ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ROSENBERG CHARITABLE FOUNDATION (EIN 23-3074423)
Tax period: 2012-02-01 to 2013-01-31
Filed: 2013-06-07
IRS object ID: 201301589349100005
Schema version: 2012v2.1
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
Accounting Fees Schedule
Compensation Explanation
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-07T09:31:41-05:00	Timestamp
Tax Period End Date	2013-01-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GINADER JONES & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	321 SPRUCE STREET SUITE 525	AddressLine1
City	SCRANTON	City
State	PA	State
ZIP Code	185031499	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-02-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	233074423	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROSENBERG CHARITABLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ROSE	NameControl
Phone	5703461027	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 VIEWMONT ESTATES	AddressLine1
City	SCRANTON	City
State	PA	State
ZIP Code	18508	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PAUL ROSENBERG	Name
Title	PRESIDENT	Title
Phone	5703461027	Phone
Date Signed	2013-04-30	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ERIC D DAVIS	Name
Phone	5703473377	Phone
Date Prepared	2013-06-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	328017	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	30000	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	11901	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	11901	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	8747	DividendsRevAndExpnss
Dividends Net Invst Incm	8747	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	15565	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	160352	GrossSalesPrice
Total Revenue And Expenses	66213	TotalRevenueAndExpenses
Total Net Investment Income	20648	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	940	AccountingFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss	940	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	15090	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	15090	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	16030	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	15090	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	50183	ExcessOfRevenueOverExpenses
Net Investment Income	20648	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	4327	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	11762	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	11762	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	157635	InvestmentsCorpStockBOY
Investments Corp Stock EOY	226941	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	240029	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	98657	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	72099	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	76226	InvestmentsCorpBondsEOYFMV
Total Assets BOY	260619	TotalAssetsBOY
Total Assets EOY	310802	TotalAssetsEOY
Total Assets EOYFMV	328017	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	260619	RetainedEarningsBOY
Retained Earnings EOY	310802	RetainedEarningsEOY
Total Net Assets BOY	260619	TotalNetAssetsBOY
Total Net Assets EOY	310802	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	260619	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	310802	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	260619	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	50183	ExcessOfRevenueOverExpenses
Subtotal	310802	Subtotal
Total Net Assets Fund Balances EOY	310802	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	29660	QualifyingDistributionsYear1
Noncharitable Assets Year1	256756	NoncharitableAssetsYear1
Distribution Ratio Year1	0.115518	DistributionRatioYear1
Qualifying Distributions Year2	20725	QualifyingDistributionsYear2
Noncharitable Assets Year2	236721	NoncharitableAssetsYear2
Distribution Ratio Year2	0.087550	DistributionRatioYear2
Qualifying Distributions Year3	24036	QualifyingDistributionsYear3
Noncharitable Assets Year3	187678	NoncharitableAssetsYear3
Distribution Ratio Year3	0.128070	DistributionRatioYear3
Qualifying Distributions Year4	19978	QualifyingDistributionsYear4
Noncharitable Assets Year4	213716	NoncharitableAssetsYear4
Distribution Ratio Year4	0.093479	DistributionRatioYear4
Qualifying Distributions Year5	23315	QualifyingDistributionsYear5
Noncharitable Assets Year5	229315	NoncharitableAssetsYear5
Distribution Ratio Year5	0.101672	DistributionRatioYear5
Total Distribution Ratio	0.526289	TotalDistributionRatio
Average Distribution Ratio	0.105258	AverageDistributionRatio
Net Noncharitable Assets	290017	NetNoncharitableAssets
Adjusted Noncharitable Assets	30527	AdjustedNoncharitableAssets
One Percent Net Investment Income	206	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	30733	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	15090	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	413	InvestmentIncomeExciseTax
Subtotal	413	Subtotal
Tax Based On Investment Income	413	TaxBasedOnInvestmentIncome
Tax Due	413	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	PAUL ROSENBERG	BooksInCareOfPersonName
Books In Care Of Phone Number	5703461027	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	7 VIEWMONT ESTATES	AddressLine1
City	SCRANTON	City
State	PA	State
ZIP Code	18508	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
PAUL ROSENBERG
7 VIEWMONT ESTATES	SCRANTON	PA	18508	PRESIDENT	5.00	0	0	0
MARGERY ROSENBERG
7 VIEWMONT ESTATES	SCRANTON	PA	18508	SECRETARY	2.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	282681	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	11753	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	294434	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	294434	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	4417	CashDeemedCharitable
Net Noncharitable Assets	290017	NetNoncharitableAssets
Minimum Investment Return	14501	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	14501	MinimumInvestmentReturn
Tax Based On Investment Income	413	TaxBasedOnInvestmentIncome
Total Tax	413	TotalTax
Distributable Amount Before Adj	14088	DistributableAmountBeforeAdj
Distributable Amount Before Ded	14088	DistributableAmountBeforeDed
Distributable Amount As Adjusted	14088	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	15090	ExpensesAndContributions
Qualifying Distributions	15090	QualifyingDistributions
Adj Qualifying Distributions	15090	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	14088	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	12385	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	9669	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	14926	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	9185	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	17158	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	63323	TotalExcessDistriCarryover
Qualifying Distributions	15090	QualifyingDistributions
Applied To Current Year	14088	AppliedToCurrentYear
Remaining Distri From Corpus	1002	RemainingDistriFromCorpus
Total Corpus	64325	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	12385	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	51940	ExcessDistriCyovToNextYear
Excess From Year4	9669	ExcessFromYear4
Excess From Year3	14926	ExcessFromYear3
Excess From Year2	9185	ExcessFromYear2
Excess From Year1	17158	ExcessFromYear1
Excess From Current Year	1002	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ANTI DEFAMATION LEAGUE
605 THIRD AVENUE	NEW YORK	NY	10158	N/A	PROGRAM SERVICES	$100
BAIS YAAKOV OF SCRANTON
1025 VINE STREET	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$100
BOYS GIRLS CLUB
609 ASH STREET	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$100
CEDAR CREST COLLEGE
100 COLLEGE DRIVE	ALLENTOWN	PA	18104	N/A	PROGRAM SERVICES	$100
DARTMOUTH COLLEGE
VARIOUS	HANOVER	NH	03755	N/A	PROGRAM SERVICES	$350
DICKSON CITY COMMUNITY AMBULANCE
2 EAGLE LANE	DICKSON CITY	PA	18519	N/A	PROGRAM SERVICES	$50
EVERHART MUSEUM
NAY AUG PARK	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$250
FRIENDS OF THE BLIND
228 ADAMS AVENUE	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$50
HADASSAH OF GREATER PHILADELPHIA
1518 WALNUT STREET	PHILADELPHIA	PA	19102	N/A	PROGRAM SERVICES	$2,000
JEWISH COMMUNITY CENTER
601 JEFFERSON AVENUE	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$1,240
JEWISH DISCOVERY CENTER
VARIOUS	NEW YORK	NY	10002	N/A	PROGRAM SERVICES	$200
JEWISH FAMILY SERVICES
615 JEFFERSON AVENUE	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$200
JEWISH HERITAGE CONNECTIO
529 WYOMING AVENUE	SCRANTON	PA	18509	N/A	PROGRAM SERVICES	$100
JEWISH HOME OF NORTHEASTE
1101 VINE STREET	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$1,335
KEYSTONE COLLEGE
ONE COLLEGE GREEN	LA PLUME	PA	18440	N/A	PROGRAM SERVICES	$1,000
MEALS ON WHEELS
541 WYOMING AVENUE	SCRANTON	PA	18509	N/A	PROGRAM SERVICES	$100
NEPA PHILHARMONIC
4105 BIRNEY AVENUE	MOOSIC	PA	18517	N/A	PROGRAM SERVICES	$1,000
OSTOMY
VARIOUS	WEST PALM BEACH	FL	33407	N/A	PROGRAM SERVICES	$50
RABBI'S DISCRETIONARY FUND
7612 OLD OX ROAD	FAIRFAX STATION	VA	22039	N/A	PROGRAM SERVICES	$100
RALLY FOR THE CURE
VARIOUS	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$300
SCHEMEL FORUM
LINDEN MONROE	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$50
SCOLA
21557 270TH STREET	MCLELLAND	IA	51548	N/A	PROGRAM SERVICES	$100
SCRANTON AREA FOUNDATION
321 SPRUCE STREET STE 608	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$100
TEMPLE ISRAEL
918 EAST GIBSON STREET	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$2,215
THE JEWISH PAVILION
421 MONTGOMERY ROAD 131	ALAMONTE SPRINGS	FL	32714	N/A	PROGRAM SERVICES	$100
UNITED JEWISH CAMPAIGN
VARIOUS	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$3,100
UNITED NEIGHBORHOOD CENTER
425 ALDER STREET	SCRANTON	PA	18505	N/A	PROGRAM SERVICES	$100
UNITED WAY OF LACKAWANNA
615 JEFFERSON AVENUE	SCRANTON	PA	18510	N/A	PROGRAM SERVICES	$125
US HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLAC	WASHINGTON	DC	20024	N/A	PROGRAM SERVICES	$100
VOLUNTARY ACTION CENTER
538 SPRUCE STREET STE 420	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$100
WOMENS RESOURCE CENTER
VARIOUS	SCRANTON	PA	18503	N/A	PROGRAM SERVICES	$175
WYOMING SEMINARY
1560 WYOMING AVENUE	FORTY FORT	PA	18704	N/A	PROGRAM SERVICES	$100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	15090	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$11,901	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$8,747	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	26	ExclusionCode
Exclusion	$15,565	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$36,213	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	36213	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$940	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

PAUL ROSENBERG
MARGERY ROSENBERG

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (11 entries)

NameName	Date AcquiredDateAcquired	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
HANESBRANDS, INC., 10,000 SH	2011-03	PURCHASE	2012-02	10410	10208	202
DONNELLEY R R & SONS CO, 15,000 SH	2011-11	PURCHASE	2012-03	15750	14998	752
JP MORGAN CHASE CAPITAL, 800 SH	2008-11	PURCHASE	2012-06	20195	18460	1735
CORTS TR PROVIDENT, 375 SH	2001-02	PURCHASE	2012-07	10444	9375	1069
PNC CAPITAL TRUST E, 800 SH	2008-11	PURCHASE	2012-07	20000	18284	1716
JP MORGAN CHASE CAPITAL, 400 SH	2005-05	PURCHASE	2012-08	10179	10000	179
VORNADO REALTY TRUST, 200 SH	2005-08	PURCHASE	2012-09	5032	5000	32
HOUSEHOLD FINANCE CORP, 12,000 SH	2003-12	PURCHASE	2012-09	12039	12000	39
GAP INC., 15,000 SH	2011-11	PURCHASE	2012-10	16632	14343	2289
COMPUTER SCIENCES CORP, 10,000 SH	2011-12	PURCHASE	2012-11	11305	10316	989
BLACKROCK ENERGY, 1,230 SH	2004-12	PURCHASE	2012-12	28366	21803	6563

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (10 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
COMPUTER SCIENCES
DONNELLEY R R & SONS
GAP INC
GRIFFON CORP	10059	10825
HANESBRANDS INC
HERCULES TECH GROWTH CAP 7%	20307	20632
HOUSEHOLD FINANCE
PNC FINL SERVICES	15204	17211
TRIANGLE CAP CORP	15000	15048
UNITED STATES STEEL CORP	11529	12510

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (21 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ADVISORS DISCIPLINED TR	20042	20543
ADVISORS DISCIPLINED TR STEELPATH	14003	15381
ADVISORS DISCIPLINED TR SR VAR	14008	14508
AG MORTGAGE INVESTMENT	10000	10200
ALEXANDRIA REALTY ESTATE	13755	13650
BLACKROCK GLOBAL ENERGY
COHEN & STEERS REIT FUND	20918	25160
CORTS, UNUM PROVIDENT CAPITAL TRUST
CYS INVESTMENTS	10000	10064
HATTERAS FINANCIAL	10000	10020
HERCULES TECH GROWTH CAP 7%	17500	17920
HORIZON TECH	15000	15432
JP MORGAN CHASE
JP MORGAN CHASE XXVI
NEUBERGER BERMAN	12876	17220
PENNANTPARK INVESTMENT CORP	33770	33540
PNC CAPITAL TRUST
PPL CORP	8007	8204
UNITED TECHNOLOGIES CORP	11817	12812
VORNADO REALTY TRUST
WELLS FARGO & CO	15245	15375

ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (11 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (10 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (21 entries)

Comments