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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
ROBERT & DALE ROSEN CHARITABLE
FOUNDATION TR U/A 8/05/92
Number and street (or P.O. box number if mail is not delivered to street address)67 PECKSLAND ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

13-6997530
B Telephone number (see instructions)

(203) 625-3162
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$69,372J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 73,504
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,241 1,241  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,831
b Gross sales price for all assets on line 6a 159,346
7 Capital gain net income (from Part IV, line 2)... 133,631
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........ 105,576 134,872  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,700 3,700   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 3,004 1,004   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,704 4,704   0
25 Contributions, gifts, grants paid....... 166,062 166,062
26 Total expenses and disbursements. Add lines 24 and 25 172,766 4,704   166,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,190
b Net investment income (if negative, enter -0-) 130,168
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,393 7,926 7,926
2 Savings and temporary cash investments......... 418 603 603
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 89,126 Click to see attachment29,813 60,843
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,595 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 105,532 38,342 69,372
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 208,988 208,988
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -103,456 -170,646
30 Total net assets or fund balances (see instructions)..... 105,532 38,342
31 Total liabilities and net assets/fund balances (see instructions). 105,532 38,342
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
105,532
2
Enter amount from Part I, line 27a .....................
2
-67,190
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,342
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
38,342
Form 990-PF (2015)
Form 990-PF (2015)
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 50 SH DISCOVERY COMMUNICATIONS SER A   2012-09-19 2015-06-18
b 150 SH DISCOVERY COMMUNICATIONS SER A   2012-09-19 2015-11-06
c 50 SH DISCOVERY COMMUNICATIONS SER C   2012-09-19 2015-06-18
d 50 SH ENTERPRISE PRODUCTS PARTNERS LP   2014-11-19 2015-10-06
e 100 SH ENTERPRISE PRODUCTS PARTNERS LP   2014-11-19 2015-06-18
150 SH ENTERPRISE PRODUCTS PARTNERS LP   2014-11-19 2015-10-20
25 SH EOG RES INC   2012-09-19 2015-10-06
5 SH GILEAD SCIENCES INC   2014-11-20 2015-11-06
25 SH GILEAD SCIENCES INC   2014-11-20 2015-06-18
50 SH GILEAD SCIENCES INC0   2014-11-20 2015-09-21
35 SH INTERNATIONAL BUSINESS MACHINES CORP   2001-05-11 2015-09-21
15 SH JOHNSON & JOHNSON   2007-04-19 2015-09-22
25 SH JOHNSON & JOHNSON   2007-04-19 2015-06-18
5 SH REGENERON PHARMACEUTICALS INC   2012-10-02 2015-09-22
5 SH REGENERON PHARMACEUTICALS INC   2012-10-02 2015-10-06
10 SH REGENERON PHARMACEUTICALS INC   2012-10-02 2015-06-18
10 SH REGENERON PHARMACEUTICALS INC   2012-10-02 2015-09-21
125 SH REGENERON PHARMACEUTICALS INC   2015-07-21 2015-07-21
1,500 SH SAPIENT CORP   2010-09-15 2015-02-09
(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 1,690   725 965
b 4,393   2,175 2,218
c 1,588     1,588
d 1,442   426 1,016
e 3,172   852 2,320
4,200   1,278 2,922
2,068   397 1,671
535   91 444
3,033   455 2,578
5,245   910 4,335
5,121   2,473 2,648
1,389   1,045 344
2,508   1,741 767
2,629   392 2,237
2,267   392 1,875
5,292   784 4,508
5,294   784 4,510
69,980   2,056 67,924
37,500   8,739 28,761
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       965
b       2,218
c       1,588
d       1,016
e       2,320
      2,922
      1,671
      444
      2,578
      4,335
      2,648
      344
      767
      2,237
      1,875
      4,508
      4,510
      67,924
      28,761
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 2 133,631
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))
2014 106,976 182,355 0.586636
2013 70,058 220,299 0.318013
2012 61,388 148,558 0.413226
2011 217,776 199,666 1.090701
2010 85,690 253,337 0.338245
2
Total of line 1, column (d) .....................
22.746821
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
0.549364
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
117,638
5
Multiply line 4 by line 3......................
5
64,626
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,302
7
Add lines 5 and 6........................
7
65,928
8
Enter qualifying distributions from Part XII, line 4.............
8
166,062
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,302
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 1,302
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 1,302
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,974
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,774
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,472
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,472 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTAXPAYER Telephone no.bullet (203) 625-3162

    Located atbullet67 PECKSLAND ROADGREENWICHCT ZIP+4bullet06831
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT L ROSEN TRUSTEE
    0.50     		0 0 0
    67 PECKSLAND ROAD
    GREENWICH,CT06831
    DALE A ROSEN TRUSTEE
    0.50     		0 0 0
    67 PECKSLAND ROAD
    GREENWICH,CT06831
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    104,162
    b
    Average of monthly cash balances.......................
    1b
    15,267
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    119,429
    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
    119,429
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,791
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    117,638
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,882
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    5,882
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,302
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,302
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,580
    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
    4,580
    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
    166,062
    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
    166,062
    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
    1,302
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    164,760
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 4,580
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 73,439
    b From 2011...... 209,825
    c From 2012...... 55,017
    d From 2013...... 59,508
    e From 2014...... 99,636
    fTotal of lines 3a through e........ 497,425
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 166,062
    a Applied to 2014, 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 2015 distributable amount..... 4,580
    e Remaining amount distributed out of corpus 161,482
    5 Excess distributions carryover applied to 2015. 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 5 658,907
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		73,439
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		585,468
    10 Analysis of line 9:
    a Excess from 2011.... 209,825
    b Excess from 2012.... 55,017
    c Excess from 2013.... 59,508
    d Excess from 2014.... 99,636
    e Excess from 2015.... 161,482
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT L ROSEN
    DALE A ROSEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    ADOPT-A-DOG
    849 LAKE AVENUE
    GREENWICH,CT06831     		NONE PUBLIC TO FIND SAFE AND PERMANENT HOMES FOR COMPANION ANIMALS. 50
    AMERICAN CANCER SOCIETY
    NEW ENGLAND DIVISION INC / LOWER
    FAIRFIELD UNIT PO BOX 907
    WALLINGFORD,CT06492     		NONE PUBLIC TO SUPPORT THE MISSION TO ELIMINATE CANCER 400
    ARF (ANIMAL RESCUE FOUNDATION)
    PO BOX 30215
    WALNUT CREEK,CA94598     		NONE PUBLIC RESCUING AND ADOPTING ANIMALS 300
    ART BEYOND SIGHT
    589 BROADWAY
    NEW YORK,NY10012     		NONE PUBLIC TO MAKE ART, ART HISTORY, AND VISUAL CULTURE ACCESSIBLE TO PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED 500
    BREAST CANCER ALLIANCE
