JULIET ROSENTHAL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JULIET ROSENTHAL FOUNDATION INC (EIN 13-6161085)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102597
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:39:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SUSSMAN | PreparerPersonNm |
| PTIN | P01266552 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.192.218.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:24:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 37B9D5CD0A0230E71391F4A567322BF7C4AD7250 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,164,704 | 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 | $9,152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $492,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,273,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $492,128 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,874 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$22,874 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,137,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $737,283 | 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 | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,297 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,297 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $657,589 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $657,589 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $795,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $663,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $341,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $626,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,143 | CashBOYAmt |
| Cash EOY | $12,757 | CashEOYAmt |
| Cash EOYFMV | $12,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,283,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,262,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,262,934 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,715,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,259,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,319,612 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $586,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $574,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $569,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,768,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,110,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,164,704 | 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 | $8,768,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,110,293 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,768,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,110,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,768,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,110,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,768,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $341,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,110,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,110,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| GAIN/LOSS FROM MORGAN STANLEY | P | $48,177 | $69,417 | -$21,240 | -$21,240 | |
| GAIN/LOSS FROM MORGAN STANLEY | P | $267,365 | $187,964 | $79,401 | $79,401 | |
| GAIN/LOSS FROM MORGAN STANLEY | P | $109,566 | $26,583 | $82,983 | $82,983 | |
| GAIN/LOSS FROM MORGAN STANLEY | P | $408,315 | $393,478 | $14,837 | $14,837 | |
| GAIN/LOSS FROM MORGAN STANLEY WASH SALE | P | $297 | $297 | $297 | ||
| GAIN/LOSS FROM MORGAN STANLEY | P | $571,643 | $466,830 | $104,813 | $104,813 | |
| GAIN/LOSS FROM MORGAN STANLEY WASH SALE | P | $1,869 | $1,869 | $1,869 | ||
| GAIN/LOSS FROM GOLDMAN SACHS | P | $366,240 | $370,490 | -$4,250 | -$4,250 | |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $309,105 | $277,633 | $31,472 | $31,472 | |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $85,826 | $109,396 | -$23,570 | -$23,570 | |
| GAIN/LOSS FROM GOLDMAN SACHS | P | $1,104,018 | $951,368 | $152,650 | $152,650 | |
| GAIN/LOSS FROM GOLDMAN SACHS WASH SALE | P | $1,378 | $1,378 | $1,378 | ||
| THROUGH GOULD INVESTORS LP | P | $71,081 | $71,081 | 2019-12-31 | ||
| THROUGH GOULD INVESTORS LP | P | $407 | $407 | 2019-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $492,128 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $533,369 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,635,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045842 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $493,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,342,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,326,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033273 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $496,183 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,834,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050454 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $487,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,615,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050697 | DistributionYr5Rt |
| Total Distribution | 0.223735 | TotalDistributionRt |
| Average Distribution | 0.044747 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,706,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $568,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $574,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $663,362 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,267 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,267 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,745 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,745 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,478 | OverpaymentAmt |
| Applied To ES Tax | $18,478 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN ROSENTHAL | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIC ROSENTHAL | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | TREASURER | 2.00 | $0 | $0 | $0 |
| ROBERT PRIZER | ||||||||
| 1370 BROADWAY | NEW YORK | NY | 10018 | VICE-PRESIDENT | 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 |
