,NY10023
 MEMBER3.00 0    
SHANLEY PATClick to see attachment
PO BOX 442
LOCUST VALLEY,NY11560
 MEMBER3.00 0    
WAERING GENEClick to see attachment
11 WAVERLY PLACE
NEW YORK,NY10003
 MEMBER3.00 0    
WATLINGTON JENNIEClick to see attachment
6 POINT SHARES ROAD
  PEMBROKE  
BD
 MEMBER3.00 0    
MANNERS MALCOLMClick to see attachment
964 MCDONALD STREET
LAKELAND,FL33801
 MEMBER3.00 0    
SANDERS CAROLYNClick to see attachment
907 NEILSON STREET
ALBANY,CA94706
 MEMBER3.00 0    
DUCHER FABIENClick to see attachment
ROUTE DU BAJARD
  CHATEAUNEUF  
FR
 MEMBER3.00 0    
Form 990-EZ (2010)
Form 990-EZ (2010)
Page 3
Part VOther Information(Note the statement requirements in the instructions for Part V.)YesNo Check if the organization used Schedule O to respond to any question in this Part V . . . .
33
Did the organization engage in any activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ..............
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the change on Schedule O (see instructions). ...................
34
 
No
35
If the organization had income from business activities, such as those reported on lines 2, 6a, and 7a (among others), but not reported on Form 990-T, explain in Schedule O why the organization did not report the income on Form 990-T. ........................
a
Did the organization have unrelated business gross income of $1,000 or more or was it a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements?
35a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year? (see instructions) ........
35b
 
 
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes,” complete applicable parts of Schedule N .............
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
 
b
Did the organization file Form 1120-POL for this year? ...............
37b
 
No
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?
38a
 
No
b
If “Yes,” complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9 ......
39a
 
b
Gross receipts, included on line 9, for public use of club facilities ....
39b
 
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet   ; section 4912 bullet   ; section 4955 bullet  
b
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I. ....
40b
 
No
c
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ..bullet  
d
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax on line 40c reimbursed by the organization ...................bullet  
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T. .................
40e
 
No
41List the states with which a copy of this return is filed. bullet
42aThe organization's books are in care of bulletGALT MORGAN Telephone no. bullet (713) 463-6719
Located at bullet12335 KINGSRIDE LN109
12335 KINGSRIDE LN109
HOUSTON,TX ZIP + 4bullet77024
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
Yes
No
42b
 
No
If “Yes,” enter the name of the foreign country: bullet  
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
c
At any time during the calendar year, did the organization maintain an office outside of the U.S.?
42c
 
No
If “Yes,” enter the name of the foreign country: bullet  
43.......bullet
and enter the amount of tax-exempt interest received or accrued during the tax year . . . bullet43
 
44a
Did the organization maintain any donor advised funds? If "Yes", Form 990 must be completed instead of
Yes
No
Form 990-EZ.. . . . . . . . . . . . . . . . . . . .
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If ‘Yes,’ Form 990 must be completed instead of Form990-EZ. . . . . . . . .
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year? . . . . . . .
44c
 
No
d
If 'Yes' to line 44c, has the organization filed a Form 720 to report these payments? If ‘No,’ provide an explanation in Schedule O. . . . . . . . .
44d
 
 
45
Is any related organization a controlled entity of the organization within the meaning of section 512(b)(13)? If ‘Yes,’ Form 990 and Schedule R must be completed instead of Form990-EZ. . . . . . . . .
45
 
No
45a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If ‘Yes,’ Form 990 and Schedule R must be completed instead of Form990-EZ. .
45a
 
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I. . . . . . . . . .
46
 
No
Form 990-EZ (2010)
Form 990-EZ (2010)
Page 4
Part VI
Section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts only. All section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts must answer questions 47-49b and 52. Check if the organization used Schedule O to respond to any question in this Part VI . . . . . . . .
Yes
No
47
Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II . . . .
47
 
No
48
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . .
48
 
No
49a
Did the organization make any transfers to an exempt non-charitable related organization? . . . .
49a
 
No
b
If "Yes," was the related organization a section 527 organization? . . . . . . . . .
49b
 
 
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each employee paid more than $100,000 (b) Title and average
hours per week
devoted to position		 (c) Compensation
 (d) Contributions to
employee benefit plans &
deferred compensation		 (e) Expense
account and
other allowances
NONE
50(f)
Total number of other employees paid over $100,000 . . . . . . . . . . . . . bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each independent contractor paid more than $100,000 (b) Type of service (c) Compensation
NONE
51(d)
Total number of other independent contractors each receiving over $100,000 . . . . . . . bullet  
52
Did the organization complete Schedule A? NOTE: All Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A ....................
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(See instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2010)

Additional Data


Software ID:  
Software Version:  

Form 990-EZ, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
THE HERITAGE ROSE FOUNDATION INC
 
