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 07-01-2021 , and ending 06-30-2022
Name of foundation
MURRAY & SYDELL ROSENBERG FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO 3330 CUMBERLAND BLVD 1000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30339
A Employer identification number

58-1947342
B Telephone number (see instructions)

(770) 433-1711
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$5,561,714
J 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) 74,985,544
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 74,985,544 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 536 0   0
b Accounting fees (attach schedule)....... 280 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 699 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,515 0   0
25 Contributions, gifts, grants paid....... 72,779,419 72,779,419
26 Total expenses and disbursements. Add lines 24 and 25 72,780,934 0   72,779,419
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,204,610
b Net investment income (if negative, enter -0-) 0
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............. 7,187 3,597 3,597
2 Savings and temporary cash investments.........      
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) bullet5,558,117
Less: allowance for doubtful accounts bullet0 3,344,917 5,558,117 5,558,117
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,352,104 5,561,714 5,561,714
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 attachment0 Click to see attachment5,000
23 Total liabilities (add lines 17 through 22)......... 0 5,000
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 3,352,104 5,556,714
29 Total net assets or fund balances (see instructions)..... 3,352,104 5,556,714
30 Total liabilities and net assets/fund balances (see instructions). 3,352,104 5,561,714
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
3,352,104
2
Enter amount from Part I, line 27a .....................
2
2,204,610
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,556,714
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
5,556,714
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletGA, NY
    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 ofbulletHLB GROSS COLLINS PC Telephone no.bullet (770) 433-1711

    Located atbullet3330 CUMBERLAND BLVD SUITE 1000ATLANTAGA ZIP+4bullet30339
    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)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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
     
     
    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
     
    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 2021? ..
    4b
     
    No
    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)
     