| 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 | $11,529,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,371,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,900,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,900,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,706,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,267 | TotalTaxAmt |
| Distributable Before Adj | $629,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $629,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $629,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $663,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $663,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,267 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $657,095 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $629,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,460 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,908 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $39,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $663,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $629,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,286 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,654 | 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 | $21,460 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,908 | ExcessFromYear4Amt |
| Excess From Current Year | $34,286 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN ROSENTHAL | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | CHARITABLE | $1,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST SUITE 600 | ATLANTA | GA | 30303 | N/A | PC | CHARITABLE | $23,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $5,000 |
| CARDIOLOGY ASSOCIATES FOUNDATION | |||||||
| 425 E 61STREET | NEW YORK | NY | 10065 | N/A | PC | CHARITABLE | $50,000 |
| CARDIOVASCULAR INSTITUTE OF MT SINAI | |||||||
| 1 GUSTAVE L LEVY PLACE PO BOX 1030 | NEW YORK | NY | 10029 | N/A | PC | CHARITABLE | $12,500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $2,500 |
| CHABAD VOCATIONAL SCHOOL | |||||||
| 766 MONTGOMERY STREET | BROOKLYN | NY | 11213 | N/A | PC | CHARITABLE | $2,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $3,000 |
| COUNSELING IN SCHOOLS | |||||||
| 505 8TH AVENUE STA 12A-06 | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $10,000 |
| FOUNDATION FOR MEDICAL EVALUATION | |||||||
| 25 SUTTON PL S LOBBY LEVEL | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $20,000 |
| FUTURE FORWARD OF HAITI INC | |||||||
| 144 HAMILTON ROAD | TEANECK | NJ | 07666 | N/A | PC | CHARITABLE | $25,000 |
| HORACE MANN SCHOOL - NURSERY DIVISION | |||||||
| 55 EAST 90TH STREET | NEW YORK | NY | 10128 | N/A | PC | CHARITABLE | $160,000 |
| LI ALZHEIMER'S FOUNDATION | |||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | N/A | PC | CHARITABLE | $2,000 |
| LINCOLN CENTER CORPORATE FUND | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | CHARITABLE | $5,000 |
| MEMORIAL SLOUN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | CHARITABLE | $75,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | CHARITABLE | $160,000 |
| NEW YORK UNIVERSITY | |||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | CHARITABLE | $20,000 |
| PREVENTIVE CANCER FOUNDATION | |||||||
| 1600 DUKE ST SUITE 500 | ALEXANDRIA | VA | 22314 | N/A | PC | CHARITABLE | $10,000 |
| SEE INTERNATIONAL | |||||||
| 5638 HOLLISTER AVE SUITE 210 | SANTA BARBARA | CA | 93117 | N/A | PC | CHARITABLE | $7,500 |
| THE CHILDREN AID SOCIETY | |||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | N/A | PC | CHARITABLE | $1,000 |
| THROUGH GOULD INVESTORS LP - PER K-1 | |||||||
| 60 CUTTER MILL ROAD SUITE | GREAT NECK | NY | 11021 | N/A | CHARITABLE | $89 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE | $50,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | N/A | PC | CHARITABLE | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $657,589 | 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 | $9,152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,877 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$23,138 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $264 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $492,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $737,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $737,283 | 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 | $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 | CategoryTxt |
| Amt | $9,800 | Amt |
| Net Investment Income | $4,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,900 | 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 | $159,676 |
| 50 SHS. GOLDMAN SACHS GROUP, INC | $2,650 | $11,497 |
| CORPORATE STOCK-SEE SCH. A | $1,085,395 | $2,166,355 |
| CORPORATE STOCK- SEE SCH. B | $1,226,694 | $1,421,505 |
| CORPORATE STOCK- SEE SCH. C | $1,162,146 | $1,331,298 |
| 44,997 SHS. VALLEY NAT'L. BANK | $208,538 | $515,216 |
| 28,754 SHS. BRT RLTY TR REIT | $82,134 | $487,955 |
| 2,500 SHS. NATIONAL WESTN LIFE INS CO. | $86,254 | $727,200 |
| 14,223 SHS. VALLEY NATL. BANCORP | $56,910 | $162,853 |
| 1,645 URBAN EDGE PROPERTY | $2,303 | $31,025 |
| CORPORATE STOCK- SEE SCH. D | $3,245,656 | $5,305,032 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOULD INVESTORS LP (PTP) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $574,810 | BookValueAmt |
| EOYFMV | $569,401 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES & MISC. | Desc |
| Revenue And Expenses Per Books | $873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $873 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THROUGH GOULD INVESTORS LP K-1 | -$23,138 | -$23,138 | -$23,138 |
| UNCLAIMED INCOME | $264 | $264 | $264 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV. FEES | CategoryTxt |
| Amt | $105,297 | Amt |
| Net Investment Income | $105,297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIV. | $359 | $359 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $21,500 | $0 | $0 |
Comments