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
THE ROUSE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4537 BLACK ROCK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
UPPERCO, MD211559544
A Employer identification number

52-6074744
B Telephone number (see instructions)

(410) 377-7651
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$7,433,291J 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 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 37,342 37,342  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 228,755
b Gross sales price for all assets on line 6a 882,353
7 Capital gain net income (from Part IV, line 2)... 228,755
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
140,620 153,751  
12 Total. Add lines 1 through 11........ 406,717 419,848  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,500 0   8,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,016 23,016   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,987 487   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 618 0   618
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,210 0   10,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,331 23,503   19,328
25 Contributions, gifts, grants paid....... 385,250 385,250
26 Total expenses and disbursements. Add lines 24 and 25 441,581 23,503   404,578
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,864
b Net investment income (if negative, enter -0-) 396,345
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............. 9,233 84,269 84,269
2 Savings and temporary cash investments......... 23,267 103,654 103,654
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.................      
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 140,024 Click to see attachment
List of Attached Documents:
// Content
18,271 		4,868
b Investments—corporate stock (attach schedule)....... 1,580,267 Click to see attachment
List of Attached Documents:
// Content
1,420,822 		1,501,962
c Investments—corporate bonds (attach schedule)....... 54,062 0 0
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).......... 4,704,107 Click to see attachment
List of Attached Documents:
// Content
4,801,413 		5,606,173
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
92,886 		Click to see attachment
List of Attached Documents:
// Content
132,365 		Click to see attachment
List of Attached Documents:
// Content
132,365
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,603,846 6,560,794 7,433,291
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
25 Net assets with donor restrictions............    
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........ 4,903,488 4,903,488
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,700,358 1,657,306
29 Total net assets or fund balances (see instructions)..... 6,603,846 6,560,794
30 Total liabilities and net assets/fund balances (see instructions). 6,603,846 6,560,794
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
6,603,846
2
Enter amount from Part I, line 27a .....................
2
-34,864
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,568,982
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,188
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,560,794
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 SCHWAB 8704 P    
b PUBLICLY TRADED SECURITIES SCHWAB 6492 P    
c TRILLIUM ESG GLOBAL EQUITY FUND P    
d CAPITAL GAINS FROM K-1 INVESTMENTS P    
e CAPITAL GAINS DIVIDENDS P    
(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 411,256   342,613 68,643
b 173,588   175,814 -2,226
c 200,000   135,171 64,829
d 81,632     81,632
e 15,877     15,877
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       68,643
b       -2,226
c       64,829
d       81,632
e       15,877
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 2 228,755
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 5,509
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 5,509
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 5,509
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,000
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 10,000
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 4,491
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow4,491 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 arrowMD
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 arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (410) 377-7651

Located atright arrow4537 BLACK ROCK ROADUPPERCOMD ZIP+4right arrow211559544
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
WINSTEAD ROUSE DIRECTOR
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
JAMES W ROUSE JR DIRECTOR
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
JOHN RIXEY JR DIRECTOR
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
JAMES R NORTON DIRECTOR
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
MOLLY NORTON DIRECTOR
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
JAMES W ROUSE JR PRESIDENT
1.00 		0 0 0
4537 BLACK ROCK RD
UPPERCO,MD21155
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...................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
NONE
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 FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WHO ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTS. 0
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
2,045,192
b
Average of monthly cash balances.......................
1b
233,350
c
Fair market value of all other assets (see instructions)................
1c
5,738,538
d
Total (add lines 1a, b, and c).........................
1d
8,017,080
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
8,017,080
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
120,256
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,896,824
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
394,841
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
394,841
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,509
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
389,332
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
389,332
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
389,332
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
404,578
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
404,578
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 7 389,332
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 385,099
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 404,578
a Applied to 2021, but not more than line 2a 385,099
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..... 19,479
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		369,853
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) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

