Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
ROBERT & DALE ROSEN CHARITABLE
FOUNDATION TR U/A 8/05/92

Number and street (or P.O. box number if mail is not delivered to street address)67 PECKSLAND ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

13-6997530
B Telephone number (see instructions)

(203) 625-3165
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$173,943J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 43,696
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,655 1,655  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,712
b Gross sales price for all assets on line 6a 121,210
7 Capital gain net income (from Part IV, line 2)... 92,851
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 97,063 94,506  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,850 3,850   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30 30   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,722 1,722   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,602 5,602   0
25 Contributions, gifts, grants paid........ 107,865 107,865
26 Total expenses and disbursements. Add lines 24 and 25 113,467 5,602   107,865
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,404
b Net investment income (if negative, enter -0-) 88,904
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............   9,393 9,393
2 Savings and temporary cash investments.......... 3,158 418 418
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 118,778 Click to see attachment89,126 157,537
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment6,595 Click to see attachment6,595
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,936 105,532 173,943
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 208,988 208,988
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -87,052 -103,456
30 Total net assets or fund balances (see instructions)...... 121,936 105,532
31 Total liabilities and net assets/fund balances (see instructions).. 121,936 105,532
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 121,936
2 Enter amount from Part I, line 27a..................... 2 -16,404
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 105,532
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 105,532
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 100 SH REGENERON PHARMACEUTICALS INC   2012-10-02 2014-12-31
b 245 SH EOG RES INC   2012-09-19 2014-12-31
c 70 SH GILEAD SCIENCES INC   2014-11-20 2014-12-31
d 200 SH DISCOVERY COMM SER A   2012-09-19 2014-12-31
e 200 SH YUM BRANDS INC   2006-12-18 2014-12-31
15 SH IBM CORP   2001-05-11 2014-12-16
50 SH MURPHY USA INC   2000-08-31 2014-07-17
200 SH FLY LEASING LIMITED   2008-01-24 2014-08-20
25 SH ENTERPRISE PRODUCTS PARTNERS LP   2014-11-19 2014-12-03
500 SH SAPIENT CORP   2010-09-15 2014-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 35,390   7,837 27,553
b 31,276   2,500 28,776
c 7,191   1,274 5,917
d 16,122   2,900 13,222
e 14,692   6,366 8,326
2,310   1,060 1,250
2,376   234 2,142
2,970   3,062 -92
926   213 713
7,957   2,913 5,044
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       27,553
b       28,776
c       5,917
d       13,222
e       8,326
      1,250
      2,142
      -92
      713
      5,044
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 92,851
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 70,058 220,299 0.318013
2012 61,388 148,558 0.413226
2011 217,776 199,666 1.090701
2010 85,690 253,337 0.338245
2009 161,863 230,733 0.701516
2 Total of line 1, column (d) ...................... 2 2.861701
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.572340
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 182,355
5 Multiply line 4 by line 3....................... 5 104,369
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 889
7 Add lines 5 and 6......................... 7 105,258
8 Enter qualifying distributions from Part XII, line 4.............. 8 107,865
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 889
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 889
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 889
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 863
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,863