Employer identification number

56-1549448
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 22,924 13,105 14,269 20,017 17,855 88,170
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 26,455 23,981 26,050 3,193 3,337 83,016
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 49,379 37,086 40,319 23,210 21,192 171,186
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)           171,186
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 49,379 37,086 40,319 23,210 21,192 171,186
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,253 4,740 4,746 2,272 607 14,618
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 2,253 4,740 4,746 2,272 607 14,618
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.). 51,632 41,826 45,065 25,482 21,799 185,804
14
Section C. Computation of Public Support Percentage
15
15
92.130 %
16
16
93.110 %
Section D. Computation of Investment Income Percentage
17
17
8.000 %
18
18
7.000 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
THE HERITAGE ROSE FOUNDATION INC
 
Employer identification number

56-1549448
Identifier Return Reference Explanation
OTHER REVENUE FORM 990-EZ, PART I, LINE 8 DONATED ITEMS SOLD 1,438 TOTAL 1,438
OTHER EXPENSES FORM 990-EZ, PART I, LINE 16 EXPENSES INSURANCE 1,491 ADVERTISING 168 AWARDS & GRANTS 20 OFFICE EXPENSE 429 PAYPAL FEES 565 POSTAGE AND SHIPPING 622 PROGRAM COSTS 1,256 PUBLICATION & PRINTING 9,946 STORAGE EXPENSE 1,025 TOTAL 15,522
FIRST ACHIEVEMENT FORM 990-EZ, PART III, LINE 28 HERITAGE ROSE FOUNDATION ACCOMPLISHMENTS FOR 2010: GREAT ROSARIAN OF THE WORLD EVENTS: MEMBERS OF THE FOUNDATION ATTENDED AND PARTICIPATED IN THE GREAT ROSARIAN OF THE WORLD WEST (JANUARY 23, HUNTINGTON BOTANIC GARDEN, CA) AND THE GREAT ROSARIAN OF THE WORLD EAST(JUNE 11/12, NYC) EVENTS. ROSA MUNDI: TWO BEAUTIFUL ISSUES OF ROSA MUNDI WERE PUBLISHED IN 2010. THE FOUNDATION HAS BEGUN PREPARATION FOR A NEW FORMAT OF ROSA MUNDI. IN MAY OF 2011, THE FIRST ISSUE WILL BE A BOOK-STYLE JOURNAL WITH 96+ PAGES IN FULL COLOR. THE TITLE OF THIS SPECIAL EDITION OF ROSA MUNDI WILL BE "MYSTERY ROSES AROUND THE WORLD". WE HAVE RECEIVED DONATIONS FROM MEMBERS TO HELP FUND THIS PROJECT. IN 2010, MEMBER DEAN OSWALD DONATED 1,000 TO BE USED FOR THE NEW ROSA MUNDI. HERITAGE ROSE DISTRICT OF NEW YORK CITY: THIS PROJECT IS CONTINUING TO EXPAND WITH OVER 400 HERITAGE ROSES NOW PLANTED IN 15 DIFFERENT SITES. THIS YEAR WE ADDED THE FOLLOWING SITES TO THE DISTRICT: HARRIET TUBMAN MEMORIAL, MAGGIE'S GARDEN, HAMILTON GRANGE, ST. NICHOLAS PARK, RIVERSIDE VALLEY COMMUNITY GARDEN, AND THE BENZINGER -ABRAHAM HOUSE. THE ROSES WERE PLANTED ON APRIL 24, AS PART OF NEW YORK CITY'S CELEBRATION OF EARTH DAY AND ON OCTOBER 23. CHILDREN FROM THE BROADWAY HOUSING AUTHORITY HELPED PLANT ROSES IN OCTOBER. WE HAVE BEEN INVITED BY THE BROADWAY HOUSING AUTHORITY TO ADD A ROSE GARDEN TO THE ROOF OF THE FAITH RINGGOLD CHILDREN'S MUSEUM. THIS SITE WILL BE READY IN 2013. WE WILL ALSO BE CREATING A CHILDREN'S ROSE GARDEN IN THE GARTH OF THE CHURCH OF THE INTERCESSION. LOCAL MEMBERS CONTINUE TO VOLUNTEER IN THE DISTRICT MAINTAING THE ESTABLISHED PLANTINGS. IN 2010, ROSES WERE DONATED BY: FLORIDA SOUTHERN COLLEGE, ANTIQUE ROSE EMPORIUM, VINTAGE GARDENS, ANGEL GARDENS, BROOKLYN BOTANIC GARDEN, AND XIAO RYAN. BULBS