Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BEN & ESTHER ROSENBLOOM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8 RESERVOIR CIRCLE NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD212086398
A Employer identification number

52-1258672
B Telephone number (see instructions)

(410) 653-0239
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$44,022,107J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 675,419 662,866  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 560,997
b Gross sales price for all assets on line 6a 9,908,280
7 Capital gain net income (from Part IV, line 2)... 560,997
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 24,423 25,482  
12 Total. Add lines 1 through 11........ 1,260,839 1,249,345  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 182,000 27,300   154,700
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 46,266 6,940   39,326
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 35,200 5,280   29,920
c Other professional fees (attach schedule).... Click to see attachment 152,770 152,770   0
17 Interest............... 6,291 6,291   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 71,386 19,921   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,552 2,483   14,069
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,586 7,696   9,458
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 545,051 228,681   247,473
25 Contributions, gifts, grants paid....... 1,667,270 1,667,270
26 Total expenses and disbursements. Add lines 24 and 25 2,212,321 228,681   1,914,743
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -951,482
b Net investment income (if negative, enter -0-) 1,020,664
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 87,092 97,188 97,188
2 Savings and temporary cash investments......... 536,059 856,027 856,027
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,065,242 Click to see attachment3,937,314 4,149,996
b Investments—corporate stock (attach schedule)....... 2,960,884 Click to see attachment3,675,938 5,896,224
c Investments—corporate bonds (attach schedule)....... 1,115,598 Click to see attachment2,530,675 2,651,027
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,917,370 Click to see attachment23,660,224 30,229,625
14 Land, buildings, and equipment: basis bullet14,443
Less: accumulated depreciation (attach schedule) bullet14,443      
15 Other assets (describe bullet) Click to see attachment1,168,663 Click to see attachment142,020 Click to see attachment142,020
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,850,908 34,899,386 44,022,107
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment178 Click to see attachment138
23 Total liabilities (add lines 17 through 22)......... 178 138
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 35,850,730 34,899,248
29 Total net assets or fund balances (see instructions)..... 35,850,730 34,899,248
30 Total liabilities and net assets/fund balances (see instructions). 35,850,908 34,899,386
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,850,730
2
Enter amount from Part I, line 27a .....................
2
-951,482
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,899,248
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,899,248
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - LT     2020-12-31
b PUBLICLY TRADED SECURITIES - ST     2020-12-31
c SIDE INVESTORS 2, LLC P   2020-12-31
d SPECIAL CREDIT OPPORTUNITIES LP - SERIES C P   2020-12-31
e ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND II - LT P   2020-12-31
ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND II - ST P   2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,974,550   4,250,912 723,638
b 4,854,124   4,864,219 -10,095
c     111 -111
d     44,031 -44,031
e 71,809     71,809
    188,010 -188,010
7,797     7,797
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       723,638
b       -10,095
c       -111
d       -44,031
e       71,809
      -188,010
      7,797
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 560,997
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 14,187
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,187
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,187
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 39,332
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,332
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,145
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet25,145 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHOWARD ROSENBLOOM Telephone no.bullet (410) 653-0239

    Located atbullet8 RESERVOIR CIRCLE SUITE 202BALTIMOREMD ZIP+4bullet21218
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HOWARD ROSENBLOOM PRESIDENT/TREASURER
    40.00     		122,000 21,681 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    SANFORD ROSENBLOOM VICE PRESIDENT
    16.00     		20,000 3,554 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    ROBERT M ROSENBLOOM TRUSTEE
    2.00     		20,000 3,554 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    MICHELLE ROSENBLOOM TRUSTEE
    2.00     		20,000 3,554 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    KEITH ROSENBLOOM TRUSTEE
    2.00     		0 0 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT 152,770
    299 PARK AVENUE 25TH FLOOR
    NEW YORK,NY101710002
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER SECTION 501(C)(3) ORGANIZATIONS. SEE ATTACHED LIST. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    38,006,927
    b
    Average of monthly cash balances.......................
    1b
    912,615
    c
    Fair market value of all other assets (see instructions)................
    1c
    142,021
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,061,563
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,061,563
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    585,923
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,475,640
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,923,782
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,923,782
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,187
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,187
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,909,595
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,909,595
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,909,595
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,914,743
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,914,743
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,914,743
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,909,595
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 201,418
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,914,743
    a Applied to 2019, but not more than line 2a 201,418
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,713,325
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		196,270
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HOWARD ROSENBLOOM
    8 RESERVOIR CIRCLE SUITE 202
    BALTIMORE,MD21208
    (410) 653-0239
    bThe form in which applications should be submitted and information and materials they should include:
    CALL THE FOUNDATION OFFICE TO RECEIVE INFORMATION ON THE SUBMISSION PROCESS AND REQUIRED DOCUMENTATION.
    cAny submission deadlines:
    NO DEADLINES EXIST - APPLICATIONS ARE REVIEWED AS RECEIVED.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICATIONS ARE LIMITED TO CORPORATIONS THAT QUALIFY UNDER SECTION 501(C)(3).
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACHARAI
    5806 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,000
    AJIRI
    PO BOX 162
    UPPR BLCK EDY,PA18972     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    ALEPH SOCIETY
    25 W 45TH ST STE 1405
    NEW YORK,NY10036     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    AMERICAN FRIENDS OF LEKET ISRAEL
    101 CEDAR LANE STE 306
    TEANECK,NJ07666     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,000
    AMERICAN VISIONARY ART MUSEUM
    800 KEY HIGHWAY
    BALTIMORE,MD21230     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    ASPEN INSTITUTE
    2300 N STREET SUITE 700
    WASHINGTON,DC20037     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3,500
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    BALTIMORE,MD21218     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    BALTIMORE SCHOOL FOR THE ARTS
    712 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 83,000
    BERMAN INSTITUTE OF BIOETHICS
    1809 ASHLAND AVENUE DEERING HALL
    BALTIMORE,MD21205     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    CHIZUK AMUNO
    8100 STEVENSON ROAD
    BALTIMORE,MD21208     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 36,000
    FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
    1800 M ST NW
    WASHINGTON,DC20036     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30,000
    FRIENDS OF ELNET
    1529 WESTERN AVENUE
    ALBANY,NY12203     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    298 5TH AVENUE STE 5
    NEW YORK,NY10001     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,600
    FRIENDS OF UNITED HATZALAH
    208 EAST 51ST STREET SUITE 303
    NEW YORK,NY10022     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 18,000
    GILCHRIST HOSPICE
    11311 MCCORMICK ROAD SUITE 350
    HUNT VALLEY,MD21031     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    HEBREW AT THE CENTER
    550 COCHITUATE ROAD SUITE 25
    FRAMINGHAM,MA01701     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    HILLEL
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    HILLEL UNIVERSITY OF MD
    7612 MOWATT LANE
    COLLEGE PARK,MD20740     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27,500
    JEMICY SCHOOL
    11 CELADON RD
    OWINGS MILLS,MD21117     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    JEWISH COMMUNITY CTR
