JULIET ROSENTHAL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JULIET ROSENTHAL FOUNDATION INC (EIN 13-6161085)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349102681
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:50:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIET ROSENTHAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 2123561400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1370 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PRIZER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2123561400 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | PRIZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SUSSMAN | PreparerPersonNm |
| PTIN | P01266552 | PTIN |
| Phone | 2125038800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,620,947 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $518,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,431,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $518,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,074,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $774,621 | 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 |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $587 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,948 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $897 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $748,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $748,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $968,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,370 | CashBOYAmt |
| Cash EOY | $3,301 | CashEOYAmt |
| Cash EOYFMV | $3,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,128,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,099,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,099,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,492,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,618,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,724,228 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $769,674 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $794,007 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,414,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,521,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,620,947 | 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 | $10,414,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,521,462 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,414,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,521,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,414,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,521,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,414,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,521,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,521,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| THROUGH XANTHUS FUND LLC | P | -$34,251 | -$34,251 | ||
| THROUGH XANTHUS FUND LLC | P | $31,838 | $31,838 | ||
| GAIN/LOSS FROM GOLDMAN SACHS | P | -$9,672 | -$9,672 | $244,962 | $254,634 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $590 | $590 | $590 | |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $119,142 | $119,142 | $507,595 | $388,453 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $373 | $373 | $373 | |
| GAIN/LOSS FROM GOLDMAN SACHS | P | -$25,131 | -$25,131 | $179,332 | $204,463 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $409,800 | $409,800 | $1,105,294 | $695,494 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $240,290 | $240,290 | $944,890 | $704,600 |
| GAIN/LOSS FROM MORGAN STANLEY | P | -$252,409 | -$252,409 | $2,986,723 | $3,239,132 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $137 | $137 | $137 | |
| GAIN/LOSS FROM MORGAN STANLEY | P | -$48,916 | -$48,916 | $767,882 | $816,798 |
| GAIN/LOSS FROM MORGAN STANLEY | P | -$149,524 | -$149,524 | $578,294 | $727,818 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $80,867 | $80,867 | $80,867 | |
| GAIN/LOSS FROM MORGAN STANLEY | P | $6,900 | $6,900 | $6,900 | |
| THROUGH GOULD INVESTORS LP | P | -$6,369 | -$6,369 | ||
| THROUGH GOULD INVESTORS LP | P | $48,774 | $48,774 | ||
| THROUGH GOULD INVESTORS LP | P | $78,029 | $78,029 | ||
| CAPITAL GAINS DIVIDENDS | P | $27,912 | $27,912 | $27,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $518,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,226 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,226 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $8,084 | OverpaymentAmt |
| Applied To ES Tax | $8,084 | 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 | ROBERT PRIZER | IndividualWithBooksNm |
| Phone | 2123561400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1370 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC ROSENTHAL | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBERT PRIZER | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULIET SANJENIS | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISORY | $90,518 |
| MORGAN STANLEY | |||||
| 1 NEW YORK PLAZA | NEW YORK | NY | 10004 | INVESTMENT ADVISORY | $56,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $15,427,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,127,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $794,007 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,349,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,349,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,089,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $854,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $854,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,104 | TotalTaxAmt |
| Distributable Before Adj | $846,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $846,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $846,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $754,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $846,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,469 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $754,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,469 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $733,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $112,631 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC ROSENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS ST SUITE 600 | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $23,000 |
| ANTI DEFAMATION LEAGUE | ||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $7,500 |
| CARDIOLOGY ASSOCIATES FOUNDATION | ||||||
| 425 E 61 STREET | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $75,000 |
| CARDIOVASCULAR INSTITUTE OF MT SINAI | ||||||
| 1 GUSTAVE L LEVY PLACE PO BOX 1030 | NEW YORK | NY | 10029 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| CITY MEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| COLORECTAL CANCER ALLIANCE | ||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $7,500 |
| COUNSELING IN SCHOOLS | ||||||
| 505 8TH AVENUE STA 12A-06 | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| FOUNDATION FOR MEDICAL EVALUATION | ||||||
| 25 SUTTON PL S LOBBY LEVEL | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| FUTURE FORWARD OF HAITI INC | ||||||
| 144 HAMILTON ROAD | TEANECK | NJ | 07666 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| HORACE MANN SCHOOL - NURSERY DIVISION | ||||||
| 55 EAST 90TH STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 |
| LI ALZHEIMER'S FOUNDATION | ||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| MEMORIAL SLOUN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $150,000 |
| PREVENTIVE CANCER FOUNDATION | ||||||
| 1600 DUKE ST SUITE 500 | ALEXANDRIA | VA | 22314 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $12,500 |
| SEE INTERNATIONAL | ||||||
| 5638 HOLLISTER AVE SUITE 210 | SANTA BARBARA | CA | 93117 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| THE CHILDREN AID SOCIETY | ||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| THROUGH GOULD INVESTORS LP - PER K-1 | ||||||
| 60 CUTTER MILL ROAD SUITE | GREAT NECK | NY | 11021 | TO FURTHER DONEE'S EXEMPT PURPOSE | $50 | |
| UJA FEDERATION OF NY | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| CURE RARE DISEASE | ||||||
| 4 RESEARCH DRIVE | WOODBRIDGE | CT | 06525 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| TEMPLE EMANUEL OF PALM BEACH | ||||||
| 190 N COUNTRY RD | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $748,550 | 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 | $20,815 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $518,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $774,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $774,815 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENTHAL & ROSENTHAL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1370 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - CBIZ MARKS PANETH LLC | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,354 SHS. ONE LIBERTY PROPERTIES, INC. | $101,112 | $141,186 |
| 50 SHS. GOLDMAN SACHS GROUP, INC | $2,650 | $17,169 |
| CORPORATE STOCK-MORGAN STANLEY #41534 | $1,181,922 | $2,218,045 |
| CORPORATE STOCK- MORGAN STANLEY #40411 | $1,480,695 | $1,740,872 |
| CORPORATE STOCK- GOLDMAN SACHS # 547-5 (STRAT) | $1,413,162 | $1,537,025 |
| 44,997 SHS. VALLEY NAT'L. BANK | $208,538 | $508,916 |
| 28,754 SHS. BRT RLTY TR REIT | $82,134 | $564,729 |
| 2,500 SHS. NATIONAL WESTN LIFE INS CO. | $86,254 | $702,500 |
| 14,223 SHS. VALLEY NATL. BANCORP | $56,910 | $160,862 |
| 1,645 URBAN EDGE PROPERTY | $2,303 | $23,178 |
| CORPORATE STOCK- GOLDMAN SACHS # 547-5 | $4,002,343 | $6,109,746 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOULD INVESTORS LP (PTP) | AT COST | $711,908 | $705,188 |
| XANTHUS FUND LLC | AT COST | $88,819 | $88,819 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES & MISC. | $897 | $0 | $897 |
| DEDUCTIONS AND EXPENSES FROM SCHEDULE K-1 | $38,948 | $38,948 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. FEES - GOLDMAN SACHS | $90,518 | $90,518 | $0 |
| INVESTMENT ADV. FEES - MORGAN STANLEY | $56,782 | $56,782 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIV. | $587 | $587 | $0 |
| FEDERAL TAXES | $22,500 | $0 | $0 |