516 ARTS

PO BOX 4570
ALBUQUERQUE,NM87196 		  PC UNRESTRICTED 3,000

ALTERNATIVE PRESS CENTER

PO BOX 13127
BALTIMORE,MD13127 		  PC UNRESTRICTED 3,000

13TH GIRL

1501 BRYD STREET
BALTIMORE,MD21230 		  PC UNRESTRICTED 6,125

ACLU OF ALABAMA

1206 CARTER HILL RD SUITE 6179
MONTGOMERY,AL36106 		  PC UNRESTRICTED 3,250

ADVOCATES FOR THE WEST

PO BOX 1612
BOISE,ID83701 		  PC UNRESTRICTED 10,000

AMERICAN BIRD CONSERVANCY

PO BOX 249
THE PLAINS,VA20198 		  PC UNRESTRICTED 5,000

AMERICAN FRIENDS OF CANADIAN LAND TRUSTS - FOR MAGNETAWAN WATERSHED LAND TR

702 KENTUCKY STREET 663
BELLINGHAM,WA98225 		  PC UNRESTRICTED 11,500

AMERICAN VISIONARY ART MUSEUM

800 KEY HIGHWAY
BALTIMORE,MD21230 		  PC UNRESTRICTED 5,000

ANNAPOLIS AREA MINISTRIES - LIGHTHOUSE SHELTER

10 HUDSON STREET
ANNAPOLIS,MD21401 		  PC UNRESTRICTED 4,000

ANNE ARUNDEL CONFLICT RESOLUTION

2666 RIVA ROAD SUITE 130
ANNAPOLIS,MD21401 		  PC UNRESTRICTED 10,000

ANNE ARUNDEL WATERSHED STEWARDS ACADEMY

975 INDIAN LANDING ROAD
MILLERSVILLE,MD21108 		  PC UNRESTRICTED 5,000

ARBORETUM FOUNDATION

2300 ARBORETUM DRIVE EAST
SEATTLE,WA98112 		  PC UNRESTRICTED 1,500

BALTIMORE CLAYWORKS

5707 SMITH AVE
BALTIMORE,MD21209 		  PC UNRESTRICTED 2,000

CHESAPEAKE BAY JOURNAL MEDIA INC

619 OAKWOOD DRIVE
SEVEN VALLEYS,PA17360 		  PC UNRESTRICTED 10,000

BEANS AND BREAD OUTREACH CENTER ST VINCENT DE PAUL OF BALTIMORE

320 CATHEDRAL STREET
BALTIMORE,MD21201 		  PC UNRESTRICTED 1,000

BLUE WATER BALTIMORE

2631 SISSON STREET
BALTIMORE,MD21211 		  PC UNRESTRICTED 10,000

BOYS AND GIRLS CLB OF ANNAPOLIS & ANNE ARUNDEL COUNTY

121 SOUTH VILLA ACADEMY
ANNAPOLIS,MD21401 		  PC UNRESTRICTED 5,000

BROWN MEMORIAL TUTORING PROGRAM

1316 PARK AVENUE
BALTIMORE,MD21217 		  PC UNRESTRICTED 5,500

CENTER FOR WHALE RESEARCH

PO BOX 1577
FRIDAY HARBOR,WA98250 		  PC UNRESTRICTED 2,000

CHAMBER MUSIC ANNAPOLIS

1730 CROWNSVILLE ROAD
ANNAPOLIS,MD21401 		  PC UNRESTRICTED 500

CHESAPEAKE BAY FOUNDATION PHILIP MERRILL ENVIRONMENTAL CENTER

6 HERNDAON AVENUE
ANNAPOLIS,MD21403 		  PC UNRESTRICTED 5,000

CHESAPEAKE CLIMATE ACTION NETWORK

PO BOX 11138
TAKOMA PARK,MD20912 		  PC UNRESTRICTED 10,000

CHESAPEAKE LEGAL ALLIANCE

69 FRANKLIN STREET
ANNAPOLIS,MD21401 		  PC UNRESTRICTED 10,000

CHILD FIRST AUTHORITY

3904 HICKORY AVENUE SUITE 200
BALTIMORE,MD21211 		  PC UNRESTRICTED 5,000

CHOOSE 180

1416 SW 151ST STREET
BURIEN,WA98166 		  PC UNRESTRICTED 10,000

COASTAL WATERSHED INSTITUTE

PO BOX 266
PORT ANGELS,WA98362 		  PC UNRESTRICTED 1,000

COLUMBIA RIVERKEEPER

724 OAK STREET
HOOD RIVER,OR97031 		  PC UNRESTRICTED 5,000

CONSERVATION LANDS FOUNDATION

