EDWARD JOHN AND PATRICIA ROSENWALD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD JOHN AND PATRICIA ROSENWALD FOUNDATION (EIN 74-3107995)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-21
- IRS object ID
- 202602029349100610
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-21T11:25:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743107995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWARD JOHN & | BusinessNameLine1Txt |
| Business Name Line2 | PATRICIA ROSENWALD FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BAKER TILLY 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JOHN ROSENWALD JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2026-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA BUREK | PreparerPersonNm |
| PTIN | P01256478 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2026-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,116,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,959,294 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,643,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,602,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,672,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,603,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,672,769 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,762 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,762 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,118 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,529 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,589 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,501,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,501,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,565,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,537,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,037,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,666,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,116,472 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,116,472 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $78,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,116,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,116,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,037,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,116,472 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50 SHS ABBVIE INC | D | 2025-01-17 | $8,657 | $4,263 | $4,394 | $4,394 |
| 6 SHS AMAZON.COM INC | D | 2025-01-17 | $1,349 | $556 | $793 | $793 |
| 39 SHS AMERICAN EXPRESS CO | D | 2025-01-17 | $12,283 | $4,615 | $7,668 | $7,668 |
| 433 SHS BANK OF AMERICA CORP | D | 2025-01-17 | $20,136 | $9,881 | $10,255 | $10,255 |
| 227 SHS BOSTON SCIENTIFIC CORP | D | 2025-01-17 | $22,410 | $11,333 | $11,077 | $11,077 |
| 16 SHS COSTCO WHOLESALE CORP | D | 2025-01-17 | $15,060 | $7,812 | $7,248 | $7,248 |
| 91 SHS EXXON MOBIL CORP | D | 2025-01-17 | $10,253 | $5,343 | $4,910 | $4,910 |
| 20 SHS META PLATFORMS INC-CLASS A | D | 2025-01-17 | $12,282 | $5,131 | $7,151 | $7,151 |
| 54 SHS ARTHUR J GALLAGHER & CO | D | 2025-01-17 | $15,990 | $7,538 | $8,452 | $8,452 |
| 58 SHS HILTON WORLDWIDE HOLDINGS INC | D | 2025-01-17 | $14,365 | $7,299 | $7,066 | $7,066 |
| 118 SHS INGERSOLL RAND INC | D | 2025-01-17 | $10,879 | $5,710 | $5,169 | $5,169 |
| 14 SHS INTUITIVE SURGICAL INC | D | 2025-01-17 | $8,302 | $3,784 | $4,518 | $4,518 |
| 842 SHS ISHARES RUSSELL 1000 GROWTH | D | 2025-01-17 | $343,358 | $130,979 | $212,379 | $212,379 |
| 108 SHS PROGRESSIVE CORP | D | 2025-01-17 | $26,505 | $12,638 | $13,867 | $13,867 |
| 143 SHS SPDR S&P 500 ETF TRUST | D | 2025-01-17 | $85,628 | $39,695 | $45,933 | $45,933 |
| 98 SHS TEXAS INSTRUMENTS INC | D | 2025-01-17 | $18,695 | $9,436 | $9,259 | $9,259 |
| 110 SHS VANGUARD INFO TECH ETF | D | 2025-01-17 | $69,113 | $37,085 | $32,028 | $32,028 |
| 340 SHS WELLS FARGO & CO | D | 2025-01-17 | $25,900 | $10,092 | $15,808 | $15,808 |
| 387 SHS VANGUARD INFO TECH ETF | D | 2025-01-27 | $236,296 | $130,471 | $105,825 | $105,825 |
| 20 SHS META PLATFORMS INC-CLASS A | D | 2025-02-18 | $14,157 | $6,654 | $7,503 | $7,503 |
| 369 SHS VANGUARD INFO TECH ETF | D | 2025-02-18 | $236,998 | $124,403 | $112,595 | $112,595 |
| 79 SHS FISERV, INC. | D | 2025-03-07 | $17,350 | $9,852 | $7,498 | $7,498 |
| 11 SHS INTUITIVE SURGICAL INC | D | 2025-03-07 | $5,864 | $3,602 | $2,262 | $2,262 |
| 6 SHS MASTERCARD INCORPORATED | D | 2025-03-07 | $3,282 | $1,877 | $1,405 | $1,405 |
| 450 SHS NVIDIA CORPORATION | D | 2025-03-07 | $49,985 | $30,665 | $19,320 | $19,320 |
| 373 SHS VANGUARD INFO TECH ETF | D | 2025-03-07 | $211,847 | $125,751 | $86,096 | $86,096 |
| 5 SHS WASTE CONNECTIONS, INC. | D | 2025-03-07 | $923 | $525 | $398 | $398 |
| 54 SHS META PLATFORMS INC-CLASS A | D | 2025-05-06 | $31,881 | $21,180 | $10,701 | $10,701 |
| 1 SH INTUITIVE SURGICAL INC | D | 2025-05-06 | $531 | $339 | $192 | $192 |
| 42 SHS MCDONALDS CORP | D | 2025-05-06 | $13,284 | $8,447 | $4,837 | $4,837 |
| 184 SHS MICROSOFT CORP | D | 2025-05-06 | $80,120 | $51,211 | $28,909 | $28,909 |
| 127 SHS MONDELEZ INTERNATIONAL INC-A | D | 2025-05-06 | $8,572 | $5,726 | $2,846 | $2,846 |
| 148 SHS NEXTERA ENERGY INC | D | 2025-05-06 | $9,863 | $6,269 | $3,594 | $3,594 |
| 8 SHS S&P GLOBAL INC | D | 2025-05-06 | $4,037 | $2,730 | $1,307 | $1,307 |
| 67 SHS TJX COMPANIES INC | D | 2025-05-06 | $8,621 | $5,349 | $3,272 | $3,272 |
| 705 SHS VANGUARD INFO TECH ETF | D | 2025-05-06 | $396,010 | $237,680 | $158,330 | $158,330 |
| 1,251 SHS FIDELITY INTL INDX | D | 2025-05-08 | $67,229 | $45,764 | $21,465 | $21,465 |
| 3 SHS BOOKING HOLDINGS INC | D | 2025-06-04 | $16,589 | $11,090 | $5,499 | $5,499 |
| 188 SHS NVIDIA CORPORATION | D | 2025-06-04 | $26,627 | $14,896 | $11,731 | $11,731 |
| 1,332.369 SHS ARTISAN INTL | D | 2025-06-06 | $69,630 | $47,312 | $22,318 | $22,318 |
| 8,728.406 SHS FIDELITY INTL INDX | D | 2025-06-06 | $493,068 | $319,303 | $173,765 | $173,765 |
| 15,064.976 SHS WCM FOCUSED INTL GROWTH | D | 2025-06-06 | $402,837 | $273,835 | $129,002 | $129,002 |
| 2 SHS ASML HOLDING | D | 2025-10-08 | $1,956 | $1,387 | $569 | $569 |
| 2 SHS ABBVIE INC | D | 2025-10-08 | $463 | $274 | $189 | $189 |
| 108 SHS ALPHABET INC | D | 2025-10-08 | $26,603 | $14,343 | $12,260 | $12,260 |
| 17 SHS AMERICAN EXPRESS CO | D | 2025-10-08 | $5,587 | $3,617 | $1,970 | $1,970 |
| 133 SHS APPLE INC | D | 2025-10-08 | $34,105 | $21,560 | $12,545 | $12,545 |
| 14 SHS MARTIN MARIETTA MATERIALS | D | 2025-10-08 | $8,866 | $5,717 | $3,149 | $3,149 |
| 299 SHS SPDR S&P 500 ETF TRUST | D | 2025-10-08 | $200,417 | $130,464 | $69,953 | $69,953 |
| 10 SHS THERMO FISHER SCIENTIFIC INC | D | 2025-10-08 | $5,381 | $3,293 | $2,088 | $2,088 |
| 1,318.333 SHS ARTISAN INTL | D | 2025-10-09 | $72,798 | $54,598 | $18,200 | $18,200 |
| 648.045 SHS WCM FOCUSED INTL GROWTH | D | 2025-10-09 | $18,035 | $11,827 | $6,208 | $6,208 |
| 2 SHS EATON CORPORATION PLC | D | 2025-12-17 | $658 | $551 | $107 | $107 |
| 1 SH LINDE PLC | D | 2025-12-17 | $423 | $344 | $79 | $79 |
| 1 SH TRANE TECHNOLOGIES PLC | D | 2025-12-17 | $393 | $363 | $30 | $30 |
| 5 SHS ABBVIE INC | D | 2025-12-17 | $1,119 | $824 | $295 | $295 |
| 10 SHS ALPHABET INC | D | 2025-12-17 | $3,087 | $2,437 | $650 | $650 |
| 414 SHS AMAZON.COM INC | D | 2025-12-17 | $92,893 | $37,234 | $55,659 | $55,659 |
| 2 SHS AMERICAN EXPRESS CO | D | 2025-12-17 | $764 | $466 | $298 | $298 |
| 2 SHS AMPHENOL CORP | D | 2025-12-17 | $259 | $274 | -$15 | -$15 |
| 14 SHS APPLE INC | D | 2025-12-17 | $3,848 | $3,350 | $498 | $498 |
| 21 SHS BANK OF AMERICA CORP | D | 2025-12-17 | $1,158 | $956 | $202 | $202 |
| 2 SHS BOOKING HOLDINGS INC | D | 2025-12-17 | $10,850 | $10,724 | $126 | $126 |
| 7 SHS BOSTON SCIENTIFIC CORP | D | 2025-12-17 | $657 | $721 | -$64 | -$64 |
| 4 SHS BROADCOM INC | D | 2025-12-17 | $1,385 | $944 | $441 | $441 |
| 17 SHS CSX CORP | D | 2025-12-17 | $623 | $607 | $16 | $16 |
| 1 SH CADENCE DESIGN SYSTEMS INC | D | 2025-12-17 | $319 | $303 | $16 | $16 |
| 2 SHS CONOCOPHILLIPS | D | 2025-12-17 | $184 | $153 | $31 | $31 |
| 7 SHS WALT DISNEY CO | D | 2025-12-17 | $777 | $783 | -$6 | -$6 |
| 6 SHS EQT CORP | D | 2025-12-17 | $322 | $340 | -$18 | -$18 |
| 2 SHS ECOLAB INC | D | 2025-12-17 | $517 | $507 | $10 | $10 |
| 3 SHS ENTERGY CORP | D | 2025-12-17 | $279 | $279 | $0 | $0 |
| 5.23 SHS EXXON MOBIL CORP | D | 2025-12-17 | $602 | $565 | $37 | $37 |
| 3.77 SHS EXXON MOBIL CORP | D | 2025-12-17 | $434 | $220 | $214 | $214 |
| 4 SHS META PLATFORMS INC-CLASS A | D | 2025-12-17 | $2,620 | $1,872 | $748 | $748 |
| 2 SHS ARTHUR J GALLAGHER & CO | D | 2025-12-17 | $504 | $506 | -$2 | -$2 |
| 2 SHS HILTON WORLDWIDE HOLDINGS INC | D | 2025-12-17 | $572 | $515 | $57 | $57 |
| 4 SHS HOWMET AEROSPACE INC | D | 2025-12-17 | $780 | $542 | $238 | $238 |
| 228 SHS ISHARES RUSSELL 1000 GROWTH | D | 2025-12-17 | $47,793 | $32,261 | $15,532 | $15,532 |
| 275 SHS JPMORGAN CHASE & CO | D | 2025-12-17 | $87,555 | $66,487 | $21,068 | $21,068 |
| 325 SHS JPMORGAN CHASE & CO | D | 2025-12-17 | $103,474 | $56,097 | $47,377 | $47,377 |
| 6 SHS JOHNSON & JOHNSON | D | 2025-12-17 | $1,255 | $936 | $319 | $319 |
| 4 SHS LOWE'S CO INC | D | 2025-12-17 | $982 | $845 | $137 | $137 |
| 1 SH MARTIN MARIETTA MATERIALS | D | 2025-12-17 | $626 | $632 | -$6 | -$6 |
| 3 SHS MASTERCARD INCORPORATED | D | 2025-12-17 | $1,696 | $1,359 | $337 | $337 |
| 2 SHS MCDONALDS CORP | D | 2025-12-17 | $631 | $466 | $165 | $165 |
| 10 SHS MICROSOFT CORP | D | 2025-12-17 | $4,768 | $3,827 | $941 | $941 |
| 5 SHS MONDELEZ INTERNATIONAL INC-A | D | 2025-12-17 | $271 | $272 | -$1 | -$1 |
| 7 SHS MORGAN STANLEY | D | 2025-12-17 | $1,249 | $922 | $327 | $327 |
| 9 SHS NEXTERA ENERGY INC | D | 2025-12-17 | $728 | $633 | $95 | $95 |
| 33 SHS NVIDIA CORPORATION | D | 2025-12-17 | $5,806 | $3,508 | $2,298 | $2,298 |
| 2 SHS OLD DOMINION FREIGHT LINE | D | 2025-12-17 | $312 | $259 | $53 | $53 |
| 3 SHS PEPSICO INC | D | 2025-12-17 | $451 | $300 | $151 | $151 |
| 3 SHS PROGRESSIVE CORP | D | 2025-12-17 | $671 | $703 | -$32 | -$32 |
| 1 SH S&P GLOBAL INC | D | 2025-12-17 | $501 | $360 | $141 | $141 |
| 11 SHS SPDR S&P 500 ETF TRUST | D | 2025-12-17 | $7,479 | $5,465 | $2,014 | $2,014 |
| 171 SHS STATE STREET TECHNOLOGY SELECT | D | 2025-12-17 | $24,397 | $15,367 | $9,030 | $9,030 |
| 10 SHS THE SOUTHERN COMPANY | D | 2025-12-17 | $856 | $674 | $182 | $182 |
| 1 SH STRYKER CORP | D | 2025-12-17 | $352 | $294 | $58 | $58 |
| 3 SHS TJX COMPANIES INC | D | 2025-12-17 | $466 | $384 | $82 | $82 |
| 2 SHS TAIWAN SEMICONDUCTOR | D | 2025-12-17 | $578 | $388 | $190 | $190 |
| 5 SHS TEXAS INSTRUMENTS INC | D | 2025-12-17 | $889 | $940 | -$51 | -$51 |
| 1 SH THERMO FISHER SCIENTIFIC INC | D | 2025-12-17 | $567 | $434 | $133 | $133 |
| 3 SHS UNITEDHEALTH GROUP INC | D | 2025-12-17 | $1,002 | $1,008 | -$6 | -$6 |
| 6,683 SHS VANGUARD INTERMEDIATE-TERM | D | 2025-12-17 | $400,980 | $395,450 | $5,530 | $5,530 |
| 386 SHS VANGUARD TOTAL STOCK MARKET ETF | D | 2025-12-17 | $129,260 | $93,921 | $35,339 | $35,339 |
| 4 SHS WALMART INC | D | 2025-12-17 | $461 | $391 | $70 | $70 |
| 2 SHS WASTE CONNECTIONS, INC. | D | 2025-12-17 | $351 | $336 | $15 | $15 |
| 13 SHS WELLS FARGO & CO | D | 2025-12-17 | $1,206 | $980 | $226 | $226 |
| 1,531.716 SHS JPM EQ INC FD | D | 2025-12-18 | $37,910 | $33,437 | $4,473 | $4,473 |
| 547.418 SHS ARTISAN INTL | D | 2025-12-18 | $29,281 | $22,756 | $6,525 | $6,525 |
| 1,310.532 SHS FIDELITY INTL INDX | D | 2025-12-18 | $81,121 | $76,797 | $4,324 | $4,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,672,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $163 | EsPenaltyAmt |
| Overpayment | $4,676 | OverpaymentAmt |
| Applied To ES Tax | $4,676 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD JOHN ROSENWALD JR | ||||||||
| 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LAWRENCE B BUTTENWIESER | ||||||||
| C/O KATTEN MUCHIN ROSENMAN LLP | ROCKEFELLER PLZ NEW YO | NY | 10020 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $218,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $218,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $215,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,161 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,537,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,537,469 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $261,449 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,882,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,042,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,967,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,153,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,537,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $3,537,469 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,691,231 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $2,959,294 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,731,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,227,084 | ExcessFromYear2Amt |
| Excess From Year1 | $2,967,384 | ExcessFromYear1Amt |
| Excess From Current Year | $3,537,469 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ALFRED E SMITH MEMORIAL FOUNDATION | ||||||||
| 1011 FIRST AVENUE SUITE 1400 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCE | ||||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ARCHDIOCESE OF NEW YORK | ||||||||
| 1011 1ST AVE FL 16 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ARETE MENTAL WELL-BEING AND HUMAN POTENTIAL INC | ||||||||
| 1155 PARK AVENUE APT 9SE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BIG DOG RANCH RESCUE INC | ||||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $155,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 5614 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | NONE | PC | GENERAL SUPPORT | $5,000 | 280 |
| CENTER FOR A NEW AMERICAN SECURITY INC | ||||||||
| 1152 15TH STREET NW 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $67,000 | |
| CENTRAL FUND OF ISRAEL CEDARHURST | ||||||||
| 445 CENTRAL AVENUE UNIT 210 | CEDARHURST | NY | 11516 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE 5TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $166,666 | |
| CITIZENS UNION FOUNDATION INC OF THE CITY OF NEW YORK | ||||||||
| 211 CENTRAL PARK W 4H | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 7 LEBANON STREET SUITE 302 6015 | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| GATES GLOBAL POLICY CENTER | ||||||||
| 8253A BACKLICK ROAD | NEWINGTON | VA | 22122 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| GIFT OF LIFE MARROW REGISTRY INC | ||||||||
| 5901 BROKEN SOUND PKWY NW STE 600 | BOCA RATON | FL | 33487 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 1 HARVARD CIRCLE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER | ||||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| NEW 42 STUDIOS | ||||||||
| 229 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK JUNIOR TENNIS LEAGUE INC | ||||||||
| 36-36 33RD ST SUITE 504 | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| NEW YORK UNIVERSITY | ||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $225,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC | ||||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PARTNERSHIP TO END ADDICTION | ||||||||
| 711 3RD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PINE RIDGE GIRLS SCHOOL | ||||||||
| 5300 MEMORIAL DRIVE SUITE 475 | HOUSTON | TX | 77007 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PITCH YOUR PEERS | ||||||||
| PO BOX 719 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PUBLICOLOR INC | ||||||||
| 20 WEST 36 STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SAN FRANCISCO CHANTICLEER INC | ||||||||
| 44 PAGE STREET SUITE 500 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ST JOHNS UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST LUKE SCHOOL | ||||||||
| 16-01 150TH PLACE | WHITESTONE | NY | 11357 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE ADIRONDACK COUNCIL INC | ||||||||
| 103 HAND AVENUE SUITE 3 | ELIZABETHTOWN | NY | 12932 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE ASIA FOUNDATION | ||||||||
| 465 CALIFORNIA STREET 9TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| 2700 HORIZON DRIVE 120 | KING OF PRUSSIA | PA | 19406 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| THE FUND FOR PARK AVENUE NEW YORK INC | ||||||||
| 445 PARK AVENUE 9TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE IRISH GEORGIAN SOCIETY INC | ||||||||
| 1953 N CLYBOURN AVENUE SUITE R286 | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $523,735 | |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | ||||||||
| 270 MADISON AVENUE 11TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| THE PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK INC | ||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $150,000 | PLAZA |
| THE SALVATION ARMY | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE SKIN CANCER FOUNDATION INC | ||||||||
| 205 LEXINGTON AVE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| THE SOCIETY OF THE FOUR ARTS INC | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $191,667 | |
| THE SOUP KITCHEN INC | ||||||||
| PO BOX 741155 | BOYNTON BEACH | FL | 33474 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNITED JEWISH APPEAL FEDERATION | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILIDELPHIA | PA | 19106 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WORLD TRADE CENTER PERFORMING ARTS CENTER INC | ||||||||
| 251 FULTON STREET | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,501,068 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,643,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,643,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,643,945 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (112 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| E JOHN ROSENWALD JR | |||||||
| 1 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,612 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 2 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,335 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 3 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $12,171 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 4 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $20,206 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 5 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $22,164 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 6 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $14,762 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 7 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $10,112 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 8 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $12,260 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 9 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $15,843 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 10 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $14,287 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 11 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $10,711 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 12 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,110 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 13 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $85,088 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 14 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $26,371 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 15 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $84,748 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 16 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $18,748 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 17 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,572 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 18 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $25,692 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 19 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $31,134 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 20 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $14,434 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 21 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $29,625 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 22 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $17,472 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 23 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $6,046 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 24 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $3,301 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 25 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $50,753 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 26 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $26,794 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 27 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $933 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 28 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $32,164 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 29 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $530 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 30 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $13,190 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 31 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $80,188 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 32 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,568 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 33 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $9,835 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 34 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $4,057 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 35 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,666 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 36 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $49,801 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 37 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $67,804 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 38 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $662 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 39 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $26,501 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 40 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $44,701 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 41 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $491,759 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 42 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $402,084 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 43 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $2,046 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 44 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $462 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 45 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $26,911 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 46 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $5,616 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 47 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $34,103 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 48 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $8,862 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 49 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $200,429 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 50 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $5,439 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 51 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $48,185 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 52 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $18,204 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 53 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $661 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 54 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $420 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 55 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $395 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 56 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,122 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 57 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $3,078 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 58 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $92,072 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 59 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $764 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 60 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $258 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 61 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $3,831 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 62 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,155 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 63 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $438 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 64 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $643 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 65 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,365 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 66 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $630 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 67 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $320 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 68 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $184 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 69 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $783 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 70 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $322 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 71 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $520 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 72 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $280 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 73 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $605 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 74 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $436 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 75 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $2,612 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 76 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $506 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 77 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $570 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 78 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $777 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 79 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $26,694 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 80 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $87,164 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 81 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $103,012 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 82 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,271 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 83 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $994 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 84 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $632 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 85 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,700 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 86 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $635 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 87 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $4,744 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 88 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $272 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 89 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,240 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 90 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $729 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 91 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $5,831 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 92 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $314 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 93 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $454 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 94 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $703 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 95 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $499 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 96 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $7,458 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 97 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $24,305 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 98 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $855 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 99 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $352 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 100 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $469 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 101 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $572 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 102 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $888 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 103 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $568 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 104 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,008 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 105 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $135,665 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 106 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $128,911 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 107 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $464 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 108 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $353 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 109 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $1,200 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 110 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $36,960 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 111 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $16,061 | Yes (X) | Yes (X) |
| E JOHN ROSENWALD JR | |||||||
| 112 | 270 PARK AVE 27TH FL | NEW YORK | NY | 10017 | $80,519 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (112 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHS ABBVIE INC | $8,612 | 2025-01-16 |
| 2 | 6 SHS AMAZON.COM INC | $1,335 | 2025-01-16 |
| 3 | 39 SHS AMERICAN EXPRESS CO | $12,171 | 2025-01-16 |
| 4 | 433 SHS BANK OF AMERICA CORP | $20,206 | 2025-01-16 |
| 5 | 227 SHS BOSTON SCIENTIFIC CORP | $22,164 | 2025-01-16 |
| 6 | 16 SHS COSTCO WHOLESALE CORP | $14,762 | 2025-01-16 |
| 7 | 91 SHS EXXON MOBIL CORP | $10,112 | 2025-01-16 |
| 8 | 20 SHS META PLATFORMS INC-CLASS A | $12,260 | 2025-01-16 |
| 9 | 54 SHS ARTHUR J GALLAGHER & CO | $15,843 | 2025-01-16 |
| 10 | 58 SHS HILTON WORLDWIDE HOLDINGS INC | $14,287 | 2025-01-16 |
| 11 | 118 SHS INGERSOLL RAND INC | $10,711 | 2025-01-16 |
| 12 | 14 SHS INTUITIVE SURGICAL INC | $8,110 | 2025-01-16 |
| 13 | 842 SHS ISHARES RUSSELL 1000 GROWTH | $85,088 | 2025-01-16 |
| 14 | 108 SHS PROGRESSIVE CORP | $26,371 | 2025-01-16 |
| 15 | 143 SHS SPDR S&P 500 ETF TRUST | $84,748 | 2025-01-16 |
| 16 | 98 SHS TEXAS INSTRUMENTS INC | $18,748 | 2025-01-16 |
| 17 | 110 SHS VANGUARD INFO TECH ETF | $8,572 | 2025-01-16 |
| 18 | 340 SHS WELLS FARGO & CO | $25,692 | 2025-01-16 |
| 19 | 387 SHS VANGUARD INFO TECH ETF | $31,134 | 2025-01-24 |
| 20 | 20 SHS META PLATFORMS INC-CLASS A | $14,434 | 2025-02-18 |
| 21 | 369 SHS VANGUARD INFO TECH ETF | $29,625 | 2025-02-18 |
| 22 | 79 SHS FISERV, INC. | $17,472 | 2025-03-06 |
| 23 | 11 SHS INTUITIVE SURGICAL INC | $6,046 | 2025-03-06 |
| 24 | 6 SHS MASTERCARD INCORPORATED | $3,301 | 2025-03-06 |
| 25 | 450 SHS NVIDIA CORPORATION | $50,753 | 2025-03-06 |
| 26 | 373 SHS VANGUARD INFO TECH ETF | $26,794 | 2025-03-06 |
| 27 | 5 SHS WASTE CONNECTIONS, INC. | $933 | 2025-03-06 |
| 28 | 54 SHS META PLATFORMS INC-CLASS A | $32,164 | 2025-05-05 |
| 29 | 1 SH INTUITIVE SURGICAL INC | $530 | 2025-05-05 |
| 30 | 42 SHS MCDONALDS CORP | $13,190 | 2025-05-05 |
| 31 | 184 SHS MICROSOFT CORP | $80,188 | 2025-05-05 |
| 32 | 127 SHS MONDELEZ INTERNATIONAL INC-A | $8,568 | 2025-05-05 |
| 33 | 148 SHS NEXTERA ENERGY INC | $9,835 | 2025-05-05 |
| 34 | 8 SHS S&P GLOBAL INC | $4,057 | 2025-05-05 |
| 35 | 67 SHS TJX COMPANIES INC | $8,666 | 2025-05-05 |
| 36 | 705 SHS VANGUARD INFO TECH ETF | $49,801 | 2025-05-05 |
| 37 | 1,251 SHS FIDELITY INTL INDX | $67,804 | 2025-05-07 |
| 38 | 3 SHS BOOKING HOLDINGS INC | $662 | 2025-06-04 |
| 39 | 188 SHS NVIDIA CORPORATION | $26,501 | 2025-06-04 |
| 40 | 1,332.369 SHS ARTISAN INTL | $44,701 | 2025-06-05 |
| 41 | 8,728.406 SHS FIDELITY INTL INDX | $491,759 | 2025-06-05 |
| 42 | 15,064.976 SHS WCM FOCUSED INTL GROWTH | $402,084 | 2025-06-05 |
| 43 | 2 SHS ASML HOLDING | $2,046 | 2025-10-07 |
| 44 | 2 SHS ABBVIE INC | $462 | 2025-10-07 |
| 45 | 108 SHS ALPHABET INC | $26,911 | 2025-10-07 |
| 46 | 17 SHS AMERICAN EXPRESS CO | $5,616 | 2025-10-07 |
| 47 | 133 SHS APPLE INC | $34,103 | 2025-10-07 |
| 48 | 14 SHS MARTIN MARIETTA MATERIALS | $8,862 | 2025-10-07 |
| 49 | 299 SHS SPDR S&P 500 ETF TRUST | $200,429 | 2025-10-07 |
| 50 | 10 SHS THERMO FISHER SCIENTIFIC INC | $5,439 | 2025-10-07 |
| 51 | 1,318.333 SHS ARTISAN INTL | $48,185 | 2025-10-08 |
| 52 | 648.045 SHS WCM FOCUSED INTL GROWTH | $18,204 | 2025-10-08 |
| 53 | 2 SHS EATON CORPORATION PLC | $661 | 2025-12-16 |
| 54 | 1 SH LINDE PLC | $420 | 2025-12-16 |
| 55 | 1 SH TRANE TECHNOLOGIES PLC | $395 | 2025-12-16 |
| 56 | 5 SHS ABBVIE INC | $1,122 | 2025-12-16 |
| 57 | 10 SHS ALPHABET INC | $3,078 | 2025-12-16 |
| 58 | 414 SHS AMAZON.COM INC | $92,072 | 2025-12-16 |
| 59 | 2 SHS AMERICAN EXPRESS CO | $764 | 2025-12-16 |
| 60 | 2 SHS AMPHENOL CORP | $258 | 2025-12-16 |
| 61 | 14 SHS APPLE INC | $3,831 | 2025-12-16 |
| 62 | 21 SHS BANK OF AMERICA CORP | $1,155 | 2025-12-16 |
| 63 | 2 SHS BOOKING HOLDINGS INC | $438 | 2025-12-16 |
| 64 | 7 SHS BOSTON SCIENTIFIC CORP | $643 | 2025-12-16 |
| 65 | 4 SHS BROADCOM INC | $1,365 | 2025-12-16 |
| 66 | 17 SHS CSX CORP | $630 | 2025-12-16 |
| 67 | 1 SH CADENCE DESIGN SYSTEMS INC | $320 | 2025-12-16 |
| 68 | 2 SHS CONOCOPHILLIPS | $184 | 2025-12-16 |
| 69 | 7 SHS WALT DISNEY CO | $783 | 2025-12-16 |
| 70 | 6 SHS EQT CORP | $322 | 2025-12-16 |
| 71 | 2 SHS ECOLAB INC | $520 | 2025-12-16 |
| 72 | 3 SHS ENTERGY CORP | $280 | 2025-12-16 |
| 73 | 5.23 SHS EXXON MOBIL CORP | $605 | 2025-12-16 |
| 74 | 3.77 SHS EXXON MOBIL CORP | $436 | 2025-12-16 |
| 75 | 4 SHS META PLATFORMS INC-CLASS A | $2,612 | 2025-12-16 |
| 76 | 2 SHS ARTHUR J GALLAGHER & CO | $506 | 2025-12-16 |
| 77 | 2 SHS HILTON WORLDWIDE HOLDINGS INC | $570 | 2025-12-16 |
| 78 | 4 SHS HOWMET AEROSPACE INC | $777 | 2025-12-16 |
| 79 | 228 SHS ISHARES RUSSELL 1000 GROWTH | $26,694 | 2025-12-16 |
| 80 | 275 SHS JPMORGAN CHASE & CO | $87,164 | 2025-12-16 |
| 81 | 325 SHS JPMORGAN CHASE & CO | $103,012 | 2025-12-16 |
| 82 | 6 SHS JOHNSON & JOHNSON | $1,271 | 2025-12-16 |
| 83 | 4 SHS LOWE'S CO INC | $994 | 2025-12-16 |
| 84 | 1 SH MARTIN MARIETTA MATERIALS | $632 | 2025-12-16 |
| 85 | 3 SHS MASTERCARD INCORPORATED | $1,700 | 2025-12-16 |
| 86 | 2 SHS MCDONALDS CORP | $635 | 2025-12-16 |
| 87 | 10 SHS MICROSOFT CORP | $4,744 | 2025-12-16 |
| 88 | 5 SHS MONDELEZ INTERNATIONAL INC-A | $272 | 2025-12-16 |
| 89 | 7 SHS MORGAN STANLEY | $1,240 | 2025-12-16 |
| 90 | 9 SHS NEXTERA ENERGY INC | $729 | 2025-12-16 |
| 91 | 33 SHS NVIDIA CORPORATION | $5,831 | 2025-12-16 |
| 92 | 2 SHS OLD DOMINION FREIGHT LINE | $314 | 2025-12-16 |
| 93 | 3 SHS PEPSICO INC | $454 | 2025-12-16 |
| 94 | 3 SHS PROGRESSIVE CORP | $703 | 2025-12-16 |
| 95 | 1 SH S&P GLOBAL INC | $499 | 2025-12-16 |
| 96 | 11 SHS SPDR S&P 500 ETF TRUST | $7,458 | 2025-12-16 |
| 97 | 171 SHS STATE STREET TECHNOLOGY SELECT | $24,305 | 2025-12-16 |
| 98 | 10 SHS THE SOUTHERN COMPANY | $855 | 2025-12-16 |
| 99 | 1 SH STRYKER CORP | $352 | 2025-12-16 |
| 100 | 3 SHS TJX COMPANIES INC | $469 | 2025-12-16 |
| 101 | 2 SHS TAIWAN SEMICONDUCTOR | $572 | 2025-12-16 |
| 102 | 5 SHS TEXAS INSTRUMENTS INC | $888 | 2025-12-16 |
| 103 | 1 SH THERMO FISHER SCIENTIFIC INC | $568 | 2025-12-16 |
| 104 | 3 SHS UNITEDHEALTH GROUP INC | $1,008 | 2025-12-16 |
| 105 | 6,683 SHS VANGUARD INTERMEDIATE-TERM | $135,665 | 2025-12-16 |
| 106 | 386 SHS VANGUARD TOTAL STOCK MARKET ETF | $128,911 | 2025-12-16 |
| 107 | 4 SHS WALMART INC | $464 | 2025-12-16 |
| 108 | 2 SHS WASTE CONNECTIONS, INC. | $353 | 2025-12-16 |
| 109 | 13 SHS WELLS FARGO & CO | $1,200 | 2025-12-16 |
| 110 | 1,531.716 SHS JPM EQ INC FD | $36,960 | 2025-12-17 |
| 111 | 547.418 SHS ARTISAN INTL | $16,061 | 2025-12-17 |
| 112 | 1,310.532 SHS FIDELITY INTL INDX | $80,519 | 2025-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,118 | Amt |
| Net Investment Income | $6,529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,589 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE ATTACHED. | ElectionDesc |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,762 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,762 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $21,707 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |