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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROSEN FAMILY FOUNDATION TALLU & RUBEN
ROSEN RONI & DON ROSEN
Number and street (or P.O. box number if mail is not delivered to street address)600 Brickell Ave 3500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Miami, FL33131
A Employer identification number

20-8775991
B Telephone number (see instructions)

(305) 376-6075
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$803,928J 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 445 445  
4 Dividends and interest from securities... 13,004 13,004  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,797
b Gross sales price for all assets on line 6a 141,780
7 Capital gain net income (from Part IV, line 2)... 51,797
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
1,000 0  
12 Total. Add lines 1 through 11........ 66,246 65,246  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,800 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
988 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,102 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,890 0   0
25 Contributions, gifts, grants paid....... 40,000 40,000
26 Total expenses and disbursements. Add lines 24 and 25 50,890 0   40,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,356
b Net investment income (if negative, enter -0-) 65,246
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 9,140 7,824 7,824
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.................      
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)      
b Investments—corporate stock (attach schedule)....... 561,266 Click to see attachment
List of Attached Documents:
// Content
577,938 		796,104
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 570,406 585,762 803,928
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........ 460,449 460,449
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 109,957 125,313
29 Total net assets or fund balances (see instructions)..... 570,406 585,762
30 Total liabilities and net assets/fund balances (see instructions). 570,406 585,762
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
570,406
2
Enter amount from Part I, line 27a .....................
2
15,356
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
585,762
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
585,762
Form 990-PF (2024)
Form 990-PF (2024)
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 GRAIL INC   2024-07-03 2024-07-03
b MEDTRONIC PLC   2019-07-19 2024-12-30
c BAKER HUGHES CO   2022-03-22 2024-12-30
d NXP SEMICONDUCTORS NV   2020-05-07 2024-12-30
e GOLDMAN SACHS GROUP INC   2017-05-25 2024-12-30
LYONDELLBASELL INDU-CL A   2022-11-03 2024-12-30
VERTEX PHARMACEUTICALS INC   2019-03-15 2024-12-30
WESTERN DIGITAL CORP   2021-03-15 2024-12-30
WALT DISNEY CO/THE   2022-07-05 2024-12-30
EOG RESOURCES INC   2019-09-03 2024-12-30
BANK OF AMERICA CORP   2018-06-15 2024-12-30
COCA-COLA CO/THE   2021-06-22 2024-12-30
PACCAR INC   2023-01-17 2024-12-30
PROCTER & GAMBLE CO/THE   2020-06-25 2024-12-30
PROCTER & GAMBLE CO/THE   2020-12-07 2024-12-30
SCHWAB (CHARLES) CORP   2022-08-30 2024-12-30
LINDE PLC   2021-05-14 2024-12-30
WATERS CORP   2023-04-18 2024-12-26
ALPHABET INC-CL C   2018-02-22 2024-12-23
AB SMALL CAP CORE PORTFOLIO ADV CL   2017-05-15 2024-12-23
AB SMALL CAP CORE PORTFOLIO ADV CL   2017-08-28 2024-12-23
AB SMALL CAP CORE PORTFOLIO ADV CL   2017-12-15 2024-12-23
BROADCOM INC   2023-06-27 2024-12-23
META PLATFORMS INC-CLASS A   2019-06-13 2024-12-23
EATON CORP PLC   2019-09-03 2024-12-23
T-MOBILE US INC   2021-02-01 2024-12-23
HOME DEPOT INC   2018-08-17 2024-12-23
AB DISCOVERY GRWTH FUND- AD   2015-12-15 2024-12-23
AB DISCOVERY GRWTH FUND- AD   2015-12-21 2024-12-23
VISA INC-CLASS A SHARES   2016-09-14 2024-12-23
UNITEDHEALTH GROUP INC   2019-11-19 2024-12-23
UNITEDHEALTH GROUP INC   2019-12-05 2024-12-23
WALMART INC   2018-02-28 2024-12-23
WELLS FARGO & CO   2017-09-22 2024-12-23
AB DISCOVERY VALUE-ADV   2015-12-22 2024-12-23
AB DISCOVERY VALUE-ADV   2016-01-21 2024-12-23
AB DISCOVERY VALUE-ADV   2016-12-20 2024-12-23
AMAZON.COM INC   2020-01-21 2024-12-23
APPLE INC   2015-06-12 2024-12-23
MICROSOFT CORP   2018-11-30 2024-12-23
NVIDIA CORP   2020-03-24 2024-12-23
ORACLE CORP   2021-03-04 2024-12-23
ORACLE CORP   2022-02-08 2024-12-23
PROGRESSIVE CORP   2019-11-19 2024-12-23
GEN DIGITAL INC   2022-11-07 2024-12-18
GEN DIGITAL INC   2022-12-01 2024-12-18
AMERICAN TOWER CORP   2021-02-04 2024-12-18
AMERICAN TOWER CORP   2021-02-08 2024-12-18
AMERICAN TOWER CORP   2021-02-10 2024-12-18
AMERICAN TOWER CORP   2022-06-06 2024-12-18
AMERICAN TOWER CORP   2022-11-22 2024-12-18
AMERICAN TOWER CORP   2022-12-12 2024-12-18
AMERICAN TOWER CORP   2023-01-12 2024-12-18
AMERICAN TOWER CORP   2023-01-30 2024-12-18
VISA INC-CLASS A SHARES   2016-09-14 2024-12-17
NEXTERA ENERGY INC   2023-03-14 2024-12-11
NEXTERA ENERGY INC   2023-04-26 2024-12-11
NEXTERA ENERGY INC   2023-06-12 2024-12-11
NEXTERA ENERGY INC   2020-12-07 2024-12-09
NEXTERA ENERGY INC   2020-12-21 2024-12-09
NEXTERA ENERGY INC   2022-06-10 2024-12-09
NEXTERA ENERGY INC   2022-06-16 2024-12-09
NEXTERA ENERGY INC   2022-10-10 2024-12-09
CHEVRON CORP   2019-12-04 2024-12-09
CHEVRON CORP   2020-12-17 2024-12-09
ORACLE CORP   2017-10-23 2024-12-09
ORACLE CORP   2021-03-04 2024-12-09
GOLDMAN SACHS GROUP INC   2017-05-25 2024-12-02
ILLUMINA INC   2022-12-30 2024-11-19
ILLUMINA INC   2023-01-05 2024-11-19
ILLUMINA INC   2023-03-14 2024-11-19
ILLUMINA INC   2023-05-02 2024-11-19
ILLUMINA INC   2023-05-15 2024-11-19
CORTEVA INC   2023-10-17 2024-11-15
META PLATFORMS INC-CLASS A   2019-06-13 2024-11-15
ELEVANCE HEALTH INC   2019-03-15 2024-11-15
ELEVANCE HEALTH INC   2020-04-09 2024-11-15
ELEVANCE HEALTH INC   2020-07-27 2024-11-15
ELEVANCE HEALTH INC   2023-07-24 2024-11-15
ELEVANCE HEALTH INC   2023-10-20 2024-11-15
WATERS CORP   2023-04-18 2024-11-14
PROGRESSIVE CORP   2019-11-19 2024-11-14
GEN DIGITAL INC   2021-09-15 2024-11-11
GEN DIGITAL INC   2022-11-07 2024-11-11
PROGRESSIVE CORP   2019-04-11 2024-11-11
PROGRESSIVE CORP   2019-11-19 2024-11-11
QUALCOMM INC   2020-07-28 2024-11-06
NEXTERA ENERGY INC   2020-09-16 2024-10-30
NEXTERA ENERGY INC   2020-09-17 2024-10-30
NEXTERA ENERGY INC   2020-12-07 2024-10-30
GEN DIGITAL INC   2021-07-26 2024-10-30
GEN DIGITAL INC   2021-09-15 2024-10-30
EATON CORP PLC   2019-09-03 2024-10-30
NEXTERA ENERGY INC   2020-06-25 2024-10-28
NEXTERA ENERGY INC   2020-09-16 2024-10-28
GEN DIGITAL INC   2021-06-07 2024-10-23
GEN DIGITAL INC   2021-06-14 2024-10-23
GEN DIGITAL INC   2021-07-26 2024-10-23
SERVICENOW INC   2022-01-25 2024-10-23
VERTEX PHARMACEUTICALS INC   2018-11-07 2024-10-21
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-10-14 2024-10-17
ELEVANCE HEALTH INC   2018-05-11 2024-10-16
ELEVANCE HEALTH INC   2018-05-11 2024-10-15
OTIS WORLDWIDE CORP   2022-03-30 2024-10-14
PAYPAL HOLDINGS INC   2019-01-25 2024-10-04
PAYPAL HOLDINGS INC   2021-04-26 2024-10-04
PAYPAL HOLDINGS INC   2022-05-13 2024-10-04
PAYPAL HOLDINGS INC   2022-08-11 2024-10-04
PAYPAL HOLDINGS INC   2022-08-12 2024-10-04
WILLIS TOWERS WATSON PLC   2022-02-23 2024-10-04
PROGRESSIVE CORP   2019-04-11 2024-10-04
EDWARDS LIFESCIENCES CORP   2017-12-20 2024-09-26
MASTEC INC   2023-06-28 2024-09-19
MASTEC INC   2023-07-19 2024-09-19
MASTEC INC   2023-09-11 2024-09-19
MASTEC INC   2023-09-15 2024-09-19
WALMART INC   2018-02-28 2024-09-18
ORACLE CORP   2017-10-23 2024-09-18
PROGRESSIVE CORP   2016-07-25 2024-09-18
PROGRESSIVE CORP   2019-04-11 2024-09-18
RESTAURANT BRANDS INTERN   2023-02-28 2024-09-17
RESTAURANT BRANDS INTERN   2023-08-29 2024-09-17
RESTAURANT BRANDS INTERN   2023-09-11 2024-09-17
RESTAURANT BRANDS INTERN   2022-12-09 2024-09-11
RESTAURANT BRANDS INTERN   2022-12-19 2024-09-11
RESTAURANT BRANDS INTERN   2023-01-05 2024-09-11
RESTAURANT BRANDS INTERN   2023-02-28 2024-09-11
ORACLE CORP   2017-10-23 2024-09-09
WESTERN DIGITAL CORP   2021-03-02 2024-09-06
EATON CORP PLC   2019-09-03 2024-08-29
WESTERN DIGITAL CORP   2021-02-17 2024-08-29
WESTERN DIGITAL CORP   2021-03-02 2024-08-29
WESTERN DIGITAL CORP   2021-02-17 2024-08-27
QUALCOMM INC   2020-07-17 2024-08-27
QUALCOMM INC   2020-07-28 2024-08-27
RESTAURANT BRANDS INTERN   2022-12-09 2024-08-26
SENSATA TECHNOLOGIES HOLDING   2023-07-20 2024-08-26
SENSATA TECHNOLOGIES HOLDING   2023-07-21 2024-08-26
QUALCOMM INC   2020-07-17 2024-08-26
KLA CORP   2021-10-18 2024-08-22
HYATT HOTELS CORP - CL A   2023-01-05 2024-08-21
WESTERN DIGITAL CORP   2021-02-16 2024-08-21
WESTERN DIGITAL CORP   2021-02-17 2024-08-21
NVIDIA CORP   2020-03-24 2024-08-21
SENSATA TECHNOLOGIES HOLDING   2023-07-20 2024-08-14
WALMART INC   2018-02-28 2024-08-14
MASTEC INC   2023-06-28 2024-08-08
STELLANTIS NV   2021-02-16 2024-08-08
STELLANTIS NV   2021-10-06 2024-08-08
STELLANTIS NV   2021-10-18 2024-08-08
STELLANTIS NV   2022-03-10 2024-08-08
HYATT HOTELS CORP - CL A   2023-01-05 2024-08-06
MASTEC INC   2023-06-28 2024-08-06
PROGRESSIVE CORP   2016-07-25 2024-08-05
EOG RESOURCES INC   2019-09-03 2024-07-31
EOG RESOURCES INC   2016-02-25 2024-07-31
RESTAURANT BRANDS INTERN   2022-12-06 2024-07-30
RESTAURANT BRANDS INTERN   2022-12-08 2024-07-30
RESTAURANT BRANDS INTERN   2022-12-09 2024-07-30
EDWARDS LIFESCIENCES CORP   2017-12-20 2024-07-25
SERVICENOW INC   2022-01-13 2024-07-25
WORKDAY INC-CLASS A   2023-06-15 2024-07-25
WORKDAY INC-CLASS A   2023-06-16 2024-07-25
EATON CORP PLC   2019-09-03 2024-07-19
MICROSOFT CORP   2018-11-30 2024-07-19
PROCTER & GAMBLE CO/THE   2020-06-25 2024-07-19
VERTEX PHARMACEUTICALS INC   2018-11-07 2024-07-19
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-10-14 2024-07-18
PACCAR INC   2023-01-12 2024-07-18
PACCAR INC   2023-01-13 2024-07-18
PACCAR INC   2023-01-17 2024-07-18
AB DISCOVERY VALUE-ADV   2015-12-22 2024-07-17
LPL FINANCIAL HOLDINGS INC   2021-12-21 2024-07-17
BROADCOM INC   2023-06-27 2024-07-16
LPL FINANCIAL HOLDINGS INC   2021-07-08 2024-07-16
LPL FINANCIAL HOLDINGS INC   2021-12-21 2024-07-16
GEN DIGITAL INC   2021-05-26 2024-07-16
GEN DIGITAL INC   2021-06-07 2024-07-16
ALPHABET INC-CL C   2018-02-22 2024-07-15
PROGRESSIVE CORP   2016-07-25 2024-07-15
REGENERON PHARMACEUTICALS   2019-11-19 2024-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-19 2024-07-15
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-20 2024-07-15
WALMART INC   2018-02-28 2024-07-15
ELEVANCE HEALTH INC   2018-05-11 2024-07-10
KLA CORP   2021-10-18 2024-07-10
ORACLE CORP   2017-10-23 2024-07-01
WALMART INC   2018-02-28 2024-07-01
PNC FINANCIAL SERVICES GROUP   2020-05-21 2024-06-27
PNC FINANCIAL SERVICES GROUP   2022-08-23 2024-06-27
GRAIL INC   2022-12-30 2024-06-26
GRAIL INC   2023-05-02 2024-06-26
ALPHABET INC-CL C   2018-02-22 2024-06-13
MICROSOFT CORP   2018-11-30 2024-06-06
ORACLE CORP   2017-06-26 2024-06-06
ORACLE CORP   2017-10-23 2024-06-06
EATON CORP PLC   2019-09-03 2024-06-05
BOOZ ALLEN HAMILTON HOLDINGS   2021-08-09 2024-05-23
PNC FINANCIAL SERVICES GROUP   2020-04-09 2024-05-23
PNC FINANCIAL SERVICES GROUP   2020-05-21 2024-05-23
CDW CORP/DE   2017-06-26 2024-04-30
QUALCOMM INC   2020-07-17 2024-04-26
ALPHABET INC-CL C   2018-02-22 2024-04-25
T-MOBILE US INC   2021-02-01 2024-04-25
EATON CORP PLC   2019-09-03 2024-04-19
HOME DEPOT INC   2018-08-17 2024-04-19
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-10-14 2024-04-18
PNC FINANCIAL SERVICES GROUP   2020-04-09 2024-04-18
QUALCOMM INC   2020-06-15 2024-04-18
QUALCOMM INC   2020-07-17 2024-04-18
PNC FINANCIAL SERVICES GROUP   2020-01-24 2024-04-15
PNC FINANCIAL SERVICES GROUP   2020-04-09 2024-04-15
AUTODESK INC   2022-03-28 2024-04-11
AUTODESK INC   2022-04-05 2024-04-11
QUALCOMM INC   2020-06-15 2024-04-02
AMERICAN ELECTRIC POWER   2018-05-03 2024-03-18
GEN DIGITAL INC   2021-05-25 2024-03-15
GEN DIGITAL INC   2021-05-26 2024-03-15
EATON CORP PLC   2019-09-03 2024-03-14
WESTERN DIGITAL CORP   2021-02-16 2024-03-14
RTX CORPORATION   2021-12-13 2024-03-12
RTX CORPORATION   2022-06-10 2024-03-12
RTX CORPORATION   2021-11-03 2024-03-11
RTX CORPORATION   2021-11-15 2024-03-11
RTX CORPORATION   2021-12-13 2024-03-11
COSTCO WHOLESALE CORP   2018-03-06 2024-02-20
AUTODESK INC   2022-03-28 2024-02-12
COCA-COLA CO/THE   2021-06-22 2024-02-12
ZOETIS INC   2017-09-14 2024-02-12
BOOZ ALLEN HAMILTON HOLDINGS   2020-09-03 2024-02-07
BOOZ ALLEN HAMILTON HOLDINGS   2021-08-09 2024-02-07
VERTEX PHARMACEUTICALS INC   2018-11-07 2024-02-07
WILLIS TOWERS WATSON PLC   2022-02-23 2024-02-07
EATON CORP PLC   2019-09-03 2024-02-02
ROCHE HOLDINGS LTD-SPONS ADR   2019-07-19 2024-01-31
ROCHE HOLDINGS LTD-SPONS ADR   2019-08-13 2024-01-31
ROCHE HOLDINGS LTD-SPONS ADR   2019-11-19 2024-01-31
AMERICAN TOWER CORP   2021-02-03 2024-01-29
ALPHABET INC-CL C   2018-02-22 2024-01-29
META PLATFORMS INC-CLASS A   2019-06-13 2024-01-29
NVIDIA CORP   2020-03-24 2024-01-29
AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL   2013-10-14 2024-01-25
RTX CORPORATION   2021-10-21 2024-01-22
RTX CORPORATION   2021-10-28 2024-01-22
RTX CORPORATION   2021-11-03 2024-01-22
VISA INC-CLASS A SHARES   2016-09-14 2024-01-16
GOLDMAN SACHS GROUP INC   2017-05-09 2024-01-05
PROLOGIS INC   2020-03-24 2024-01-05
AMERICAN ELECTRIC POWER   2018-04-05 2024-01-04
DEERE & CO   2024-09-18 2024-12-30
TAIWAN SEMICONDUCTOR-SP ADR   2024-08-28 2024-12-30
FISERV INC   2024-10-04 2024-12-30
GE VERNOVA INC   2024-07-25 2024-12-26
NEXTERA ENERGY INC   2024-03-14 2024-12-11
NEXTERA ENERGY INC   2024-03-18 2024-12-11
ILLUMINA INC   2024-09-26 2024-11-19
ELEVANCE HEALTH INC   2023-11-27 2024-11-15
ELEVANCE HEALTH INC   2024-02-07 2024-11-15
HCA HEALTHCARE INC   2023-11-15 2024-11-14
GE VERNOVA INC   2024-07-25 2024-10-30
HCA HEALTHCARE INC   2023-11-06 2024-10-30
HCA HEALTHCARE INC   2023-11-15 2024-10-30
GE VERNOVA INC   2024-07-25 2024-10-28
HCA HEALTHCARE INC   2023-11-06 2024-10-28
HCA HEALTHCARE INC   2023-11-06 2024-10-14
HCA HEALTHCARE INC   2023-11-06 2024-09-26
HCA HEALTHCARE INC   2023-11-06 2024-07-30
ATI INC   2024-03-13 2024-06-17
ATI INC   2024-03-12 2024-06-14
MASTEC INC   2023-06-28 2024-06-06
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 8     8
b 478   615 -137
c 408   367 41
d 415   205 210
e 574   224 350
293   313 -20
400   187 213
299   338 -39
445   386 59
481   292 189
308   204 104
373   328 45