    48 MAPLE AVENUE
    GREENWICH,CT06830     		NONE PUBLIC BREAST CANCER RESEARCH 500
    COUNCIL ON FOREIGN RELATIONS INC
    58 EAST 68TH STREET
    NEW YORK,NY10065     		NONE PUBLIC TO ASSIST WITH EFFORTS TO RAISE THE LEVEL OF FOREIGN AWARENESS. 28,680
    GREENWICH LIBRARY
    101 WEST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT THE TOWN LIBRARY WITH FUNDS 500
    HOSPITAL FOR SPECIAL SURGERY
    535 E 70TH STREE
    NEW YORK,NY10021     		NONE PUBLIC SUPPORTING DR. FARMER'S RESEARCH IN ORTHOPEDIC SPINE CONDITIONS 1,000
    HUMAN RIGHTS FIRST
    333 SEVENTH AVENUE 13TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC INDEPENDENT ADVOCACY AND ACTION ORGANIZATION THAT CHALLENGES AMERICA TO LIVE UP TO ITS IDEALS. 250
    JUMPSTART FOR YOUNG CHILDREN
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PUBLIC HELP CHILDREN DEVELOP LANGUAGE AND LITERACY SKILLS 11,810
    NEW YORK PHILHARMONIC
    AVERY FISHER HALL 10 LINCOLN CENTER
    PLAZA
    NEW YORK,NY10023     		NONE PUBLIC TO SUPPORT EDUCATIONAL PROGRAMS 5,000
    NYU STERN
    44 WEST FOURTH STREET ROOM 10-46
    NEW YORK,NY10012     		NONE PUBLIC TO SUPPORT THE EDUCATIONAL PROGRAMS IN THE BUSINESS SCHOOL 25,000
    OBLITERIDE
    PO BOX 19024 1100 FAIRVIEW AVE N
    LM-120
    SEATTLE,WA98109     		NONE PUBLIC TO CONNECT CANCER SURVIVORS, CYCLISTS, AND COMMUNITY MEMBERS TO RAISE MONEY FOR CANCER RESEARCH AT THE FRED HUTCHINSON CANCER RESEARCH CENTER 100
    PFLAG
    1828 L STREET NW SUITE 660
    WASHINGTON,DC20036     		NONE PUBLIC TO PROMOTE THE HEALTH AND WELL-BEING OF LESBIAN, GAY, BISEXUAL, AND TRANSGENDER PERSONS, THEIR FAMILIES, AND THEIR FRIENDS THROUGH SUPPORT TO COPE WITH AN ADVERSE SOCITEY, EDUCATION TO ENLIGHTEN AN ILL-INFORMED PUBLIC, AND ADVOCACY TO END DISCRIMINATION AND TO SECURE EQUAL CIVIL RIGHTS 300
    PREP FOR PREP
    328 W 71ST STREET
    NEW YORK,NY10023     		NONE PUBLIC A LEADERSHIP PROGRAM THAT OFFERS STUDENTS OF COLOR ACCESS TO A PRIVATE SCHOOL EDUCATION. 2,000
    ROUND HILL ASSOCIATION
    397 ROUND HILL ROAD
    GREENWICH,CT06831     		NONE PUBLIC TO SUPPORT IMPROVEMENTS IN THE GREENWICH COMMUNITY. 200
    SISTERHOOD OF TEMPLE SHALOM
    300 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT THE YOUTH, EDUCATION, AND SPECIAL PROJECTS 110
    TEACHERS COLLEGE FUND
    BOX 306 525 W 120TH STREET
    NEW YORK,NY10027     		NONE PUBLIC TO PROVIDE SUPPORT FOR SCHOLARSHIPS FOR DESERVING STUDENTS, FACULTY DEVELOPMENT AND RESEARCH, FACULTY RECRUITMENT, TECHNOLOGICAL INNOVATIONS AND EDUCATION PROGRAMS. 10,000
    TEMPLE SHOLOM
    300 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC SUPPORT THE TEMPLE AND ITS PROGRAMS 20,115
    THE CENTER FOR DISCOVERY
    PO BOX 840
    HARRIS,NY12742     		NONE PUBLIC TO SUPPORT THE HEALTH, EDUCATIONAL AND RESIDENTIAL SERVICES PROVIDED TO CHILDREN AND ADULTS WITH SEVERE DISABILITIES AND MEDICAL FRAILTIES. 5,000
    THE GOOD DOG FOUNDATION
    PO BOX 1484
    NEW YORK,NY10276     		NONE PUBLIC TO HELP PROMOTE THE USE OF ANIMAL-ASSISTED THERAPY 100
    THE OPPORTUNITY NETWORK
    381 PARK AVENUE SOUTH SUITE 1401
    NEW YORK,NY10016     		NONE PUBLIC TO HELP CREATE OPPORTUNITES FOR HIGH-ACHIEVING, UNDERSERVED HIGH SCHOOL AND COLLEGE STUDENTS BY CREATING ACCESS FOR THEM TO CAREER OPPORTUNITIES, PROFESSIONAL NETWORKS AND COMPETITIVE COLLEGES. 500
    UJA FEDERATION-GREENWICH
    ONE HOLLY HILL LANE
    GREENWICH,CT06830     		NONE PUBLIC HELP INSPIRE A PASSION FOR JEWISH LIFE AND LEARNING 2,000
    WHITNEY MUSEUM
    945 MADISON AVENUE
    NEW YORK,NY10021     		NONE PUBLIC DEDICATED TO COLLECTING, PRESERVING, INTERPRETING, AND EXHIBITING AMERICAN ART 125
    WORLD OF CHILDREN
    6200 STONERIDGE MALL ROAD 3RD FLOOR
    PLEASANTON,CA94588     		NONE PUBLIC PROVIDES FUNDING AND RECOGNITION TO SUPPORT LIFE-CHANGING WORK FOR CHILDREN 2,500
    YWCA OF GREENWICH
    259 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PUBLIC TO ENHANCE THE LIVES OF WOMEN, MEN, AND CHILDREN WITH A VARIETY OF PROGRAMS. 100
    AG BELL
    3417 VOLTA PLACE NW
    WASHINGTON,DC20007     		NONE PUBLIC TO SUPPORT THE MISSION OF ADVANCING LISTENING AND SPOKEN LANGUAGE FOR INDIVIDUALS WHO ARE DEAF AND HARD OF HEARING. 350
    ALZHEIMER FOUNDATION
    322 EIGHTH AVE 7TH FLOOR
    NEW YORK,NY10001     		NONE PUBLIC TO PROVIDE OPTIMAL CARE AND SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA AND ALSO TO THEIR CAREGIVERS AND FAMILIES. 200
    CAMP HILL FOUNDATION
    285 HUNGRY HOLLOW RD
    CHESTNUT RIDGE,NY10977     		NONE PUBLIC CAMPHILL IS AN INTERNATIONAL MOVEMENT OF INTENTIONAL COMMUNITIES DESIGNED TO MEET THE NEEDS OF CHILDREN, YOUTH AND ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGH A COMBINATION OF COMMUNITY LIFE, THE ARTS AND WORK ON THE LAND. 100
    CHABAD OF GREENWICH
    75 MASON ST
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT A BRANCH OF THE WORLDWIDE CHABAD LUBAVITCH MOVEMENT, FOUNDED BY THE REBBE. TO SUPPORT A COMMUNITY THAT WELCOMES PEOPLE OF DIVERSE JEWISH BACKGROUNDS AND ALL AGES. TO SUPPORT A SYNAGOGUE CENTER THAT PROVIDES EDUCATIONAL OPPORTUNITIES AND SOCIAL SERVICES IN A NON-JUDGMENTAL ENVIRONMENT. 1,000
    DREPUNG LOSELING MONASTERY
    1781 DRESDEN DR NE
    ATLANTA,GA30319     		NONE PUBLIC TO CONTRIBUTE TO NORTH AMERICAN CULTURE BY PROVIDING THEORETICAL KNOWLEDGE AND PRACTICAL TRAINING IN TIBETAN BUDDHIST SCHOLARLY TRADITIONS FOR WESTERN STUDENTS, SCHOLARS AND THE GENERAL PUBLIC. 100
    GIFF INC
    55 OLD FIELD POINT RD
    GREENWICH,CT06830     		NONE PUBLIC TO PROVIDE FILMMAKERS WITH AN EFFECTIVE PLATFORM TO SHOWCASE THEIR WORK WITH THE GOAL OF FINDING FINANCING OPPORTUNITIES FOR FUTURE PROJECTS. 1,000
    JEWISH COMMUNITY CENTER OF HARRISON
    130 UNION AVENUE
    HARRISON,NY10528     		NONE PUBLIC TO SUPPORT A COMMUNITY SYNAGOGUE THAT IS DEDICATED TO EDUCATIONAL AND RECREATIONAL ENRICHMENT. TO SUPPORT THE EARLY CHILDHOOD CENTER THAT IS IS PREMISED ON THE NOTION THAT PLAY IS THE MOST IMPORTANT "WORK" OF THE YOUNG CHILD. TO SUPPORT THE RELIGIOUS SCHOOL NOT ONLY TRAINS OUR YOUNGER CONGREGANTS FOR B'NAI MITZVOT, BUT ALSO FOR A LIFE GUIDED BY THE JEWISH VALUES OF JUSTICE (TZEDEK), REPAIRING THE WORLD (TIKKUN OLAM), ACTS OF LOVING KINDNESS (GEMIULUT HESED) AND JEWISH PEOPLEHOOD (KLAL YISRAEL). 1,000
