Civic Intelligence

Rosamary Foundation

990T • Fiscal year 2024 • EIN 72-6024696

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
1100 Poydras St Suite 1350New Orleans, LA 70163

(504) 207-8555

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $45,288,863Liabilities 2011: $83,1032011Assets 2012: $44,568,799Liabilities 2012: $02012Assets 2013: $45,145,712Liabilities 2013: $02013Assets 2014: $50,877,631Liabilities 2014: $33,3252014Assets 2015: $50,046,983Liabilities 2015: $02015Assets 2019: $46,836,284Liabilities 2019: $1,5352019Assets 2020: $39,114,406Liabilities 2020: $0Net Assets 2020: $39,114,4062020Assets 2021: $39,389,981Liabilities 2021: $0Net Assets 2021: $39,389,9812021Assets 2022: $37,492,737Liabilities 2022: $0Net Assets 2022: $37,492,7372022Assets 2023: $39,577,240Liabilities 2023: $0Net Assets 2023: $39,577,2402023Assets 2024: $37,650,400Liabilities 2024: $0Net Assets 2024: $37,650,4002024

Latest loaded filing

2024

Assets$37,650,400
Liabilities$0
Net Assets$37,650,400
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,830,820Expenses 2011: $3,247,419Net Income 2011: $583,4012011Revenue 2012: $2,213,124Expenses 2012: $2,850,085Net Income 2012: -$636,9612012Revenue 2013: $4,064,562Expenses 2013: $3,487,649Net Income 2013: $576,9132013Revenue 2014: $9,184,242Expenses 2014: $3,485,648Net Income 2014: $5,698,5942014Revenue 2015: $2,248,582Expenses 2015: $3,045,905Net Income 2015: -$797,3232015Revenue 2019: $2,049,499Expenses 2019: $2,927,702Net Income 2019: -$878,2032019Revenue 2020: -$4,695,593Expenses 2020: $3,026,285Net Income 2020: -$7,721,8782020Revenue 2021: $3,207,126Expenses 2021: $2,931,551Net Income 2021: $275,5752021Revenue 2022: $1,478,969Expenses 2022: $3,376,213Net Income 2022: -$1,897,2442022Revenue 2023: $5,489,648Expenses 2023: $3,455,145Net Income 2023: $2,034,5032023Revenue 2024: $1,335,088Expenses 2024: $3,261,928Net Income 2024: -$1,926,8402024

Latest loaded filing

2024

Revenue$1,335,088
Expenses$3,261,928
Net Income-$1,926,840
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Filing and Contact Details

Filer

Filer Name
Rosamary Foundation
EIN
72-6024696
Phone
5042078555
Address
1100 POYDRAS ST SUITE 1350, NEW ORLEANS, LA 70163

Signing Officer

Name
Andrew Wisdom
Title
Chairman-trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML Appendix97 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt014487
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0133
IRS1120ScheduleD/NetCapitalGainAmt014354
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt014354
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0133
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt014354
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt014354
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0133
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0133
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd0M
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt014354
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt014354
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LTCG FROM PASS-THROUGHS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt014354
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt014354
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd0M
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0133
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0133
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STCG FROM PASS-THROUGHS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0133
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0133
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAPTRUST
IRS990T/BooksInCareOfDetail/PhoneNum05042078555
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd070163
IRS990T/BookValueAssetsEOYAmt037650400
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt015104
IRS990T/OverpaymentSection/OverpaymentAmt015104
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0114867
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900099
IRS990T/PriorYearOverpaymentCreditAmt016667
IRS990TScheduleA/CapitalGainNetIncomeAmt014487
IRS990TScheduleA/NetOperatingLossDeductionAmt033774
IRS990TScheduleA/OtherIncomeAmt05600
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt022130
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt042217
IRS990TScheduleA/TotUnrltTrdBusIncmAmt042217
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt042217
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08443
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt01563
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt01563
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt016667
IRS990T/TotalTaxAmt01563
IRS990T/TotalTaxComputationAmt01563
IRS990T/TotalUBTIAmt07443
IRS990T/TotalUBTIBeforeNOLSpecificAmt08443
IRS990T/TotalUBTIBeforeSection199AAmt08443
IRS990T/TotalUBTIComputedAmt08443
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW WISDOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSAMARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSA
ReturnHeader/Filer/EIN0726024696
ReturnHeader/Filer/PhoneNum05042078555
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 POYDRAS ST SUITE 1350
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070163
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070163
ReturnHeader/PreparerPersonGrp/PhoneNum05042078555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISKA W RONEY
ReturnHeader/ReturnTs02025-11-17T18:22:53-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$1.34$3.26$1.93
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$0.00$39.6$5.49$3.46$2.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$0.00$37.5$1.48$3.38$1.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$3.21$2.93$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$0.00$39.1$4.70$3.03$7.72
2019Summary only. Only limited summary data is available for this year.$46.8$0.00$2.05$2.93$0.88
2015Summary only. Only limited summary data is available for this year.$50.0$0.00$2.25$3.05$0.80
2014Summary only. Only limited summary data is available for this year.$50.9$0.03$9.18$3.49$5.70
2013Summary only. Only limited summary data is available for this year.$45.1$0.00$4.06$3.49$0.58
2012Summary only. Only limited summary data is available for this year.$44.6$0.00$2.21$2.85$0.64
2011Summary only. Only limited summary data is available for this year.$45.3$0.08$3.83$3.25$0.58