    5700 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 45,000
    JEWISH FUNDERS NETWORK
    150 W 3OTH STREET SUITE 900
    NEW YORK,NY10001     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27,500
    JOHNS HOPKINS UNIVERSITY
    242 GARLAND HALL 3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75,000
    KULANU INC
    165 WEST END AVENUE 3R
    NEW YORK,NY10023     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35,000
    MIDDLE EAST FORUM
    1650 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    PEF ISRAEL ENDOWMENT FUND
    630 3RD AVENUE
    NEW YORK,NY10017     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 120,000
    RESPECTABILITY
    11333 WOODGLEN DRIVE 102
    ROCKVILLE,MD20852     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    SINAI HOSPITAL
    OFFICE OF DEVELOPMENT ONE GUSTAVE L
    LEVY PLACE BOX 1049
    NEW YORK,NY10029     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33,000
    ST JOHN'S COLLEGE
    PO BOX 75905
    BALTIMORE,MD21275     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 6,000
    TEAM UP FOR 1 FDN
    PO BOX 41
    STEVENSON,MD21153     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    THE ASSOCIATED
    101 WEST MT ROYAL AVENUE
    BALTIMORE,MD21201     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 627,470
    THE INVESTIGATIVE PROJECT ON TERRORISM
    5614 CONNECTICUT AVENUE NW 341
    WASHINGTON,DC20015     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    THE LAWFARE PROJECT
    633 3RD AVE FL 21
    NEW YORK,NY10017     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,500
    TOFTE LAKE CENTER DONATION
    2209 FERNBERG ROAD
    ELY,MN55731     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    WASHINGTON INSTITUTE
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75,000
    YESHIVAS LUBAVITCH OF BALTIMORE
    6702 PARK HEIGHTS AVE
    BALTIMORE,MD21215     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 25,000
    YOUNG AUDIENCES
    2600 N HOWARD STREET 1300
    BALTIMORE,MD21218     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 8,000
    AM YISROEL CHAI FOUNDATION INC
    400 5TH AVE
    CEDARHURST,NY11516     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    AMERICAN FRIENDS OF BEIT ISS
    25 WEST 45TH STREET SUITE 1405
    NEW YORK,NY10036     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    BRIGANCE BRIGADE FOUNDATION INC
    11350 MCCORMICK RD
    HUNT VALLEY,MD21031     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 7,600
    CYLBURN ARBORETUM FRIENDS INC
    4915 GREENSPRING AVE
    BALTIMORE,MD21209     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    FRIENDS OF ALYN
    122 EAST 42ND STREET SUITE 1519
    NEW YORK,NY10168     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800
    GUSH ETZION FOUNDATION
    281 MASON TERRACE 1
    BROOKLINE,MA02446     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    HEARTS PLACE SERVICES INC
    9 E 27TH ST
    BALTIMORE,MD21218     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    JCC ASSOCIATION OF NORTH AMERICA
    520 EIGHTH AVENUE
    NEW YORK,NY10018     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    JEWISH FEDERATIONS OF NORTH AMERICA
    PO BOX 157
    NEW YORK,NY10268     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    JEWISH WOMEN INTL
    1129 20TH STREET NW SUITE 801
    WASHINGTON,DC20036     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    KAHAL
    4411 N RAVENSWOOD AVE SUITE 300
    CHICAGO,IL60640     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20,000
    COALITION FOR JEWISH VALUES
    2833 SMITH AVE STE 225
    BALTIMORE,MD21209     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,800
    JEWISH MILLENNIAL ENGAGEMENT PROJECT INC
    8215 OLD GEORGETOWN RD
    BETHESDA,MD20814     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    THE JEWISH THEOLOGICAL SEMINARY
    442 ALBERMARLE RD
    CEDARHURST,NY11516     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 100,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    298 5TH AVENUE STE 5
    NEW YORK,NY10001     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10,000
    JEWISH INTERACTIVE INC
    57 W 57TH ST
    NEW YORK,NY10019     		NONE PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1,000
    Total .................................bullet 3a 1,667,270
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 662,866 12,553
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 560,997  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP UBI INCOME REPORTED     		523000 -1,059 14    
    bORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 -3,549  
    cOTHER INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 26,719  
    dOTHER INCOME FROM COMPUTERSHARE 900099   14 2,312  
    e
    12 Subtotal. Add columns (b), (d), and (e).. -1,059 1,249,345 12,553
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,260,839
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 DIVIDENDS FROM MUTUAL FUNDS RECEIVING TAX EXEMPT INTEREST FROM STATE AND MUNICIPAL BONDS EXCLUDED FROM GROSS INCOME BY INTERNAL REVENUE CODE SECTION 103
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REVIEW AND TAX PREPARATION FEES 35,200 5,280   29,920

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACCRUED INTEREST 0 8,993
    AGNC INVT CORP 6.125% 61,526 61,995
    ALLIANZGI CONV AND INCOME FD 5.625% 20,004 20,444
    AMERICAN EXPRESS CO 15,436 17,865
    ANNALY CAPITAL MGMT INC 6.750% 52,134 52,997
    ARES CAPITAL CORP NTS 15,761 16,957
    ARES MGMT CORP 7% 53,892 53,404
    AT&T INC 5.625% 6,627 7,063
    BANK OF AMER CORP 6% 23,515 22,603
    BANK OF AMER CORP 6.2% 7,129 6,872
    BANK OF AMERICA CORP 6% 11,964 12,200
    BANK OF NEW MELLON RATE 4.7% 24,205 26,467
    BANK OF NOVA SCOTIA 32,947 33,949
    BLACKROCK CORPORATE HIGH YIELD FUND 65,273 69,254
    BLACKROCK CREDIT ALLOCATION INCOME TRUST 12,193 13,342
    BLACKROCK DEBT STRATEGIES FUND 12,251 11,892
    BLACKROCK LTD DURATION INCOME TRUST 10,818 10,905
    BLACKROCK MULTI SECTOR INCOME 1,530 1,631
    BLACKROCK MUNICIPAL INCOME TRUST 14,816 16,414
    BLACKROCK MUNIVEST FUND INC 24,525 25,089
    BLACKROCK MUNIYIELD QUALITY FUND III 44,051 48,090
    BOEING CO NTS 107,482 115,649
    BP CAPITAL MARKETS RATE 4.875% 102,131 110,454
    BROOKFIELD RENEWABLE ENERGY 35,936 41,384
    CAPITAL ONE FINANCIAL CO 2.6% 30,027 31,434
    CHARLES SCHWAB CORP RATE 5.375% 68,191 73,508
    CITIGROUP INC RATE 4% 22,000 22,578
    CITIGROUP INC RATE 4.316% 32,071 31,840
    CITIGROUP INC RATE 4.699% 16,060 16,024
    CITIGROUP INC RATE 4.7% 22,341 29,800
    CITIZENS FINL GROUP RATE 4.193% 8,060 7,846
    CITIZENS FINL GROUP RATE 5.65% 55,099 61,748
    COHEN & STEERS LTD 24,552 26,174
    DUKE ENERGY CORP 5.75% 26,837 27,997
    EATON VANCE LTD DURATION INCOME FUND 4,756 4,448
    EATON VANCE MUNICIPAL BOND FUND 49,072 51,381
    ENERGY TRANSFER PARTNERS 7.6% 50,706 45,168
    ENERGY TRANSFER RATE 7.125% 23,873 22,800
    ENTERGY LOUISIANA 4.875% 15,263 16,236
    ENTERGY MISSISSIPPI 4.9% 4,808 5,546
    FIFTH THIRD BANCORP RATE 4.5% 23,000 24,461
    FIRST TRUST HIGH INCOME 12,699 12,289
    FIRST TRUST INTER DURATION 11,854 12,795
    GENL MOTORS CO 80,163 81,093
    GENL MOTORS FINL CO 21,990 24,123
    GMAC CAP TRUST 6.17738% 42,977 46,607
    HARTFORD FINL 7.875% 20,009 19,934
    HUNTINGTON BANC SHARES RATE 5.625% 16,070 17,513
    INVESCO MUNICIPAL OPPORTUNITY 45,124 47,037
    INVESCO MUNICIPAL TRUST 27,925 29,178
    INVESCO SENIOR INCOME TRUST 57,613 56,420
    INVESCO TRUST FOR INVT GRADE MUNICIPALS 25,374 27,001
    ISHARES 0-5 YEAR HIGH YIELD CORP BOND ETF 78,952 79,565
    ISHARES PFD AND INCOME SECURITIES ETF 111,729 104,901
    JOHN HANCOCK PREMIUM DIVIDEND FUND 16,367 17,259
    JP MORGAN CHASE AND CO 6.150% 777 803
    METLIFE INC RATE 3.791 9,877 9,950
    NATIONAL RURAL 5.5% 36,151 40,026
    NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 89,734 95,568
    NUVEEN CREDIT STRATEGIES INCOME FUND 68,877 59,046
    NUVEEN MUNI VALUE FUND 6,127 6,416
    NUVEEN PFD & INCOME OPPORTUNITIES FUND 23,976 25,707
    NUVEEN PFD & INCOME SECURITIES 25,780 27,682
    NUVEEN QUALITY MUNICIPAL 90,790 96,724
    OAKTREE SPECIALTY LEND 14,828 15,532
    PARTNERRE LTD 7.25% 9,254 8,871
    PPL CPTL FNDG INC RATE 2.905% 3,252 4,312
    REGIONS FINL CORP RATE 5.75% 53,442 59,042
    SEMPRA ENERGY RATE 4.875% 117,759 125,044
    STIFEL FINANCIAL CORP 5.2% 14,476 15,251
    TRUIST FINL CORP RATE 5.1% 49,000 55,983
    VALERO ENERGY CORP 27,153 28,177
    WELLS FARGO & CO 4.75% 6,485 8,718
    WELLS FARGO 5.7% 7,372 7,347
    WELLS FARGO INCOME OPPORTUNITIES FUND 24,246 26,561
    WESTERN ASSET HIGH INCOME OPPORTUNITY FUND 23,258 26,141
    WESTERN ASSET HIGH YIELD 26,353 27,509

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCEL ENTMT INC 24,855 23,806
    AIR TRANS SERVICES GROUP INC 42,195 67,694
    ALLEGION PLC 100,703 107,768
    ALPHA AND OMEGA SEMICONDUCTOR 25,333 54,868
    ALPINE INCOME PPTY TR INC REIT 37,366 29,485
    ANSYS INC 37,667 90,586
    ARROWHEAD PHARMACEUTICALS INC 5,583 54,632
    ASPEN TECHNOLOGY INC 63,184 99,641
    AZZ INC 21,680 32,402
    BENTLEY SYSTEMS INC 89,234 106,663
    BERKLEY W R CORP 94,455 120,021
    BRIGHT HORIZONS FAMILY 65,824 86,149
    CAESARSTONE LTD 27,921 32,238
    CALYXT INC 15,295 10,613
    CATCHMARK TIMBER TRUST INC 26,798 37,365
    CBDMC INC 8% CNV 13,291 13,812
    CBDMD INC 22,828 23,013
    CDW CORP 70,571 120,983
    CEVA INC 38,380 63,928
    CHARLES RIVER LABORATORIES 82,961 157,162
    CHEMED CORP NEW 88,512 104,392
    CHESAPEAKE UTILITIES CRP 42,777 52,157
    CHROMADEX CORP COM 52,847 53,083
    COMTECH TELECOMMUNICATIONS CORP 34,610 41,194
    CONS WATER LTD 25,825 26,932
    COOPER COMPANIES INC 103,767 140,605
    COPART INC 47,074 136,158
    CTS CORP 24,061 38,621
    DMC GLOBAL INC COM 19,059 33,000
    DOCUSIGN 35,171 162,724
    DOUGLAS DYNAMICS INC 43,893 50,768
    ELANCO ANIMAL HEALTH 100,824 97,929
    EPLUS INC 38,375 50,571
    EQUIFAX INC 91,961 115,125
    EXPONENT INC 60,329 70,944
    FAIR ISAAC CORP 52,355 83,300
    FARMLAND PARTNERS INC 12,937 25,291
    FATHOM HOLDINGS INC 15,732 35,427
    FLEXSTEEL INDUST INC 15,415 38,537
    FLIR SYSTEMS INC 94,046 78,982
    FLY LEASING LTD 33,387 34,662
    GLATFELTER CORP 24,312 26,519
    HARROW HEALTH INC 30,065 35,514
    HENRY JACK AND ASSOC INC 59,255 80,023
    HERC HOLDINGS INC 15,246 25,236
    INNOVATIVE INDL PPTYS INC 8,646 34,245
    INTERACTIVE BROKERS GROUP INC 55,786 63,783
    KORNIT DIGITAL LTD 13,372 63,461
    KRATON CORP 26,323 34,071
    LENNOX INTL INC 80,960 108,218
    MATERION CORP 18,473 23,704
    MGP INGREDIENTS INC 44,888 41,366
    MSCI INC 65,496 189,775
    NAPCO SECURITY TECHNOLOGIES 43,338 49,503
    NEOGENOMICS INC 20,056 111,610
    NEXPOINT REAL ESTATE FIN INC 27,284 23,723
    NORDSON CORP 84,498 131,622
    OIL DRI CORP 18,468 24,197
    ONTRAK INC 4,480 55,364
    PHYSICIANS REALTY TRUST 10,562 14,792
    POOL CORP 45,124 160,920
    POSTAL REALTY TRUST INC 14,999 19,378
    RADIUS GLOBAL INFRASTRUCTURE 34,642 44,718
    ROLLINS INC 44,533 79,585
    SCOTTS MIRACLE-GRO CO CL A 104,594 250,319
    SEELOS THERAPEUTICS INC 24,117 28,796
    SHARPS COMPLIANCE CORP 26,340 34,568
    SITEONE LANDSCAPE SUPPLY INC 70,471 170,051
    SOLARIS OILFIELD INFRASTRUCTUR 37,508 26,081
    SUNRUN INC 4,753 40,726
    TERADYNE INC 69,873 221,437
    THIRD POINT OFFSHORE INVESTORS 299,983 369,898
    THOR INDUSTRIES INC 97,579 123,212
    TRANSACT TECHNOLOGIES INC 28,659 28,769
    USA TECHNOLOGIES INC 6,692 17,889
    VERITONE INC 19,392 88,166
    VISHAY PRECISION GROUP INC 33,158 41,113
    ZEBRA TECHNOLOGIES CORP CL A 94,796 174,870
    ZIX CORP 28,136 35,771

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    US Government Securities - End of Year Book Value:

    3,937,314
    US Government Securities - End of Year Fair Market Value:

    4,149,996
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND AT COST 702,986 790,525
    BROOKFIELD RENEWABLE PARTNERS AT COST 37,302 37,302
    CHIRON CAPITAL ALLOCATION FUND AT COST 903,686 1,065,167
    CLOVER PCO II AT COST 247,902 247,902
    ENERGY TRANSFER SERIES E AT COST 49,837 268,412
    ENERGY TRANSFER SERIES G AT COST 28,000 150,803
    GLOBAL MEDICINE AT COST 100,000 100,000
    ISHARES EDGE MSCI MIN VOL EMERGING MRKTS AT COST 1,604,937 1,757,210
    ISHARES RUSSELL 1000 GROWTH AT COST 2,540,669 5,911,306
    ISHARES RUSSELL 1000 VALUE ETF AT COST 4,771,568 5,910,701
    JP MORGAN STRATEGIC INCOME OPP AT COST 1,231,523 1,224,080
    MARYLAND/ISRAEL TRENDLINES FUND L.P AT COST 151,600 151,600
    MATTHEWS CHINA FUND AT COST 828,620 1,296,122
    MORGAN STANLEY EMERGING MARKETS AT COST 901,790 531,826
    PRINCIPAL GLOBAL REAL ESTATE SEC FUND AT COST 733,333 791,783
    SANDALWOOD INVESTMENT AT COST 2,000,000 2,495,661
    SIDE INVESTORS 2 LLC AT COST 0 593
    SIDE INVESTORS 2 LLC AND COST BASIS ADJUSTMENT AT COST 23,414 0
    SPDR GOLD SHARES ETF AT COST 417,208 715,759
    SPECIAL CREDIT OPPORTUNITIES, L.P. C AT COST 177,286 221,077
    TEMPLETON GLBAL BOND ADV AT COST 806,811 629,384
    VANGUARD FTSE DEVELOPED MKT AT COST 697,521 738,506
    VANGUARD FTSE EUROPE ETF AT COST 501,150 609,809
    VANGUARD FTSE PAC ETF AT COST 699,020 786,270
    WHITEBOX MULTI-STRATEGY FUND AT COST 750,000 808,956
    WISDOMTREE EMERGING MARKETS SMALLCAP AT COST 279,455 314,379
    WISDOMTREE EUROPE SMALLCAP AT COST 367,747 362,763
    WISDOMTREE INTL EQUITY FUND AT COST 2,060,063 2,264,933
    MPLX LP RATE 6.875% AT COST 46,796 46,796

    TY 2020 OtherAssetsSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 1,620 1,620 1,620
    DISTRIBUTIONS RECEIVABLE 1,122,802 106,723 106,723
    INTEREST & DIVIDENDS RECEIVABLE - UBS 2,909 2,909 2,909
    EXCISE TAX RECEIVABLE 39,332 25,367 25,367
    UBIT TAX RECEIVABLE 2,000 2,000 2,000
    PAYROLL TAX RECEIVABLE 0 3,401 3,401


    TY 2020 OtherExpensesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEALS AND ENTERTAINMENT 286 0   286
    TRAVEL 425 0   425
    OFFICE EXPENSES 8,742 0   8,742
    OTHER EXPENSES 2,473 2,454   0
    PARTNERSHIP INVESTMENT MGMT FEES 22,655 5,242   0
    BANK FEES 5 0   5


    TY 2020 OtherIncomeSchedule2
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP UBI INCOME REPORTED -1,059   -1,059
    ORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH -3,549 -3,549 -3,549
    OTHER INCOME FROM PARTNERSHIP PASSTHROUGH 26,719 26,719 26,719
    OTHER INCOME FROM COMPUTERSHARE 2,312 2,312 2,312


    TY 2020 OtherLiabilitiesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER PAYABLES 178 138


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS INVESTMENT MANAGEMENT FEES 152,770 152,770   0


    TY 2020 TaxesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - UBS 18,641 18,641   0
    FOREIGN TAXES - ALPHAKEYS RENAISSANCE 1,280 1,280   0
    PY EXCISE TAXES 37,500 0   0
    CY EXCISE TAXES 13,965 0   0