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
THE BRAD AND NANCY ROSENBERG FAMILY
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)15461 MILLDALE DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA900771605
A Employer identification number

20-5958133
B Telephone number (see instructions)

(310) 476-8180
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$651,623
J 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      
4 Dividends and interest from securities...... 13,567 13,567 13,567
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,118
b Gross sales price for all assets on line 6a 265,615
7 Capital gain net income (from Part IV, line 2)... 66,118
8 Net short-term capital gain......... 3,003
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........ 79,685 79,685 16,570
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... 3,447 3,447    
17 Interest............... 19 19    
18 Taxes (attach schedule) (see instructions)... 760 174    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,226 3,640   0
25 Contributions, gifts, grants paid........ 118,194 118,194
26 Total expenses and disbursements. Add lines 24 and 25 122,420 3,640   118,194
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,735
b Net investment income (if negative, enter -0-) 76,045
c Adjusted net income (if negative, enter -0-)... 16,570
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...............      
2 Savings and temporary cash investments.......... 37,642 37,944 37,944
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)........ 343,971 Click to see attachment319,569 466,442
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)........... 144,378 Click to see attachment129,375 147,237
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) 525,991 486,888 651,623
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) Click to see attachment1,200 Click to see attachment4,832
23 Total liabilities (add lines 17 through 22).......... 1,200 4,832
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 524,791 482,056
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)...... 524,791 482,056
31 Total liabilities and net assets/fund balances (see instructions).. 525,991 486,888
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)............... 1 524,791
2 Enter amount from Part I, line 27a..................... 2 -42,735
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 482,056
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 482,056
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 ALERIAN MLP ETF P 2012-04-26 2014-01-30
b ACTIVISION BLIZZARD INC P 2013-07-26 2014-03-10
c EMC CORP MASS P 2013-10-21 2014-08-14
d MERK & CO INC NEW COM P 2013-04-23 2014-01-16
e SYNCHRONY FINANCIAL P 2014-08-01 2014-12-15
AETNA INC P 2012-06-22 2014-12-08
CARNIVAL CP NEW PAIRED COM P 2013-05-23 2014-10-17
FORD MOTOR CO NEW P 2012-11-02 2014-12-08
METLIFE INCORPORATED P 2011-08-24 2014-03-10
STANLEY BLACK & DECKER INC P 2012-12-13 2014-03-10
TARGET CORPORATION P 2011-02-18 2014-11-19
VALERO ENERGY CP DELA NEW P 2013-07-16 2014-12-24
GOOGLE INC CL C P 2012-11-02 2014-04-07
TARGET CORPORATION P 2010-10-07 2014-03-10
ALERIAN MLP ETF P 2012-06-04 2014-01-30
AGILENT TECHNOLOGIES P 2014-05-05 2014-12-08
EMC CORP MASS P 2013-10-21 2014-08-22
MERK & CO INC NEW COM P 2013-04-23 2014-03-10
VALERO ENERGY CP DELA NEW P 2013-05-02 2014-04-30
AETNA INC P 2012-06-22 2014-12-12
COMCAST CORP (NEW) CLASS A P 2013-07-09 2014-12-01
GOOGLE INC-CL A P 2012-11-02 2014-12-08
METLIFE INCORPORATED P 2011-08-24 2014-12-08
STANLEY BLACK & DECKER INC P 2012-12-13 2014-08-26
TARGET CORPORATION P 2011-08-26 2014-11-19
VANTIV INC CL-A P 2013-11-06 2014-12-08
HALLIBURTON CO P 2010-11-08 2014-03-10
TARGET CORPORATION P 2010-10-07 2014-05-30
VANGUARD HIGH DIV YIELD P 2012-12-31 2014-07-01
AMDOCS LIMITED ORD P 2013-10-03 2014-02-11
EMERSON ELECTRIC CO P 2014-06-02 2014-12-08
MGM RESORTS INTERNATIONAL P 2014-05-27 2014-12-08
VANTIV INC CL-A P 2013-11-06 2014-03-10
AMDOCS LIMITED ORD P 2013-10-03 2014-11-07
COMCAST CORP (NEW) CLASS A P 2013-07-09 2014-12-08
HALLIBURTON CO P 2011-10-17 2014-03-10
NATIONAL OILWELL VARCO INC P 2013-02-26 2014-03-10
STANLEY BLACK & DECKER INC P 2012-12-13 2014-12-08
TARGET CORPORATION P 2012-01-19 2014-11-19
ABBOTT LABORATORIES P 2009-07-01 2014-03-10
HONEYWELL INTERNATIONAL INC P 2009-10-20 2014-03-10
WILLIS GROUP HOLDINGS PLC P 2009-01-26 2014-03-10
CONS STAPLES SEL SECT SPDR FD P 2007-03-15 2014-01-30
AMDOCS LIMITED ORD P 2013-10-03 2014-03-10
EOG RESOURCES INC P 2014-10-16 2014-11-20
MONSANTO CO P 2014-09-19 2014-12-08
VANTIV INC CL-A P 2013-11-06 2014-10-17
AMDOCS LIMITED ORD P 2013-10-03 2014-12-08
CVS HEALTH CORP COM P 2011-08-12 2014-08-26
HALLIBURTON CO P 2011-10-17 2014-04-29
NATIONAL OILWELL VARCO INC P 2013-02-26 2014-09-23
STANLEY BLACK & DECKER INC P 2012-12-13 2014-12-18
TARGET CORPORATION P 2011-08-26 2014-11-20
ABBOTT LABORATORIES P 2010-04-21 2014-03-10
HONEYWELL INTERNATIONAL INC P 2009-10-20 2014-12-08
WILLIS GROUP HOLDINGS PLC P 2009-01-26 2014-08-27
CONS STAPLES SEL SECT SPDR FD P 2007-03-15 2014-04-22
AMERICAN EXPRESS CO P 2014-10-17 2014-12-08
EOG RESOURCES INC P 2014-10-16 2014-12-08
NATIONAL OILWELL VARCO INC P 2014-06-03 2014-09-23
VERIZON COMMUNICATIONS P 2014-04-22 2014-12-08
ANADARKO PETE P 2013-11-19 2014-11-20
CVS HEALTH CORP COM P 2011-08-12 2014-12-08
HALLIBURTON CO P 2012-03-23 2014-04-29
NORFOLK SOUTHERN CORP P 2011-01-31 2014-01-23
SUPERIOR ENERGY SERVICES INC P 2012-02-28 2014-03-10
TARGET CORPORATION P 2012-01-19 2014-11-20
ACE LTD P 2009-09-16 2014-03-10
HONEYWELL INTERNATIONAL INC P 2010-08-20 2014-12-08
WILLIS GROUP HOLDINGS PLC P 2009-01-27 2014-08-27
ENERGY SEL SECT SPDR FD P 2007-06-27 2014-04-22
ANADARKO PETE P 2013-11-19 2014-03-10
EXPRESS SCRIPTS HLDG CO COM P 2013-03-19 2014-02-20
NOVARTIS AG ADR P 2013-06-26 2014-03-10
GOOGLE INC P 2013-04-11 2014-04-07
ANADARKO PETE P 2013-11-19 2014-12-03
CVS HEALTH CORP COM P 2011-08-12 2014-12-18
HALLIBURTON CO P 2012-03-23 2014-12-03
NORFOLK SOUTHERN CORP P 2012-03-02 2014-01-23
SUPERIOR ENERGY SERVICES INC P 2012-02-29 2014-03-10
TARGET CORPORATION P 2012-01-19 2014-12-08
ACE LTD P 2010-01-06 2014-03-10
