Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
ROSENBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)131 STEUART STREET 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$54,246,615J 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) 1,150,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 623 623  
4 Dividends and interest from securities... 2,040,491 2,040,491  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -168,546
b Gross sales price for all assets on line 6a 3,923,146
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
155,524 0  
12 Total. Add lines 1 through 11........ 3,178,092 2,041,114  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 451,928 22,596   112,982
14 Other employee salaries and wages...... 530,710 26,536   132,678
15 Pension plans, employee benefits....... 250,254 12,513   62,564
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
84,374 42,187   42,187
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
270,133 95,914   174,219
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 4,551 0  
20 Occupancy.............. 140,499 7,025   133,474
21 Travel, conferences, and meetings....... 260,306 0   260,306
22 Printing and publications.......... 7,330 0   7,330
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
166,423 619   137,540
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,166,508 207,390   1,063,280
25 Contributions, gifts, grants paid....... 1,496,000 2,734,000
26 Total expenses and disbursements. Add lines 24 and 25 3,662,508 207,390   3,797,280
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -484,416
b Net investment income (if negative, enter -0-) 1,833,724
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 686,732 498,628 498,628
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 340,000 656,666 656,666
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 20,963 21,315 21,315
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 40,544,293 Click to see attachment
List of Attached Documents:
// Content
30,988,737 		30,988,737
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,220,676 Click to see attachment
List of Attached Documents:
// Content
21,395,520 		21,395,520
14 Land, buildings, and equipment: basis right arrow152,016
Less: accumulated depreciation (attach schedule) right arrow123,141 24,154 28,875 28,875
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,018 		Click to see attachment
List of Attached Documents:
// Content
656,874 		Click to see attachment
List of Attached Documents:
// Content
656,874
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,842,836 54,246,615 54,246,615
Liabilities 17 Accounts payable and accrued expenses.......... 291,653 143,644
18 Grants payable................. 2,793,500 1,555,500
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
577,643
23 Total liabilities (add lines 17 through 22)......... 3,085,153 2,276,787
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 64,412,279 51,213,907
25 Net assets with donor restrictions............ 345,404 755,921
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 64,757,683 51,969,828
30 Total liabilities and net assets/fund balances (see instructions). 67,842,836 54,246,615
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
64,757,683
2
Enter amount from Part I, line 27a .....................
2
-484,416
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
64,273,267
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,303,439
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
51,969,828
Form 990-PF (2022)
Form 990-PF (2022)
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   2022-01-01 2022-12-31
b PARTNERSHIP INVESTMENT   2022-01-01 2022-12-31
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 3,923,146   3,714,829 208,317
b       -376,863
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       208,317
b       -376,863
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 -168,546
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 25,489
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 25,489
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 25,489
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 31,830
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 31,830
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,341
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,341 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.ROSENBERGFOUND.ORG
14
The books are in care ofright arrowLINDA MOLL Telephone no.right arrow (415) 644-9777

Located atright arrow131 STEUART STREET SUITE 650SAN FRANCISCOCA ZIP+4right arrow94105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
TIMOTHY SILARD PRESIDENT
40.00 		451,928 69,071 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
CLARA SHIN CHAIR
1.00 		0 0 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
BENJAMIN TODD JEALOUS CHAIR
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
PHYLLIS COOK SECOND VICE CHAIR
1.00 		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
LATEEFAH SIMON VICE CHAIR/SECRETARY
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
DANIEL GROSSMAN DIRECTOR
1.00 		0 0 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
BILL LANN LEE DIRECTOR
1.00 		0 0 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
SHAUNA MARSHALL DIRECTOR
1.00 		0 0 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
HUGO MORALES DIRECTOR
1.00 		0 0 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
ALBERT MORENO DIRECTOR
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
KENDRA FOX-DAVIS CHIEF PROGRAM OFFICE
40.00 		229,067 38,448 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
LINDA MOLL BUS./GRANTS MANAGER
40.00 		161,591 45,887 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
CHRISTINA GOMEZ SENIOR PROGRAM OFFIC
40.00 		70,000 30,516 0
131 STEUART STREET SUITE 650
SAN FRANCISCO,CA94105
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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 LLC CONSULTING 112,451
101 BROADWAY STE 202
OAKLAND,CA94607
BAKER TILLY US LLP ACCOUNTING 56,874
50 FREMONT STREET SUITE 4000
SAN FRANCISCO,CA94105
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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. 1,063,280
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
56,808,190
b
Average of monthly cash balances.......................
1b
413,457
c
Fair market value of all other assets (see instructions)................
1c
707,064
d
Total (add lines 1a, b, and c).........................
1d
57,928,711
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
57,928,711
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
868,931
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,059,780
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,852,989
Part X
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 IX, line 6..................
1
2,852,989
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,489
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,489
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,827,500
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,827,500
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 XII, line 1 ...
7
2,827,500
Part XI
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
3,797,280
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,797,280
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,827,500
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,773,662
b From 2018...... 931,750
c From 2019...... 1,161,323
d From 2020...... 736,571
e From 2021...... 2,182,172
f Total of lines 3a through e ........ 6,785,478
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,797,280
a Applied to 2021, 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 2022 distributable amount..... 2,827,500
e Remaining amount distributed out of corpus 969,780
5 Excess distributions carryover applied to 2022. 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 7,755,258
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		1,773,662
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		5,981,596
10 Analysis of line 9:
a Excess from 2018.... 931,750
b Excess from 2019.... 1,161,323
c Excess from 2020.... 736,571
d Excess from 2021.... 2,182,172
e Excess from 2022.... 969,780
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 INTEGRATION, 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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

AL OTRO LADO

511 E SAN YSIDRO BLVD 333
SAN YSIDRO,CA92173 		NONE PC GENERAL SUPPORT 50,000

ALLIANCE FOR SAFETY AND JUSTICE

1624 FRANKLIN ST 11TH FLOOR
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 20,000

ALLIANCE FOR SAFETY AND JUSTICE

1624 FRANKLIN ST 11TH FLOOR
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 350,000

ALLIANCE SAN DIEGO

PO BOX 12266
SAN DIEGO,CA92112 		NONE PC GENERAL SUPPORT 30,000

ANTI POLICE-TERROR PROJECT

1201 MARTIN LUTHER KING JR WAY 200
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 166,667

ARIA SA-ID (LEADING EDGE FELLOWSHIP GRANT TO INDIVIDUAL)

50 JONES STREET APT 1205
OAKLAND,CA94102 		NONE PC GENERAL SUPPORT 166,666

ASIAN AMERICAN FEDERATION INC

120 WALL STREET 9TH FLOOR
NEW YORK,NY10005 		NONE PC GENERAL SUPPORT 10,000

ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTROPY

1714 FRANKLIN STREET SUITE 386
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 750

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005 		NONE PC GENERAL SUPPORT 250

BRANDON ANDERSON (LEADING EDGE FELLOWSHIP GRANT TO INDIVIDUAL)

1423 BROADWAY SUITE 912
OAKLAND,CA94512 		NONE PC GENERAL SUPPORT 166,666

CALIFORNIA IMMIGRANT POLICY CENTER

634 S SPRING STREET STE 600A
LOS ANGELES,CA900143906 		NONE PC GENERAL SUPPORT 7,500

CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION

2210 K STREET SUITE 200
SACRAMENTO,CA95816 		NONE PC GENERAL SUPPORT 40,000

CANDID (FORMERLY FOUNDATION CENTER)

32 OLD SLIP 24TH FL
NEW YORK,NY10005 		NONE PC GENERAL SUPPORT 750

CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE

2023 N GATEWAY BLVD SUITE 101
FRESNO,CA93727 		NONE PC GENERAL SUPPORT 30,000

CHANEY TURNER (LEADING EDGE FELLOWSHIP GRANT TO INVIDUAL)

10970 INTERNATIONAL BLVD 243
OAKLAND,CA94603 		NONE PC GENERAL SUPPORT 166,667

CHINESE FOR AFFIRMATIVE ACTION - SUPPORT FOR ADVOCACY EFFORTS IN SF AND SAC

17 WALTER U LUM PLACE
SAN FRANCISCO,CA94108 		NONE PC GENERAL SUPPORT 30,000

FORWARD CHANGE

PO BOX 7775 19629
SAN FRANCISCO,CA94120 		NONE PC GENERAL SUPPORT 166,667

FREEFROM

12405 S VENICE BLVD STE 422
LOS ANGELES,CA90066 		NONE PC GENERAL SUPPORT 50,000

FUNDERS FOR LGBTQ ISSUES

45 WEST 36TH ST
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 750

GRACE

85 SOUTH GRANDE AVE
PASADENA,CA91105 		NONE PC GENERAL SUPPORT 50,000

GRACE

85 SOUTH GRANDE AVE
PASADENA,CA94105 		NONE PC GENERAL SUPPORT 166,666

GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES

PO BOX 2178
PETALUMA,CA949532178 		NONE PC GENERAL SUPPORT 3,000

HISPANICS IN PHILANTHROPY

414 - 13TH STREET SUITE 200
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 750

LIBERTY HILL FOUNDATION

1001 WILSHIRE BLVD PMB 2170
LOS ANGELES,CA90017 		NONE PC GENERAL SUPPORT 50,000

MEDIA JUSTICE

1300 CLAY STREET STE 600
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 166,667

MEXICAN AMERICAN LEGAL DEFENSE & ED FUND

634 S SPRING STREET
LOS ANGELES,CA90014 		NONE PC GENERAL SUPPORT 50,000

MIGRATION DIALOGUE

1004 EAGLE PLACE
DAVIS,CA95616 		NONE PC GENERAL SUPPORT 10,000

MOVEMENT STRATEGY CENTER

436 14TH STREET SUITE 425
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 166,667

NAFASI FUND

1101 MCMURTRIE DRIVE SUITE E2
HUNTSVILLE,AL35806 		NONE PC GENERAL SUPPORT 10,000

NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY

1900 L STREET NW 825
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 500

NATIVE AMERICANS IN PHILANTHROPY

1140 3RD STREET NE 2ND FL
WASHINGTON,DC20002 		NONE PC GENERAL SUPPORT 750

NEIGHBORHOOD FUNDERS GROUP

548 MARKET STREET 96531
SAN FRANCISCO,CA941045401 		NONE PC GENERAL SUPPORT 750

NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY

3926 WILSHIRE BLVD SUITE 200
LOS ANGELES,CA90010 		NONE PC GENERAL SUPPORT 15,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR STREET STE 360
SAN FRANCISCO,CA94105 		NONE PC GENERAL SUPPORT 2,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR STREET STE 360
SAN FRANCISCO,CA94105 		NONE PC GENERAL SUPPORT 1,500

PEAK GRANTMAKING (FORMERLY GRANTS MANAGERS NETWORK)

1701 PENNSYLVANIA AVE NW STE 200
WASHINGTON,DC20006 		NONE PC GENERAL SUPPORT 750

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HIGHWAY
SACRAMENTO,CA95833 		NONE PC GENERAL SUPPORT 25,000

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HIGHWAY
SACRAMENTO,CA95833 		NONE PC GENERAL SUPPORT 10,000

SILICON VALLEY COMMUNITY FOUNDATION

2440 W EL CAMINO REAL SUITE 300
MOUNTAIN VIEW,CA94040 		NONE PC GENERAL SUPPORT 100,000

SILICON VALLEY COMMUNITY FOUNDATION

2440 W EL CAMINO REAL SUITE 300
MOUNTAIN VIEW,CA94040 		NONE PC GENERAL SUPPORT 100,000

SOUTHERN CALIFORNIA GRANTMAKERS

1000 ALAMEDA ST STE 230
LOS ANGELES,CA90012 		NONE PC GENERAL SUPPORT 1,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA911099903 		NONE PC GENERAL SUPPORT 15,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		NONE PC GENERAL SUPPORT 10,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		NONE PC GENERAL SUPPORT 50,000

TODEC LEGAL CENTER

234 SOUTH D ST PO BOX 1733
PERRIS,CA92570 		NONE PC GENERAL SUPPORT 7,000

TODEC LEGAL CENTER

234 SOUTH D ST PO BOX 1733
PERRIS,CA92570 		NONE PC GENERAL SUPPORT 20,000

UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION

2521 CHANNING WAY 5555
BERKELEY,CA94720 		NONE PC GENERAL SUPPORT 16,000

UNITED FARM WORKER FOUNDATION

PO BOX 23400
LOS ANGELES,CA90023 		NONE PC GENERAL SUPPORT 15,000

USC - CENTER ON PHILANTHROPY AND PUBLIC POLICY

650 CHILDS WAY RGL 210
LOS ANGELES,CA90089 		NONE PC GENERAL SUPPORT 15,000

WAREHOUSE WORKER RESOURCE CENTER

521 N EUCLID AVE
ONTARIO,CA91762 		NONE PC GENERAL SUPPORT 30,000

YOUNG WOMEN'S FREEDOM CENTER

832 FOLSOM ST SUITE 700
SAN FRANCISCO,CA94107 		NONE PC GENERAL SUPPORT 166,667

YOUNG WOMEN'S FREEDOM CENTER

832 FOLSOM ST SUITE 700
SAN FRANCISCO,CA94107 		NONE PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 2,734,000
bApproved for future payment

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES
55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005 		NONE PC GENERAL SUPPORT 500

CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION
2210 K STREET SUITE 200
SACRAMENTO,CA95816 		NONE PC GENERAL SUPPORT 40,000

FREEFROM
12405 S VENICE BLVD STE 422
LOS ANGELES,CA90066 		NONE PC GENERAL SUPPORT 50,000

MEXICAN AMERICAN LEGAL DEFENSE & ED FUND
634 S SPRING STREET
LOS ANGELES,CA90014 		NONE PC GENERAL SUPPORT 50,000

NORTH BAY JOBS WITH JUSTICE
PO BOX 427
SANTA ROSA,CA95402 		NONE PC GENERAL SUPPORT 120,000

PROGRESSIVE MULTIPLIER FUND
714 G STREET ROOM 200
WASHINGTON,DC200032883 		NONE PC GENERAL SUPPORT 70,000

SILICON VALLEY COMMUNITY FOUNDATION
2440 W EL CAMINO REAL SUITE 300
MOUNTAIN VIEW,CA94040 		NONE PC GENERAL SUPPORT 200,000

TIDES ADVOCACY
1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		NONE PC GENERAL SUPPORT 70,000

TIDES FOUNDATION
1012 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		NONE PC GENERAL SUPPORT 10,000
Total ................................. right arrow 3b 610,500
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		    14 623  
4 Dividends and interest from securities ....     14 2,040,491  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -168,546  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX RECOVERY 		    01 155,524  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,028,092 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,028,092
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
ROSENBERG FOUNDATION
  		Employer identification number
94-1186182
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
SILICON VALLEY COMMUNITY FOUNDATION
 
2440 WEST EL CAMINO REAL SUITE 300
 
MOUNTAIN VIEW, CA94040

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE CALIFORNIA ENDOWMENT
 
2000 FRANKLIN STREET
 
OAKLAND, CA94612

$ 300,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HEISING SIMONS FOUNDATION
 
400 MAIN STREET SUITE 200
 
LOS ALTOS, CA94022

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CALIFORNIA WELLNESS FOUNDATION
 
499 14TH STREET
 
OAKLAND, CA94612

$ 100,000


(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.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND AUDIT 84,374 42,187   42,187

TY 2022 InvestmentsCorpStockSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 30,988,737 30,988,737

TY 2022 InvestmentsOtherSchedule2
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS FMV 20,368,934 20,368,934
PARTNERSHIP INTERESTS FMV 1,026,586 1,026,586

TY 2022 OtherAssetsSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 6,018 6,018 6,018
RIGHT-OF-USE ASSET - OPERATING LEASE   576,642 576,642
OTHER RECEIVABLES   42,474 42,474
DEFERRED EXCISE TAX   31,740 31,740


TY 2022 OtherDecreasesSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Description Amount
UNREALIZED LOSS FROM INVESTMENT 12,303,439


TY 2022 OtherExpensesSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FELLOWSHIP TECHNICAL ASSISTANCE 89,987 0   89,987
INFORMATION TECHNOLOGY 25,416 0   25,416
OFFICE SUPPLIES 12,375 619   11,756
INSURANCE 28,264 0   0
PROFESSIONAL DEVELOPMENT 5,381 0   5,381
DUES & SUBSCRIPTIONS 5,000 0   5,000


TY 2022 OtherIncomeSchedule2
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX RECOVERY 155,524   155,524


TY 2022 OtherLiabilitiesSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 0 577,643


TY 2022 OtherProfessionalFeesSchedule
Name:
ROSENBERG FOUNDATION
EIN:
94-1186182
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CONSULTING FEES 171,821 0   171,821
INVESTMENT FEES 95,788 95,788   0
PAYROLL PROCESSING FEES 2,524 126   2,398