Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BRIDGET ROSE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5965 VILLAGE WAY STE E105-405
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN DIEGO, CA92130
A Employer identification number

87-0788291
B Telephone number (see instructions)

(858) 756-0735
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$18,413,239J 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) 2,031,907
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 325,437 325,437  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -310,275
b Gross sales price for all assets on line 6a 14,241,792
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment -21,835 -21,835  
12 Total. Add lines 1 through 11........ 2,025,234 303,602  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,142 2,142    
b Accounting fees (attach schedule)....... Click to see attachment 13,591 13,591    
c Other professional fees (attach schedule).... Click to see attachment 71,991 71,991    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,770      
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 list of attachments 743 743    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,237 88,467   0
25 Contributions, gifts, grants paid....... 540,000 540,000
26 Total expenses and disbursements. Add lines 24 and 25 651,237 88,467   540,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,373,997
b Net investment income (if negative, enter -0-) 215,135
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............   8,177 8,177
2 Savings and temporary cash investments......... 389,104 437,704 437,704
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)....... 16,001,533 Click to see attachment16,795,398 16,795,398
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).......... 546,500 Click to see attachment1,171,960 1,171,960
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,937,137 18,413,239 18,413,239
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 16,937,137  
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,937,137 18,413,239
30 Total liabilities and net assets/fund balances (see instructions). 16,937,137 18,413,239
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,937,137
2
Enter amount from Part I, line 27a .....................
2
1,373,997
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,105
4
Add lines 1, 2, and 3 ..........................
4
18,413,239
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,413,239
Form 990-PF (2020)
Form 990-PF (2020)
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 69 Cisco P 2020-01-01 2020-01-10
b 54 JP Morgan Chase P 2020-01-01 2020-01-10
c 96 Wells Fargo P 2020-01-01 2020-01-27
d 152 Nike Inc P 2020-01-01 2020-01-09
e 89 Dollar General P 2020-01-01 2020-01-10
129 Nestle P 2020-01-01 2020-01-17
36 O Reilly P 2020-01-01 2020-01-24
23 Microsoft P 2020-01-01 2020-02-07
131 Pfizer P 2020-01-01 2020-02-07
22 Microsoft P 2020-01-01 2020-02-25
313 Williams Company P 2020-01-01 2020-02-25
48 Shopify P 2020-01-01 2020-02-19
4305.21 NT Stock Index P 2020-01-01 2020-03-26
46 Alphabet P 2020-01-01 2020-03-26
28 Amazon P 2020-01-01 2020-03-26
282 Apple P 2020-01-01 2020-03-26
251 Berkshire B P 2020-01-01 2020-03-26
265 Home Depot P 2020-01-01 2020-03-26
13265 Vanguard Intl Equity P 2020-01-01 2020-03-26
132247.43 Blacrock FDS High Yield P 2020-01-01 2020-03-26
5535.38 Vanguard Total Stock Mkt Index P 2020-01-01 2020-03-26
408 Microsoft P 2020-01-01 2020-03-26
112 Netflix P 2020-01-01 2020-03-26
