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
ROSEN FAMILY FOUNDATION TALLU & RUBEN
ROSEN RONI & DON ROSEN

Number and street (or P.O. box number if mail is not delivered to street address)333 CITY AVE 2 BALA CYNWYD PLAZA No710Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALA CYNWYD, PA19004
A Employer identification number

20-8775991
B Telephone number (see instructions)

(610) 667-3200
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$559,320J 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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities...... 9,335 9,335  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,140
b Gross sales price for all assets on line 6a 225,752
7 Capital gain net income (from Part IV, line 2)... 45,140
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........ 54,477 54,477  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 401 307   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 3,991 3,991   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,392 4,298   0
25 Contributions, gifts, grants paid........ 45,750 20,750
26 Total expenses and disbursements. Add lines 24 and 25 50,142 4,298   20,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,335
b Net investment income (if negative, enter -0-) 50,179
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............... 9,870 2,576 2,576
2 Savings and temporary cash investments..........      
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)........ 421,244 Click to see attachment458,083 556,744
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)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 431,114 460,659 559,320
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................   25,000
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) Click to see attachment0 Click to see attachment210
23 Total liabilities (add lines 17 through 22).......... 0 25,210
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 431,114 435,449
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 431,114 435,449
31 Total liabilities and net assets/fund balances (see instructions).. 431,114 460,659
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)............... 1 431,114
2 Enter amount from Part I, line 27a..................... 2 4,335
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 435,449
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. 6 435,449
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 10 SHS DOVER CORP P 2014-12-18 2000-04-20
b 5 SHS DOVER CORP P 2014-12-16 2000-03-10
c 10 SHS DOVER CORP P 2014-12-16 2000-03-10
d 10 SHS DOVER CORP P 2014-12-16 2000-03-10
e 30 SHS DOVER CORP P 2014-12-16 2000-03-10
2 SHS CALIFORNIA RESOURCES CORP P 2014-12-16 2000-03-10
2 SHS CALIFORNIA RESOURCES CORP P 2014-12-05 1991-06-01
4 SHS CALIFORNIA RESOURCES CORP P 2014-12-05 1991-06-01
2 SHS ASSURANT INC P 2014-12-05 1991-06-01
20 SHS ASSURANT INC P 2014-12-03 2000-03-08
20 SHS LINCOLN NATIONAL CORP P 2014-12-03 2000-03-08
61 SHS OFFICE DEPOT INC P 2014-12-02 2000-02-24
5 SHS EOG RESOURCES INC P 2014-11-24 2005-06-01
15 SHS EOG RESOURCES INC P 2014-10-22 2000-04-02
15 SHS TWENTY-FIRST CENTURY FOX-A P 2014-10-22 2000-04-02
20 SHS HALLIBURTON CO P 2014-10-20 2000-01-31
60 SHS TWENTY-FIRST CENTURY FOX-A P 2014-10-20 2000-02-20
20 SHS LINEAR TECHNOLOGY CORP P 2014-10-20 2000-01-31
20 SHS LINEAR TECHNOLOGY CORP P 2014-10-15 2000-02-06
25 SHS LINEAR TECHNOLOGY CORP P 2014-10-15 2000-02-06
20 SHS LINEAR TECHNOLOGY CORP P 2014-10-15 2000-02-06
10 SHS DISCOVERY COMMUNICATION-A P 2014-10-15 2000-02-06
40 SHS DISCOVERY COMMUNICATION-A P 2014-10-14 2000-02-02
4 SHS ALLERGAN INC P 2014-10-14 2000-02-02
20 SHS CBS CORP-CLASS B NON VOTING P 2014-10-08 2000-07-06
5 SHS COPA HOLDINGS SA-CLASS A P 2014-10-03 2000-02-20
3 SHS COPA HOLDINGS SA-CLASS A P 2014-10-03 2000-04-18
5 SHS COPA HOLDINGS SA-CLASS A P 2014-10-03 2000-04-18
11 SHS CITIGROUP INC P 2014-10-03 2000-04-18
16 SHS LORILLARD INC P 2014-10-01 2000-02-19
5 SHS LORILLARD INC P 2014-09-30 2000-02-28
10 SHS LINEAR TECHNOLOGY CORP P 2014-09-30 2000-02-28
11 SHS UNITED TECHNOLOGIES CORP P 2014-09-26 2000-02-12
16 SHS HERSHEY CO/THE P 2014-09-08 2000-04-17
7 SHS HERSHEY CO/THE P 2014-09-04 2000-03-29
5 SHS LINCOLN NATIONAL CORP P 2014-09-04 2000-03-29
25 SHS LINCOLN NATIONAL CORP P 2014-09-03 2000-02-23
10 SHS MEAD JOHNSON NUTRITION CO P 2014-09-03 2000-02-23
10 SHS HESS CORP P 2014-08-26 2000-04-04
35 SHS MONDELEZ INTERNATIONAL-W/I P 2014-08-07 2000-04-06
15 SHS PARKER HANNIFIN CORP P 2014-08-05 2000-02-04
5 SHS EBAY INC P 2014-07-29 2000-04-28
35 SHS EBAY INC P 2014-07-24 2000-02-21
15 SHS VALERO ENERGY CORP P 2014-07-24 2000-02-21
30 SHS VALERO ENERGY CORP P 2014-07-18 2000-02-16
4 SHS F5 NETWORKS INC P 2014-07-18 2000-02-16
19 SHS HASBRO INC P 2014-07-14 2000-04-19
4 SHS PARKER HANNIFIN CORP P 2014-07-14 2000-02-22
12 SHS HERSHEY CO/THE P 2014-07-14 2000-05-02
5 SHS NIKE INC -CL B P 2014-07-11 2000-04-05
75 SHS GANNETT CO P 2014-07-08 2000-03-17
5 SHS MEAD JOHNSON NUTRITION CO P 2014-07-02 2000-01-30
45 SHS VALERO ENERGY CORP P 2014-07-01 2000-04-01
14 SHS LORILLARD INC P 2014-06-30 2000-02-18
7 SHS VERTEX PHARMACEUTICALS INC P 2014-06-27 2000-03-01
4 SHS F5 NETWORKS INC P 2014-06-26 2000-03-31
1 SHS INTUITIVE SURGICAL INC P 2014-06-25 2000-04-17
10 SHS EBAY INC P 2014-06-19 2001-02-05
5 SHS F5 NETWORKS INC P 2014-06-19 2000-02-17
10 SHS WAL-MART STORES INC P 2014-06-19 2000-04-18
1 SHS INTUITIVE SURGICAL INC P 2014-06-19 2000-03-16
10 SHS NIKE INC -CL B P 2014-06-13 2001-01-28
5 SHS MEAD JOHNSON NUTRITION CO P 2014-06-12 2000-03-14
5 SHS FEDEX CORP P 2014-06-10 2000-03-27
5 SHS CVS/CAREMARK CORP P 2014-06-06 2000-05-21
10 SHS FEDEX CORP P 2014-06-06 2000-03-18
5 SHS HESS CORP P 2014-06-06 2000-05-21
5 SHS ALLERGAN INC P 2014-06-06 2000-04-02
92.7 SHS BERNSTEIN INTERNATIONAL PORTFOLIO P 2014-06-06 2000-06-13
10 SHS LINCOLN NATIONAL CORP P 2014-06-06 2000-01-16
39 SHS GENWORTH FINANCIAL INC-CL A P 2014-06-06 2000-02-18
5 SHS COSTCO WHOLESALE CORP P 2014-05-30 2000-01-15
85 SHS NAVIENT CORP P 2014-05-30 2000-04-24
30 SHS REGAL ENTERTAINMENT GROUP-A P 2014-05-20 2000-01-15
65 SHS REGAL ENTERTAINMENT GROUP-A P 2014-05-07 2000-01-17
12 SHS CBS CORP-CLASS B NON VOTING P 2014-05-07 2000-01-17
43 SHS CBS CORP-CLASS B NON VOTING P 2014-05-02 2000-02-25
5 SHS ALLERGAN INC P 2014-05-02 2000-02-25
5 SHS MEAD JOHNSON NUTRITION CO P 2014-04-29 2000-06-14
30 SHS REYNOLDS AMERICAN INC P 2014-04-24 2000-03-27
5 SHS OCCIDENTAL PETROLEUM CORP P 2014-04-24 2000-02-21
5 SHS SCHLUMBERGER LTD P 2014-04-24 2000-04-05
40 SHS FISERV INC P 2014-04-24 2000-04-10
11 SHS HASBRO INC P 2014-04-23 2000-02-24
1 SHS COSTCO WHOLESALE CORP P 2014-04-23 2000-02-22
9 SHS COSTCO WHOLESALE CORP P 2014-04-22 2000-04-22
3 SHS ALLERGAN INC P 2014-04-22 2000-04-22
2 SHS ALLERGAN INC P 2014-04-17 2000-05-12
12 SHS VERISK ANALYTICS INC-CL A P 2014-04-17 2000-05-12
23 SHS VERISK ANALYTICS INC-CL A P 2014-04-10 2000-02-26
19 SHS CBS CORP-CLASS B NON VOTING P 2014-04-10 2000-02-26
6 SHS PARKER HANNIFIN CORP P 2014-04-10 2000-03-01
9 SHS SCHLUMBERGER LTD P 2014-04-07 2000-04-28
5 SHS PARKER HANNIFIN CORP P 2014-03-27 2000-04-05
10 SHS PHILIP MORRIS INTERNATIONAL P 2014-03-24 2000-04-27
43 SHS PULTE GROUP INC P 2014-03-10 2000-03-20
11 SHS LORILLARD INC P 2014-03-06 2000-01-19
55 SHS GENERAL MOTORS CO P 2014-03-04 2000-02-22
3 SHS WW GRAINGER INC P 2014-02-27 2000-02-04
3 SHS WW GRAINGER INC P 2014-02-25 2000-09-07
115 SHS CONAGRA FOODS INC P 2014-02-25 2000-09-07
5 SHS ALLERGAN INC P 2014-02-24 2000-01-27
42 SHS KINDER MORGAN INC P 2014-02-24 2000-05-03
2 SHS WW GRAINGER INC P 2014-02-20 2000-02-01
2 SHS WW GRAINGER INC P 2014-02-20 2000-09-04
6 SHS NOBLE ENERGY INC P 2014-02-20 2000-09-04
9 SHS NOBLE ENERGY INC P 2014-02-19 2000-03-06
5 SHS AMDOCS LTD P 2014-02-19 2000-03-06
5 SHS BOEING CO/THE P 2014-02-18 2000-02-12
4 SHS WW GRAINGER INC P 2014-02-14 2000-05-08
3 SHS EVEREST RE GROUP LTD P 2014-02-07 2000-08-21
15 SHS INTL BUSINESS MACHINES CORP P 2014-02-06 2000-05-16
5 SHS CELGENE CORP P 2014-02-03 2000-06-22
2 SHS CELGENE CORP P 2014-02-03 2000-05-30
9 SHS CELGENE CORP P 2014-02-03 2000-05-30
5 SHS ILLINOIS TOOL WORKS P 2014-02-03 2000-05-30
12 SHS ILLINOIS TOOL WORKS P 2014-01-31 2000-03-19
37 SHS ILLINOIS TOOL WORKS P 2014-01-31 2000-03-19
2 SHS PATTERSON COS INC P 2014-01-31 2000-03-19
23 SHS PATTERSON COS INC P 2014-01-28 2000-02-08
14 SHS PATTERSON COS INC P 2014-01-28 2000-02-08
16 SHS EBAY INC P 2014-01-28 2000-02-08
12 SHS EBAY INC P 2014-01-27 2000-02-21
40 SHS MARATHON PETROLEUM CORP P 2014-01-27 2000-02-21
5 SHS PARTNERRE LTD P 2014-01-21 2000-03-26
10 SHS AMDOCS LTD P 2014-12-31 2000-04-23
7 SHS BECTON DICKINSON & CO P 2014-12-26 2000-02-15
9 SHS BECTON DICKINSON & CO P 2014-12-23 2000-05-17
2 SHS BECTON DICKINSON & CO P 2014-12-23 2000-05-17
27 SHS ALTRIA GROUP INC P 2014-12-23 2000-05-17
4 SHS GILEAD SCIENCES INC P 2014-12-23 2000-02-18
4 SHS UNION PACIFIC CORP P 2014-12-18 2000-04-14
6 SHS LYONDELLBASELL INDU-CL A P 2014-12-18 2000-04-27
6 SHS DANAHER CORP P 2014-12-18 2000-03-18
5 SHS APPLE INC P 2014-12-18 2000-03-25
20 SHS CALIFORNIA RESOURCES CORP P 2014-12-18 2000-04-21
9 SHS AMERICAN EXPRESS CO P 2014-12-05 1991-06-01
7 SHS KROGER CO P 2014-12-03 2000-03-31
26 SHS PFIZER INC P 2014-12-03 2000-02-26
15 SHS LINCOLN NATIONAL CORP P 2014-12-03 2000-01-30
10 SHS LINCOLN NATIONAL CORP P 2014-12-02 2000-02-24
13 SHS AMDOCS LTD P 2014-12-02 2000-02-24
16 SHS MEDTRONIC INC P 2014-11-26 2000-02-16
28 SHS MEDTRONIC INC P 2014-11-24 2000-03-12
5 SHS LINCOLN NATIONAL CORP P 2014-11-24 2000-03-12
15 SHS LINCOLN NATIONAL CORP P 2014-11-14 2000-02-24
6 SHS MEDTRONIC INC P 2014-11-14 2000-02-24
7 SHS PFIZER INC P 2014-11-14 2000-03-09
7 SHS PFIZER INC P 2014-11-14 2000-01-29
15 SHS UNION PACIFIC CORP P 2014-11-14 2000-01-29
10 SHS ELECTRONIC ARTS INC P 2014-11-12 2000-04-29
35 SHS HALLIBURTON CO P 2014-10-31 2000-02-09
5 SHS BECTON DICKINSON & CO P 2014-10-20 2000-02-20