HONEYWELL INTERNATIONAL INC P 2010-08-20 2014-12-18
WILLIS GROUP HOLDINGS PLC P 2009-02-04 2014-08-27
HEALTH CARE SEL SECT SPDR FD P 2008-09-18 2014-12-05
ANADARKO PETE P 2013-11-19 2014-05-14
EXPRESS SCRIPTS HLDG CO COM P 2013-03-19 2014-03-10
QUALCOMM INC P 2014-11-07 2014-12-08
ABBOTT LABORATORIES P 2011-02-03 2014-03-10
ANADARKO PETE P 2013-11-19 2014-12-08
DOW CHEMICAL CO P 2012-04-04 2014-03-10
HALLIBURTON CO P 2012-05-24 2014-12-03
NORFOLK SOUTHERN CORP P 2012-05-22 2014-01-23
SUPERIOR ENERGY SERVICES INC P 2012-02-29 2014-04-30
TARGET CORPORATION P 2012-12-27 2014-12-08
ACE LTD P 2010-01-06 2014-12-08
KBR INC P 2009-10-30 2014-04-22
WILLIS GROUP HOLDINGS PLC P 2009-02-04 2014-12-08
HEALTH CARE SEL SECT SPDR FD P 2008-11-04 2014-12-05
ANADARKO PETE P 2013-12-12 2014-11-20
HALLIBURTON P 2014-11-04 2014-12-03
SONY CORP ADR 1974 P 2014-03-25 2014-11-05
ABBOTT LABORATORIES P 2013-01-03 2014-03-10
BB & T CORP P 2013-11-22 2014-12-08
DOW CHEMICAL CO P 2012-04-04 2014-05-29
KBR INC P 2011-08-24 2014-04-22
NORFOLK SOUTHERN CORP P 2012-10-12 2014-01-23
SUPERIOR ENERGY SERVICES INC P 2012-02-29 2014-07-02
VALERO ENERGY CP DELA NEW P 2012-10-31 2014-03-10
ACE LTD P 2010-04-30 2014-12-08
KBR INC P 2009-11-23 2014-04-22
BLACKROCK GLOBAL ALLOCATION P 2009-07-15 2014-07-15
INDUSTRIAL SEL SEC SPDR FD P 2010-01-04 2014-08-05
BB & T CORP P 2013-11-22 2014-03-10
HILTON WORLDWIDE HOLDINGS P 2013-12-19 2014-03-10
SONY CORP ADR 1974 P 2014-03-25 2014-12-01
ABBOTT LABORATORIES P 2013-01-03 2014-05-30
CAPITAL ONE FINANCIAL CORP P 2013-02-01 2014-03-10
DOW CHEMICAL CO P 2012-04-04 2014-11-21
KBR INC P 2012-05-10 2014-04-22
NOVARTIS AG ADR P 2013-06-26 2014-12-08
SUPERIOR ENERGY SERVICES INC P 2012-06-21 2014-07-02
VALERO ENERGY CP DELA NEW P 2012-11-13 2014-03-10
ACE LTD P 2010-04-30 2014-12-18
KBR INC P 2009-11-24 2014-04-22
LOOMIS INVESTMENT GRADE BD C P 2011-12-12 2014-06-17
INDUSTRIAL SEL SEC SPDR FD P 2010-03-09 2014-08-05
CITIZENS FINANCIAL GROP INC P 2014-10-01 2014-12-08
HILTON WORLDWIDE HOLDINGS P 2013-12-19 2014-05-15
SONY CORP ADR 1974 P 2014-03-25 2014-12-08
ABBOTT LABORATORIES P 2013-01-03 2014-12-08
CAPITAL ONE FINANCIAL CORP P 2013-02-01 2014-12-08
DOW CHEMICAL CO P 2012-04-04 2014-11-21
KBR INC P 2012-07-18 2014-04-22
PROCTER & GAMBLE P 2012-06-19 2014-03-10
SYMANTEC CORP P 2012-04-23 2014-03-07
VALERO ENERGY CP DELA NEW P 2012-11-13 2014-04-30
BAXTER INTL INC P 2010-02-02 2014-03-10
METLIFE INCORPORATED P 2010-08-25 2014-01-08
INDUSTRIAL SEL SEC SPDR FD P 2010-03-09 2014-10-13
COMCAST CORP NEW CLASS A P 2013-07-09 2014-03-10
KEYSIGHT TECHNOLOGIES INC P 2014-05-05 2014-10-31
SUPERIOR ENERGY SERVICES INC P 2013-09-09 2014-07-02
ABBOTT LABORATORIES P 2013-01-23 2014-12-08
CARNIVAL CP NEW PAIRED COM P 2012-02-21 2014-03-10
DOW CHEMICAL CO P 2012-04-04 2014-12-08
MERCK & CO INC NEW COM P 2013-04-23 2014-08-22
PROCTER & GAMBLE P 2012-06-19 2014-08-26
SYMANTEC CORP P 2012-07-18 2014-03-07
VALERO ENERGY CP DELA NEW P 2013-05-02 2014-12-08
BAXTER INTL INC P 2010-02-02 2014-12-08
METLIFE INCORPORATED P 2010-08-25 2014-03-10
