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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ROSENBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)131 STEUART STREET NO 650
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94105
A Employer identification number

94-1186182
B Telephone number (see instructions)

(415) 644-9777
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$53,557,752
J 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) 255,450
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,857 2,857  
4 Dividends and interest from securities... 1,730,476 1,730,417  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 826,146
b Gross sales price for all assets on line 6a 11,480,497
7 Capital gain net income (from Part IV, line 2)... 828,758
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)....... -235,774 -309,727  
12 Total. Add lines 1 through 11........ 2,579,155 2,252,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 276,712 13,836   262,876
14 Other employee salaries and wages...... 248,152 5,333   275,598
15 Pension plans, employee benefits....... 147,398 7,370   138,292
16a Legal fees (attach schedule)......... 64,261 0   64,261
b Accounting fees (attach schedule)....... 61,200 11,280   46,470
c Other professional fees (attach schedule).... 102,788 0   107,570
17 Interest............... 210 177   0
18 Taxes (attach schedule) (see instructions)... 7,725 7,577   0
19 Depreciation (attach schedule) and depletion... 4,308 0  
20 Occupancy.............. 116,289 5,814   106,021
21 Travel, conferences, and meetings....... 72,830 0   76,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 605,578 343,418   248,860
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,707,451 394,805   1,326,335
25 Contributions, gifts, grants paid....... 3,922,700 2,239,033
26 Total expenses and disbursements. Add lines 24 and 25 5,630,151 394,805   3,565,368
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,050,996
b Net investment income (if negative, enter -0-) 1,857,500
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 478,674 538,243 538,243
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 630,000 560,000 560,000
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.......... 22,566 45,635 45,635
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 43,902,138 Click to see attachment39,045,966 39,045,966
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).......... 13,978,296 Click to see attachment13,240,896 13,240,896
14 Land, buildings, and equipment: basis bullet113,891
Less: accumulated depreciation (attach schedule) bullet105,397 11,702 8,494 8,494
15 Other assets (describe bullet) Click to see attachment118,538 Click to see attachment118,518 Click to see attachment118,518
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,141,914 53,557,752 53,557,752
Liabilities 17 Accounts payable and accrued expenses.......... 266,967 180,538
18 Grants payable................. 1,003,666 2,687,333
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)......... 1,270,633 2,867,871
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 57,508,851 50,362,536
25 Temporarily restricted............... 362,430 327,345
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 57,871,281 50,689,881
31 Total liabilities and net assets/fund balances (see instructions). 59,141,914 53,557,752
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
57,871,281
2
Enter amount from Part I, line 27a .....................
2
-3,050,996
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
54,820,285
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,130,404
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
50,689,881
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES      
b PARTNERSHIP INVESTMENT P    
c
d
e
(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 11,480,497   10,288,058 1,192,439
b       -363,681
c
d
e
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       1,192,439
b       -363,681
c
d
e
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 2 828,758
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))
2017 3,820,206 42,468,405 0.089954
2016 3,711,006 54,296,779 0.068347
2015 3,442,983 57,118,935 0.060277
2014 3,551,634 59,602,124 0.059589
2013 3,345,049 56,675,814 0.059021
2
Total of line 1, column (d) .....................
2
0.337188
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.067438
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
55,665,350
5
Multiply line 4 by line 3......................
5
3,753,960
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
18,575
7
Add lines 5 and 6........................
7
3,772,535
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,677,868
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 37,150
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 37,150
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 37,150
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 76,644
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,644
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 39,494
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet39,494 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCA
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbulletWWW.ROSENBERGFOUND.ORG
    14
    The books are in care ofbulletLINDA MOLL Telephone no.bullet (415) 644-9777

    Located atbullet131 STEUART STREET SUITE 650SAN FRANCISCOCA ZIP+4bullet94105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
    No
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    CLARA SHIN CHAIR
    3.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    SARAH STEIN VICE CHAIR/SECRETARY
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    MICK HELLMAN SECOND VICE CHAIR
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    ROBERT FRIEDMAN TREASURER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    PHYLLIS COOK BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    DANIEL GROSSMAN BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    JULIE GUTMAN DICKINSON BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    KATE KENDELL BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    BILL LANN LEE BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    SHAUNA MARSHALL BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    HUGO MORALES BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    ALBERT MORENO BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    TIMOTHY SILARD PRESIDENT
    40.00
    276,712 43,367 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    LATEEFAH SIMON BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    BENJAMIN TODD JEALOUS BOARD MEMBER
    1.00
    0 0 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    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
    LINDA MOLL BUS./GRANTS MANAGER
    40.00
    106,650 33,187 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    JONATHAN MOORE OFFICE MANAGER AND E
    40.00
    90,833 7,213 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    NAOMI BRILEY PROGRAM MANAGER
    30.00
    58,349 17,873 0
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    CHANGE CONSULTING BILEN MESFIN COMMUNICATIONS SUPPORT 70,127
    214 GRANT AVENUE APT 48
    OAKLAND,CA94610
    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 THE MOST COMMON FORMS OF DCA INCLUDED: IMPLEMENTING THE LEADING EDGE FUND, LEVERAGING FUNDS FROM CALIFORNIA-BASED AND NATIONAL FOUNDATIONS FOR OUR GRANTEES' WORK; ORGANIZING CONVENINGS, CONFERENCES AND BRIEFINGS, AND; PROVIDING TECHNICAL ASSISTANCE, PROGRAM PLANNING, AND STRATEGIC COMMUNICATIONS SUPPORT FOR INDIVIDUAL GRANTEES AND GRANTEE COLLABORATIVES. 523,211
    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 MISSION ASSET FUND FOR DAPA/DACA APPLICATION FEE REVOLVING LOAN FUND 112,500
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet112,500
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    42,439,969
    b
    Average of monthly cash balances.......................
    1b
    432,136
    c
    Fair market value of all other assets (see instructions)................
    1c
    13,640,941
    d
    Total (add lines 1a, b, and c).........................
    1d
    56,513,046
    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
    56,513,046
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    847,696
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    55,665,350
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,783,268
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,783,268
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    37,150
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,150
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,746,118
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,746,118
    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
    2,746,118
    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
    3,565,368
    b
    Program-related investments—total from Part IX-B..................
    1b
    112,500
    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
    3,677,868
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,677,868
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,746,118
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 568,658
    b From 2014...... 611,984
    c From 2015...... 634,368
    d From 2016...... 1,035,537
    e From 2017...... 1,773,662
    fTotal of lines 3a through e........ 4,624,209
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,677,868
    a Applied to 2017, 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 2018 distributable amount..... 2,746,118
    e Remaining amount distributed out of corpus 931,750
    5 Excess distributions carryover applied to 2018. 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 5,555,959
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    568,658
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    4,987,301
    10 Analysis of line 9:
    a Excess from 2014.... 611,984
    b Excess from 2015.... 634,368
    c Excess from 2016.... 1,035,537
    d Excess from 2017.... 1,773,662
    e Excess from 2018.... 931,750
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 e-mail address of the person to whom applications should be addressed:
    BUSINESS AND GRANT MANAGER
    131 STEUART STREET SUITE 650
    SAN FRANCISCO,CA94105
    (415) 644-9777
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION ENCOURAGES LETTERS OF INQUIRY FOR PUBLIC-INTEREST ADVOCACY EFFORTS THAT WILL HELP MAKE CALIFORNIA A JUST AND ECONOMICALLY INCLUSIVE STATE AS ALIGNED WITH OUR GRANTMAKING PRIORITIES. LETTERS OF INQUIRY FOR PRELIMINARY RESEARCH AND PLANNING ALSO WILL BE ACCEPTED. LETTERS OF INQUIRY SHOULD BE LIMITED TO ONE TO TWO PAGES AND SHOULD INCLUDE THE FOLLOWING INFORMATION: 1) DESCRIPTION OF PROJECT AND ITS OBJECTIVES 2) DESCRIPTION OF SPONSORING ORGANIZATION 3) TOTAL REQUEST AMOUNT, PROJECT AMOUNT, AND SIZE OF AGENCY BUDGET. APPLICANTS SELECTED FROM THE LETTER OF INQUIRY PROCESS TO APPLY FOR A GRANT WILL BE CONTACTED AND GIVEN INSTRUCTIONS FOR SUBMITTING A FULL PROPOSAL. PROPOSALS ARE REVIEWED BY FOUNDATION STAFF AND ACTED UPON BY THE BOARD OF DIRECTORS AT MEETINGS THROUGHOUT THE YEAR. THE FOUNDATION WILL ACT SELECTIVELY TO ENSURE THAT THE FOUNDATION'S RESOURCES ARE USED MOST EFFECTIVELY.
    cAny submission deadlines:
    NO DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    IN ITS SOLE PROGRAM AREA, ECONOMIC INCLUSION AND HUMAN RIGHTS, THE ROSENBERG FOUNDATION CURRENTLY MAKES GRANTS TO FURTHER POLICY REFORM IN THREE PRIORITY AREAS: JUSTICE AND PUBLIC SAFETY, IMMIGRANT RIGHTS AND INTEGRATIION, AND JUSTICE FOR FARM WORKERS. PLEASE VISIT OUR GRANT PROGRAMS FOR MORE INFORMATION ON EACH OF THESE AREAS. FIT AND ELIGIBILITY - APPLICANTS MUST MEET THE FOLLOWING CRITERIA: 1) NONPROFIT ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE AND NOT CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE; OR PUBLIC AGENTS. 2)FOR ALL PROGRAM AREAS, BE BASED IN OR MANAGING SIGNIFICANT ACTIVITIES IN CALIFORNIA.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION
    2521 CHANNING WAY 5555
    BERKELEY,CA94720
      PC GENERAL SUPPORT 12,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129
      PC GENERAL SUPPORT 75,000
    BAY AREA LEGAL AID
    1735 TELEGRAPH AVE
    OAKLAND,CA94612
      PC GENERAL SUPPORT 65,000
    PEACE DEVELOPMENT FUND
    3221 22ND STREET
    SAN FRANCISCO,CA94110
      PC GENERAL SUPPORT 75,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA STREET SUITE 240
    LOS ANGELES,CA90012
      PC GENERAL SUPPORT 75,000
    SILICON VALLEY DE-BUG
    701 LENZEN AVE
    SAN JOSE,CA95126
      PC GENERAL SUPPORT 75,000
    ALAMEDA COUNTY PUBLIC DEFENDER
    1401 LAKESIDE DR 400
    OAKLAND,CA94612
      PC GENERAL SUPPORT 55,000
    IMPACT JUSTICE
    2633 TELEGRAPH AVE 104
    OAKLAND,CA94612
      PC GENERAL SUPPORT 75,000
    POLICY LINK
    1438 WEBSTER ST 303
    OAKLAND,CA94612
      PC GENERAL SUPPORT 75,000
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW SUITE 200
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 25,000
    NEW VENTURE FUND
    1201 CONNECTICUT NW 3RD FLOOR
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 33,333
    NEW VENTURE FUND
    1201 CONNECTICUT NW 3RD FLOOR
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 50,000
    MUJERES UNIDAS Y ACTIVAS
    3543 18TH STREET BOX 23
    SAN FRANCISCO,CA94110
      PC GENERAL SUPPORT 20,000
    CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION
    2210 K STREET SUITE 200
    SACRAMENTO,CA95816
      PC GENERAL SUPPORT 40,000
    MEXICAN AMERICAN LEGAL DEFENSE & ED FUND
    634 S SPRING STREET
    LOS ANGELES,CA90014
      PC GENERAL SUPPORT 50,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
      PC GENERAL SUPPORT 35,000
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR ST SUITE 360
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 5,000
    PUBLIC POLICY INSTITUTE OF CALIFORNIA
    500 WASHINGTON STREET SUITE 600
    SAN FRANCISCO,CA94111
      PC GENERAL SUPPORT 10,000
    COURAGE CAMPAIGN INSTITUTE
    7119 W SUNSET BLVD 195
    LOS ANGELES,CA90046
      PC GENERAL SUPPORT 5,000
    MIGRATION DIALOGUE
    1004 EAGLE PLACE
    DAVIS,CA95616
      PC GENERAL SUPPORT 2,500
    FOUNDATION FOR NATIONAL PROGRESS
    222 SUTTER ST SUITE 600
    SAN FRANCISCO,CA94108
      PC GENERAL SUPPORT 1,000
    ESSIE JUSTICE GROUP
    1700 BROADWAY SUITE 200
    OAKLAND,CA94612
      PC GENERAL SUPPORT 10,000
    LAWYERS' COMMITTEE FOR CIVIL RIGHTS OF THE SF BAY AREA
    131 STEUART ST 400
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 15,000
    NATIONAL CENTER FOR LESBIAN RIGHTS
    870 MARKET STREET SUITE 370
    SAN FRANCISCO,CA94102
      PC GENERAL SUPPORT 3,500
    ADVANCEMENT PROJECT
    1910 WEST SUNSET BLVD SUITE 500
    LOS ANGELES,CA90026
      PC GENERAL SUPPORT 50,000
    TIDES CENTER
    PO BOX 29903
    SAN FRANCISCO,CA94129
      PC GENERAL SUPPORT 400,000
    CALIFORNIA IMMIGRANT POLICY CENTER
    1225 8TH ST SUITE 590
    SACRAMENTO,CA95814
      PC GENERAL SUPPORT 40,000
    CENTER FOR MEDIA JUSTICE
    436 14TH STREET 5TH FLOOR
    OAKLAND,CA94612
      PC GENERAL SUPPORT 30,000
    FARMWORKER JUSTICE
    1126 16TH STREET NW SUITE 270
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 60,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD ST
    SAN FRANCISCO,CA94103
      PC GENERAL SUPPORT 20,000
    UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION
    2521 CHANNING WAY 5555
    BERKELEY,CA94720
      PC GENERAL SUPPORT 16,000
    ALLIANCE SAN DIEGO
    PO BOX 12266
    SAN DIEGO,CA92112
      PC GENERAL SUPPORT 30,000
    UNITED FARM WORKER FOUNDATION
    3002 WHITTIER BLVD
    LOS ANGELES,CA90023
      PC GENERAL SUPPORT 50,000
    LEGAL SERVICES FOR PRISONERS WITH CHILDREN
    4400 MARKET ST
    OAKLAND,CA94608
      PC GENERAL SUPPORT 4,000
    FUTURES WITHOUT VIOLENCE
    100 MONTGOMERY ST THE PRESIDIO
    SAN FRANCISCO,CA94128
      PC GENERAL SUPPORT 5,000
    GRASSROOTS INSTITUTE FOR FUNDRAISING
    PO BOX 1229
    OAKLAND,CA94604
      PC GENERAL SUPPORT 5,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
      PC GENERAL SUPPORT 15,000
    ELLA BAKER CENTER FOR HUMAN RIGHTS
    1419 34TH AVE SUITE 202
    OAKLAND,CA94601
      PC GENERAL SUPPORT 40,000
    LIBERTY HILL FOUNDATION
    6420 WILSHIRE BLVD 700
    LOS ANGELES,CA90048
      PC GENERAL SUPPORT 50,000
    SILICON VALLEY DE-BUG
    701 LENZEN AVE
    SAN JOSE,CA95126
      PC GENERAL SUPPORT 25,000
    ANTI-RECIDIVISM COALITION
    1320 E 7TH ST SUITE 260
    LOS ANGELES,CA90021
      PC GENERAL SUPPORT 50,000
    TIDES CENTER
    PO BOX 29903
    SAN FRANCISCO,CA94129
      PC GENERAL SUPPORT 60,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MA
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
      PC GENERAL SUPPORT 10,000
    ROCKEFELLER PHILANTHROPY ADVISORS
    575 MARKET STREET SUITE 3625
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 10,000
    MEXICAN AMERICAN LEGAL DEFENSE & ED FUND
    634 S SPRING STREET
    LOS ANGELES,CA90014
      PC GENERAL SUPPORT 35,000
    ALLIED MEDIA PROJECTS INC
    4126 3RD AVE
    DETROIT,MI48201
      PC GENERAL SUPPORT 25,000
    WAREHOUSE WORKER RESOURCE CENTER
    521 N EUCLID AVE
    ONTARIO,CA91762
      PC GENERAL SUPPORT 45,000
    NATIONAL QUEER ASIAN PACIFIC ISLANDER
    PO BOX 1277 OLD CHELSEA STATION
    NEW YORK,NY10113
      PC GENERAL SUPPORT 5,000
    FARMWORKER JUSTICE
    1126 16TH STREET NW SUITE 270
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 15,000
    EQUAL JUSTICE SOCIETY
    1939 HARRISON STREET SUITE 818
    OAKLAND,CA94612
      PC GENERAL SUPPORT 15,000
    MOVEMENT STRATEGY CENTER
    436 14TH STREET SUITE 500
    OAKLAND,CA94612
      PC GENERAL SUPPORT 15,000
    COALITION FOR HUMANE IMMIGRANT RIGHTS OF LOS ANGELES
    2533 WEST 3RD STREET SUITE 101
    LOS ANGELES,CA90057
      PC GENERAL SUPPORT 1,200
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    615 WEST 131ST STREET 6TH FLOOR
    NEW YORK,NY10027
      PC GENERAL SUPPORT 15,000
    MEXICAN AMERICAN LEGAL DEFENSE & ED FUND
    634 S SPRING STREET
    LOS ANGELES,CA90014
      PC GENERAL SUPPORT 5,000
    TIDES CENTER
    PO BOX 29903
    SAN FRANCISCO,CA94129
      PC GENERAL SUPPORT 5,000
    EQUAL JUSTICE SOCIETY
    1939 HARRISON STREET SUITE 818
    OAKLAND,CA94612
      PC GENERAL SUPPORT 1,500
    BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
    332 PINE STREET
    SAN FRANCISCO,CA94104
      PC GENERAL SUPPORT 30,000
    DIGNITY AND POWER NOW
    3655 S GRAND AVE
    LOS ANGELES,CA90007
      PC GENERAL SUPPORT 25,000
    ASIAN AMERICANS ADVANCING JUSTICE - ASIAN LAW CAUCUS
    55 COLUMBUS AVE
    SAN FRANCISCO,CA94111
      PC GENERAL SUPPORT 15,000
    EDUCATION AND LEADERSHIP FOUNDATION
    4290 E ASHLAN AVE
    FRESNO,CA93726
      PC GENERAL SUPPORT 30,000
    ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEV
    13252 GARDEN GROVE BLVD SUITE 204
    GARDEN GROVE,CA92843
      PC GENERAL SUPPORT 25,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129
      PC GENERAL SUPPORT 40,000
    ASIAN AMERICANS PACIFIC ISLANDERS IN PHILANTHROPY
    300 FRANK H OGAWA PLAZA 256
    OAKLAND,CA94612
      PC GENERAL SUPPORT 500
    ASSOCIATION OF BLACK FOUNDATION EXECUTIVES
    42 BROADWAY 20TH FLOOR
    NEW YORK,NY10004
      PC GENERAL SUPPORT 500
    FOUNDATION CENTER
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005
      PC GENERAL SUPPORT 1,000
    FUNDERS FOR LGBTQ ISSUES
    45 WEST 36TH ST
    NEW YORK,NY10018
      PC GENERAL SUPPORT 500
    GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
    777 TILTON ROAD
    SEBASTOPOL,CA95472
      PC GENERAL SUPPORT 5,000
    PEAK GRANTMAKING (FORMERLY GRANT MANAGERS NETWORK)
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006
      PC GENERAL SUPPORT 750
    HISPANICS IN PHILANTHROPY
    414 - 13TH STREET SUITE 200
    OAKLAND,CA94612
      PC GENERAL SUPPORT 500
    NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
    1900 L STREET SUITE 825
    WASHINGTON,DC20036
      PC GENERAL SUPPORT 1,000
    NATIVE AMERICANS IN PHILANTHROPY
    1000 ALAMEDA ST SUITE 116
    LOS ANGELES,CA90012
      PC GENERAL SUPPORT 500
    NEIGHBORHOOD FUNDERS GROUP
    300 FRANK OGAWA PLAZA SUITE 700
    OAKLAND,CA94612
      PC GENERAL SUPPORT 750
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR ST SUITE 360
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 2,000
    SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
    67 E MADISON ST 2000
    CHICAGO,IL60603
      PC GENERAL SUPPORT 5,000
    PROTEUS FUND
    15 RESEARCH DRIVE SUITE B
    AMHERST,MA01002
      PC GENERAL SUPPORT 15,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 ALAMEDA ST 230
    LOS ANGELES,CA90012
      PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 2,239,033
    bApproved for future payment
    UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION
    2521 CHANNING WAY 5555
    BERKELEY,CA94720
      PC GENERAL SUPPORT 64,000
    ELLA BAKER CENTER FOR HUMAN RIGHTS
    1419 34TH AVE SUITE 202
    OAKLAND,CA94601
      PC GENERAL SUPPORT 40,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
      PC GENERAL SUPPORT 20,000
    ROCKEFELLER PHILANTHROPY ADVISORS
    575 MARKET STREET SUITE 3625
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 20,000
    CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION
    2210 K STREET SUITE 200
    SACRAMENTO,CA95816
      PC GENERAL SUPPORT 40,000
    MEXICAN AMERICAN LEGAL DEFENSE & ED FUND
    634 S SPRING STREET
    LOS ANGELES,CA90014
      PC GENERAL SUPPORT 50,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
      PC GENERAL SUPPORT 35,000
    KHMER GIRLS IN ACTION
    1355 REDONDO AVE
    LONG BEACH,CA90804
      PC GENERAL SUPPORT 250,000
    ESSIE JUSTICE GROUP
    1700 BROADWAY SUITE 200
    OAKLAND,CA94612
      PC GENERAL SUPPORT 250,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23532 CALABASAS RD SUITE A
    CALABASAS,CA91302
      PC GENERAL SUPPORT 250,000
    YOUNG WOMENS FREEDOM CENTER
    832 FOLSOM ST SUITE 700
    SAN FRANCISCO,CA94107
      PC GENERAL SUPPORT 250,000
    STARTING OVER INC
    1390 W 6TH ST STE 100
    CORONA,CA92882
      PC GENERAL SUPPORT 250,000
    PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS
    4089 FAIRMOUNT AVE
    SAN DIEGO,CA92105
      PC GENERAL SUPPORT 250,000
    DIGNITY AND POWER NOW
    3655 S GRAND AVE
    LOS ANGELES,CA90007
      PC GENERAL SUPPORT 250,000
    SOCIAL GOOD FUND
    12651 SAN PABLO AVE
    RICHMOND,CA94805
      PC GENERAL SUPPORT 250,000
    NEW BREATH FOUNDATION
    1999 HARRISON STREET SUITE 1800
    OAKLAND,CA94612
      PC GENERAL SUPPORT 250,000
    Total .................................bullet 3b 2,519,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
        14 2,857  
    4 Dividends and interest from securities.... 900099 59 14 1,730,417  
    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 ............
    900099 -2,612 18 828,758  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS RECEIPTS
        01 352  
    bOTHER LOSS FROM PARTNERSHIP     01 -309,727  
    cOTHER INCOME FROM PARTNERSHIP (UNRELATED BUSINESS INCOME) 900099 3,840      
    dEXCISE TAXES     01 69,761  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,287 2,322,418 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,323,705
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ROSENBERG FOUNDATION
     
    Employer identification number

    94-1186182
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ROSENBERG FOUNDATION
     
    Employer identification number
    94-1186182
    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
    HELLMAN FOUNDATION
     
    1714 STOCKTON STREET 400
     
    SAN FRANCISCO, CA94133

    $ 250,000


    (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.)
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ROSENBERG FOUNDATION
     
    Employer identification number

    94-1186182
    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
     
    $    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ROSENBERG FOUNDATION
     
    Employer identification number

    94-1186182
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT 61,200 11,280   46,470

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LOSS FROM PARTNERSHIP INVESTMENT   PURCHASED           0 -2,612  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES 173,372 173,372
    AIR LEASE CORP CL A 227,632 227,632
    ALPHABET INC CLASS A 10,450 10,450
    ALPHABET INC CLASS C 665,897 665,897
    BAYER A G SPONSORED ADRF 43,837 43,837
    BERKSHIRE HATHAWAY 207,243 207,243
    BOEING CO 278,962 278,962
    BROOKFIELD ASSET MGM F CLASS A 463,268 463,268
    CHARTER COMMUNITY 342,249 342,249
    CHUBB LTD 158,891 158,891
    COGNIZANT TECH SOLU 176,474 176,474
    DANAHER CORP 298,532 298,532
    DIGITAL REALTY TRUST 214,698 214,698
    HANNON ARMSTRONG SUS 114,681 114,681
    HOLOGIC INC 251,943 251,943
    IHS MARKIT LTD F 237,212 237,212
    JOHNSON & JOHNSON 187,768 187,768
    JPMORGAN CHASE & CO 273,336 273,336
    MICROSOFT CORP 397,647 397,647
    MONOLIRHIX POWER SYS 155,775 155,775
    NEXTERA ENERGY INC 329,389 329,389
    NOVARTIS A G SPON ADR F 332,085 332,085
    PENTAIR PLC 178,322 178,322
    RPM INTERNATIONAL 212,490 212,490
    SERVICEMASTER GLBL 177,087 177,087
    SYNOPSYS INC. 160,056 160,056
    TELEFLEX INCORPORATED 210,661 210,661
    US FOODS HOLDING COR 334,435 334,435
    VICI PROPERTIES INC 210,899 210,899
    VISA INC. 206,486 206,486
    WASTE CONECTIONS INC. F 223,493 223,493
    3M CO 212,452 212,452
    DOUBLE CORE FIXED 4,676,243 4,676,243
    VANGUARD INTERM TERM 2,336,512 2,336,512
    VANGUARD SHORT TERM 2,323,631 2,323,631
    AMG YACKTMAN FD I 2,091,584 2,091,584
    IVA INTL FUND CL 1 1,621,734 1,621,734
    VANGUARD DIV GROWTH FD 2,085,282 2,085,282
    WELLS FARGO ADVANTAGE EMERGING MARKET 1,338,680 1,338,680
    VANGUARD FTSE DEVELOPED 1,541,245 1,541,245
    VANGUARD FTSE EMERGING 1,322,641 1,322,641
    VANGUARD REAL ESTATE 1,044,353 1,044,353
    VANGUARD TOTAL STOCK MKT 3,995,968 3,995,968
    TIAA CREF SOCIAL CHOICE 4,965,449 4,965,449
    CASH RESERVE PREMIUM IN SCHWAB ACCT 2,034,922 2,034,922

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OSTERWEIS EMERG OPPTY FD FMV 171,116 171,116
    ANTERO MIDSTREAM GP LP FMV 134,160 134,160
    CROWN CASTLE INTL CO FMV 303,621 303,621
    AMERICAN CENTURY GIFTTRUST INVESTMENTS FMV 2,345 2,345
    1607 CAPITAL PARTNERS INTERNATIONAL EQUITY FMV 3,863,206 3,863,206
    HRJ CAPITAL VC VI (INT'L) FMV 706,935 706,935
    HRJ CAPITAL VC VI (U.S.) FMV 892,181 892,181
    HRJ GLOBAL BUY-OUT III (ASIA) FMV 27,250 27,250
    HRJ GLOBAL BUY-OUT III (EUROPE) FMV 103,825 103,825
    HRJ GLOBAL BUY-OUT III (U.S.) FMV 161,794 161,794
    HRJ SPECIAL OPPORTUNITIES II (INT'L) FMV 89,988 89,988
    HRJ SPECIAL OPPORTUNITIES II (U.S.) FMV 163,526 163,526
    METROPOLITAN REAL ESTATE PARTNERS II FMV 79,323 79,323
    METROPOLITAN REAL ESTATE PARTNERS V FMV 99,339 99,339
    MAGNITUDE INTERNATIONAL CLASS A SHARES FMV 4,379,285 4,379,285
    PALOMA INTERNATIONAL LTD FMV 1,289,126 1,289,126
    RIMROCK HIGH INCOME PLUS (CAYMAN) FUND FMV 773,876 773,876

    TY 2018 LegalFeesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 64,261 0   64,261


    TY 2018 OtherAssetsSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 112,520 112,500 112,500
    DEPOSITS 6,018 6,018 6,018


    TY 2018 OtherDecreasesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Description Amount
    UNREALIZED LOSS FROM INVESTMENT 4,130,404


    TY 2018 OtherExpensesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 9,610 480   9,129
    TELEPHONE/POSTAGE/DELIVERY 9,994 500   9,495
    COMPUTER SOFTWARE 10,722 536   10,186
    BOARD MEETING EXPENSES 6,139 614   5,138
    INSURANCE 17,671 1,767   34,364
    PROFESSIONAL DEVELOPMENT 3,683 0   2,408
    PUBLICATIONS AND MEMBERSHIPS 1,000 0   1,000
    OTHER K1 DEDUCTIONS 80,044 79,947   0
    INVESTMENT FEE 259,015 259,015   0
    LEADING EDGE PROGRAM EXPENSES 196,513 0   166,513
    FURNITURE AND EQUIPMENT EXPENSE 11,187 559   10,627


    TY 2018 OtherIncomeSchedule2
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS RECEIPTS 352   352
    OTHER LOSS FROM PARTNERSHIP -309,727 -309,727 -309,727
    OTHER INCOME FROM PARTNERSHIP (UNRELATED BUSINESS INCOME) 3,840   3,840
    EXCISE TAXES 69,761   69,761


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT/COMPUTER CONSULTING 6,000 0   6,000
    WEBSITE DESIGN 14,209 0   14,209
    OTHER CONSULTING FEES 80,548 0   85,330
    PAYROLL PROCESSING FEES 2,031 0   2,031


    TY 2018 TaxesSchedule
    Name:
    ROSENBERG FOUNDATION
    EIN:
    94-1186182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 0 0   0
    TAXES PER SCHEDULE K-1S 6,858 7,577   0
    FOREIGN TAXES 867 0   0