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,974
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,974 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTAXPAYER Telephone no.bullet (203) 625-3165
    Located atbullet67 PECKSLAND ROADGREENWICHCT ZIP+4bullet06831
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (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
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT L ROSEN TRUSTEE
    0.50     		0 0 0
    67 PECKSLAND ROAD
    GREENWICH,CT06831
    DALE A ROSEN TRUSTEE
    0.50     		0 0 0
    67 PECKSLAND ROAD
    GREENWICH,CT06831
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    179,085
    b
    Average of monthly cash balances.......................
    1b
    6,047
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    185,132
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    185,132
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,777
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    182,355
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,118
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,118
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    889
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    889
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,229
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,229
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    8,229
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    107,865
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    107,865
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    889
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    106,976
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 8,229
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 150,346
    b From 2010....... 73,439
    c From 2011....... 209,825
    d From 2012....... 55,017
    e From 2013....... 59,508
    fTotal of lines 3a through e......... 548,135
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 107,865
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 8,229
    e Remaining amount distributed out of corpus 99,636
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 647,771
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		150,346
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		497,425
    10 Analysis of line 9:
    a Excess from 2010.... 73,439
    b Excess from 2011.... 209,825
    c Excess from 2012.... 55,017
    d Excess from 2013.... 59,508
    e Excess from 2014.... 99,636
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT L ROSEN
    DALE A ROSEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIPAC - THE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE
    477 MADISON AVENUE
    NEW YORK,NY10022     		NONE PUBLIC TO STRENGTHEN, PROTECT AND PROMOTE THE U.S.-ISRAEL RELATIONSHIP IN WAYS THAT ENHANCE THE SECURITY OF ISRAEL AND THE UNITED STATES. 10,000
    AMERICAN CANCER SOCIETY
    NEW ENGLAND DIVISION INC / LOWER
    FAIRFIELD UNIT PO BOX 907
    WALLINGFORD,CT06492     		NONE PUBLIC TO SUPPORT THE MISSION TO ELIMINATE CANCER 100
    AMERICAN JEWISH COMMITTEE
    165 E 56TH STREET
    NEW YORK,NY10022     		NONE PUBLIC TO ADVOCATE FOR THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL, AND FOR THE ADVANCEMENT OF DEMOCRATIC VALUES AROUND THE WORLD. 1,800
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PUBLIC TO SUPPORT THE MISSION TO STOP ANTI-SEMITISM 3,405
    ARF - ANIMAL RESCUE FUND OF THE HAMPTONS
    90 DANIELS HOLE ROAD
    WAINSCOTT,NY11975     		NONE PUBLIC ARF ACTIVELY RESCUES CATS AND DOGS, PROVIDES QUALITY CARE AND OFFERS SANCTUARY UNTIL LOVING HOMES CAN BE FOUND. 200
    BET TZEDEK - HOUSE OF JUSTICE
    145 S FAIRFAX AVENUE STE 200
    LOS ANGELES,CA90036     		NONE PUBLIC TO ASSIST INDIVIDUALS WITH LEGAL PROBLEMS. 500
    BREAST CANCER ALLIANCE
    48 MAPLE AVENUE
    GREENWICH,CT06830     		NONE PUBLIC BREAST CANCER RESEARCH 1,000
    CARDIOLOGY FOUNDATION OF NEW YORK
    425 E 61ST STREET
    NEW YORK,NY10065     		NONE PUBLIC SUPPORTING THE WORK OF DR. MARTIN R. POST, MD 2,000
    COUNCIL ON FOREIGN RELATIONS INC
    58 EAST 68TH STREET
    NEW YORK,NY10065     		NONE PUBLIC TO ASSIST WITH EFFORTS TO RAISE THE LEVEL OF FOREIGN AWARENESS. 3,610
    GLOBAL CITIZENS INITIATIVE
    73 ARCH STREET
    GREENWICH,CT06830     		NONE PUBLIC EMPOWERS OUR NEXT GENERATION OF GLOBAL CITIZEN LEADERS; CREATE A SUPPORTIVE ONLINE COMMUNITY FOR DIALOGUE ON GLOBAL ISSUES WHILE PROVIDING THEM WITH RESEARCH BASED EDUCATIONAL TOOLS. 300
    GREENWICH SYMPHONY
    299 GREENWICH AVENUE
    GREENWICH,CT06830     		NONE PUBLIC CULTURAL INSTITUTION PROMOTING CLASSICAL MUSIC AND MUSIC EDUCATION 50
    HOSPITAL FOR SPECIAL SURGERY
    535 E 70TH STREE
    NEW YORK,NY10021     		NONE PUBLIC SUPPORTING DR. FARMER'S RESEARCH IN ORTHOPEDIC SPINE CONDITIONS 100
    INNOVATION AFRICA
    520 8TH AVENUE 15TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC BRINGING ISRAELI INNOVATION TO AFRICA WITH SOLAR TECHNOLOGIES. 500
    JEWISH WOMEN'S FOUNDATION
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE PUBLIC SUPPORT PROGRAMS THAT ENSURE A HEALTHY AND SUPPORTIVE ENVIRONMENT 200
    JUMPSTART FOR YOUNG CHILDREN
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PUBLIC HELP CHILDREN DEVELOP LANGUAGE AND LITERACY SKILLS 12,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    432 PARK AVENUE SOUTH 15TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC TO FUND TYPE 1 DIABETES RESEARCH. JDRF'S STATED GOAL IS TO "PROGRESSIVELY REMOVE THE IMPACT OF T1D FROM PEOPLE'S LIVES UNTIL WE ACHIEVE A WORLD WITHOUT T1D." 500
    LAWYERS ON THE RUN
    1779 NW 28TH ST
    MIAMI,FL33142     		NONE PUBLIC TO ASSIST THE POOR AND INDIGENT COMMUNITY IN MIAMI-DADE COUNTY FLORIDA BY CONNECTING THEM WITH ATTORNEY VOLUNTEERS 100
    NAMI - NATIONAL ALLIANCE ON MENTAL ILLNESS
    505 8TH AVENUE 1103
    NEW YORK,NY10018     		NONE PUBLIC TO FUND THE NATION'S LARGEST GRASSROOTS MENTAL HEALTH ORGANIZATION DEDICATED TO BUILDING BETTER LIVES FOR THE MILLIONS OF AMERICANS AFFECTED BY MENTAL ILLNESS. 100
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PUBLIC TO PROVIDE A THOUGHT-PROVOKING AND SOUL-ENRICHING ARRAY OF NEWS, CURRENT AFFAIRS, MUSIC, AND CULTURAL PROGRAMMING. 100
    NEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS
    14 WASHINGTON PLACE
    NEW YORK,NY10003     		NONE PUBLIC TO EDUCATE AND DEVELOP FORWARD-THINKING GLOBAL LEADERS. 25,000
    OBLITERIDE
    PO BOX 19024 1100 FAIRVIEW AVE N
    LM-120
    SEATTLE,WA98109     		NONE PUBLIC TO CONNECT CANCER SURVIVORS, CYCLISTS, AND COMMUNITY MEMBERS TO RAISE MONEY FOR CANCER RESEARCH AT THE FRED HUTCHINSON CANCER RESEARCH CENTER 250
    PAWS
    504 MAIN AVENUE
    NORWALK,CT06851     		NONE PUBLIC TO SUPPORT THE RESCUE OF HOMELESS ANIMALS 200
    PFLAG
    1828 L STREET NW SUITE 660
    WASHINGTON,DC20036     		NONE PUBLIC TO PROMOTE THE HEALTH AND WELL-BEING OF LESBIAN, GAY, BISEXUAL, AND TRANSGENDER PERSONS, THEIR FAMILIES, AND THEIR FRIENDS THROUGH SUPPORT TO COPE WITH AN ADVERSE SOCITEY, EDUCATION TO ENLIGHTEN AN ILL-INFORMED PUBLIC, AND ADVOCACY TO END DISCRIMINATION AND TO SECURE EQUAL CIVIL RIGHTS 200
    ROSIE'S THEATRE KIDS
    445 W 45TH ST
    NEW YORK,NY10036     		NONE PUBLIC TO SERVE STUDENTS WHO OTHERWISE WOULD NOT HAVE THE OPPORTUNITY TO EXPERIENCE THEATER, POSITIVELY CHANGING THE TRAJECTORY OF THEIR LIVES BY PROVIDING COMPREHENSIVE CLOSSES IN MUSIC, DANCE AND DRAMA; THOUGHTFUL MENTORING; AND STRUCTURED ACADEMIC GUIDANCE. 5,000
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE PUBLIC TO SUPPORT THE EFFORTS TO CONFRONT ANTI-SEMITISM 200
    SISTERHOOD OF TEMPLE SHALOM
    300 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT THE YOUTH, EDUCATION, AND SPECIAL PROJECTS 180
    TEMPLE SHOLOM
    300 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC SUPPORT THE TEMPLE AND ITS PROGRAMS 19,850
    THE BRONX CHARTER SCHOOL FOR CHILDREN
    388 WILLIS AVENUE
    BRONX,NY10454     		NONE PUBLIC TO ASSIST WITH THE ABILITY TO SUSTAIN THE SCHOOL AS WELL AS INNOVATE AND BUILD FOR THE FUTURE. 100
    THE CENTER FOR DISCOVERY
    PO BOX 840
    HARRIS,NY12742     		NONE PUBLIC TO SUPPORT THE SERVICES TO CHILDREN AND ADULTS WITH 5,000
    THE OPPORTUNITY NETWORK
    381 PARK AVENUE SOUTH SUITE 1401