312   205 107
168   118 50
168   137 31
370   360 10
418   301 117
375   308 67
2,349   671 1,678
285   276 9
698   660 38
487   475 12
1,390   508 882
1,197   351 846
675   157 518
666   385 281
783   391 392
437   300 137
1,268   835 433
1,265   328 937
507   275 232
507   282 225
993   334 659
844   649 195
1,091   916 175
680   510 170
354   365 -11
2,030   840 1,190
2,289   288 2,001
3,053   772 2,281
3,208   143 3,065
505   197 308
337   161 176
722   215 507
285   217 68
342   282 60
561   700 -139
374   464 -90
374   463 -89
187   269 -82
374   435 -61
374   428 -54
187   232 -45
374   438 -64
318   82 236
222   221 1
222   224 -2
296   296 0
225   219 6
524   520 4
524   536 -12
450   424 26
225   231 -6
1,580   1,167 413
158   88 70
757   198 559
189   66 123
605   224 381
931   1,356 -425
266   390 -124
133   221 -88
266   391 -125
399   597 -198
608   564 44
553   176 377
801   610 191
401   241 160
401   265 136
401   472 -71
401   455 -54
380   308 72
1,027   286 741
213   184 29
243   173 70
260   72 188
260   72 188
690   367 323
158   141 17
634   555 79
79   73 6
108   103 5
432   420 12
343   78 265
580   418 162
166   141 25
188   199 -11
536   568 -32
349   336 13
906   509 397
478   181 297
171   144 27
990   460 530
968   460 508
738   549 189
952   1,118 -166
238   800 -562
476   472 4
317   406 -89
635   810 -175
582   437 145
1,023   289 734
779   458 321
359   348 11
359   345 14
359   270 89
359   255 104
549   213 336
494   149 345
257   33 224
515   144 371
139   129 10
279   273 6
279   267 12
547   535 12
342   325 17
479   452 27
410   388 22
282   99 183
302   360 -58
304   78 226
251   269 -18
125   144 -19
629   672 -43
347   184 163
520   276 244
350   334 16
540   649 -109
425   512 -87
506   277 229
803   328 475
582   367 215
65   67 -2
259   269 -10
645   31 614
394   510 -116
549   243 306
541   581 -40
202   212 -10
388   462 -74
466   588 -122
342   332 10
533   367 166
630   697 -67
843   132 711
127   73 54
635   345 290
346   328 18
553   537 16
346   334 12
679   420 259
829   527 302
1,155   1,121 34
693   670 23
312   78 234
437   110 327
335   236 99
492   181 311
177   152 25
223   135 88
1,113   715 398
668   410 258
300   225 75
669   473 196
504   254 250
977   529 448
244   158 86
51   55 -4
282   313 -31
565   168 397
649   99 550
2,171   689 1,482
576   612 -36
72   76 -4
628   273 355
532   230 302
887   328 559
429   149 280
405   182 223
152   103 49
455   500 -45
17   39 -22
17   46 -29
356   112 244
424   110 314
123   52 71
247   99 148
325   78 247
457   243 214
153   105 48
153   103 50
727   196 531
331   184 147
631   224 407
657   514 143
305   78 227
334   195 139
164   150 14
443   315 128
161   86 75
322   184 138
300   302 -2
300   210 90
482   428 54
482   423 59
681   345 336
576   483 93
64   83 -19
491   636 -145
299   78 221
305   334 -29
181   169 12
362   382 -20
549   531 18
366   358 8
183   169 14
726   191 535
262   214 48
417   383 34
394   130 264
144   86 58
287   162 125
420   181 239
271   218 53
271   78 193
317   303 14
211   212 -1
106   115 -9
396   467 -71
463   168 295
401   176 225
619   62 557
147   144 3
86   91 -5
513   537 -24
257   265 -8
265   82 183
386   225 161
391   209 182
251   207 44
425   403 22
401   336 65
414   370 44
344   164 180
444   359 85
741   602 139
665   654 11
401   478 -77
401   498 -97
2,087   1,459 628
597   328 269
362   230 132
362   243 119
580   328 252
717   459 258
792   459 333
403   230 173
361   230 131
1,262   1,137 125
786   727 59
426   464 -38
5,523     5,523
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       8
b       -137
c       41
d       210
e       350
      -20
      213
      -39
      59
      189
      104
      45
      107
      50
      31
      10
      117
      67
      1,678
      9
      38
      12
      882
      846
      518
      281
      392
      137
      433
      937
      232
      225
      659
      195
      175
      170
      -11
      1,190
      2,001
      2,281
      3,065
      308
      176
      507
      68
      60
      -139
      -90
      -89
      -82
      -61
      -54
      -45
      -64
      236
      1
      -2
      0
      6
      4
      -12
      26
      -6
      413
      70
      559
      123
      381
      -425
      -124
      -88
      -125
      -198
      44
      377
      191
      160
      136
      -71
      -54
      72
      741
      29
      70
      188
      188
      323
      17
      79
      6
      5
      12
      265
      162
      25
      -11
      -32
      13
      397
      297
      27
      530
      508
      189
      -166
      -562
      4
      -89
      -175
      145
      734
      321
      11
      14
      89
      104
      336
      345
      224
      371
      10
      6
      12
      12
      17
      27
      22
      183
      -58
      226
      -18
      -19
      -43
      163
      244
      16
      -109
      -87
      229
      475
      215
      -2
      -10
      614
      -116
      306
      -40
      -10
      -74
      -122
      10
      166
      -67
      711
      54
      290
      18
      16
      12
      259
      302
      34
      23
      234
      327
      99
      311
      25
      88
      398
      258
      75
      196
      250
      448
      86
      -4
      -31
      397
      550
      1,482
      -36
      -4
      355
      302
      559
      280
      223
      49
      -45
      -22
      -29
      244
      314
      71
      148
      247
      214
      48
      50
      531
      147
      407
      143
      227
      139
      14
      128
      75
      138
      -2
      90
      54
      59
      336
      93
      -19
      -145
      221
      -29
      12
      -20
      18
      8
      14
      535
      48
      34
      264
      58
      125
      239
      53
      193
      14
      -1
      -9
      -71
      295
      225
      557
      3
      -5
      -24
      -8
      183
      161
      182
      44
      22
      65
      44
      180
      85
      139
      11
      -77
      -97
      628
      269
      132
      119
      252
      258
      333
      173
      131
      125
      59
      -38
      5,523
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 51,797
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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) 1 907
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........................... 3 907
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- ..... 5 907
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 31
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,812
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,843
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 29
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 10 907
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow907 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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? Click to see attachment
List of Attached Documents:
// Content
....................
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
 