    KENT PRESENTS INC
    PO BOX 648
    KENT,CT06757     		NONE PUBLIC SHARING AND DISSEMINATING GREAT IDEAS, AND SUPPORTING LOCAL CHARITIES THAT SERVE PEOPLE IN NEED. 2,500
    LEXINGTON SCHOOL FOR THE DEAF FOUNDATION
    25-26 75TH STREET
    EAST ELMHURST,NY11370     		NONE PUBLIC TO COLLABORATE WITH THE DEAF AND HARD OF HEARING TO REALIZE THEIR FULL POTENTIAL IN BOTH THE DEAF AND HARD OF HEARING WORLDS; AND TAKE A LEADING POSITION IN CONCERT WITH THE DEAF AND HARD OF HEARING COMMUNITIES IN ARTICULATING THE MULTIFACETED CHALLENGES, OPPORTUNITIES, AND NEEDS FOR SERVICES OF THE DEAF AND HARD OF HEARING. 162
    MARYMOUNT SCHOOL
    1026 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PUBLIC TO SUPPORT THE MISSION THAT SEEKS TO EDUCATE YOUNG WOMEN WHO CONTINUE TO QUESTION, RISK, AND GROW; YOUNG WOMEN WHO CARE, SERVE, AND LEAD; YOUNG WOMEN PREPARED TO CHALLENGE, SHAPE, AND CHANGE THE WORLD. 100
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PUBLIC TO ASSIST IN MEETING THE ENORMOUS COST OF PROVIDING OUR PROGRAMS AND SERVICES TO AUDIENCES WORLDWIDE; TO HELP KEEP EXHIBITIONS OPEN, PROTECT THE COLLECTION, AND SUPPORT EDUCATION PROGRAMS. 210
    MILLTOWN SCHOOL DISTRICT
    80 VIOLET TERRACE
    MILLTOWN,NJ08850     		NONE PUBLIC TO PROVIDE A SAFE, CARING, AND STIMULATING LEARNING ENVIRONMENT FOR ALL CHILDREN. OUR TEACHERS AND SUPPORT STAFF ARE COMMITTED TO STUDENT SUCCESS. 250
    MT SINAI MEDICAL CENTER FOUNDATION
    4300 ALTON ROAD
    MIAMI BEACH,FL33140     		NONE PRIVATE TO SUPPORT A NOT-FOR-PROFIT HOSPITAL WHERE JEWISH PHYSICIANS CAN PRACTICE MEDICINE AND ALL PERSONS REGARDLESS OF "RACE, CREED OR COLOR" COULD RECEIVE HIGH QUALITY MEDICAL CARE. TO MEET THE PUBLIC'S EXPECTATION FOR QUALITY MEDICINE, REGARDLESS OF A PATIENT'S ABILITY TO PAY, MOUNT SINAI MEDICAL CENTER FOUNDATION PRESERVES THE HOSPITAL'S RICH TRADITION OF PHILANTHROPY AND COMMUNITY SUPPORT. 5,000
    MUSIC CONSERVATORY OF WESTCHESTER
    216 CENTRAL AVENUE
    WHITE PLAINS,NY10601     		NONE PUBLIC TO SUPPORT THE LARGEST MUSIC ORGANIZATION IN THE WESTCHESTER, NY REGION, SERVING 2,500 STUDENTS EACH YEAR: 800 WHO ATTEND LESSONS AND CLASSES AND 1,700 WHO PARTICIPATE IN OUTREACH PROGRAMS. 500
    NEIGHBOR TO NEIGHBOR
    248 EAST PUTNAM AVE
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT THREE DIFFERENT FOOD PROGRAMS AND A CLOTHING PROGRAM. A FREE WEEKLY SUPPLEMENT OF THREE DAYS' WORTH OF FOOD FOR EACH MEMBER OF A FAMILY IS AVAILABLE TO ELIGIBLE GREENWICH RESIDENTS. ONE-TIME EMERGENCY FOOD IS AVAILABLE TO RESIDENTS OF STAMFORD AND PORT CHESTER. A WEEKLY SUMMER SUPPLEMENT IS AVAILABLE TO ELIGIBLE GREENWICH STUDENTS. CLOTHING, LINENS AND SMALL HOUSEHOLD ITEMS ARE AVAILABLE TO ELIGIBLE RESIDENTS OF GREENWICH, STAMFORD AND PORT CHESTER. 100
    NEW YORK UNIVERSITY
    25 WEST FOURTH STREET 4TH FLOOR
    NEW YORK,NY10012     		NONE PUBLIC TO RAISE MONEY FOR SCHOLARSHIPS FOR DESERVING STUDENTS; TO PROVIDE FACULTY WITH THE RESOURCES NEEDED TO PERFORM CRITICAL RESEARCH; TO PROVIDE MEDICAL AND NURSING STUDENTS WITH ACCESS TO THE MOST UP TO DATE EQUIPMENT AND TECHNOLOGY. 35,000
    PALLADIUM MUSICUM INC
    6 STANWICH ROAD
    GREENWICH,CT06830     		NONE PUBLIC A NON-PROFIT ORGANIZATION DEVOTED TO CELEBRATING CLASSICAL MUSIC INTERNATIONALLY AS AN EXPRESSION OF CULTURE, THE ARTS, AND THE SACRED, EXPERIENCED IN AN INTIMATE SETTING. 130
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		NONE PUBLIC TO RAISE MONEY FOR LIFE-SAVING CANCER RESEARCH AND TREATMENT AT DANA-FARBER CANCER INSTITUTE THROUGH AN ANNUAL BIKE-A-THON THAT CROSSES THE COMMONWEALTH OF MASSACHUSETTS. 150
    PINK AID
    PO BOX 5157
    WESTPORT,CT06881     		NONE PUBLIC TO HELP UNDERSERVED LOCAL WOMEN SURVIVE BREAST CANCER TREATMENT WITH SUPPORT AND DIGNITY, TO PROVIDE SCREENING TO WOMEN IN FINANCIAL NEED, AND TO EMPOWER BREAST CANCER SURVIVORS TO HEAL BY HELPING AND INSPIRING OTHERS. 250
    SUCCEED 2GETHER
    PO BOX 1355
    MONTCLAIR,NJ07042     		NONE PUBLIC PROVIDE COMMUNITY SUPPORT FOR LOW-INCOME FAMILIES STRUGGLING TO MEET DAILY NEEDS IN RESPONSE TO CUTBACKS IN COMMUNITY SUPPORT; CURRENTLY SERVE OVER 240 STUDENTS WITH EDUCATIONAL PROGRAMS THAT FOCUS ON CLOSING THE OPPORTUNITY GAP AND ULTIMATELY CLOSING THE ACHIEVEMENT GAP THROUGH DIFFERENT PROGRAMS. 200
    THE ASIA FOUNDATION
    465 CALIFORNIA STREET 9TH FLOOR
    SAN FRANCISCO,CA94104     		NONE PUBLIC TO SUPPORT A NONPROFIT INTERNATIONAL DEVELOPMENT ORGANIZATION COMMITTED TO IMPROVING LIVES ACROSS ASIA; TO ADDRESS THE CRITICAL ISSUES AFFECTING ASIA IN THE 21ST CENTURY BY: STRENGTHENING GOVERNANCE, EXPANDING ECONOMIC OPPORTUNITY, INCREASING ENVIRONMENTAL RESILIENCE, EMPOWERING WOMEN, AND PROMOTING INTERNATIONAL COOPERATION. 300
    THE ASIA SOCIETY
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE PUBLIC TO PROMOTE MUTUAL UNDERSTANDING AND STRENGTHEN PARTNERSHIPS AMONG PEOPLES, LEADERS AND INSTITUTIONS OF ASIA AND THE UNITED STATES IN A GLOBAL CONTEXT. ACROSS THE FIELDS OF ARTS, BUSINESS, CULTURE, EDUCATION, AND POLICY, THE SOCIETY PROVIDES INSIGHT, GENERATES IDEAS, AND PROMOTES COLLABORATION TO ADDRESS PRESENT CHALLENGES AND CREATE A SHARED FUTURE. 75
    THE BRUCE MUSEUM
    1 MUSEUM DRIVE
    GREENWICH,CT06830     		NONE PUBLIC TO SUPPORT THE EXHIBITIONS AND EDUCATIONAL PROGRAMS THAT PROMOTE THE UNDERSTANDING AND APPRECIATION OF ART AND SCIENCE. 45
    VETERINARY CANCER CENTER
    129 GLOVER AVE
    NORWALK,CT06850     		NONE PUBLIC TO GIVE HOPE TO PET OWNERS BY PURSUING BETTER WAYS TO DIAGNOSE, TREAT, AND PREVENT CANCER IN ALL ANIMALS. 100
    ABC CASSIDY'S PLACE
    419 E 86TH ST
    NEW YORK,NY10028     		NONE PUBLIC NON PROFIT PRESCHOOL AND EARLY EDUCATION. 100
    Total .................................bullet 3a 166,062
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 1,241  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 30,831  
    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 32,072 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1332,072
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92
    Employer identification number