ISHARES US TELECOMM ETF P 2010-08-25 2014-02-03
CONAGRA FOODS INC P 2013-10-02 2014-03-10
KEYSIGHT TECHNOLOGIES INC P 2014-05-05 2014-11-04
SYMANTEC CORP P 2013-11-12 2014-03-18
ACTIVISION BLIZZARD INC P 2013-07-26 2014-12-08
CARNIVAL CP NEW PAIRED COM P 2012-04-23 2014-03-10
EMC CORP MASS P 2013-10-21 2014-12-08
MERCK & CO INC NEW COM P 2013-05-01 2014-08-22
PROCTER & GAMBLE P 2012-06-19 2014-09-19
SYMANTEC CORP P 2012-07-18 2014-03-10
VALERO ENERGY CP DELA NEW P 2013-06-06 2014-12-08
BAXTER INTL INC P 2010-04-22 2014-12-08
NORFOLK SOUTHERN CORP P 2009-05-07 2014-01-23
THE FINANCIAL SEL SECT SPDR FD P 2009-05-04 2014-10-15
CONAGRA FOODS INC P 2013-10-02 2014-06-25
KEYSIGHT TECHNOLOGIES INC P 2014-05-15 2014-11-04
SYMANTEC CORP P 2013-12-20 2014-03-18
AETNA INC P 2011-10-17 2014-03-10
CARNIVAL CP NEW PAIRED COM P 2012-04-23 2014-08-26
EXPRESS SCRIPPTS HLDG CO COM P 2013-03-19 2014-12-08
MERCK & CO INC NEW COM P 2013-05-01 2014-12-08
PROCTER & GAMBLE P 2012-06-22 2014-09-19
SYMANTEC CORP P 2012-09-26 2014-03-10
VALERO ENERGY CP DELA NEW P 2013-06-06 2014-12-19
CVS HEALTH CORP COM P 2009-11-05 2014-03-10
NORFOLK SOUTHERN CORP P 2009-06-15 2014-01-23
THE TECHNOLOGY SEL SEC SPDR FD P 2007-03-15 2014-12-05
EBAY P 2014-08-22 2014-10-16
MARATHON OIL CO P 2014-08-27 2014-10-16
SYNCHRONY FINANCIAL P 2014-08-01 2014-11-04
AETNA INC P 2012-06-22 2014-03-10
CARNIVAL CP NEW PAIRED COM P 2012-04-23 2014-10-17
FORD MOTOR CO NEW P 2012-10-31 2014-03-10
MERCK & CO INC NEW COM P 2013-05-01 2014-12-15
REGIONS FINANCIAL CORP NEW P 2012-10-31 2014-03-10
SYMANTEC CORP P 2012-09-26 2014-03-18
VALERO ENERGY CP DELA NEW P 2013-06-07 2014-12-19
CVS HEALTH CORP COM P 2010-07-01 2014-03-10
NOW INC P 2013-02-26 2014-05-30
UTILITIES SEL SECT SPDR FUND P 2011-03-14 2014-01-30
EMC CORP MASS P 2013-10-21 2014-03-10
MARATHON OIL CO P 2014-09-10 2014-10-16
SYNCHRONY FINANCIAL P 2014-08-01 2014-12-08
AETNA INC P 2012-06-22 2014-07-24
CARNIVAL CP NEW PAIRED COM P 2013-02-14 2014-10-17
FORD MOTOR CO NEW P 2012-10-31 2014-12-08
MERCK & CO INC NEW COM P 2013-05-31 2014-12-15
REGIONS FINANCIAL CORP NEW P 2012-10-31 2014-12-08
TARGET CORPORATION P 2011-02-18 2014-05-30
VALERO ENERGY CP DELA NEW P 2013-06-07 2014-12-24
CVS HEALTH CORP COM P 2010-07-01 2014-08-26
NOW INC P 2013-02-26 2014-06-03
(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 4,776   4,077 699
b 1,625   1,396 229
c 415   355 60
d 786   726 60
e 966   777 189
1,351   623 728
1,083   1,017 66
186   135 51
481   291 190
819   720 99
1,006   727 279
1,134   804 330
2,158   1,377 781
367   323 44
2,476   1,919 557
838   798 40
2,066   1,774 292
2,294   1,936 358
1,481   956 525
881   415 466
1,751   1,331 420
1,059   691 368
1,355   777 578
1,368   1,080 288
288   204 84
816   653 163
282   167 115
625   593 32
6,002   4,399 1,603
699   591 108
836   874 -38
781   920 -139
1,803   1,523 280
1,188   924 264
1,071   816 255
960   594 366
868   731 137
956   720 236
144   102 42
40   22 18
1,906   761 1,145
856   476 380
1,643   1,043 600
1,085   887 198
1,193   1,062 131
1,082   1,035 47
1,016   898 118
771   591 180
1,191   501 690
318   175 143
5,120   3,883 1,237
96   72 24
852   611 241
797   496 301
495   190 305
125   71 54
3,054   1,826 1,228
1,122   1,007 115
353   354 -1
473   453 20
786   771 15
1,109   1,093 16
1,365   501 864
318   168 150
1,317   856 461
352   358 -6
142   102 40
685   357 328
495   203 292
416   240 176
2,801   2,051 750
1,188   1,275 -87
763   590 173
1,409   1,183 226
539   394 145
1,204   1,366 -162
285   100 185
825   672 153
752   545 207
939   944 -5
441   305 136
293   144 149
899   365 534
83   46 37
3,540   1,530 2,010
1,218   1,093 125
1,100   826 274
727   695 32
1,275   704 571
618   729 -111
1,746   1,174 572
2,515   1,906 609
2,257   1,621 636
480   442 38
441   352 89
703   288 415
53   42 11
1,061   553 508
1,416   550 866
185   168 17
907   1,111 -204
446   398 48
40   33 7
659   590 69
367   235 132
291   301 -10
94   67 27
1,154   944 210
321   159 162
937   425 512
872   629 243
10,000   7,344 2,656
2,586   1,415 1,171
1,685   1,493 192
1,031   1,019 12
1,464   1,195 269
1,960   1,611 349
1,052   793 259
840   537 303
1,639   1,862 -223
1,532   1,114 418
2,343   1,229 1,114
1,981   1,001 980
910   425 485
872   626 246
10,000   9,786 214
517   299 218
1,220   1,151 69
4,968   5,028 -60
767   652 115
869   625 244
997   680 317
105   68 37
634   583 51
235   187 48
943   829 114
1,082   514 568
338   292 46
1,019   694 325
1,982   1,195 787
1,751   1,460 291
15   15  
2,235   1,635 600
732   526 206
1,404   1,113 291
633   436 197
590   484 106
1,089   808 281
328   219 109
339   257 82
222   175 47
427   292 135
2,546   1,793 753
324   336 -12
1,152   1,141 11
884   976 -92
1,110   925 185
156   126 30
1,979   1,672 307
1,357   1,050 307
1,523   1,119 404
718   479 239
1,066   865 201
742   507 235
470   185 285
4,851   2,440 2,411
5,020   5,351 -331
273   286 -13
2,116   2,332 -216
296   151 145
568   472 96
2,968   2,065 903
1,229   913 316
2,876   2,045 831
329   288 41
96   79 17
147   58 89
1,599   656 943
7,171   3,905 3,266
4,612   5,399 -787
3,591   4,373 -782
994   845 149
814   457 357
1,468   1,321 147
980   689 291
630   502 128
1,044   624 420
2,137   1,874 263
527   437 90
1,029   406 623
8   7 1
2,715   2,235 480
1,926   1,799 127
940   1,114 -174
1,239   960 279
846   415 431
1,468   1,570 -102
839   591 248
114   95 19
1,103   689 414
738   675 63
789   635 154
79   29 50
554   430 124
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       699
b       229
c       60
d       60
e       189
      728
      66
      51
      190
      99
      279
      330
      781
      44
      557
      40
      292
      358
      525
      466
      420
      368
      578
      288
      84
      163
      115
      32
      1,603
      108
      -38
      -139
      280
      264
      255
      366
      137
      236
      42
      18
      1,145
      380
      600
      198
      131
      47
      118
      180
      690
      143
      1,237
      24
      241
      301
      305
      54
      1,228
      115
      -1
      20
      15
      16
      864
      150
      461
      -6
      40
      328