No
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 arrowPA
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 2024 or the taxable year beginning in 2024? 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
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 arrowGARRY GRAY Telephone no.right arrow (215) 377-9686

Located atright arrow8302 OLD YORK ROADELKINS PARKPA ZIP+4right arrow19027
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Lynne V Rosen President
0.05 		0 0 0
1270 Inverness Drive
La Canada Flintridge,CA91011
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 (2024)
Form 990-PF (2024)
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  
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 (2024)
Form 990-PF (2024)
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
800,080
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
800,080
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
800,080
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,001
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
788,079
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
39,404
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
39,404
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
907
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
907
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
38,497
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
38,497
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
38,497
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
40,000
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
40,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 38,497
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,731
b From 2020...... 5,684
c From 2021......  
d From 2022...... 4,753
e From 2023...... 6,555
f Total of lines 3a through e ........ 19,723
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 40,000
a Applied to 2023, 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 2024 distributable amount..... 38,497
e Remaining amount distributed out of corpus 1,503
5 Excess distributions carryover applied to 2024. 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 21,226
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,731
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		18,495
10 Analysis of line 9:
a Excess from 2020.... 5,684
b Excess from 2021....  
c Excess from 2022.... 4,753
d Excess from 2023.... 6,555
e Excess from 2024.... 1,503
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