985 Qualcomm P 2020-01-01 2020-03-26
250 Salesforce P 2020-01-01 2020-03-26
22 Abbott Labs P 2020-01-01 2020-03-02
33 Wells Fargo P 2020-01-01 2020-03-02
95 Williams Company P 2020-01-01 2020-03-02
49 Abbott Labs P 2020-01-01 2020-03-03
57 Wells Fargo P 2020-01-01 2020-03-03
164 Williams Company P 2020-01-01 2020-03-03
199 Exxon P 2020-01-01 2020-03-11
36 Microsoft P 2020-01-01 2020-03-11
97 Oneok Inc P 2020-01-01 2020-03-13
30 Crown Castle P 2020-01-01 2020-03-19
67 Darden P 2020-01-01 2020-03-19
128 Lyondellbasell P 2020-01-01 2020-03-19
62 Simon P 2020-01-01 2020-03-19
35 WEC Energy P 2020-01-01 2020-03-19
42 Microsoft P 2020-01-01 2020-03-23
97 Simon P 2020-01-01 2020-03-23
184 Sysco P 2020-01-01 2020-03-23
94 Microsoft P 2020-01-01 2020-03-26
98 Valero P 2020-01-01 2020-03-26
333 Nestle P 2020-01-01 2020-03-17
149 Visa P 2020-01-01 2020-03-18
118 Zoetis P 2020-01-01 2020-03-18
14 Booking.Com P 2020-01-01 2020-03-24
98 O Reilly P 2020-01-01 2020-03-26
10 Accenture P 2020-01-01 2020-03-03
26 CSL Ltd P 2020-01-01 2020-03-03
18 Adidas P 2020-01-01 2020-03-04
59 Adidas P 2020-01-01 2020-03-05
1 Accenture P 2020-01-01 2020-03-20
48 AIA Group P 2020-01-01 2020-03-20
3 CSL Ltd P 2020-01-01 2020-03-20
37 DSV Panalpina P 2020-01-01 2020-03-20
20 LVMH Moet Hennessy P 2020-01-01 2020-03-20
18 Nestle P 2020-01-01 2020-03-20
12 Tencent Hldgs P 2020-01-01 2020-03-20
12 Chubb Ltd P 2020-01-01 2020-03-20
23 Experian P 2020-01-01 2020-03-20
94 Adidas P 2020-01-01 2020-03-24
27 Amadeus IT Group P 2020-01-01 2020-03-27
49 Atlas Copco P 2020-01-01 2020-03-27
31 DSV Panalpina P 2020-01-01 2020-03-27
28 Essilor P 2020-01-01 2020-03-27
55 HDFC Bk Ltd P 2020-01-01 2020-03-27
27 Alcon P 2020-01-01 2020-03-27
286 Abbott Labs P 2020-01-01 2020-04-07
202 Abb Vie Inc P 2020-01-01 2020-04-07
174 Air Products P 2020-01-01 2020-04-07
71 Amgen P 2020-01-01 2020-04-07
205 ADP P 2020-01-01 2020-04-07
69 Blacrock Inc P 2020-01-01 2020-04-07
88 Broadcom P 2020-01-01 2020-04-07
306 Chevron P 2020-01-01 2020-04-07
977 Cisco P 2020-01-01 2020-04-07
259 Coca Cola P 2020-01-01 2020-04-07
457 Comcast P 2020-01-01 2020-04-07
258 Crown Castle P 2020-01-01 2020-04-07
88 Eaton Corp P 2020-01-01 2020-04-07
171 Eli Lilly P 2020-01-01 2020-04-07
70 Eversource P 2020-01-01 2020-04-07
221 Home Depot P 2020-01-01 2020-04-07
270 Honeywell P 2020-01-01 2020-04-07
129 Illinois Tool P 2020-01-01 2020-04-07
271 Johnson & Johnson P 2020-01-01 2020-04-07
444 JP Morgan Chase P 2020-01-01 2020-04-07
124 Lockheed P 2020-01-01 2020-04-07
73 Lyondellbasell P 2020-01-01 2020-04-07
280 Marsh & Mclennan P 2020-01-01 2020-04-07
222 Maxim Integrated P 2020-01-01 2020-04-07
235 McDonalds P 2020-01-01 2020-04-07
296 Medtronic P 2020-01-01 2020-04-07
324 Merck & Co P 2020-01-01 2020-04-07
241 Microsoft P 2020-01-01 2020-04-07
694 Mondelez Intl P 2020-01-01 2020-04-07
254 Nextera Energy P 2020-01-01 2020-04-07
410 Paychex P 2020-01-01 2020-04-07
338 Pepsico P 2020-01-01 2020-04-07
484 Pfizer P 2020-01-01 2020-04-07
154 Phillips 66 P 2020-01-01 2020-04-07
199 PNC Financial P 2020-01-01 2020-04-07
49 Proctor & Gamble P 2020-01-01 2020-04-07
115 Prologis P 2020-01-01 2020-04-07
293 Realty Income P 2020-01-01 2020-04-07
221 Sempra P 2020-01-01 2020-04-07
427 Starbucks P 2020-01-01 2020-04-07
408 Texas Inst P 2020-01-01 2020-04-07
913 Truist Fincl P 2020-01-01 2020-04-07
463 US Bancorp P 2020-01-01 2020-04-07
70 Valero Energy P 2020-01-01 2020-04-07
377 Verizon P 2020-01-01 2020-04-07
322 WEC Energy P 2020-01-01 2020-04-07
940 Abbott Labs P 2020-01-01 2020-04-07
354 Accenture P 2020-01-01 2020-04-07
284 Adobe P 2020-01-01 2020-04-07
158 Align Tech P 2020-01-01 2020-04-07
80 Alphabet P 2020-01-01 2020-04-07
25 Alphabet P 2020-01-01 2020-04-07
226 Autidesk P 2020-01-01 2020-04-07
288 ADP P 2020-01-01 2020-04-07
294 Dollar General P 2020-01-01 2020-04-07
613 Facebook P 2020-01-01 2020-04-07
308 Gartner P 2020-01-01 2020-04-07
274 Mastercard P 2020-01-01 2020-04-07
903 Microsoft P 2020-01-01 2020-04-07
124 MSCI Inc P 2020-01-01 2020-04-07
476 Nike Inc P 2020-01-01 2020-04-07
451 Paypal P 2020-01-01 2020-04-07
100 Regneron P 2020-01-01 2020-04-07
348 Salesforce P 2020-01-01 2020-04-07
179 Servicenow P 2020-01-01 2020-04-07
420 Starbucks P 2020-01-01 2020-04-07
437 Visa P 2020-01-01 2020-04-07
518 Zoetis P 2020-01-01 2020-04-07
145 Experian P 2020-01-01 2020-04-03
9 Accenture P 2020-01-01 2020-04-07
52 AIA Group P 2020-01-01 2020-04-07
41 Amadeus IT Group P 2020-01-01 2020-04-07
8 ASML Holding P 2020-01-01 2020-04-07
204 Accenture P 2020-01-01 2020-04-07
1068 AIA Group P 2020-01-01 2020-04-07
283 Amadeus IT Group P 2020-01-01 2020-04-07
135 ASML Holding P 2020-01-01 2020-04-07
744 Atlas Copco P 2020-01-01 2020-04-07
1396 Compass Group P 2020-01-01 2020-04-07
569 CSL Ltd P 2020-01-01 2020-04-07
771 DSV Panalpina P 2020-01-01 2020-04-07
473 Essilor P 2020-01-01 2020-04-07
451 Geberit P 2020-01-01 2020-04-07
541 HDFC Bk Ltd P 2020-01-01 2020-04-07
473 LVMH Moet Hennessy P 2020-01-01 2020-04-07
352 Nestle P 2020-01-01 2020-04-07
795 Pernod P 2020-01-01 2020-04-07
813 Smith & Nephew P 2020-01-01 2020-04-07
827 Taiwan Semi P 2020-01-01 2020-04-07
787 Tencent Hldgs P 2020-01-01 2020-04-07
809 Wal-Mart P 2020-01-01 2020-04-07
596 Alcon P 2020-01-01 2020-04-07
180 Canadian Pac P 2020-01-01 2020-04-07
227 Chubb Ltd P 2020-01-01 2020-04-07
1390 Experian P 2020-01-01 2020-04-07
132 Ferrari P 2020-01-01 2020-04-07
116 Icon PLC P 2020-01-01 2020-04-07
153 Lululemon P 2020-01-01 2020-04-07
51 Mercadolibre P 2020-01-01 2020-04-07
34 Mettler Toledo Intl P 2020-01-01 2020-04-07
256 Resmed P 2020-01-01 2020-04-07
77 Shopify P 2020-01-01 2020-04-07
1352 Sika P 2020-01-01 2020-04-07
166 Steris PLC P 2020-01-01 2020-04-07
30555 Doubleline core fixed P 2020-01-01 2020-05-08
18056 DFA Emerging mkts Core P 2020-01-01 2020-05-08
25024 DFA Intl Small Cap Value P 2020-01-01 2020-05-08
925 DFA Real Estate P 2020-01-01 2020-05-08
1267 Ishares Gold P 2020-05-11 2020-05-29
1386 Schwab Emerging Mkts Equity P 2020-05-11 2020-05-29
2347 Schwab Emerging Markets P 2020-05-11 2020-05-29
1581 Schwab Fundamental Intl Sm P 2020-05-11 2020-05-29
1130 Schwab Intl Small Cap P 2020-05-11 2020-05-29
814 SPDR Blmbrg Emg Mkt P 2020-05-11 2020-05-29
916 Xtrackers Intl RE P 2020-05-11 2020-05-29
681 Xtrackers USD High Yld Bnd P 2020-05-11 2020-05-29
195 Schwab Inter Term US Trs P 2020-05-11 2020-06-03
507 Schwab US REIT P 2020-06-18 2020-06-24
2 Schwab Fundamental Intl Large P 2020-06-18 2020-06-24
3851 Schwab Fundamental US Large P 2020-06-18 2020-06-24
1855 Schwab Fundamental US Small Cap P 2020-06-18 2020-06-24
894 Schwab Intermediate TRS P 2020-01-01 2020-06-24
21 Schwab International Equity P 2020-06-18 2020-06-24
1542 Vanguard Mortgage P 2020-01-01 2020-06-24
13618.526 DFA emerging mkts core eqty P 2020-01-01 2020-06-10
0.882 DFA intl small cap value P 2020-01-01 2020-06-10
15190.564 DFA us small cap port P 2020-01-01 2020-06-10
41 Alphabet P 2020-01-01 2020-06-26
231 Berkshire B P 2020-01-01 2020-06-26
1859 Ishares Core S&P Small Cap P 2020-01-01 2020-06-26
1500 Ishares core S&P Mid-Cap P 2020-01-01 2020-06-26
102 Netflix P 2020-01-01 2020-06-26
905 Qualcomm P 2020-01-01 2020-06-26
231 salesforce P 2020-01-01 2020-06-26
1813 Ishares core S&P Mid-Cap P 2020-01-01 2020-06-29
998 Vanguard FTSE All World P 2020-01-01 2020-07-15
5224.621 DFA Real Estate P 2020-01-01 2020-08-11
32626.613 Northern Global RE P 2020-01-01 2020-08-11
100 Flexsh Mrngst Dev Mkt P 2020-01-01 2020-08-12
647 Flexsh Mrngst Dev Mkt P 2020-01-01 2020-08-12
988 Flexsh Mrngst Dev Mkt P 2020-01-01 2020-08-12
3311 Flexshares Upstream P 2020-01-01 2020-08-12
2447 Ishares Global P 2020-01-01 2020-08-12
4705.964 Northern Stock Index P 2020-01-01 2020-08-12
1929 Vanguard FTSE world P 2020-01-01 2020-08-12
19414 Schwab ST Treasury P 2020-05-11 2020-09-11
800 Vanguard FTSE P 2020-01-01 2020-10-01
478.641 Vanguard Total Stock P 2020-01-01 2020-10-01
11985.7251 Goldman Sachs Access P 2020-01-01 2020-10-12
1665 Flexsh Mrngst Dev Mkt P 2020-01-01 2020-11-12
4194 Flexshares Upstream P 2020-01-01 2020-11-12
3527 Ishares Global P 2020-01-01 2020-11-12
3921.4026 Schwab ST Treasury P 2020-05-11 2020-11-12
5034 Ishares Global P 2020-01-01 2020-11-12
8098 Vanguard FTSE P 2020-01-01 2020-12-14
5716.216 Vanguard Total Stock P 2020-01-01 2020-12-14
(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 3,276   2,891 385
b 7,402   5,073 2,329
c 4,644   4,752 -108
d 15,451   10,970 4,481
e 13,507   8,902 4,605
13,799   10,452 3,347
15,660   11,896 3,764
4,135   2,247 1,888
4,991   5,509 -518
3,971   2,150 1,821
6,733   7,047 -314
25,357   10,280 15,077
120,718   144,900 -24,182
51,886   52,964 -1,078
53,900   51,747 2,153
68,834   56,095 12,739
44,175   39,929 4,246
48,379   34,364 14,015
426,925   555,664 -128,739
825,224   1,001,142 -175,918
333,064   305,166 27,898
60,005   24,293 35,712
39,807   39,391 416
64,167   647 63,520
38,155   38,896 -741
1,765   1,482 283
1,418   1,616 -198
1,813   2,446 -633
3,721   3,302 419
2,357   2,670 -313
3,091   3,937 -846
8,480   14,213 -5,733
5,569   3,518 2,051
3,499   6,440 -2,941
4,421   3,156 1,265
2,668   8,139 -5,471
5,143   10,570 -5,427
3,806   10,401 -6,595
3,568   2,503 1,065
6,142   4,104 2,038
5,509   15,886 -10,377
6,917   13,577 -6,660
3,187   2,150 1,037
3,511   7,384 -3,873
31,250   32,621 -1,371
24,160   18,419 5,741
13,239   9,648 3,591
17,633   24,891 -7,258
27,662   35,838 -8,176
1,801   1,807 -6
2,528   1,848 680
2,479   2,289 190
8,241   7,503 738
151   181 -30
1,560   1,956 -396
233   213 20
1,200   1,676 -476
1,219   1,556 -337
1,713   1,779 -66
509   602 -93
1,143   1,774 -631
532   695 -163
9,622   11,954 -2,332
1,354   2,153 -799
1,542   1,459 83
1,250   1,404 -154
1,701   1,717 -16
2,004   3,382 -1,378
1,278   1,640 -362
22,586   21,940 646
14,804   15,145 -341
32,494   31,973 521
14,488   13,159 1,329
26,081   32,248 -6,167
28,809   29,084 -275
20,486   24,147 -3,661
23,071   34,804 -11,733
37,902   45,997 -8,095
11,301   13,244 -1,943
15,344   19,019 -3,675
37,308   31,987 5,321
6,241   8,560 -2,319
23,862   19,362 4,500
5,295   5,475 -180
39,537   42,448 -2,911
34,357   40,529 -6,172
17,920   18,173 -253
35,933   35,523 410
37,148   47,497 -10,349
43,397   39,586 3,811
3,374   6,242 -2,868
22,223   25,097 -2,874
10,690   11,903 -1,213
37,535   45,234 -7,699
25,335   28,111 -2,776
24,551   25,094 -543
36,888   29,274 7,614
34,876   36,394 -1,518
55,621   49,624 5,997
24,210   29,802 -5,592
41,755   41,454 301
16,255   18,629 -2,374
7,941   14,131 -6,190
16,963   28,971 -12,008
5,609   4,935 674
8,342   9,382 -1,040
12,835   20,449 -7,614
23,039   28,057 -5,018
26,788   31,985 -5,197
40,426   43,453 -3,027
24,276   43,305 -19,029
14,415   23,291 -8,876
2,845   5,821 -2,976
20,578   20,073 505
27,579   26,572 1,007
74,235   74,742 -507
52,956   57,813 -4,857
82,871   69,092 13,779
24,296   34,623 -10,327
86,745   88,548 -1,803
26,967   27,676 -709
31,499   33,648 -2,149
36,639   40,511 -3,872
47,380   38,033 9,347
93,455   94,342 -887
27,891   42,501 -14,610
63,941   64,366 -425
138,205   104,029 34,176
33,729   28,567 5,162
37,556   38,969 -1,413
41,154   43,808 -2,654
49,049   32,569 16,480
46,567   58,502 -11,935
44,375   48,972 -4,597
26,356   30,223 -3,867
66,433   68,793 -2,360
59,099   54,356 4,743
3,918   4,380 -462
1,368   1,626 -258
1,859   2,119 -260
1,840   3,269 -1,429
1,952   1,618 334
33,195   36,480 -3,285
39,211   43,048 -3,837
13,497   21,972 -8,475
35,958   27,020 8,938
23,722   21,973 1,749
19,606   33,150 -13,544
55,588   40,433 15,155
34,166   33,844 322
26,892   27,400 -508
18,344   18,956 -612
20,399   30,921 -10,522
35,019   36,544 -1,525
37,468   33,830 3,638
23,098   28,691 -5,593
29,062   37,393 -8,331
40,692   34,620 6,072
38,944   38,303 641
17,965   23,271 -5,306
30,910   34,713 -3,803
39,473   38,991 482
24,411   31,888 -7,477
37,022   40,230 -3,208
18,726   20,404 -1,678
16,213   16,066 147
28,928   33,483 -4,555
25,307   30,885 -5,578
23,086   25,119 -2,033
40,322   26,729 13,593
29,138   16,491 12,647
21,733   25,428 -3,695
24,178   21,676 2,502
330,605   332,133 -1,528
309,841   370,531 -60,690
357,343   457,146 -99,803
31,108   37,655 -6,547
20,997   20,532 465
31,282   30,922 360
52,558   51,564 994
43,035   41,343 1,692
32,609   31,027 1,582
21,302   20,583 719
20,844   20,720 124
31,912   30,984 928
11,404   11,428 -24
17,301   18,668 -1,367
47   49 -2
139,805   144,913 -5,108
57,080   59,636 -2,556
52,437   52,422 15
622   634 -12
83,730   84,043 -313
260,659   279,469 -18,810
14   16 -2
455,565   487,014 -31,449
58,366   48,359 10,007
40,650   47,724 -7,074
120,302   149,387 -29,085
257,859   269,965 -12,106
46,174   35,156 11,018
80,362   241 80,121
42,664   35,940 6,724
316,442   326,297 -9,855
50,036   48,745 1,291
189,915   212,687 -22,772
303,754   330,830 -27,076
5,766   5,523 243
37,333   35,734 1,599
56,968   54,567 2,401
100,031   111,117 -11,086
100,100   111,548 -11,448
182,591   157,451 25,140
100,045   94,218 5,827
1,000,041   1,002,717 -2,676
40,523   39,074 1,449
40,000   29,087 10,913
1,200,033   1,205,172 -5,139
100,315   91,958 8,357
122,381   140,751 -18,370
150,003   160,781 -10,778
201,530   202,529 -999
216,765   229,478 -12,713
466,290   395,529 70,761
527,778   347,374 180,404
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       385
b       2,329
c       -108
d       4,481
e       4,605
      3,347
      3,764
      1,888
      -518
      1,821
      -314
      15,077
      -24,182
      -1,078
      2,153
      12,739
      4,246
      14,015
      -128,739
      -175,918
      27,898
      35,712
      416
      63,520
      -741
      283
      -198
      -633
      419
      -313
      -846
      -5,733
      2,051
      -2,941
      1,265
      -5,471
      -5,427
      -6,595
      1,065
      2,038
      -10,377
      -6,660
      1,037
      -3,873
      -1,371
      5,741
      3,591
      -7,258
      -8,176
      -6
      680
      190
      738
      -30
      -396
      20
      -476
      -337
      -66
      -93
      -631
      -163
      -2,332
      -799
      83
      -154
      -16
      -1,378
      -362
      646
      -341
      521
      1,329
      -6,167
      -275
      -3,661
      -11,733
      -8,095
      -1,943
      -3,675
      5,321
      -2,319
      4,500
      -180
      -2,911
      -6,172
      -253
      410
      -10,349
      3,811
      -2,868
      -2,874
      -1,213
      -7,699
      -2,776
      -543
      7,614
      -1,518
      5,997
      -5,592
      301
      -2,374
      -6,190
      -12,008
      674
      -1,040
      -7,614
      -5,018
      -5,197
      -3,027
      -19,029
      -8,876
      -2,976
      505
      1,007
      -507
      -4,857
      13,779
      -10,327
      -1,803
      -709
      -2,149
      -3,872
      9,347
      -887
      -14,610
      -425
      34,176
      5,162
      -1,413
      -2,654
      16,480
      -11,935
      -4,597
      -3,867
      -2,360
      4,743
      -462
      -258
      -260
      -1,429
      334
      -3,285
      -3,837
      -8,475
      8,938
      1,749
      -13,544
      15,155
      322
      -508
      -612
      -10,522
      -1,525
      3,638
      -5,593
      -8,331
      6,072
      641
      -5,306
      -3,803
      482
      -7,477
      -3,208
      -1,678
      147
      -4,555
      -5,578
      -2,033
      13,593
      12,647
      -3,695
      2,502
      -1,528
      -60,690
      -99,803
      -6,547
      465
      360
      994
      1,692
      1,582
      719
      124
      928
      -24
      -1,367
      -2
      -5,108
      -2,556
      15
      -12
      -313
      -18,810
      -2
      -31,449
      10,007
      -7,074
      -29,085
      -12,106
      11,018
      80,121
      6,724
      -9,855
      1,291
      -22,772
      -27,076
      243
      1,599
      2,401
      -11,086
      -11,448
      25,140
      5,827
      -2,676
      1,449
      10,913
      -5,139
      8,357
      -18,370
      -10,778
      -999
      -12,713
      70,761
      180,404
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 -310,275
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,990
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,990
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,990
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,600
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,600
8 Enter any penalty for underpayment of estimated tax. Check here 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 8,610
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,610 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, DC
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletbridgetrosefoundation.org
    14
    The books are in care ofbulletLAUREL MCCRINK Telephone no.bullet (858) 756-0735

    Located atbulletPO BOX 190RANCHO SANTA FECA ZIP+4bullet92067
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    LAUREL A MCCRINK PRES / SEC
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    KATHERINE R SHULL VP / TREASURER
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    JAMES E MCCRINK Director
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    EDWARD J MCCRINK JR Director
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    JOSEPH K MCCRINK Director
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    CHARLES T MCCRINK Director
    0.00     		0    
    5965 Village Way Ste E105-405
    SAN DIEGO,CA92130
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    15,343,100
    b
    Average of monthly cash balances.......................
    1b
    1,317,881
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,171,960
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,832,941
