JULIET ROSENTHAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JULIET ROSENTHAL FOUNDATION INC (EIN 13-6161085)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349106359
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:18:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORS 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 | 2024-01-01 | 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 | 300 PARK AVENUE 14TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS SANJENIS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2123561400 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $21,896,122 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $297,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,216,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,014,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,216,790 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,009,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,609,058 | 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 | $23,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,210 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,722 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $254,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,295,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,295,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,549,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,312,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,459,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,381,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,219 | CashBOYAmt |
| Cash EOY | $84,597 | CashEOYAmt |
| Cash EOYFMV | $84,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,146,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,643,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,643,055 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,578,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,603,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,265,634 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $941,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $910,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $902,836 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,782,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,241,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,896,122 | 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 | $10,782,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,241,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,782,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,241,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,782,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,241,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,782,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,459,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,241,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,241,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS FROM GOLDMAN SACHS | P | $431,547 | $403,946 | $27,601 | $27,601 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $635,771 | $532,275 | $103,496 | $103,496 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $270,625 | $318,540 | -$47,915 | -$47,915 |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $1,410,421 | $1,030,200 | $380,221 | $380,221 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $1,413,451 | $1,374,497 | $38,954 | $38,954 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $700,625 | $426,062 | $274,563 | $274,563 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $451,216 | $457,413 | -$6,197 | -$6,197 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $428,727 | $212,024 | $216,703 | $216,703 |
| GAIN/LOSS FROM MORGAN STANLEY | P | $21,841 | $11,702 | $10,139 | $10,139 |
| GAIN/LOSS FROM OPPENHEIMER | P | $1,250,000 | $86,254 | $1,163,746 | $1,163,746 |
| THROUGH GOULD INVESTORS LP | P | $2,032 | $2,032 | ||
| THROUGH GOULD INVESTORS LP | P | $21,873 | $21,873 | ||
| THROUGH GOULD INVESTORS LP | P | $4,108 | $4,108 | ||
| THROUGH GOULD INVESTORS LP | P | $27,718 | $27,718 | ||
| THROUGH VORNADO REALTY LP | P | -$2 | -$2 | ||
| THROUGH VORNADO REALTY LP | P | -$254 | -$254 | ||
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,216,790 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,977 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,977 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $5,871 | OverpaymentAmt |
| Applied To ES Tax | $5,871 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER SANJENIS | IndividualWithBooksNm |
| Phone | 2123561400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PARK AVENUE 14TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER K SANJENIS | ||||||||
| 300 PARK AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CASSIE ROSENTHAL | ||||||||
| 300 PARK AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | TREASURER | 2.00 | $0 | $0 | $0 |
| KAREN ROSENTHAL | ||||||||
| 300 PARK AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | SECRETARY | 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 | $106,464 |
| MORGAN STANLEY | |||||
| 1 NEW YORK PLAZA | NEW YORK | NY | 10004 | INVESTMENT ADVISORY | $80,746 |
| 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 | $18,089,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,476,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $918,879 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,484,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,484,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,176,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,008,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,008,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,103 | TotalTaxAmt |
| Distributable Before Adj | $975,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $37,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,013,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,013,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,312,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,312,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,013,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $247,115 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,312,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $247,115 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,013,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,837 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,837 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $51,837 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| THROUGH GOULD INVESTORS LP - PER K-1 | ||||||
| 60 CUTTER MILL ROAD SUITE | GREAT NECK | NY | 11021 | TO FURTHER DONEE'S EXEMPT PURPOSE | $21 | |
| POWERHOUSE ARTS | ||||||
| 322 3RD AVENUE | BROOKLYN | NY | 11215 | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | PC |
| NATIONAL PHILANTHROPIC TRUST | ||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,270,000 | PC |
| THROUGH VORNADO REALTY LP - PER K-1 | ||||||
| 210 ROUTE 4 EAST | PARAMUS | NJ | 07652 | TO FURTHER DONEE'S EXEMPT PURPOSE | $1 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,295,022 | 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 | $93,708 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $297,869 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $1,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,216,790 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,609,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,609,421 | 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 | 300 PARK AVENUE 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - CBIZ | CategoryTxt |
| Amt | $9,850 | Amt |
| Net Investment Income | $4,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,354 SHS. ONE LIBERTY PROPERTIES, INC. | $101,112 | $173,083 |
| 50 SHS. GOLDMAN SACHS GROUP, INC | $2,650 | $28,631 |
| CORPORATE STOCK-MORGAN STANLEY #41534 | $1,475,228 | $3,987,584 |
| CORPORATE STOCK- MORGAN STANLEY #40411 | $1,696,085 | $2,500,419 |
| CORPORATE STOCK- GOLDMAN SACHS # 547-5 (STRAT) | $1,607,237 | $2,005,870 |
| 44,997 SHS. VALLEY NAT'L. BANK | $208,538 | $407,673 |
| 28,754 SHS. BRT RLTY TR REIT | $82,134 | $518,435 |
| 14,223 SHS. VALLEY NATL. BANCORP | $56,910 | $128,860 |
| 1,645 URBAN EDGE PROPERTY | $2,303 | $35,368 |
| CORPORATE STOCK- GOLDMAN SACHS # 547-5 | $4,371,202 | $9,479,711 |
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 | $824,332 | $816,414 |
| XANTHUS FUND LLC | AT COST | $86,422 | $86,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - ARNOLD & PORTER | CategoryTxt |
| Legal Fees | $23,000 | LegalFeesAmt |
| Net Investment Income | $11,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,500 | DisbursementsCharitablePrpsAmt |
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. | $750 | $0 | $750 |
| DEDUCTIONS AND EXPENSES FROM SCHEDULE K-1 | $22,722 | $22,722 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | $798 | $798 | $798 |
| ORDINARY BUSINESS | $209 | $209 | $209 |
| OTHER INCOME | $47 | $47 | $47 |
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 | $106,464 | $106,464 | $0 |
| INVESTMENT ADV. FEES - MORGAN STANLEY | $80,746 | $80,746 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIV. | $1,200 | $1,200 | $0 |
| FEDERAL TAXES | $10,000 | $0 | $0 |