9 SHS BECTON DICKINSON & CO P 2014-10-06 2000-05-02
25 SHS PFIZER INC P 2014-10-06 2000-05-02
59 SHS CITIGROUP INC P 2014-10-03 2000-01-28
15 SHS MCDONALD'S CORP P 2014-10-01 2000-02-19
9 SHS VIACOM INC-CLASS B P 2014-09-30 2000-04-04
5 SHS GILEAD SCIENCES INC P 2014-09-26 2000-03-17
14 SHS VIACOM INC-CLASS B P 2014-09-26 2000-04-16
5 SHS APPLE INC P 2014-09-26 2000-03-17
15 SHS TIME WARNER INC P 2014-09-26 2000-04-08
5 SHS UNION PACIFIC CORP P 2014-09-08 2000-03-16
6 SHS EVEREST RE GROUP LTD P 2014-09-08 2000-04-16
14 SHS BERKSHIRE HATHAWAY INC-CL B P 2014-09-05 2000-06-11
21 SHS MEDTRONIC INC P 2014-09-05 2000-05-17
1 SHS INTERCONTINENTAL EXCHANGE IN P 2014-09-04 2000-03-04
2 SHS INTERCONTINENTAL EXCHANGE IN P 2014-08-19 2000-07-03
4 SHS BOEING CO/THE P 2014-08-19 2000-07-03
4 SHS BOEING CO/THE P 2014-08-15 2000-05-02
2 SHS PRECISION CASTPARTS CORP P 2014-08-15 2000-05-02
36 SHS COGNIZANT TECH SOLUTIONS-A P 2014-08-15 2000-08-27
9 SHS COGNIZANT TECH SOLUTIONS-A P 2014-08-14 2000-02-12
100 SHS GENWORTH FINANCIAL INC-CL A P 2014-08-14 2000-02-12
12 SHS TJX COMPANIES INC P 2014-08-01 2000-01-12
12 SHS TJX COMPANIES INC P 2014-07-29 2000-02-20
6 SHS TJX COMPANIES INC P 2014-07-29 2000-02-20
10 SHS DANAHER CORP P 2014-07-29 2000-02-20
24 SHS TJX COMPANIES INC P 2014-07-29 2000-03-14
6 SHS TJX COMPANIES INC P 2014-07-17 2000-02-20
11 SHS TIME WARNER INC P 2014-07-17 2000-02-20
5 SHS STARBUCKS CORP P 2014-07-16 2000-03-23
21 SHS APPLE INC P 2014-06-27 2000-03-17
12 SHS VERTEX PHARMACEUTICALS INC P 2014-06-27 2000-03-31
15 SHS TJX COMPANIES INC P 2014-06-26 2000-03-31
4 SHS VERIZON COMMUNICATIONS INC P 2014-06-24 2000-02-22
7 SHS WAL-MART STORES INC P 2014-06-19 2000-02-17
11 SHS VERIZON COMMUNICATIONS INC P 2014-06-19 2000-03-16
8 SHS WAL-MART STORES INC P 2014-06-19 2000-02-17
5 SHS COSTCO WHOLESALE CORP P 2014-06-19 2000-03-16
17 SHS KROGER CO P 2014-06-12 2000-04-24
23 SHS KROGER CO P 2014-06-11 2000-02-15
9 SHS COGNIZANT TECH SOLUTIONS-A P 2014-06-11 2000-02-15
1 SHS COGNIZANT TECH SOLUTIONS-A P 2014-06-10 2000-02-15
2 SHS TIME INC P 2014-06-10 2000-02-15
5 SHS TIME INC P 2014-06-10 2000-01-22
15 SHS UNION PACIFIC CORP P 2014-06-10 2000-01-22
5 SHS WALT DISNEY CO/THE P 2014-06-10 2000-04-10
5 SHS HEALTH NET INC P 2014-06-09 2000-03-25
5 SHS BOEING CO/THE P 2014-06-06 2000-02-07
25 SHS BANK OF AMERICA CORP P 2014-06-06 2000-05-17
3 SHS AFFILIATED MANAGERS GROUP INC P 2014-06-06 2000-01-14
10 SHS COGNIZANT TECH SOLUTIONS-A P 2014-06-06 2000-07-19
10 SHS TJX COMPANIES INC P 2014-06-06 2000-02-17
11 SHS WELLS FARGO & COMPANY P 2014-06-06 2000-02-24
28 SHS HEALTH NET INC P 2014-06-06 2000-02-19
10 SHS JPMORGAN CHASE & CO P 2014-06-06 2000-02-07
5 SHS CHUBB CORP P 2014-06-06 2000-02-24
2 SHS INTERCONTINENTALEXCHANGE GROUP P 2014-06-05 2000-04-02
14 SHS ANSYS INC P 2014-05-28 2000-07-14
3 SHS AMAZON.COM INC P 2014-05-27 2000-03-14
3 SHS AMAZON.COM INC P 2014-05-21 2000-10-30
22 SHS VIACOM INC-CLASS B P 2014-05-21 2000-10-30
40 SHS MACY'S INC P 2014-05-14 2000-03-23
3 SHS VERIZON COMMUNICATIONS INC P 2014-05-07 2000-02-23
32 SHS VERIZON COMMUNICATIONS INC P 2014-05-05 2000-02-15
2 SHS INTERCONTINENTALEXCHANGE GROUP P 2014-05-05 2000-02-15
3 SHS AMAZON.COM INC P 2014-05-02 2000-07-21
30 SHS FIDELITY NATIONAL INFORMATION P 2014-04-25 2000-10-31