    NEW YORK,NY10016     		NONE PUBLIC TO HELP CREATE OPPORTUNITES FOR HIGH-ACHIEVING, UNDERSERVED HIGH SCHOOL AND COLLEGE STUDENTS BY CREATING ACCESS FOR THEM TO CAREER OPPORTUNITIES, PROFESSIONAL NETWORKS AND COMPETITIVE COLLEGES. 500
    THE PINK AGENDA
    60 EAST 56TH ST 8TH FLOOR
    NEW YORK,NY10022     		NONE PUBLIC TO FUND A NOT-FOR-PROFIT 501(C) (3) ORGANIZATION COMMITTED TO RAISING MONEY FOR BREAST CANCER RESEARCH AND CARE, AS WELL AS AWARENESS OF THE DISEASE AMONG YOUNG PROFESSIONALS 150
    TURNAROUND FOR CHILDREN
    25 WEST 45TH STREET 6TH FLOOR
    NEW YORK,NY10036     		NONE PUBLIC HELPING HIGH-POVERTY, LOW-PERFORMING PUBLIC SCHOOLS 500
    YWCA OF GREENWICH
    259 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC TO ENHANCE THE LIVES OF WOMEN, MEN, AND CHILDREN WITHA VARIETY OF PROGRAMS. 895
    BARK FOR LIFE OF WESTCHESTER
    635 SOUTH BROADWAY
    TARRYTOWN,NY10591     		NONE PUBLIC TO RAISE FUNDS AND AWARENESS FOR THE AMERICAN CANCER SOCIETY'S FIGHT AGAINST CANCER. 200
    CONNECTICUT BALLET
    20 ACOSTA STREET
    STAMFORD,CT06902     		NONE PUBLIC CONNECTICUT BALLET DEVELOPS FUTURE ARTISTS ND AUDIENCES THROUGH IS AFFILIATED SCHOOL. 100
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		NONE PUBLIC GUIDING EYES FOR THE BLIND IS AN INTERNATIONALLY ACCREDITED NONPROFIT THAT PROVIDES GUIDE DOGS TOPEOPLE WITH VISION LOSS, AS WELL AS SERVICE DOGS TO CHILDREN WITH AUTISM. 200
    HOLIDAY AID PROGRAM (GREENWICH DEPT OF SOCIAL SERVICES)
    101 FIELD POINT ROAD
    GREENWICH,CT06830     		NONE PUBLIC TO ASIST WITH PROVIDING FOOD VOUCHERS, FOOD BASKETS AND CHILDREN'S GIFTS DURING THE HOLIDAY SEASON 100
    JOHNNIE COCHRAN BRAIN TUMOR CENTER
    8700 BEVERLY BLVD
    LOS ANGELES,CA90048     		NONE PUBLIC TO PROVIDE THE HIGHEST LEVEL OF PATIENT SATISFACTION WITH SERVICES. 200
    NYU KIDS OF LANGONE FUND
    1 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC TO ENHANCE CLINICAL AND SUPPORTIVE CARE FOR CHILDREN AND FAMILIES, FUND RESEARCH INTO CHILDHOOK ILLNESSES, AND PROMOTE A NURTURING ENVIRONMENT THAT ENABLES CHILDREN TO BE CHILDREN. 2,500
    NYU STEINHARDT VISION AWARD
    82 WASHINGTON SQUARE EAST
    NEW YORK,NY10003     		NONE PUBLIC STEINHARDT IS WORKING TO REDEFINE EDUCATION AS A HOLISTIC HUMAN ENDEAVOR; NYU STEINHARDT WORKS TO INFLUENCE SCHOLARSHIP, RESEARCH, AND POLICIES AT HOME AND ABROAD. 5,000
    THE CHILDRENS HEARING INSTITUTE
    380 SECOND AVENUE 9TH FLOOR
    NEW YORK,NY10010     		NONE PUBLIC HELPING CHILDREN MOVE FROM A WORLD OF SILENCE TO A WORLD OF SOUND. 150
    THE FAMILY CENTER
    493 NOSTRAND AVENUE 3RD FL
    BROOKLYN,NY11216     		NONE PUBLIC WORKS TO STRENGTHEN FAMILIES AFFRECTED BY ILLNESS, CRISIS, OR LOSS TO CREATE A MORE SECURE PRESENT AND FUTURE FOR THEIR CHILDREN. 100
    THE KNIGHTS
    1275 PROSPECT AVENUE
    BROOKLYN,NY11218     		NONE PUBLIC THE KNIGHTS ARE DEEPLY COMMITTED TO CREATING ORIGINAL, ENGAGIN MUSICAL EXPERIENCES. 250
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON DC,NY20024     		NONE PUBLIC NATIONAL INSTITUTION FOR THE DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY, AND SERVES AS THIS COUNTRY'S MEMORIAL TO THE MILLIONS OF PEOPLE MURDERED DURING THE HOLOCAUST. 825
    YOUTHNET
    70 N RIDGEWOOD RD
    SOUTH ORANGE,NJ07079     		NONE PUBLIC TO SERVE THE CHILDREN OF MAPLEWOOD AND SOUTH ORANGE, NJ, BY DEVELOPING AND INCUBATING PROGRAMS TO MEET THEIR NEEDS; OBTAINING AND DISTRIBUTING FUNDS TO YOUTH-ORIENTED ORGANIZATIONS AND FACILITATING RESEARCH AND TRAINING FOR SERVICE PROVIDERS 150
    UJA FEDERATION-GREENWICH
    ONE HOLLY HILL LANE
    GREENWICH,CT06830     		NONE PUBLIC HELP INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING 2,500
    NYU SCHOOL OF MEDICINE
    ONE PARK AVENUE
    NEW YORK,NY10016     		  PUBLIC TO TEACH , SERVE AND DISCOVER IN THE FIELD OF MEDICINE. 1,000
    Total .................................bullet 3a 107,865
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 1,655  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 51,712  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 53,367 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1353,367
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    Employer identification number