      292
      176
      750
      -87
      173
      226
      145
      -162
      185
      153
      207
      -5
      136
      149
      534
      37
      2,010
      125
      274
      32
      571
      -111
      572
      609
      636
      38
      89
      415
      11
      508
      866
      17
      -204
      48
      7
      69
      132
      -10
      27
      210
      162
      512
      243
      2,656
      1,171
      192
      12
      269
      349
      259
      303
      -223
      418
      1,114
      980
      485
      246
      214
      218
      69
      -60
      115
      244
      317
      37
      51
      48
      114
      568
      46
      325
      787
      291
       
      600
      206
      291
      197
      106
      281
      109
      82
      47
      135
      753
      -12
      11
      -92
      185
      30
      307
      307
      404
      239
      201
      235
      285
      2,411
      -331
      -13
      -216
      145
      96
      903
      316
      831
      41
      17
      89
      943
      3,266
      -787
      -782
      149
      357
      147
      291
      128
      420
      263
      90
      623
      1
      480
      127
      -174
      279
      431
      -102
      248
      19
      414
      63
      154
      50
      124
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 66,118
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 3,003
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 117,233 703,865 0.166556
2012 98,593 730,637 0.134941
2011 19,115 750,441 0.025472
2010 66,769 735,595 0.090769
2009 42,670 690,372 0.061807
2 Total of line 1, column (d) ...................... 2 0.479545
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 0.095909
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 674,337
5 Multiply line 4 by line 3....................... 5 64,675
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 760
7 Add lines 5 and 6......................... 7 65,435
8 Enter qualifying distributions from Part XII, line 4.............. 8 118,194
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 1 760
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  
3 Add lines 1 and 2........................... 3 760
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 760
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 773
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bullet
    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 ofbulletBRAD ROSENBERG Telephone no.bullet (310) 476-8180
    Located atbullet15461 MILLDALE DRIVELOS ANGELESCA ZIP+4bullet90077
    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
     
     
    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
    BRAD ROSENBERG TRUSTEE
    2.00
    0 0 0
    15461 MILLDALE DRIVE
    LOS ANGELES,CA900771605
    NANCY ROSENBERG TRUSTEE
    1.00
    0 0 0
    15461 MILLDALE DRIVE
    LOS ANGELES,CA900771605
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    652,687
    b
    Average of monthly cash balances.......................
    1b
    31,919
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    684,606
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    684,606
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,269
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    674,337
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    33,717
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,717
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    760
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    760
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,957
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    32,957
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    32,957
    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
    118,194
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    118,194
    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
    760
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    117,434
    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 32,957
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 5,280
    b From 2010....... 30,490
    c From 2011.......  
    d From 2012....... 62,415
    e From 2013....... 83,088
    fTotal of lines 3a through e......... 181,273
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 118,194
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 32,957
    e Remaining amount distributed out of corpus 85,237
    5 Excess distributions carryover applied to 2014.    
    (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 5 266,510
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    5,280
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    261,230
    10 Analysis of line 9:
    a Excess from 2010.... 30,490
    b Excess from 2011....  
    c Excess from 2012.... 62,415
    d Excess from 2013.... 83,088
    e Excess from 2014.... 85,237
    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
    ACUMEN FUND
    76 NINTH AVENUE
    SUITE 315
    NEW YORK,NY10011
    NONE 501(C)(3) CHARITABLE 18,500
    AMERICAN JEWISH JOINT DISTRIBUTION
    COMMITTEE INC
    711 THIRD AVE
    NEW YORK,NY10017
    NONE 501(C)(3) CHARITABLE 500
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DR
    LOS ANGELES,CA90077
    NONE 501(C)(3) CHARITABLE 2,750
    AP CEDARS SINAI
    8700 BEVERLY BLVD
    LOS ANGELES,CA90048
    NONE 501(C)(3) CHARITABLE 1,500
    ARCHER SCHOOL FOR GIRLS
    11725 SUNSET BLVD
    LOS ANGELES,CA90049
    NONE 501(C)(3) CHARITABLE 11,500
    BERKELEY HALL SCHOOL
    16000 MULHOLLAND DRIVE
    LOS ANGELES,CA90049
    NONE 501(C)(3) CHARITABLE 500
    GREEN DOT PUBLIC SCHOOLS
    1149 SOUTH HILL STREET
    SUITE 600
    LOS ANGELES,CA90015
    NONE 501(C)(3) CHARITABLE 14,000
    HARMONY PROJECT
    817 VINE STREET STE 212
    LOS ANGELES,CA90038
    NONE 501(C)(3) CHARITABLE 1,500
    IMAGINE LA
    6300 WILSHIRE BLVD
    SUITE 980
    LOS ANGELES,CA90048
    TRUSTEE 501(C)(3) CHARITABLE 1,000
    JEWISH BIG BROTHERS BIG SISTERS
    ASSOCIATION
    6505 WILSHIRE BLVD
    SUITE 600
    LOS ANGELES,CA90048
    NONE 501(C)(3) CHARITABLE 5,700
    JEWISH FAMILY SERVICES
    6505 WILSHIRE BLVD
    SUITE 500
    LOS ANGELES,CA90048
    NONE 501(C)(3) CHARITABLE 1,200
    JEWISH FEDERATION COUNCIL
    6505 WILSHIRE BLVD
    SUITE 1200
    LOS ANGELES,CA90048
    NONE 501(C)(3) CHARITABLE 5,200
    LEO BAECK TEMPLE
    1300 NORTH SEPULVEDA BLVD
    LOS ANGELES,CA90049
    NONE 501(C)(3) CHARITABLE 3,695
    LEVITT PAVILLIONS
    9951 KIP DRIVE
    BEVERLY HILLS,CA90210
    NONE 501(C)(3) CHARITABLE 1,500
    LOS ANGELES PHILHARMONIC
    ASSOCIATION
    151 GRAND AVENUE
    LOS ANGELES,CA90012
    NONE 501(C)(3) CHARITABLE 3,532
    MANHATTAN THEATRE CLUB
    311 WEST 43RT ST 8TH FLR
    NEW YORK,NY10036
    NONE 501(C)(3) CHARITABLE 2,500
    MUSIC CENTER FOUNDERS
    135 N GRAND AVENUE
    LOS ANGELES,CA90012
    NONE 501(C)(3) CHARITABLE 2,000
    STOP CANCER
    2566 OVERLAND AVE
    SUITE 790
    LOS ANGELES,CA90064
    NONE 501(C)(3) CHARITABLE 250
    SUN VALLEY SUMMER SYMPHONY
    PO BOX 1914
    SUN VALLEY,ID83353
    NONE 501(C)(3) CHARITABLE 12,000
    SUN VALLEY WRITERS CONFERENCE
    PO BOX 957
    KETCHUM,ID83340
    NONE 501(C)(3) CHARITABLE 5,000
    THE GEFFEN PLAYHOUSE
    10886 LE CONTE AVENUE
    LOS ANGELES,CA90024
    NONE 501(C)(3) CHARITABLE 1,000
    THE HUNGER COALITION
    121 HONEYSUCKLE STREET
    BELLEVUE,ID83313
    NONE 501(C)(3) CHARITABLE 200
    THE SALVATION ARMY
    615 SLATERS LANE
    PO BOX 269
    ALEXANDRIA,VA22313
    NONE 501(C)(3) CHARITABLE 1,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    SUITE 900
    LOS ANGELES,CA90024
    NONE 501(C)(3) CHARITABLE 1,000
    WOOD RIVER COMMUNITY YMCA
    101 SADDLE ROAD
    KETCHUM,ID83340
    NONE 501(C)(3) CHARITABLE 1,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
    NONE 501(C)(3) CHARITABLE 100
    CENTENARY COLLEGE
    400 JEFFERSON ST
    HACKETTSTOWN,NJ07840
    NONE 501(C)(3) CHARITABLE 5,000
    INTERNATIONAL CHILD RESOURCE
    INSTITUTION
    125 UNIVERSITY AVE
    2ND FLOOR SOUTHWEST STE
    BERKELEY,CA94710
    NONE 501(C)(3) CHARITABLE 5,000
    SCIENCE AND MANAGEMENT OF
    ADDICTIONS
    4616 25TH AVE NE
    STE 598
    SEATTLE,WA98105
    NONE 501(C)(3) CHARITABLE 3,000
    RISING SUN ENERGY
    2998 SAN PABLO AVENUE
    BERKELEY,CA94702
    NONE 501(C)(3) CHARITABLE 100
    SPARK PROGRAM
    145 S SPRING ST STE 410
    LOS ANGELES,CA90012
    NONE 501(C)(3) CHARITABLE 1,250
    INDEPENDENT SHAKESPEARE
    COMPANY LOS ANGELES
    3191 CASITAS AVE 168
    LOS ANGELES,CA90039
    NONE 501(C)(3) CHARITABLE 265
    SWIFTSURE RANCH
    THERAPEUTIC EQUESTRIAN CENTER
    114 CALYPSO LANE
    BELLEVUE,ID83313
    NONE 501(C)(3) CHARITABLE 1,225
    FRACTURED ATLAS
    248 WEST 35TH STREET
    10TH FLOOR
    NEW YORK,NY10001
    NONE 501(C)(3) CHARITABLE 27
    FOUNDATION FOR CAMP MAX STRAUS
    6505 WILSHIRE BLVD 600
    LOS ANGELES,CA90048
    NONE 501(C)(3) CHARITABLE 3,500
    ANIMAL SHELTER OF THE WOOD RIVER
    VALLEY
    100 CROY CREEK ROAD
    HAILEY,ID83333
    NONE 501(C)(3) CHARITABLE 200
    Total .................................bullet 3a 118,194
    bApproved for future payment
    Total .................................bullet 3b  
    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....         13,567
    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 .............
            66,118
    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)..     79,685
    13Total. Add line 12, columns (b), (d), and (e)..................
    1379,685
    (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

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE BRAD AND NANCY ROSENBERG FAMILY
    FOUNDATION
    EIN: 20-5958133
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 319,569 466,442

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE BRAD AND NANCY ROSENBERG FAMILY
    FOUNDATION
    EIN: 20-5958133
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 129,375 147,237

    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE BRAD AND NANCY ROSENBERG FAMILY
    FOUNDATION
    EIN: 20-5958133
    Description Beginning of Year - Book Value End of Year - Book Value
    AMEX 1,200 4,832


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE BRAD AND NANCY ROSENBERG FAMILY
    FOUNDATION
    EIN: 20-5958133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 3,447 3,447    


    TY 2014 TaxesSchedule
    Name:
    THE BRAD AND NANCY ROSENBERG FAMILY
    FOUNDATION
    EIN: 20-5958133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 174 174    
    FEDERAL TAXES 551      
    STATE TAXES 35