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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$47,641,031J 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... 860,472 841,581  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,928,894
b Gross sales price for all assets on line 6a 12,949,421
7 Capital gain net income (from Part IV, line 2)... 1,928,894
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 74,341 74,574  
12 Total. Add lines 1 through 11........ 2,863,707 2,845,049  
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....... 55,299 8,295   47,004
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 38,785 5,818   32,967
c Other professional fees (attach schedule).... Click to see attachment 191,563 191,563   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,611 26,611   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 23,103 3,465   19,638
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,438 15,365   11,073
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 543,799 278,417   265,382
25 Contributions, gifts, grants paid....... 1,595,505 1,595,505
26 Total expenses and disbursements. Add lines 24 and 25 2,139,304 278,417   1,860,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 724,403
b Net investment income (if negative, enter -0-) 2,566,632
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 97,188 54,726 54,726
2 Savings and temporary cash investments......... 856,027 3,252,534 3,252,534
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) 3,937,314 Click to see attachment3,878,150 3,958,986
b Investments—corporate stock (attach schedule)....... 3,675,938 Click to see attachment3,879,238 6,169,401
c Investments—corporate bonds (attach schedule)....... 2,530,675 Click to see attachment1,979,393 2,112,955
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,660,224 Click to see attachment22,605,103 31,971,490
14 Land, buildings, and equipment: basis bullet14,443
Less: accumulated depreciation (attach schedule) bullet14,443      
15 Other assets (describe bullet) Click to see attachment142,020 Click to see attachment120,939 Click to see attachment120,939
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,899,386 35,770,083 47,641,031
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 attachment138 Click to see attachment98
23 Total liabilities (add lines 17 through 22)......... 138 98
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 34,899,248 35,769,985
29 Total net assets or fund balances (see instructions)..... 34,899,248 35,769,985
30 Total liabilities and net assets/fund balances (see instructions). 34,899,386 35,770,083
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
34,899,248
2
Enter amount from Part I, line 27a .....................
2
724,403
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
146,334
4
Add lines 1, 2, and 3 ..........................
4
35,769,985
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
35,769,985
Form 990-PF (2021)
Form 990-PF (2021)
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      
b PUBLICLY TRADED SECURITIES - ST      
c SIDE INVESTORS 2 LLC K-1 P    
d SIDE INVESTORS 2 LLC K-1 P    
e SPECIAL CREDIT OPPORTUNITIES LP - SERIES C P    
ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND II - LT P    
ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND II - ST P    
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 9,629,243   7,877,849 1,751,394
b 2,884,170   2,845,047 39,123
c 3     3
d     293 -293
e 139,918     139,918
193,299     193,299
    297,338 -297,338
102,788     102,788
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       1,751,394
b       39,123
c       3
d       -293
e       139,918
      193,299
      -297,338
      102,788
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 1,928,894
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 35,676
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 35,676
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,145
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,145
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 13,469
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet13,469 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
    Yes
     
    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 2021? ..
    4b
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    Yes
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 27,735 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    SANFORD ROSENBLOOM VICE PRESIDENT
    16.00     		20,000 4,547 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    ROBERT M ROSENBLOOM TRUSTEE
    2.00     		20,000 4,547 0
    8 RESERVOIR CIRCLE
    BALTIMORE,MD21208
    MICHELLE ROSENBLOOM TRUSTEE
    2.00     		20,000 4,547 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 191,563
    299 PARK AVENUE 25TH FLOOR
    NEW YORK,NY101710002
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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  
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    41,859,595
    b
    Average of monthly cash balances.......................
    1b
    980,844
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,423,154
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,263,593
    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
    46,263,593
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    693,954
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    45,569,639
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,278,482
    Part X
    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 IX, line 6..................
    1
    2,278,482
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,676
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,676
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,242,806
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,242,806
    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 XII, line 1 ...
    7
    2,242,806
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,242,806
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 196,270
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,860,887
    a Applied to 2020, but not more than line 2a 196,270
    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 2021 distributable amount..... 1,664,617
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		578,189
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AJIRI
    PO BOX 162
    UPPR BLCK EDY,PA18972     		NONE PC UNRESTRICTED 11,100
    ALEPH SOCIETY
    25 W 45TH ST STE 1405
    NEW YORK,NY10036     		NONE PC UNRESTRICTED 5,000
    AMERICAN FRIENDS OF LEKET ISRAEL
    101 CEDAR LANE STE 306
    TEANECK,NJ07666     		NONE PC UNRESTRICTED 5,000
    AMERICAN TECHNION SOCIETY
    55 EST 59TH STREET
    NEW YORK,NY10022     		NONE PC UNRESTRICTED 75,000
    AMERICAN VISIONARY ART MUSEUM
    800 KEY HIGHWAY
    BALTIMORE,MD21230     		NONE PC UNRESTRICTED 25,000
    ASPEN INSTITUTE
    2300 N STREET SUITE 700
    WASHINGTON,DC20037     		NONE PC UNRESTRICTED 3,500
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    BALTIMORE,MD21218     		NONE PC UNRESTRICTED 5,000
    BALTIMORE SCHOOL FOR THE ARTS
    712 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC UNRESTRICTED 2,500
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC UNRESTRICTED 83,000
    BERMAN INSTITUTE OF BIOETHICS
    1809 ASHLAND AVENUE DEERING HALL
    BALTIMORE,MD21205     		NONE PC UNRESTRICTED 25,000
    BRIGANCE BRIGADE FOUNDATION INC
    11350 MCCORMICK RD
    HUNT VALLEY,MD21031     		NONE PC UNRESTRICTED 4,000
    CHIZUK AMUNO
    8100 STEVENSON ROAD
    BALTIMORE,MD21208     		NONE PC UNRESTRICTED 36,000
    CYLBURN ARBORETUM FRIENDS INC
    4915 GREENSPRING AVE
    BALTIMORE,MD21209     		NONE PC UNRESTRICTED 1,000
    FEED ISRAEL
    5229 NEW UTRECHT AVE SUITE 400
    BROOKLYN,NY112193844     		NONE PC UNRESTRICTED 5,000
    FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
    1800 M ST NW
    WASHINGTON,DC20036     		NONE PC UNRESTRICTED 30,000
    FRIENDS OF ELNET
    1529 WESTERN AVENUE
    ALBANY,NY12203     		NONE PC UNRESTRICTED 25,000
    FRIENDS OF ISRAEL DISABLED VETERANS - BEIT HALOCHEM
    1133 BROADWAY SUITE 232
    NEW YORK,NY10010     		NONE PC UNRESTRICTED 2,500
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    298 5TH AVENUE STE 5
    NEW YORK,NY10001     		NONE PC UNRESTRICTED 4,000
    FRIENDS OF UNITED HATZALAH
    208 EAST 51ST STREET SUITE 303
    NEW YORK,NY10022     		NONE PC UNRESTRICTED 18,000
    GILCHRIST HOSPICE
    11311 MCCORMICK ROAD SUITE 350
    HUNT VALLEY,MD21031     		NONE PC UNRESTRICTED 5,000
    GREENLIGHT FUND
    50 MILK STREET
    BOSTON,MA02109     		NONE PC UNRESTRICTED 20,000
    HILLEL
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE PC UNRESTRICTED 5,000
    HILLEL UNIVERSITY OF MD
    7612 MOWATT LANE
    COLLEGE PARK,MD20740     		NONE PC UNRESTRICTED 25,000
    HOPEWELL CANCER SUPPORT
    10628 FALLS ROAD
    LUTHERVILLE,MD21093     		NONE PC UNRESTRICTED 4,500
    JCC ASSOCIATION OF NORTH AMERICA
    520 EIGHTH AVENUE
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 10,000
    JEWISH COMMUNITY CTR
    5700 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215     		NONE PC UNRESTRICTED 50,000
    JEWISH FUNDERS NETWORK
    150 W 3OTH STREET SUITE 900
    NEW YORK,NY10001     		NONE PC UNRESTRICTED 30,000
    JOHNS HOPKINS UNIVERSITY
    242 GARLAND HALL 3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE PC UNRESTRICTED 75,000
    MIDDLE EAST FORUM
    1650 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103     		NONE PC UNRESTRICTED 20,000
    PEF ISRAEL ENDOWMENT FUND
    630 3RD AVENUE
    NEW YORK,NY10017     		NONE PC UNRESTRICTED 25,000
    PEARL STONE CENTER
    5425 MT GILEAD ROAD
    REISTERSTOWN,MD21136     		NONE PC UNRESTRICTED 10,000
    FRIENDS OF YESHIVAS RASHI INC
    1814 NEW YORK AVENUE
    BROOKLYN,NY11210     		NONE PC UNRESTRICTED 70,000
    REPORT INC
    101 GREENWOOD AVE 610
    JENKINTOWN,PA19046     		NONE PC UNRESTRICTED 20,000
    SINAI HOSPITAL
    OFFICE OF DEVELOPMENT ONE GUSTAVE L
    LEVY PLACE BOX 1049
    NEW YORK,NY10029     		NONE PC UNRESTRICTED 51,000
    ST JOHN'S COLLEGE
    PO BOX 75905
    BALTIMORE,MD21275     		NONE PC UNRESTRICTED 5,000
    THE ASSOCIATED
    101 WEST MT ROYAL AVENUE
    BALTIMORE,MD21201     		NONE PC UNRESTRICTED 671,405
    THE DEN COLLECTIVE
    8215 OLD GEORGETOWN ROAD
    BETHESDA,MD20814     		NONE PC UNRESTRICTED 5,000
    THE LAWFARE PROJECT
    633 3RD AVE FL 21
    NEW YORK,NY10017     		NONE PC UNRESTRICTED 10,000
    TOFTE LAKE CENTER DONATION
    2209 FERNBERG ROAD
    ELY,MN55731     		NONE PC UNRESTRICTED 5,000
    WASHINGTON & LEE UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE PC UNRESTRICTED 5,000
    WASHINGTON INSTITUTE
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036     		NONE PC UNRESTRICTED 75,000
    YESHIVAS LUBAVITCH OF BALTIMORE
    6702 PARK HEIGHTS AVE
    BALTIMORE,MD21215     		NONE PC UNRESTRICTED 25,000
    YOUNG AUDIENCES
    2600 N HOWARD STREET 1300
    BALTIMORE,MD21218     		NONE PC UNRESTRICTED 8,000
    Total .................................bullet 3a 1,595,505
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 1,928,894  
    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 -233 14    
    bORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 21  
    cOTHER INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 23,674  
    dOTHER INCOME FROM COMPUTERSHARE 523000   14 50,879  
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -233 2,845,049 18,891
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,863,707
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 38,785 5,818   32,967