DONATED BY: BETTY VICKERS, FLOY DARDEN, OLD HOUSE GARDENS, AND STEPHEN SCANNIELLO. CAMELLIAS DONATED BY PLEASANT RUN NURSERY. JACOB GRAFF, A HIGH SCHOOL STUDENT FROM DALLAS, WILL BE DESIGNING A WALKING TOUR IN THE FORMAT OF AN APP FOR SMARTPHONES. HERITAGE ROSE FOUNDATION HABITAT GARDEN: MEMBERS FROM ALL OVER THE COUNTRY VOLUNTEERED SEVERAL TIMES DURING THE YEAR TO WORK IN THE HERITAGE ROSE FOUNDATION HABITAT GARDEN LOCATED IN THE AMERICAN ROSE CENTER IN SHREVEPORT, LA. THIS WORK IS ONGOING, WITH FREQUENT VISITS FROM LOCAL MEMBERS THROUGHOUT THE YEAR DOING GARDEN MAINTENANCE. DURING THE YEAR THE FOLLOWING ITEMS WERE DONATED: BOULDER BENCHES; A STONE FOUNTAIN; ROSE PLANTS; AND AN EXTENSIVE COLLECTION OF NATIVE AND HEIRLOOM TREES, SHRUBS, PERENNIALS, HERBS, AND BULBS. SOME SPECIFIC DATES: FEBRUARY 20 - ANNUAL PRUNING PARTY AND WINTER CLEANUP; NEW PLANTING BEDS WERE CREATED; MARCH 25 - PLANTED ROSES; JULY 19 - GARDEN MAINTENANCE; NOVEMBER 15 - PLANTS ADDED; DECEMBER 4 - MEMBERS PLANTED ROSES, PERENNIALS, TREES, SHRUBS, AND BULBS. A NEW MAP OF THE GARDEN WAS CREATED BY GENE RYAN AND DAGNI SENZAL. ROSES WERE DONATED BY THE FOLLOWING MEMBERS: FLORIDA SOUTHERN COLLEGE (DR. MALCOLM MANNERS), BEYYT VICKERS, MARILYN WELLAN. PERENNIALS/SHRUBS/BULBS WERE DONATED BY: STEPHEN SCANNIELLO, BETTY VICKERS, FLOY AND JOHN DARDEN, CELIA JONES, OLD HOUSE GARDENS AND WILLIS FARM. STONE FOUNTAIN WAS DONATED BY BETTY VICKERS. STONE BENCHES AND LARGE BOULDERS DONATED BY MARILYN WELLAN. HERITAGE ROSE GARDEN AT ELIZABETH PARK, WEST HARTFORD,CT: THE FOUNDATION IS CONTINUING TO SERVE AS AN ADVISOR TO THE NEW HERITAGE ROSE GARDEN IN ELIZABETH PARK, LOCATED IN WEST HARTFORD, CT. ROSE SYMPOSIUM AT WYCK: THE HERITAGE ROSE FOUNDATION CO-SPONSORED A DAY-LONG SYMPOSIUM WITH WYCK, A HISTORIC PROPERTY IN PHILADELPHIA, PA. HELD ON JUNE 5. SEVERAL MEMBERS OF THE FOUNDATION WERE SPEAKERS FOR THIS EVENT. AN AUCTION OF RARE ROSES WAS HELD TO RAISE MONEY FOR THE FOUNDATION. ROSE DANGO: MEMBERS OF THE FOUNDATION VOLUNTEERED WITH THE CHAMBERSVILLE TREE FARM, IN CHAMBERSVILLE, TX., AT THE ANNUAL ROSE DANGO EVENT IN APRIL. INTERNATIONAL ROSE TRIALS AT BAGATELLE, PARIS, FRANCE: SEVERAL MEMBERS OF THE FOUNDATION SERVED AS JUDGES FOR THE INTERNATIONAL ROSE TRIALS HELD AT BAGATELLE IN PARIS, FRANCE ON JUNE 17. HERITAGE ROSE COLLECTION IN WASHINGTON, CT: THE FOUNDATION IS ADVISING THE STEEP ROCK ASSOCIATION AND LAND TRUST, LOCATED IN WASHINGTON, CT IN THE CREATION OF A HERITAGE ROSE COLLECTION ON ONE OF THEIR HISTORIC PROPERTIES. IN NOVEMBER, 85 HERITAGE ROSES WERE PLANTED ON THIS SITE, FROM THE FOLLOWING SOURCES: HRF MEMBER BILL COLEMAN DONATED 24 ROSES, PURCHASED FROM VINTAGE GARDENS; SCOTT TILDEN, OF WASHINGTON, CT, DONATED 60 SHRUBS FROM HIS PRIVATE GARDEN; FLORIDA SOUTHERN COLLEGE DONATED ONE "ETHEL YOUNT'S WHITE" TO THE PROJECT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  

TY 2010 CompensationExplanation
Name:
THE HERITAGE ROSE FOUNDATION INC
EIN: 56-1549448
Person Name Explanation
LOWERY GREGG  
MARTIN PEGGY  
WELLAN MARILYN  
MORGAN GALT  
VICKERS BETTY  
SCANNIELLO STEPHEN  
DETWEILER MAUREEN  
BOURET ETIENNE  
IRWIN VICTORIA  
CLEVENGER ANITA  
SENZEL DAGNI  
SHANLEY PAT  
WAERING GENE  
WATLINGTON JENNIE  
MANNERS MALCOLM  
SANDERS CAROLYN  
DUCHER FABIEN