835 E 2ND AVENUE 314
DURANGO,CO81301 		  PC UNRESTRICTED 11,000

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		  PC UNRESTRICTED 1,000

ECOFLIGHT

307 L ASPEN AIRPORT BUSINESS CENTER
ASPEN,CO81611 		  PC UNRESTRICTED 5,000

GRAND CANYON RIVER GUIDES

PO BOX 1934
FLAGSTAFF,AZ86002 		  PC UNRESTRICTED 1,000

GRAND CANYON TRUST

2601 N FORT VALLEY ROAD
FLAGSTAFF,AZ86001 		  PC UNRESTRICTED 5,000

GROW HOME INC

825 W 69TH 2ND FLOOR
CHICAGO,IL60621 		  PC UNRESTRICTED 2,000

HOLISTIC LIFE FOUNDATION

2601 NORTH HOWARD SUITE 130
BALTIMORE,MD21218 		  PC UNRESTRICTED 8,375

IDAHO CONSERVATION LEAGUE

PO BOX 844
BOISE,ID83702 		  PC UNRESTRICTED 10,000

IDAHO HUMANE SOCIETY

1300 S BIRD STREET
BOISE,ID83709 		  PC UNRESTRICTED 1,000

IDAHO OUTFITTERS AND GUIDES ASSOCIATION

PO BOX 95
BOISE,ID83701 		  PC UNRESTRICTED 2,000

JUDGE ALEXANDER WILLIAMS JR CENTER FOR EDUCATION JUSTICE AND ETHICS

4716 PONTIAC STREET SUITE 0104
COLLEGE PARK,MD20740 		  PC UNRESTRICTED 10,000

LIVING CLASSROOMS FOUNDATION ROBIN NORTON MEMORIAL FUND

802 S CAROLINE ST
BALTIMORE,MD21231 		  PC UNRESTRICTED 10,000

MCGILVRA ELEMENTARY PTA

1617 38TH AVE
SEATTLE,WA98122 		  PC UNRESTRICTED 5,000

MULTIPLIER

405 14TH STREET SUITE 164
OAKLAND,CA94612 		  PC UNRESTRICTED 2,000

NORTH AVENUE MISSION

1900 SAINT PAUL ST
BALTIMORE,MD21218 		  PC UNRESTRICTED 4,000

PATTERSON PARK AUDUBON CENTER

2901 E BALTIMORE STREET BOX 2
BALTIMORE,MD21224 		  PC UNRESTRICTED 10,000

PAUL'S PLACE INC

1118 WARD STREET
BALTIMORE,MD21230 		  PC UNRESTRICTED 1,000

PIVOT

800 BOYLSTON STREET
BOSTON,MA02199 		  PC UNRESTRICTED 7,000

RED WOLF COALITION

PO BOX 96
COLUMBIA,NC27925 		  PC UNRESTRICTED 2,500

REDSIDE FOUNDATION

PO BOX 8734
BOISE,ID83707 		  PC UNRESTRICTED 1,000

SHORE RIVERS INC

114 SOUTH WASHINGTON STREET
EASTON,MD21601 		  PC UNRESTRICTED 5,500

THE COMMUNITY COLLEGE OF BALTIMORE

7200 SOLLERS POINT ROAD
BALTIMORE,MD21222 		  PC UNRESTRICTED 5,000

THE PEREGRINE FUND

5668 WEST FLYING HAWK LANE
BOISE,ID83709 		  PC UNRESTRICTED 2,000

THE THOMAS MORE PROJECT

2 WILLWOOD COURT
BALTIMORE,MD21209 		  PC UNRESTRICTED 5,000

TIDES FOUNDATION - MOVEMENT VOTER FUND

PO BOX 399389
SAN FRANCISCO,CA94139 		  PC UNRESTRICTED 4,000

TOUCHSTONES

PO BOX 2329
ANNAPOLIS,MD21404 		  PC UNRESTRICTED 2,250

TRANSIT CHOICES

516 N CHARLES STREET
BALTIMORE,MD21201 		  PC UNRESTRICTED 46,750

WATERKEEPER CHESAPEAKE

PO BOX 11075
TAKOMA PARK,MD20913 		  PC UNRESTRICTED 5,000

ACME CORPORATION FOR FRACTURED ATLAS

PO BOX 55
HARTSDALE,NJ10530 		  PC UNRESTRICTED 3,175

BALTIMORE SYMPHONY ORCHESTRA ORCHKIDS

1212 CATHEDRAL STREET
BALTIMORE,MD21201 		  PC UNRESTRICTED 3,000

CASCADIA CLEANTECH FBO E8 ANGELS

1301 5TH AVE SUITE 1500
SEATTLE,WA98101 		  PC UNRESTRICTED 1,000

CREATIVE CITY PUBLIC CHARTER SCHOOL FDN

2810 SHIRLEY AVENUE
BALTIMORE,MD21215 		  PC UNRESTRICTED 6,125

FAITH CRUSADE MONTGOMERY RESCUE MISSION

17 MILDRED STREET
MONTGOMERY,AL36104 		  PC UNRESTRICTED 7,500

FARM ALLIANCE OF BALTIMORE

2801 SISSON STREET SUITE 202
BALTIMORE,MD21211 		  PC UNRESTRICTED 8,750

GOAT IN THE ROAD

17 MILDRED STREET
MONTGOMERY,AL36104 		  PC UNRESTRICTED 9,375

GRAND CANYON YOUTH

2131 N FIRST STREET
FLAGSTAFF,AZ86004 		  PC UNRESTRICTED 1,000

IDAHO WILDLIFE FEDERATION

1020 W MAIN STREET SUITE 450
BOISE,ID83702 		  PC UNRESTRICTED 1,250

INTERSECTION OF CHANGE

PO BOX 12764 1947 PENNSYLVANIA
AVENUE
BALTIMORE,MD21217 		  PC UNRESTRICTED 6,125

INTERSECTION OF CHANGE - STRENGTH TO LOVE II

PO BOX 12764
BALTIMORE,MD21217 		  PC UNRESTRICTED 2,000

NEW MEXICO ENVIRONMENTAL LAW CENTER

PO BOX 12391
ALBUQUERQUE,NM87195 		  PC UNRESTRICTED 3,000

NIMIIPUU PROTECTING THE ENVIRONMENT

PO BOX 452
LAPWAI,ID83540 		  PC UNRESTRICTED 1,500

NMCAN

625 SILVER AVENUE SW SUITE 345
ALBUQUERQUE,NM87102 		  PC UNRESTRICTED 3,000

RIVER NEWE

112 S SILER ROAD
POCATELLO,ID83202 		  PC UNRESTRICTED 1,500

WAVERLY IMPROVEMENT CENTER - FOR OLD YORK COMMUNITY FARM

612 E 34TH STREET
BALTIMORE,MD21218 		  PC UNRESTRICTED 3,200
Total .................................right arrow 3a 385,250
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 37,342  
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 .....     14 153,751  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 228,755  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM K-1: ECOTRUST FORESTS, LLC 		110000 -4,101      
bFROM K-1: ROSE VALUE-ADD 531120        
cFROM K-1: THE LYME CONSERVATION OPPORTUNITIES FUND LP 110000 -8,718      
dFROM K-1: CEDAR FUND, LLC 110000 -312      
e
12 Subtotal. Add columns (b), (d), and (e) .. -13,131 419,848 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
406,717
(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.)
1 NOT APPLICABLE
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

TY 2022 AccountingFeesSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,500 0   8,500

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - EQUITIES 8704 1,148,852 1,136,131
TRILLIUM ESG GLOBAL EQUITY FD (TRILLIUM) 271,970 365,831

TY 2022 InvestmentsGovtObligationsSch
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


18,271
State & Local Government Securities - End of Year Fair Market Value:


4,868


TY 2022 InvestmentsOtherSchedule2
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLUE HUB CAP SUN INITIATIVE AT COST 100,000 100,000
CEDAR FUND LP AT COST 340,367 350,000
CLEANFIBER CORP STOCK AT COST 151,948 151,948
CRAFT 3 LOAN AT COST 150,000 150,000
ECOSYSTEM INTEGRITY FUND II-A, LP AT COST 49,612 139,332
ECOSYSTEM INTEGRITY FUND III-A, LP AT COST 109,790 242,071
ECOTRUST FORESTS LLC AT COST 31,976 239,000
INDOW WINDOW CORP AT COST 72,988 72,988
KULI KULI FOODS STOCK AT COST 49,999 50,000
MOSAIC SERIES B STOCK AT COST 25,000 25,000
MOSAIC SERIES C BRIDGE STOCK AT COST 14,511 14,511
NEW HAMPSHIRE COMMUNITY LOAN FUND AT COST 100,000 100,000
ROSE AFFORDABLE HOUSING FUND IV AT COST 258,358 553,839
ROSE AFFORDABLE HOUSING FUND V AT COST 241,346 214,965
SHIP COMPENSATION FUND, LLC AT COST 112,443 13,794
SJF VENTURES III, LP AT COST 57,051 91,821
SJF VENTURES IVA LP AT COST 153,604 250,015
TALA INVENTURE CAPITAL AT COST 250,000 250,000
THE LYME CONSERVATION OPP FUND LP AT COST 64,112 92,684
CAMBRIAN INNOVATIONS SERIES B AT COST 50,000 50,000
COMPLETE SOLAR STOCK AT COST 125,000 125,000
GREEN CANOPY HOMES SERIES D STOCK AT COST 100,000 100,000
ORGANICALLY GROWN STOCK AT COST 150,000 150,000
RUNNING TIDE SERIES A STOCK AT COST 50,000 50,000
SOLAR HOLLER STOCK SERIES A AT COST 175,247 175,000
SPARK FUND SERIES B AT COST 66,224 66,224
BLUON AT COST 125,000 125,000
PEGASUS SOLAR AT COST 200,000 200,000
PICK MY SOLAR SERIES A AT COST 100,000 100,000
SELLARS STOCK AT COST 663,355 663,355
SPARKMETER SERIES A AT COST 50,000 50,000
VICTORY HEMP AT COST 75,000 75,000
SJF VENTURES V A, LP AT COST 129,317 164,912
ELECTRUM WORKING CAPITAL AT COST 68,664 68,664
ZECK SERIES SEED AT COST 50,000 50,000
PLAYA VIVA LLC AT COST 100,000 100,000
ELEMENT 8 FUND I AT COST 75,898 76,050
FUND 0069 RECURRENT AT COST 14,603 15,000
UBIQD CONV NOTE AT COST 25,000 25,000
REBELLYOUS SEATTLE FOOD AT COST 50,000 50,000
PITTMOSS CONVERTIBLE NOTE AT COST 25,000 25,000

TY 2022 OtherAssetsSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 25,386 32,886 32,886
DISTRIBUTION RECEIVABLE 67,500 67,500 67,500
PROCEEDS RECEIVABLE 0 31,979 31,979


TY 2022 OtherDecreasesSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Description Amount
OTHER ADJUSTMENT 8,188


TY 2022 OtherExpensesSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 122 0   122
OFFICE SUPPLIES 578 0   578
BOOKKEEPING 9,510 0   9,510


TY 2022 OtherIncomeSchedule2
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1S NON UBIT 20,808 20,808 20,808
CRAFT III INTEREST INCOME 4,500 4,500 4,500
SUN INITIATIVE INTEREST INCOME 3,549 3,549 3,549
NEW HAMPSHIRE COMM INTEREST INCOME 5,000 5,000 5,000
SELLARS MEZZ INTEREST INCOME 52,827 52,827 52,827
INTEREST & DIVIDENDS FROM K-1 INVESTMENTS 11,226 11,226 11,226
PICK MY SOLAR INTEREST 1,663 1,663 1,663
TALA INTEREST 40,000 40,000 40,000
PLAYA VIVA INTEREST 9,370 9,370 9,370
OTHER INCOME 4,808 4,808 4,808
FROM K-1: ECOTRUST FORESTS, LLC -4,101   -4,101
FROM K-1: THE LYME CONSERVATION OPPORTUNITIES FUND LP -8,718   -8,718
FROM K-1: CEDAR FUND, LLC -312   -312


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO MANANAGEMENT FEES K-1S 23,016 23,016   0


TY 2022 TaxesSchedule
Name:
THE ROUSE FAMILY FOUNDATION INC
EIN:
52-6074744
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 13,500 0   0
FOREIGN TAXES 487 487   0