8 SHS STARBUCKS CORP P 2014-04-24 2000-02-20
37 SHS CIT GROUP INC P 2014-04-24 2000-03-10
23 SHS CIT GROUP INC P 2014-04-17 2000-02-14
20 SHS CITIGROUP INC P 2014-04-17 2000-02-14
5 SHS CITIGROUP INC P 2014-04-14 2000-02-15
35 SHS EATON CORP PLC P 2014-04-14 2000-02-15
10 SHS MACY'S INC P 2014-04-10 2000-03-13
3 SHS INTERCONTINENTALEXCHANGE GROUP P 2014-04-10 2000-02-26
3 SHS PRECISION CASTPARTS CORP P 2014-04-07 2000-07-12
37 SHS PFIZER INC P 2014-04-07 2000-09-06
3 SHS COGNIZANT TECH SOLUTIONS-A P 2014-03-31 2000-01-30
22 SHS COGNIZANT TECH SOLUTIONS-A P 2014-03-27 2000-02-15
6 SHS SCHLUMBERGER LTD P 2014-03-27 2000-02-15
16 SHS LIBERTY MEDIA CORP P 2014-03-27 2000-04-05
4 SHS INTERCONTINENTALEXCHANGE GROUP P 2014-03-24 1933-06-01
27 SHS PULTE GROUP INC P 2014-03-14 2000-07-22
5 SHS PULTE GROUP INC P 2014-03-06 2000-01-19
55 SHS PULTE GROUP INC P 2014-03-03 2000-01-19
18 SHS KINDER MORGAN INC P 2014-03-03 2000-01-19
12 SHS CHEVRON CORP P 2014-02-20 2000-02-01
2 SHS CHEVRON CORP P 2014-02-20 2000-04-23
15 SHS WAL-MART STORES INC P 2014-02-20 2000-04-23
5 SHS NOBLE ENERGY INC P 2014-02-20 2000-03-13
35 SHS AMDOCS LTD P 2014-02-19 2000-03-06
10 SHS LYONDELLBASELL INDU-CL A P 2014-02-18 2000-02-12
8 SHS LINKEDIN CORP - A P 2014-02-13 2000-03-22
4 SHS NOBLE ENERGY INC P 2014-02-12 2000-07-10
11 SHS NOBLE ENERGY INC P 2014-02-11 2000-03-06
10 SHS DANAHER CORP P 2014-02-11 2000-03-06
10 SHS SCHLUMBERGER LTD P 2014-02-11 2000-03-15
2 SHS BIOGEN IDEC INC P 2014-02-11 2000-03-29
3 SHS PRECISION CASTPARTS CORP P 2014-02-07 2000-11-10
5 SHS EVEREST RE GROUP LTD P 2014-02-07 2000-09-15
5 SHS COGNIZANT TECH SOLUTIONS-A P 2014-02-06 2000-05-16
5 SHS COGNIZANT TECH SOLUTIONS-A P 2014-02-03 2000-04-04
20 SHS CITIGROUP INC P 2014-02-03 2000-04-04
17 SHS EBAY INC P 2014-01-31 2000-02-15
3 SHS CHIPOTLE MEXICAN GRILL-CL A P 2014-01-27 2000-02-21
1 SHS CHIPOTLE MEXICAN GRILL-CL A P 2014-01-23 2001-05-17
15 SHS SCHLUMBERGER LTD P 2014-01-23 2001-05-17
30 SHS AT&T INC P 2014-01-22 2000-03-30
10 SHS NOBLE ENERGY INC P 2014-01-21 2000-02-01
  P 2014-01-10 2000-03-04
Capital Gains Dividends P    
(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 453   291 162
b 704   828 -124
c 352   394 -42
d 704   801 -97
e 704   887 -183
2,113   2,586 -473
13   20 -7
13   20 -7
27   42 -15
137   129 8
1,375   1,305 70
1,124   933 191
408   291 117
470   577 -107
1,410   1,613 -203
491   535 -44
1,059   1,338 -279
1,966   2,038 -72
769   914 -145
769   900 -131
961   1,156 -195
769   974 -205
346   446 -100
1,383   1,771 -388
752   360 392
1,055   1,186 -131
546   717 -171
328   417 -89
546   697 -151
564   540 24
961   862 99
300   242 58
440   487 -47
1,196   1,263 -67
1,439   1,677 -238
629   688 -59
276   222 54
1,380   1,089 291
953   846 107
979   820 159
1,261   1,236 25
1,786   1,615 171
266   268 -2
1,865   2,064 -199
734   779 -45
1,468   1,091 377
440   451 -11
1,032   991 41
493   431 62
1,157   1,180 -23
388   369 19
2,382   2,016 366
462   423 39
2,275   1,637 638
859   678 181
643   483 160
435   451 -16
402   437 -35
496   590 -94
548   564 -16
761   743 18
394   437 -43
749   739 10
439   423 16
713   689 24
394   327 67
1,426   1,374 52
466   410 56
826   450 376
1,600   1,490 110
507   436 71
663   458 205
578   548 30
1,360   1,424 -64
560   578 -18
1,213   1,210 3
689   635 54