American Technion

55 E 59 St
New York,NY10022 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Apne Aap Women Worldwide

PO Box 1376
New York,NY10022 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 2,500

Brighter Days Dog Rescue

RT 93
Boulder,CO80305 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 3,500

Equal Justice Intuitive

122 Commerce St
Montgomery,AL36104 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,500

Gay For Good

6444 East Spring St 321
Long Beach,CA90808 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,500

Har Zion Temple

1600 Hagys Ford Road
Penn Valley,PA19072 		  Public Charity Contribution to IRC Sec. 501(c)(3) charity. 1,200

JAFCO

3 Bala Plaza Suite 104
Bala,PA19004 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,800

Lankenau Medical Center Foundation

240 N Radnor Chester Rd Suite 340
Radnor,PA19087 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 2,000

Leukenua and Lymphoma Foundation

3 International Drive Suite 200
Rye Brook,NY10573 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Nefesh

PO Box 50445
Los Angeles,CA50445 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Philly Unknown

D and Indiana Ave
Philadelphia,PA19134 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,850

Second Chance Humane Society

413 So Darby St
Darby,PA19023 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 2,000

Sentencing Project

1705 De Sales St NW 8th Floor
Washington,DC20036 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Together International Ministries

1003 West 9th Ave Suite A
King of Prussia,PA19406 		  Public Charity Contribution to IRC Sect. 501 (c) (3) charity 6,500

We Love Philly

4324 K Street
Philadelphia,PA19124 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,250

Gay Men's Chorus of Los Angeles

8981 sunset Blvd Suite 600
Los Angeles,CA90069 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 2,200

Women's Wilderness

1206 Euclid abe
Boulder,CO80302 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,500

Reauthorizing Teaching

5 North 5th Street
Harrisburg,PA17101 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,500

Southern Poverty Law Center

400 Washington Ave
Montgomery,AL36104 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Catalyst California

1910 W Sunset Blvd Suite 500
Los Angeles,CA90026 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 1,000

Tailwaggerrs Foundation

147 N Larchmont Blvd
Los Angeles,CA90004 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 600

Mission Opera

26640 Bouquet Canyon Rd
Santa Clarita,CA91350 		  Public Charity Contribution to IRC Sect .501 (c) (3) 600

Alliance for Global Justice

225 E 26th St
Tuscon,AZ85713 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 500

Admirals Cove Foundation

200 Admirals Cove Blvd
Jupiter,FL33477 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 500

Philadelphia Community Bail

924 Cherry St 5th Fl
Philadelphia,PA19107 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 500

UN world food program emergency food aid

Via cesare Giulo Viola
Rome   00148
IT 		  Public Charity Contribution to IRC Sect. 501 (c) (3) 500
Total .................................right arrow 3a 40,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		        445
4 Dividends and interest from securities ....         13,004
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 ............ 		        51,797
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aStop payment on prior year donations 		  1,000 43    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,000 0 65,246
13Total. Add line 12, columns (b), (d), and (e)..................
13
66,246
(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.)
3 N/A - used to provide funds contributed to 501(c)(3) orgainizations
4 N/A - used to provide funds contributed to 501(c)(3) orgainizations
8 N/A - used to provide funds contributed to 501(c)(3) orgainizations
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplanOfLegisPoliticalActvts
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Explanation:
N/A

TY 2024 InvestmentsCorpStockSchedule
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Name of Stock End of Year Book Value End of Year Fair Market Value
AB DISCOVERY GRWTH FUND- AD 577,938 796,104

TY 2024 OtherExpensesSchedule
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 6,102 0   0


TY 2024 OtherIncomeSchedule2
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Stop payment on prior year donations 1,000   1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax return preparation 2,000 0   0
Accounting 1,800 0   0


TY 2024 TaxesSchedule
Name:
ROSEN FAMILY FOUNDATION TALLU & RUBEN
 
ROSEN RONI & DON ROSEN
EIN:
20-8775991
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes paid on dividends received 988 0   0