JACK AND JUDITH ROSENBERG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND JUDITH ROSENBERG FOUNDATION (EIN 65-6355938)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349100908
- Schema version
- 2025v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T07:47:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263968745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walton Rahal CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW Boca Raton Blvd Ste 5 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334317498 | 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 | 656355938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jack & Judith Rosenberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5617372371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Hook Road 432 | AddressLine1Txt |
| City | Harrington Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack Rosenberg | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5617372371 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Keith Walton CPA | PreparerPersonNm |
| PTIN | P00292360 | PTIN |
| Phone | 5613956653 | PhoneNum |
| 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 | $228,994 | 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 | $12,510 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,150 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,212 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,212 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,055 | 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 | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $158,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,389 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $170,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $62,127 | CapitalStockBOYAmt |
| Capital Stock EOY | $62,127 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $108,494 | RetainedEarningBOYAmt |
| Retained Earning EOY | $129,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $170,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $170,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $170,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $192,126 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 200 shs Aes Corp | $2,658 | $2,097 | $561 | $561 | |
| 2.316 shs Royce Small Cap Trust Inc | $36 | $35 | $1 | $1 | |
| 2.827 shs The India Fund Inc | $45 | $45 | $0 | $0 | |
| 49 shs BR SC Tdr | $980 | $741 | $239 | $239 | |
| 125 shs Invesco Aerospace & Defense Et | $15,238 | $8,977 | $6,261 | $6,261 | |
| 200 shs Nextera Energy Inc | $8,692 | $9,824 | -$1,132 | -$1,132 | |
| 250 shs Royce Small Cap Trust Inc | $3,870 | $3,026 | $844 | $844 | |
| Capital Gains Dividends | $5,376 | $5,376 | $5,376 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $222 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | Walton Rahal CPAs | IndividualWithBooksNm |
| Phone | 5613956653 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW Boca Raton Blvd Ste 5 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334317498 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Jack Rosenberg | ||||||||
| 200 Old Hook Road Apt 432 | Harrington Park | NJ | 07640 | Trustee | 0.00 | $0 | $0 | $0 |
| Judith Rosenberg | ||||||||
| 200 Old Hook Road Apt 432 | Harrington Park | NJ | 07640 | Trustee | 0.00 | $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 |
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 | $11,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $210,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $210,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $10,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,163 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $415 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $8,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,213 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,541 | 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 | $5,126 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $415 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jack Rosenberg | ContributingManagerNm |
| Contributing Manager | Judith Rosenberg | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU Foundation | ||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | PC | Unrestricted donation for donee's exempt purpose | $200 |
| Doctors without Borders | ||||||
| 40 Rector St 16th Floor | New York | NY | 10006 | PC | Unrestricted donation for donee's exempt purpose | $500 |
| Feeding America | ||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | PC | Unrestricted donation for donee's exempt purpose | $750 |
| Green Chimneys | ||||||
| 400 Doansburg Road | Brewster | NY | 10509 | PC | Unrestricted donation for donee's exempt purpose | $1,500 |
| Hadassah | ||||||
| 40 Wall Street | New York | NY | 10005 | PC | Unrestricted donation for donee's exempt purpose | $500 |
| Planned Parenthood | ||||||
| 2300 N Florida Mango Road | West Palm Beach | FL | 33409 | PC | Unrestricted donation for donee's exempt purpose | $250 |
| Reach Out and Read | ||||||
| 89 South St Suite 201 | Boston | MA | 02111 | PC | Unrestricted donation for donee's exempt purpose | $200 |
| Thirteen PBS | ||||||
| 825 Eighth Ave | New York | NY | 10019 | PC | Unrestricted donation for donee's exempt purpose | $650 |
| WQXR | ||||||
| PO Box 1550 | New York | NY | 10116 | PC | Unrestricted donation for donee's exempt purpose | $500 |
| CharityWatch | ||||||
| PO Box 578460 | Chicago | IL | 60657 | PC | Unrestricted donation for donee's exempt purpose | $500 |
| AARP Foundation | ||||||
| 601 E St NW 4th Floor | Washington | DC | 20049 | PC | Unrestricted donation for donee's exempt purpose | $80 |
| Harrington Park Volunteer Ambulance Corp | ||||||
| 15 Kline Street | Harrington Park | NJ | 07640 | PC | Unrestricted donation for donee's exempt purpose | $100 |
| National Audubon Society | ||||||
| 225 Varick St | New York | NY | 10014 | PC | Unrestricted donation for donee's exempt purpose | $20 |
| The Southern Poverty Law Center | ||||||
| 400 Washington Ave | Montgomery | AL | 36104 | PC | Unrestricted donation for donee's exempt purpose | $200 |
| Compassion & Choices | ||||||
| 8156 S Wadsworth Blvd E-162 | Littleton | CO | 80128 | PC | Unrestricted donation for donee's exempt purpose | $200 |
| Environmental Defense Fund | ||||||
| 50 Lakeside Ave PMB 74 | Burlington | VT | 05401 | PC | Unrestricted donation for donee's exempt purpose | $100 |
| Habitat for Humanity | ||||||
| 11145 Tamiami Trl E | Naples | FL | 34113 | PC | Unrestricted donation for donee's exempt purpose | $25 |
| Union of Concerned Scientists | ||||||
| 2 Brattle Square | Cambridge | MA | 02138 | PC | Unrestricted donation for donee's exempt purpose | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,375 | 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 | $142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,551 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,212 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,055 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | Income will be contributed or granted to exempt organizations under |
| 2 | IRC 501(c)(3) to further their public purpose. |
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 Person | Jack Judith Rosenberg | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Hook Rd Apt 432 | AddressLine1Txt |
| City | Harrington Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,510 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fee | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Jack & Judith Rosenberg Foundation is not required to file a Florida tax return, Form F-1120, because the foundation did not have "unrelated trade or business taxable income" according to IRC section 512 or not required to file Form 990-T with the IRS. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Morgan Stanley 5620 | StockNm |
| EOY Book Value | $181,453 | EOYBookValueAmt |
| EOYFMV | $218,389 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal tax | Desc |
| Amt | $68 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisory fee | Desc |
| Revenue And Expenses Per Books | $4,219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morgan Stanley 5620 - Other income and PTP | Desc |
| Revenue And Expenses Per Books | $2,212 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,212 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack Judith Rosenberg | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Hook Rd Apt 432 | AddressLine1Txt |
| City | Harrington Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07640 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $316 | Amt |
| Net Investment Income | $316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |