ROSENBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG CHARITABLE FOUNDATION (EIN 23-3074423)
- Tax period
- 2010-02-01 to 2011-01-31
- Filed
- 2011-06-15
- IRS object ID
- 201131669349100303
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-15T09:48:09-05:00 | Timestamp |
| Tax Period End Date | 2011-01-31 | 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 | 2010-02-01 | 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 | 2011-06-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC D DAVIS | Name |
| Phone | 5703473377 | Phone |
| Date Prepared | 2011-06-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 273815 | 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 | 9287 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9287 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5496 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5496 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 44783 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14783 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 137 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1087 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20725 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20725 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21812 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20725 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 22971 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14783 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19600 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21534 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21534 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 174581 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 205618 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 203773 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 57417 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 47417 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 48508 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 251598 | TotalAssetsBOY |
| Total Assets EOY | 274569 | TotalAssetsEOY |
| Total Assets EOYFMV | 273815 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 251598 | RetainedEarningsBOY |
| Retained Earnings EOY | 274569 | RetainedEarningsEOY |
| Total Net Assets BOY | 251598 | TotalNetAssetsBOY |
| Total Net Assets EOY | 274569 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 251598 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 274569 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 251598 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 22971 | ExcessOfRevenueOverExpenses |
| Subtotal | 274569 | Subtotal |
| Total Net Assets Fund Balances EOY | 274569 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 24036 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 187678 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.128070 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19978 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 213716 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.093479 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23315 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 229315 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.101672 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22354 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 216091 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.103447 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18244 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 213276 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085542 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.512210 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102442 | AverageDistributionRatio |
| Net Noncharitable Assets | 236721 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24250 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 148 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24398 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20725 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 296 | InvestmentIncomeExciseTax |
| Subtotal | 296 | Subtotal |
| Tax Based On Investment Income | 296 | TaxBasedOnInvestmentIncome |
| Tax Due | 296 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 224319 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16007 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 240326 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 240326 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3605 | CashDeemedCharitable |
| Net Noncharitable Assets | 236721 | NetNoncharitableAssets |
| Minimum Investment Return | 11836 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11836 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 296 | TaxBasedOnInvestmentIncome |
| Total Tax | 296 | TotalTax |
| Distributable Amount Before Adj | 11540 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11540 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11540 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20725 | ExpensesAndContributions |
| Qualifying Distributions | 20725 | QualifyingDistributions |
| Adj Qualifying Distributions | 20725 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11540 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 7915 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11902 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12385 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9669 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14926 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 56797 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20725 | QualifyingDistributions |
| Applied To Current Year | 11540 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9185 | RemainingDistriFromCorpus |
| Total Corpus | 65982 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 7915 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 58067 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11902 | ExcessFromYear4 |
| Excess From Year3 | 12385 | ExcessFromYear3 |
| Excess From Year2 | 9669 | ExcessFromYear2 |
| Excess From Year1 | 14926 | ExcessFromYear1 |
| Excess From Current Year | 9185 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ABINGTON COMMUNITY LIBRAR | ||||||
| 1200 WEST GROVE STREET | CLARKS SUMMIT | PA | 18411 | N/A | PROGRAM SERVICES | $100 |
| AIPAC | ||||||
| VARIOUS | WASHINGTON | DC | 20001 | N/A | PROGRAM SERVICES | $100 |
| BELT HAMIDRASH | ||||||
| 1670 PHANTOM AVENUE | SAN JOSE | CA | 95125 | N/A | PROGRAM SERVICES | $180 |
| COMMONWEALTH MEDICAL COLL | ||||||
| 105 NORTH WASHINGTON AVE | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $325 |
| DARTMOUTH COLLEGE | ||||||
| VARIOUS | HANOVER | NH | 03755 | N/A | PROGRAM SERVICES | $350 |
| DICKSON CITY COMMUNITY AM | ||||||
| 201 CHARLES STREET | DICKSON CITY | PA | 18519 | N/A | PROGRAM SERVICES | $50 |
| EVERHART MUSEUM | ||||||
| NAY AUG PARK | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $250 |
| HADASSAH | ||||||
| VARIOUS | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $2,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 601 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $1,755 |
| JEWISH DISCOVERY CENTER | ||||||
| VARIOUS | NEW YORK | NY | 10002 | N/A | PROGRAM SERVICES | $600 |
| JEWISH FAMILY SERVICES | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $375 |
| JEWISH HERITAGE CONNECTIO | ||||||
| 529 WYOMING AVENUE | SCRANTON | PA | 18509 | N/A | PROGRAM SERVICES | $200 |
| JEWISH HOME OF NORTHEASTE | ||||||
| 1101 VINE STREET | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $1,250 |
| 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 |
| MOSTLY OPERA | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $150 |
| NEPA PHILHARMONIC | ||||||
| 4105 BIRNEY AVENUE | MOOSIC | PA | 18517 | N/A | PROGRAM SERVICES | $1,000 |
| PA ASSOCIATION FOR THE BL | ||||||
| 555 GETTYSBURG PIKE | MECHANICSBURG | PA | 17055 | N/A | PROGRAM SERVICES | $25 |
| RALLY FOR THE CURE | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $350 |
| RONALD MCDONALD HOUSE | ||||||
| 332 WHEELER AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $50 |
| SCOLA | ||||||
| 21557 270TH STREET | MCLELLAND | IA | 51548 | N/A | PROGRAM SERVICES | $200 |
| SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PROGRAM SERVICES | $100 |
| TEMPLE ISRAEL | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $6,215 |
| TEMPLE ISRAEL'S RABBI DIS | ||||||
| 918 EAST GIBSON STREET | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $225 |
| TUFTS HILLEL | ||||||
| 220 PACKARD AVENUE | MEDFORD | MA | 02155 | N/A | PROGRAM SERVICES | $100 |
| UNITED JEWISH CAMPAIGN | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $3,100 |
| UNITED WAY OF LACKAWANNA | ||||||
| 615 JEFFERSON AVENUE | SCRANTON | PA | 18510 | N/A | PROGRAM SERVICES | $100 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | N/A | PROGRAM SERVICES | $100 |
| WOMENS RESOURCE CENTER | ||||||
| VARIOUS | SCRANTON | PA | 18503 | N/A | PROGRAM SERVICES | $275 |
| 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 | 20725 | 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 | $9,287 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,496 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 26 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,783 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14783 | 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 | $950 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| PAUL ROSENBERG |
| MARGERY ROSENBERG |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HOUSEHOLD FINANCE | 12000 | 12245 |
| UNUMPROVIDENT CORP | 15211 | 15067 |
| XL CAPITAL, LTD. | 20206 | 21196 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AEGON NV | 7500 | 6459 |
| AT&T | 10000 | 10468 |
| BLACKROCK GLOBAL ENERGY | 21816 | 36584 |
| COHEN & STEERS REIT FUND | 20918 | 21716 |
| CORTS, UNUM PROVIDENT CAPITAL TRUST | 9375 | 10046 |
| ENERGY TRANSFER PARTNERS, L.P. | 15691 | 16176 |
| JP MORGAN CHASE | 10000 | 10104 |
| JP MORGAN CHASE XXVI | 18460 | 21488 |
| NEUBERGER BERMAN | 12876 | 14070 |
| PENNANTPARK INVESTMENT CORP | 15353 | 14828 |
| PHOENIX COMPANIES, INC | 10000 | 7728 |
| PNC CAPITAL TRUST | 18284 | 21000 |
| PRESIDENTIAL REALTY CORP | 5345 | 1290 |
| THE COLONIAL BANCGROUP | 25000 | 7000 |
| VORNADO REALTY TRUST | 5000 | 4816 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2009 FORM 990-PF EXCISE TAX | Category |
| Amount | $137 | Amount |
Comments