2024-12-13T09:22:00-05:00 2023-12-31 161385918 NACCA & CAPIZZI LLP 2430 RIDGEWAY AVE STE 1 ROCHESTER NY 14626 990PF 2023-01-01 134016964 ROSE FAMILY FOUNDATION ROSE 5857323937 300 MARKS LANE CHAPEL HILL NC 27516 JAMES ROSE TREASURER 5857323937 2024-12-12 false PETER BUTTRILL CPA P01315035 5852259290 2024-12-12 2023 2024-10-15 13:58:12Z X 4939261 X X 76162 76162 4310 4310 45938 45938 1431 5 127841 80477 13184 13184 13184 13184 0 354500 354500 367684 13184 354500 -239843 67293 146260 103201 103201 17866 1204436 1204436 1811522 2642812 2642812 206544 2190593 278168 278168 15025 710644 710644 4387810 4939261 4939261 0 X 4387810 4939261 4387810 4939261 4387810 4939261 4387810 -239843 791294 4939261 4939261 935 935 935 6540 6540 5605 5605 false false false false false false false true true true false false false false true N/A TRILLIUM ASSET MANAGEMENT 6174236655 TWO FINANCIAL CENTER 60 SOUTH STREET BOSTON MA 02111 false false false false false false false false false false false false false false false false false false false false ANN PODLIPNY 98 BIRCH ROAD CHESTER NH 03036 VP/SECRETARY 0.50 0 0 0 SIMON ROSE 1660 TIGERTAIL AVENUE MIAMI FL 33133 DIRECTOR 0.20 0 0 0 JAMES ROSE 300 MARKS LANE CHAPEL HILL NC 27516 TREASURER 0.20 0 0 0 MARIAN ROSE 9 OLD CORNER ROAD BEDFORD NY 10506 DIRECTOR 0.20 0 0 0 DAVID ROSE PO BOX 228 YORK NY 14592 PRESIDENT 000.00 0 0 0 NONE NONE N/A 2838318 124731 1234381 4197430 4197430 62961 4134469 206723 206723 935 935 205788 205788 205788 354500 354500 205788 6831 120103 126934 354500 205788 148712 275646 0 6831 268815 120103 148712 X SENECA LAKE GUARDIAN PO BOX 333 WATKINS GLEN NY 14891 PC GENERAL CHARITABLE 50000 CENTRAL NY LYME & TICKBORNE 131 WEST SENECA ST MANILIUS NY 13104 PC GENERAL CHARITABLE 75000 SAVE THE HARBOURSAVE THE BAY 212 NORTHERN AVE BOSTON MA 02210 PC GENERAL CHARITABLE 50000 EASTIE FARMS 6 CHELSEA TERRACE EAST BOSTON MA 02128 PC GENERAL CHARITABLE 136000 SENECA LAKE PURE WATERS 20 E CASTLE ST GENEVA NY 14456 PC GENERAL CHARITABLE 43500 354500 14 76162 14 4310 15 5 45938 SJF VENTURES III 18 -8 TRILLIUM 18 1403 TRILLIUM OTHER INCOME 18 31 45938 81903 127841 false false false false false false false false false false SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY 6 6 LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY 45932 45932 SCHWAB 2642812 2642812 1204436 1204436 SCHWAB MUTUAL FUNDS FMV 278168 278168 PARTNERSHIPS AND REITS 15025 710644 710644 TRILLIUM 5 5 5 SJF VENTURES III -8 -8 TRILLIUM 1403 1403 TRILLIUM OTHER INCOME 31 31 UNREALIZED GAINS 791294 PORTFOLIO DEDUCTIONS - SJF VENTU 1743 1743 MANAGEMENT FEES - TRILLIUM K1 11441 11441 I RESPECTFULLY REQUEST THE ABATEMENT OF THE LATE FILING PENALTY ASSESSED FOR THE FORM 990-PF FOR THE TAX YEAR ENDED DECEMBER 31, 2023. THE FOUNDATION HAS A CONSISTENT HISTORY OF TIMELY FILING ALL REQUIRED TAX RETURNS AND PAYING ANY TAXES DUE. UNFORTUNATELY, DUE TO AN OVERSIGHT, AN EXTENSION FOR THE 2023 RETURN WAS NOT FILED, AND THE RETURN IS BEING SUBMITTED AFTER THE ORIGINAL DUE DATE. THIS WAS AN ISOLATED INCIDENT AND NOT REFLECTIVE OF THE FOUNDATION'S STANDARD PRACTICES. ADDITIONALLY, THE FOUNDATION HAD OVERPAID ITS 2022 TAX LIABILITY AND APPLIED THE OVERPAYMENT TO THE 2023 TAX YEAR, WHICH COVERED ALL TAXES OWED FOR 2023. AS A RESULT, NO TAXES WERE UNPAID AT THE FILING DEADLINE. WE BELIEVE THE FOUNDATIONS LONGSTANDING COMPLIANCE HISTORY DEMONSTRATES REASONABLE CAUSE FOR THIS LATE FILING AND REQUEST RELIEF UNDER THE IRSS FIRST-TIME ABATEMENT POLICY OR REASONABLE CAUSE PROVISIONS. WE SINCERELY APOLOGIZE FOR THIS OVERSIGHT AND HAVE IMPLEMENTED ADDITIONAL PROCEDURES TO ENSURE ALL FUTURE FILINGS ARE TIMELY SUBMITTED. WE APPRECIATE YOUR CONSIDERATION OF THIS REQUEST AND RESPECTFULLY ASK FOR THE ABATEMENT OF ANY PENALTIES ASSOCIATED WITH THE LATE FILING OF THE 2023 FORM 990-PF.