2,469   2,099 370
831   450 381
439   423 16
1,615   1,521 94
485   455 30
509   415 94
2,271   2,263 8
604   574 30
114   110 4
1,025   991 34
401   270 131
267   166 101
700   752 -52
1,342   1,429 -87
1,168   928 240
715   646 69
869   747 122
595   538 57
802   863 -61
885   683 202
598   532 66
2,002   2,084 -82
754   762 -8
754   671 83
3,283   3,535 -252
624   416 208
1,393   1,484 -91
497   448 49
497   448 49
399   367 32
599   495 104
221   182 39
645   476 169
936   896 40
413   374 39
2,616   2,795 -179
758   671 87
303   246 57
1,364   1,015 349
396   356 40
949   788 161
2,927   2,293 634
80   79 1
923   909 14
562   520 42
852   871 -19
639   611 28
3,458   2,677 781
574   388 186
473   363 110
970   564 406
1,248   694 554
277   158 119
1,362   135 1,227
421   207 214
473   230 243
474   147 327
515   168 347
562   66 496
133   184 -51
822   681 141
412   165 247
817   423 394
843   765 78
562   469 93
628   472 156
1,161   665 496
2,032   1,221 811
281   235 46
843   666 177
415   262 153
212   114 98
212   118 94
1,810   862 948
411   232 179
1,853   1,774 79
618   395 223
1,112   684 428
732   421 311
3,026   2,441 585
1,425   1,357 68
694   652 42
536   259 277
1,079   551 528
498   66 432
1,150   583 567
539   287 252
982   748 234
1,933   1,183 750
1,351   916 435
186   130 56
372   271 101
494   395 99
494   381 113
481   296 185
1,620   1,158 462
405   289 116
1,314   1,174 140
633   617 16
633   562 71
317   269 48
742   279 463
1,257   1,078 179
314   265 49
918   427 491
390   124 266
1,922   277 1,645
1,102   537 565
812   662 150
198   170 28
532   508 24
544   485 59
609   503 106
577   548 29
814   401 413
1,101   545 556
429   289 140
48   35 13
46   33 13
115   64 51
1,528   862 666
427   90 337
200   155 45
691   476 215
390   265 125
606   384 222
498   349 149
565   442 123
571   337 234
1,120   805 315
569   329 240
469   433 36
393   271 122
1,043   849 194
914   802 112
914   673 241
1,828   867 961
2,208   1,352 856
142   132 10
1,509   1,466 43
407   271 136
917   673 244
1,583   973 610
564   198 366
1,721   1,490 231
1,070   936 134
946   827 119
237   220 17
2,571   1,593 978
588   338 250
584   407 177
751   444 307
1,184   624 560
143   105 38
1,048   789 259
579   256 323
2,138   1,578 560
819   542 277
556   417 139
104   77 27
1,142   804 338
597   586 11
1,375   1,355 20
229   200 29
1,100   944 156
333   170 163
1,544   1,264 280
824   245 579
1,543   797 746
265   136 129
730   367 363
754   279 475
900   426 474
631   288 343
779   444 335
689   555 134
475   359 116
475   361 114
954   881 73
906   799 107
1,509   955 554
503   398 105
1,365   639 726
1,002   835 167
648   334 314
2,353     2,353
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       162
b       -124
c       -42
d       -97
e       -183
      -473
      -7
      -7
      -15
      8
      70
      191
      117
      -107
      -203
      -44
      -279
      -72
      -145
      -131
      -195
      -205
      -100
      -388
      392
      -131
      -171
      -89
      -151
      24
      99
      58
      -47
      -67
      -238
      -59
      54
      291
      107
      159
      25
      171
      -2
      -199
      -45
      377
      -11
      41
      62
      -23
      19
      366
      39
      638
      181
      160
      -16