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    17,832,941
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    267,494
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,565,447
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    878,272
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    878,272
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,990
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,990
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    875,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    875,282
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    875,282
    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
    540,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    540,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    540,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 875,282
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 532,839
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 540,000
    a Applied to 2019, but not more than line 2a 532,839
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 7,161
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		868,121
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    LAUREL A MCCRINK
    PO BOX 190
    RANCHO SANTA FE,CA92067
    (858) 452-4300
    bridgetrosefoundation.org
    bThe form in which applications should be submitted and information and materials they should include:
    A WRITTEN APPLICATION TO THE BRIDGET ROSE FOUNDATION, INC. MUST INCLUDE THE APPLICANT'S NAME AND ADDRESS, AMOUNT OF FUNDS REQUESTED AND THE PURPOSE OR INTENDED USE OF THE FUNDS. THE APPLICANT SHOULD BE AS SPECIFIC AS POSSIBLE IN DESCRIBING THE CHARITABLE, SCIENTIFIC, RELIGIOUS, LITERARY OR EDUCATIONAL USE OR INTENDED PURPOSE FOR THE FUNDS REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE PURPOSE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Stand Together Trust
    1310 North Courthouse Road Suite 7
    Arlington,VA22201     		NONE PC GENERAL OPERATING 75,000
    A Light to the Nations Inc
    100 Morey Drive
    WOODRIDGE,IL60517     		NONE PC GENERAL OPERATING 7,500
    Young Americans for Liberty Foundat
    500 N Capital of Texas Hwy
    AUSTIN,TX78746     		NONE PC GENERAL OPERATING 7,500
    Center for Biological Diversity
    POBox 710
    TUCSON,AZ85702     		NONE PC GENERAL OPERATING 10,000
    American Wild Horse Campaign AWHC
    PO Box 1733
    DAVIS,CA95617     		NONE PC GENERAL OPERATING 15,000
    Lady FreeThinker
    12405 Venice Blvd 390
    LOS ANGELES,CA90066     		NONE PC GENERAL OPERATING 5,000
    White Coat Waste Project
    PO Box 26029
    WASHINGTON,DC20001     		NONE PC GENERAL OPERATING 5,000
    WildEarth Guardians
    301 N Guadalupe St Ste 201
    SANTA FE,NM87501     		NONE PC GENERAL OPERATING 10,000
    In Defense of Animals
    3010 Kerner Blvd
    SAN RAFAEL,CA94901     		NONE PC GENERAL OPERATING 5,000
    Convoy of Hope
    PO Box 1125
    SPRINGFIELD,MO65801     		NONE PC GENERAL OPERATING 20,000
    OpenDoors USA
    PO BOX 1595
    MERRIFIELD,VA22116     		NONE PC GENRAL OPERATING 15,000
    Chilli Pepper
    436 14th St STE 820
    OAKLAND,CA94612     		NONE PC GENERAL OPERATING 5,000
    San Diego Botanic Gardens
    300 Quail Gardens Dr
    ENCINITAS,CA92024     		NONE PC PROJECT 21 PROGRAM 90,000
    National Center Public Policy Resea
    20 F Street NW Suite 700
    washington,DC20001     		NONE PC GENERAL OPERATING 45,000
    Woodson Center
    1625 K Street NW Suite 410
    WASHINGTON,DC20006     		NONE PC GENERAL OPERATING 45,000
    A21
    2781 W MacArthur Blvd Ste B-60
    SANTA ANA,CA92704     		NONE PC GENERAL OPERATING 10,000
    Farmer's Footprint Project Biome
    237 A St PMB 51154
    SAN DIEGO,CA92101     		NONE PC GENERAL OPERATING 10,000
    Father Joes Villages St Vincent
    3350 E Street
    SAN DIEGO,CA92102     		NONE PC GENERAL OPERATING 10,000
    Helen Woodward Animal Center
    PO Box 64
    RANCHO SANTA FE,CA92067     		NONE PC GENERAL OPERATING 10,000
    Ocean Conservancy
    PO Box 96003
    WASHINGTON,DC20090     		NONE PC GENERAL OPERATING 10,000
    Oceana
    1025 Connecticut Ave NW Suite 200
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING 10,000
    Orca Conservancy
    PO Box 16628
    SEATTLE,WA98116     		NONE PC GENERAL OPERATING 10,000
    PETA
    501 Front Street
    NORFOLK,VA23510     		NONE PC GENERAL OPERATING 10,000
    Surfrider Foundation
    PO Box 73550
    SAN CLEMENTE,CA93673     		NONE PC GENERAL OPERATING 10,000
    Bill of Rights Institute
    1310 North Courthouse Road 620
    ARLINGTON,VA22201     		NONE PC GENERAL OPERATING 20,000
    Shelter to Soldier
    2665 Fourth Ave
    SAN DIEGO,CA92103     		NONE PC GENERAL OPERATING 5,000
    The Phoenix
    2239 Campa Street
    DENVER,CO80205     		NONE PC GENERAL OPERATING 45,000
    Tunnel to Towers Foundation
    2361 Hylan Boulevard
    STATEN ISLAND,NY10306     		NONE PC GENERAL OPERATING 20,000
    Total .................................bullet 3a 540,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 325,437  
    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 ............     		        -310,275
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aVERSAILLES WEST K-1     		    16 -21,835  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   303,602 -310,275
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -6,673
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    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
    2020
    Name of the organization
    THE BRIDGET ROSE FOUNDATION INC
     
    Employer identification number

    87-0788291
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE BRIDGET ROSE FOUNDATION INC
          		Employer identification number
    87-0788291
    Part I
    Contributors
    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
    E J D R MCCRINK MARITAL TRUST
    201 S LAKE AVENUE STE 600
     
    PASADENA, CA91101

    		$ 2,031,907


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE BRIDGET ROSE FOUNDATION INC
          		Employer identification number

    87-0788291
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE BRIDGET ROSE FOUNDATION INC
          		Employer identification number

    87-0788291
    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) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      13,591 13,591 0 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST INVESTMENTS    
    CHARLES SCHWAB INVESTMENT 16,795,398 16,795,398

    TY 2020 LegalFeesSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      2,142 2,142 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OPERATING EXPENSES 743 743    


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VERSAILLES WEST K-1 -21,835    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 31,000 31,000 0 0
    INVESTMENT MANAGEMENT 40,991 40,991 0 0


    TY 2020 TaxesSchedule
    Name:
    THE BRIDGET ROSE FOUNDATION INC
    EIN:
    87-0788291
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    taxes 22,770