    TY 2021 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 12,253
    AGNC INVT CORP 6.125% 59,901 63,908
    ALLIANZGI CONV AND INCOME FD 5.625% 20,004 20,728
    ALLY FINANIAL INC 4.700% 04/22/70 37,364 38,388
    ALLY FINANIAL INC 4.700% 08/15/70 66,735 68,033
    ANNALY CAPITAL MGMT INC 6.750% 51,138 53,889
    AT&T INC 5.625% 6,627 6,820
    BANK OF AMERICA CORP 6% 18,577 18,247
    BANK OF NEW MELLON RATE 4.7% 15,205 16,001
    BLACKROCK CORPORATE HIGH YIELD FUND 57,343 66,340
    BLACKROCK CREDIT ALLOCATION INCOME TRUST 11,382 12,883
    BLACKROCK DEBT STRATEGIES FUND 11,099 12,297
    BLACKROCK LTD DURATION INCOME TRUST 9,830 10,599
    BLACKROCK MUNIHOLDINGS FUND INC 9,446 9,654
    BLACKROCK MUNIVEST FUND INC 23,174 24,681
    BLACKROCK MUNIYIELD QUALITY FUND III 38,624 42,963
    BLACKROCK SHORT MAT BOND ETF 81,051 80,719
    BOEING CO NTS 83,210 86,697
    BP CAPITAL MARKETS RATE 4.875% 109,742 113,685
    CAPITAL ONE FINANCIAL CO 2.6% 25,013 25,541
    CHARLES SCHWAB CORP RATE 5.375% 81,372 85,020
    CITIGROUP INC RATE 4% 28,113 28,210
    CITIGROUP INC RATE 4.7% 12,774 16,163
    CITIZENS FINL GROUP RATE 5.65% 53,100 57,969
    COHEN & STEERS LTD 26,747 27,221
    DOMINION ENERGY INC 4.350% 15,000 15,038
    DUKE ENERGY CORP 5.75% 26,837 26,868
    EATON VANCE LTD DURATION INCOME FUND 4,776 4,716
    EATON VANCE MUNICIPAL BOND FUND 39,714 41,446
    EDISON INTL 5.375% 62,256 64,951
    ENERGY TRANSFER PARTNERS 3.149% 13,424 15,200
    ENTERGY LOUISIANA 4.875% 14,212 14,269
    FIFTH THIRD BANCORP RATE 4.5% 23,000 24,351
    FIRST TRUST HIGH INCOME 12,050 12,550
    FIRST TRUST INTER DURATION 14,593 15,632
    FS KKR CPTL CORP NTS B/E 28,897 28,637
    HARTFORD FINL 7.875% 7,892 7,584
    INVESCO MUNICIPAL OPPORTUNITY 43,169 48,473
    INVESCO MUNICIPAL TRUST 25,740 28,190
    INVESCO SENIOR INCOME TRUST 53,101 56,636
    INVESCO TRUST FOR INVT GRADE MUNICIPALS 15,007 17,155
    JP MORGAN CHASE AND CO 4.625% 9,547 9,974
    NATIONAL RURAL 5.5% 31,322 32,284
    NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 81,719 90,106
    NUVEEN CREDIT STRATEGIES INCOME FUND 41,532 40,063
    NUVEEN PFD & INCOME OPPORTUNITIES FUND 38,302 40,631
    NUVEEN PFD & INCOME SECURITIES 27,723 28,470
    NUVEEN QUALITY MUNICIPAL 82,731 92,600
    OAKTREE SPECIALTY LEND 14,828 15,635
    REGIONS FINL CORP RATE 5.75% 53,442 58,035
    SEMPRA ENERGY RATE 4.875% 115,759 123,140
    STIFEL FINANCIAL CORP 5.2% 15,091 15,778
    TRUIST FINL CORP RATE 5.1% 26,000 29,055
    WELLS FARGO 3.9% 21,000 21,578
    WELLS FARGO INCOME OPPORTUNITIES FUND 23,334 29,028
    WESTERN ASSET HIGH INCOME OPPORTUNITY FUND 34,594 38,896
    WESTERN ASSET HIGH YIELD 25,230 27,077