      -35
      -94
      -16
      18
      -43
      10
      16
      24
      67
      52
      56
      376
      110
      71
      205
      30
      -64
      -18
      3
      54
      370
      381
      16
      94
      30
      94
      8
      30
      4
      34
      131
      101
      -52
      -87
      240
      69
      122
      57
      -61
      202
      66
      -82
      -8
      83
      -252
      208
      -91
      49
      49
      32
      104
      39
      169
      40
      39
      -179
      87
      57
      349
      40
      161
      634
      1
      14
      42
      -19
      28
      781
      186
      110
      406
      554
      119
      1,227
      214
      243
      327
      347
      496
      -51
      141
      247
      394
      78
      93
      156
      496
      811
      46
      177
      153
      98
      94
      948
      179
      79
      223
      428
      311
      585
      68
      42
      277
      528
      432
      567
      252
      234
      750
      435
      56
      101
      99
      113
      185
      462
      116
      140
      16
      71
      48
      463
      179
      49
      491
      266
      1,645
      565
      150
      28
      24
      59
      106
      29
      413
      556
      140
      13
      13
      51
      666
      337
      45
      215
      125
      222
      149
      123
      234
      315
      240
      36
      122
      194
      112
      241
      961
      856
      10
      43
      136
      244
      610
      366
      231
      134
      119
      17
      978
      250
      177
      307
      560
      38
      259
      323
      560
      277
      139
      27
      338
      11
      20
      29
      156
      163
      280
      579
      746
      129
      363
      475
      474
      343
      335
      134
      116
      114
      73
      107
      554
      105
      726
      167
      314
      2,353
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 45,140
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 6,000    
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.000000
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 0.000000
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 542,565
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 502
7 Add lines 5 and 6......................... 7 502
8 Enter qualifying distributions from Part XII, line 4.............. 8 20,750
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 1 502
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........................... 3 502
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- ..... 5 502
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 504
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
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
     
    No
    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)
    bulletPA
    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 ofbulletGarry Gray Telephone no.bullet (610) 667-3200
    Located atbullet333 East City Ave STE 710Bala CynwydPA ZIP+4bullet19004
    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
    Donald M Rosen President
    0.50     		0 0 0
    100 Quayside Drive
    Jupiter,FL33477
    Lynne V Rosen Vice Pres.