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





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number
    13-6997530
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

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

    		$ 69,804


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RLR CAPITAL PARTNERS LP
     

       
    245 PARK AVENUE
     
    NEW YORK, NY10167

    		$ 3,700


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number

    13-6997530
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 125 SHARES OF REGENERON PHARMACEUTICALS INC $ 69,804 2015-07-21
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    ROBERT & DALE ROSEN CHARITABLE
    FOUNDATION TR U/A 8/05/92         		Employer identification number

    13-6997530
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
     
    FOUNDATION TR U/A 8/05/92
    EIN:
    13-6997530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 3,700 3,700   0

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ROBERT & DALE ROSEN CHARITABLE
     
    FOUNDATION TR U/A 8/05/92
    EIN:
    13-6997530
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    200 MURPHY OIL AT COST 1,452 4,490
    100 AMGEN AT COST 2,012 16,233
    35 IBM AT COST 0 0
    1500 SAPIENT CORP AT COST 0 0
    125 JOHNSON & JOHNSON AT COST 5,921 8,731
    50 REGENERON PHARMACEUTICALS AT COST 3,101 10,857
    200 DISCOVERY COMMUNICATIONS INC SER A AT COST 0 0
    125 EOG RES INC AT COST 5,732 7,079
    125 GILEAD SCIENCES INC AT COST 4,583 4,554
    500 ENTERPRISE PRODUCTS PARTNERS LP AT COST 7,012 5,116
    150 DISCOVERY COMMUNICATIONS INC SER C AT COST 0 3,783

    TY 2015 OtherAssetsSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
     
    FOUNDATION TR U/A 8/05/92
    EIN:
    13-6997530
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISCELLANEOUS RECEIVABLE 6,595 0 0


    TY 2015 OtherExpensesSchedule
    Name:
    ROBERT & DALE ROSEN CHARITABLE
     
    FOUNDATION TR U/A 8/05/92
    EIN:
    13-6997530
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,004 1,004   0
    FEDERAL TAX 2,000 0   0