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1847 GOEDEKER INC 24,491 18,053
    ACCEL ENTMT INC 20,577 25,285
    AGRIFY CORP 31,006 18,188
    AIR TRANS SERVICES GROUP INC 37,683 55,411
    ALICO INC 42,989 44,769
    ALKALINE WTR CO INC COM NEW 20,162 15,208
    ALPHA AND OMEGA SEMICONDUCTOR 17,977 94,958
    ALPINE INCOME PPTY TR INC REIT 41,676 43,948
    ASHFORD INC 21,387 15,768
    AZZ INC 18,823 32,511
    BABCOCK & WILCOX ENTERPRISES INC 20,971 23,876
    BENSON HILL INC 19,887 22,738
    BIOCERES CROP SOLUTIONS CORP 13,347 12,740
    BK TECHNOLOGIES CORP 22,082 16,634
    CAESARSTONE LTD 54,918 50,826
    CALYXT INC 44,543 23,270
    CEVA INC 27,011 38,094
    CHESAPEAKE UTILITIES CRP 38,227 62,990
    COMMUNITY TRUST BANCORP INC 30,298 33,449
    CONS WATER LTD 22,610 20,439
    CTS CORP 20,211 34,700
    DMC GLOBAL INC COM 16,661 26,261
    DOUGLAS DYNAMICS INC 35,377 36,599
    EPLUS INC 32,265 50,970
    FALCON MINERALS CORP CL A COM 31,963 31,412
    FARMLAND PARTNERS INC 20,999 40,403
    FLEXSTEEL INDUST INC 12,393 23,798
    FLUSHING FINCL CORP 28,836 34,871
    H&E EQUIPMENT SERVICES INC 30,503 29,484
    HARROW HEALTH INC 24,971 36,867
    HERC HOLDINGS INC 9,147 35,693
    INFRA AND ENERGY ALTERNTIVE 32,082 22,402
    INNOVATIVE INDL PPTYS INC 7,594 42,854
    KORNIT DIGITAL LTD 4,013 31,211
    KRATON CORP 20,381 43,819
    LINCOLN EDL SERVICES CORP 22,446 28,506
    MATERION CORP 16,693 30,984
    MEDIWOUND LTD ILS 21,724 9,634
    NAPCO SECURITY TECHNOLOGIES 37,148 79,218
    NEXPOINT REAL ESTATE FIN INC 22,097 22,388
    NORTHEAST BK ME 20,063 27,119
    OIL DRI CORP 17,250 21,700
    PLYMOUTH INDL REIT INC SBI 41,327 56,096
    POSTAL REALTY TRUST INC 35,023 44,114
    RADIUS GLOBAL INFRASTRUCTURE 29,719 47,254
    RED CAT HLDGS INC 29,514 18,757
    RIMINI STR INC DEL COM 31,634 25,122
    SEELOS THERAPEUTICS INC 12,510 21,157
    SOC TELEMED INC CL A 49,703 18,249
    SOLARIS OILFIELD INFRASTRUCTUR 32,659 18,451
    SOUTHERN FIRST BANCSHARES 18,274 28,933
    SUNLIGHT FINL HLDGS INC 64,264 26,778
    TRANSACT TECHNOLOGIES INC 28,755 43,142
    VERITONE INC 27,002 54,447
    VINTAGE WINE ESTATES INC 31,590 31,264
    VISHAY PRECISION GROUP INC 47,822 58,798
    ALLEGION PLC 90,173 110,190
    ANSYS INC 33,593 89,049
    ASPEN TECHNOLOGY INC 54,888 97,256
    BENTLEY SYSTEMS INC 82,900 116,427
    BERKLEY W R CORP 84,735 131,412
    BRIGHT HORIZONS FAMILY 94,335 84,214
    CDW CORP 62,159 162,595
    CHARLES RIVER LABORATORIES 71,599 203,431
    CHEMED CORP NEW 75,925 88,879
    COOPER COMPANIES INC 92,232 141,183
    COPART INC 41,147 137,216
    DUCK CREEK TECHNOLOGIES INC 79,370 50,133
    ELANCO ANIMAL HEALTH 85,069 77,108
    EQUIFAX INC 82,378 155,471
    EXPONENT INC 53,159 80,777
    FAIR ISAAC CORP 43,298 58,112
    HENRY JACK AND ASSOC INC 53,011 73,309
    INTERACTIVE BROKERS GROUP INC 83,816 115,874
    LENNOX INTL INC 72,668 114,175
    LPL FINL HLDGS INC COM 101,304 121,188
    MSCI INC 47,645 174,004
    NORDSON CORP 74,040 146,014
    POOL CORP 40,985 211,684
    ROLLINS INC 40,864 64,007
    SCOTTS MIRACLE-GRO CO CL A 89,239 174,524
    SITEONE LANDSCAPE SUPPLY INC 54,201 203,757
    TELEDYNE TECHNOLOGIES INC 52,343 52,864
    TERADYNE INC 42,716 187,732
    THOR INDUSTRIES INC 80,626 120,477
    ZEBRA TECHNOLOGIES CORP CL A 83,559 238,675
    THIRD POINT OFFSHORE INVESTORS 299,983 485,054

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    US Government Securities - End of Year Book Value:

    3,878,150
    US Government Securities - End of Year Fair Market Value:

    3,958,986
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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
    SPDR GOLD SHARES ETF AT COST 264,124 436,290
    CLOVER PCO II ORIGINATION FEEDER AT COST 637,327 645,536
    CLOVER PCO II SECONDARY FEEDER AT COST 136,700 165,248
    TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 457,115 419,587
    ISHARES MSCI EMERGING MRKTS AT COST 580,802 683,168
    WISDOMTREE EMERGING MARKETS SMALLCAP AT COST 284,285 340,329
    WISDOMTREE TR EM EX ST-OWNED AT COST 771,070 679,588
    VANGUARD FTSE DEVELOPED MKT AT COST 1,557,807 1,708,774
    VANGUARD FTSE EUROPE ETF AT COST 512,134 697,686
    VANGUARD FTSE PAC ETF AT COST 665,828 730,564
    WISDOMTREE EUROPE SMALLCAP AT COST 371,828 422,174
    WISDOMTREE INTL EQUITY FUND AT COST 1,464,581 1,712,119
    SPECIAL CREDIT OPPORTUNITIES, L.P. C AT COST 67,789 29,675
    ISHARES RUSSELL 1000 GROWTH AT COST 2,090,752 6,295,154
    ISHARES RUSSELL 1000 VALUE ETF AT COST 4,668,806 7,023,336
    PRINCIPAL GLOBAL REAL ESTATE SEC FUND AT COST 756,121 977,353
    ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND AT COST 604,737 892,532
    WHITEBOX MULTI-STRATEGY FUND AT COST 750,000 953,762
    CHIRON CAPITAL ALLOCATION FUND AT COST 750,721 919,810
    JP MORGAN STRATEGIC INCOME OPP AT COST 1,343,822 1,320,123
    MATTHEWS CHINA FUND AT COST 982,320 1,137,208
    AG ENERGY CREDIT OPPS OFFSHORE HOLDINGS IV, LP AT COST 433,159 479,259
    MARYLAND/ISRAEL TRENDLINES FUND L.P AT COST 103,275 103,275
    SANDALWOOD INVESTMENT AT COST 2,250,000 3,098,940
    GLOBAL MEDICINE AT COST 100,000 100,000

    TY 2021 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 106,723 97,569 97,569
    INTEREST & DIVIDENDS RECEIVABLE - UBS 2,909 2,909 2,909
    EXCISE TAX RECEIVABLE 25,367 13,440 13,440
    UBIT TAX RECEIVABLE 2,000 2,000 2,000
    PAYROLL TAX RECEIVABLE 3,401 3,401 3,401


    TY 2021 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 243 0   243
    TRAVEL 1,167 0   1,167
    OFFICE EXPENSES 9,663 0   9,663
    OTHER EXPENSES 261 261   0
    PARTNERSHIP INVESTMENT MGMT FEES 15,101 15,101   0
    BANK FEES 3 3   0


    TY 2021 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 -233   -233
    ORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH 21 21 21
    OTHER INCOME FROM PARTNERSHIP PASSTHROUGH 23,674 23,674 23,674
    OTHER INCOME FROM COMPUTERSHARE 50,879 50,879 50,879


    TY 2021 OtherIncreasesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Amount
    K-1 INVESTMENT BASIS ADJUSTMENTS 146,334


    TY 2021 OtherLiabilitiesSchedule
    Name:
    BEN & ESTHER ROSENBLOOM FOUNDATION INC
    EIN:
    52-1258672
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER PAYABLES 138 98


    TY 2021 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 191,563 191,563   0


    TY 2021 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 25,570 25,570   0
    FOREIGN TAXES - ALPHAKEYS RENAISSANCE 1,041 1,041   0