    0.50     		0 0 0
    1270 Inverness Drive
    La Canada Flintridge,CA91011
    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
    545,638
    b
    Average of monthly cash balances.......................
    1b
    5,189
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    550,827
    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
    550,827
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,262
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    542,565
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,128
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    27,128
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    502
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    502
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,626
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,626
    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
    26,626
    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
    20,750
    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
    20,750
    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
    502
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    20,248
    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 26,626
    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.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 20,750
    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..... 20,750
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		5,876
    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) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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).)
    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
    Jewish Community Center
    2100 Arch Street
    Philadelphia,PA19103     		    Contribution to IRC Sec. 501(c)(3) charity 15,000
    Abramson Center For Community Jewish Life
    1425 Horsham Road
    North Wales,PA19454     		    Contribution to IRC Sec. 501(c)(3) charity 5,050
    Twain
    PO Box 1861
    Media,PA19063     		    Contribution to IRC Sec. 501(c)(3) charity 500
    Jupiter Medical Center
    1210 South Old Dixie Highway
    Jupiter,FL33458     		    Contribution to IRC Sec. 501(c)(3) charity 100
    Ovarian Cance Research Fund
    14 Pennsylvania Plaza Suite 1710
    New York,NY10122     		    Contribution to IRC Sec. 501(c)(3) charity 100
    Total .................................bullet 3a 20,750
    bApproved for future payment
    Jewish Federalion of Greater Philadelphia
    PO Box 9500
    Philadelphia,PA19195     		    Contribution to IRC Sec. 501(c)(3) charity - Paid March 2015 25,000
    Total .................................bullet 3b 25,000
    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 ............     		        2
    4 Dividends and interest from securities....         9,335
    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 .............     		        45,140
    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 0 54,477
    13Total. Add line 12, columns (b), (d), and (e)..................
    1354,477
    (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.)
    3 N/A - used to provide funds contributed to 501(c)(3) orgainizations
    4 N/A - used to provide funds contributed to 501(c)(3) orgainizations
    8 N/A - used to provide funds contributed to 501(c)(3) orgainizations
    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

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ROSEN FAMILY FOUNDATION TALLU & RUBEN
    ROSEN RONI & DON ROSEN
    EIN: 20-8775991
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Marketable Securities 458,083 556,744

    TY 2014 OtherExpensesSchedule
    Name:
    ROSEN FAMILY FOUNDATION TALLU & RUBEN
    ROSEN RONI & DON ROSEN
    EIN: 20-8775991
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management fees 3,991 3,991   0


    TY 2014 OtherLiabilitiesSchedule
    Name:
    ROSEN FAMILY FOUNDATION TALLU & RUBEN
    ROSEN RONI & DON ROSEN
    EIN: 20-8775991
    Description Beginning of Year - Book Value End of Year - Book Value
    Exchange item 0 210


    TY 2014 TaxesSchedule
    Name:
    ROSEN FAMILY FOUNDATION TALLU & RUBEN
    ROSEN RONI & DON ROSEN
    EIN: 20-8775991
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taaxes on dividend income 307 307   0
    Federal taxes - Private Foundations 94 0   0