    13-6997530
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number

    13-6997530
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ROBERT L ROSEN AND DALE ATKINS ROSE  
    67 PECKSLAND RD
     
    GREENWICH, CT06831

    		$19,859


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ROBERT L ROSEN AND DALE ATKINS ROSEN
     

       
    245 PARK AVENUE
     
    NEW YORK, NY10167

    		$3,850


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    ROBERT L ROSEN AND DALE ATKINS ROSE  
    67 PECKSLAND RD
     
    GREENWICH, CT06831

    		$19,987


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number

    13-6997530
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 195 SHARES GILEAD SCIENCES INC $ 19,859 2014-11-20
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 525 SHARES ENTERPRISE PRODUCTS PARTNERS LP $ 19,987 2014-11-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number

    13-6997530
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    EIN: 13-6997530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 3,850 3,850   0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    EIN: 13-6997530
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    200 MURPHY OIL AT COST 1,452 10,104
    100 AMGEN AT COST 2,012 15,929
    35 IBM AT COST 2,473 5,615
    1500 SAPIENT CORP AT COST 15,998 37,320
    200 YUM BRANDS AT COST 0 0
    125 JOHNSON & JOHNSON AT COST 8,707 13,071
    50 REGENERON PHARMACEUTICALS AT COST 7,752 20,512
    200 FLY LEASING LTD AT COST 0 0
    200 DISCOVERY COMMUNICATIONS INC SER A AT COST 11,802 6,890
    125 EOG RES INC AT COST 7,165 11,509
    50 MURPHY USA INC AT COST 0 0
    125 GILEAD SCIENCES INC AT COST 12,730 11,783
    500 ENTERPRISE PRODUCTS PARTNERS LP AT COST 19,035 18,060
    200 DISCOVERY COMMUNICATIONS INC SER C AT COST 0 6,744

    TY 2014 OtherAssetsSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    EIN: 13-6997530
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISCELLANEOUS RECEIVABLE 0 6,595 6,595


    TY 2014 OtherExpensesSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    EIN: 13-6997530
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,719 1,719   0
    ADR FEES 3 3   0


    TY 2014 TaxesSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    EIN: 13-6997530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 30 30   0