    No
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    STEPHEN ROSENBERG DIRECTOR
    1.00
    0 0 0
    191 GRANDVIEW AVENUE
    MONSEY,NY10952
    LISA LIFSHITZ DIRECTOR
    40.00
    0 0 0
    C/O 119 WEST 23RD STREETSUITE 206
    NEW YORK,NY10011
    LISA SCHWARTZ DIRECTOR
    1.00
    0 0 0
    C/O 152 WEST 57TH ST 60TH FLOOR
    NEW YORK,NY10019
    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
    NONE
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    486,213
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    486,213
    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
    486,213
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,293
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    478,920
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    23,946
    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
    23,946
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    23,946
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    23,946
    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
    23,946
    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 23,946
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 24,990,378
    b From 2017...... 57,661,671
    c From 2018...... 33,979,652
    d From 2019...... 18,988,297
    e From 2020...... 33,725,339
    f Total of lines 3a through e ........ 169,345,337
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 72,779,419
    a Applied to 2020, but not more than line 2a 0
    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..... 23,946
    e Remaining amount distributed out of corpus 72,755,473
    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 5 242,100,810
    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 ..........
    0
    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) ...
    24,990,378
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    217,110,432
    10 Analysis of line 9:
    a Excess from 2017.... 57,661,671
    b Excess from 2018.... 33,979,652
    c Excess from 2019.... 18,988,297
    d Excess from 2020.... 33,725,339
    e Excess from 2021.... 72,755,473
    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).)
    STEPHEN ROSENBERG
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ADULLAM INTERNATIONAL MINISTRIES
    212 ADULLAM RD
    WETUMPKA,AL36092
    NONE PC HUMANITARIAN ASSISTANCE 100,000
    AFO B NAI LEVY
    2 BETH HALEVY AVE
    BOISBRIAND,QCJ7E4H4
    CA
    NONE PC HUMANITARIAN ASSISTANCE 6,700,000
    AFO BEIS MEDRESH TAHAROS
    C/O BR 365 ROUTE 59 203
    AIRMONT,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 2,672,506
    AFO MIGDAL OHR
    1560 BROADWAY
    NEW YORK,NY10036
    NONE PC HUMANITARIAN ASSISTANCE 20,000
    AFO OLD CITY CHEDER
    PO BOX 3308
    ALLENTOWN,PA18106
    NONE PC HUMANITARIAN ASSISTANCE 121,915
    AFO OR YAKAR INC
    580 5TH AVE
    NEW YORK,NY10036
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    AFO POSAY-ACH ES YODECHO
    30 ISRAEL ZUPNICK DR UNIT 101
    MONROE,NY10950
    NONE PC HUMANITARIAN ASSISTANCE 66,700
    AFO YAD ELIEZER
    1102 E 26TH ST
    BROOKLYN,NY11210
    NONE PC HUMANITARIAN ASSISTANCE 223,016
    AFO YAD YEMIN
    1235 47TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 1,813,946
    AFO YESHIVA DMIR INC
    5227 NEW UTRECHT AVE
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 565,000
    AGUDATH ISRAEL OF AMERICA
    42 BROADWAY
    NEW YORK,NY10004
    NONE PC HUMANITARIAN ASSISTANCE 730,500
    AHAVAT CHESED GEMACH
    4 BEIT YISRAEL ST
    JERUSALEM    
    IS
    NONE PC HUMANITARIAN ASSISTANCE 111,247
    AMERICAN ISRAEL EDUCATION FUND
    251 H ST NW
    WASHINGTON,DC20001
    NONE PC HUMANITARIAN ASSISTANCE 12,500
    AFO ZAVAT CHALAV INC
    973 MORRIS AVE
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 17,342,550
    AMERICAN FOUNDATION YESHIVAT RASHBI
    1260 48TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 60,000
    AMERICAN FRIENDS OF B NAI LEVY
    2 BETH HALEVY AVE
    BOISBRIAND,QCJ7E4H4
    CA
    NONE PC HUMANITARIAN ASSISTANCE 1,000,000
    AFO CHABAD OF THAILAND
    80 SHORE RD
    PORT WASHINGTON,NY11050
    NONE PC HUMANITARIAN ASSISTANCE 30,000
    AMERICAN FRIENDS OF HEBRON YESHIVA
    1220 BROADWAY
    NEW YORK,NY10001
    NONE PC HUMANITARIAN ASSISTANCE 35,595
    AFO ZICHRON ELIYAHU OFAKIM
    1664 CONEY ISLAND AVE
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 7,270
    AMERICAN ISRAEL EDUCATION FUND
    251 H ST NE
    WASHINGTON,DC20001
    NONE PC HUMANITARIAN ASSISTANCE 150,000
    AMUDIM
    11 BROADWAY SUITE 1076
    NEW YORK,NY10004
    NONE PC HUMANITARIAN ASSISTANCE 30,010
    ASSOCIATION OR
    171 RUE SAINT MAUR
    PARIS   75011
    FR
    NONE PC HUMANITARIAN ASSISTANCE 594,300
    BAYIS LEPLEITOS ATERES BONOS INC
    56 LEE AVE
    BROOKLYN,NY11211
    NONE PC HUMANITARIAN ASSISTANCE 55,000
    BEIT MEIR INC
    20201 E COUNTRY CLUB DR
    MIAMI,FL33180
    NONE PC HUMANITARIAN ASSISTANCE 40,000
    BETH MEDRASH GOVOHA OF AMERICA
    617 6TH ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 120,000
    BLACK MEN RUNCORP
    9925 HAYNES BRIDGE RD
    ALPHARETTA,GA30022
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    BONEI OLAM INC
    1755 46TH ST
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 395,954
    CAMP SUNSHINE AT SEBAGO LAKE INC
    35 ACADIA RD
    CASCO,ME04015
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    CARE
    151 ELLIS ST NE
    ATLANTA,GA30303
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    CENTRAL FUND OF ISRAEL
    980 AVENUE OF AMERICA
    NEW YORK,NY100187809
    NONE PC HUMANITARIAN ASSISTANCE 6,059,302
    CHABAD LUBAVITCH CENTER
    784 EASTERN PKWY
    BROOKLYN,NY11213
    NONE PC HUMANITARIAN ASSISTANCE 220,000
    CHABAD LUBAVITCH OF GREATER DAYTONA
    1079 W GRANADA BLVD
    ORMOND BEACH,FL32174
    NONE PC HUMANITARIAN ASSISTANCE 50,000
    CHABAD LUBAVITCH OF IDAHO
    1803 S MAPLE GROVE RD
    BOISE,ID83709
    NONE PC HUMANITARIAN ASSISTANCE 150,000
    CHABAD LUBAVITCH OF PARK CITY
    1327 PARK AVE
    PARK CITY,UT84068
    NONE PC HUMANITARIAN ASSISTANCE 28,332
    CHABAD LUBAVITCH OF WYOMING INC
    PO BOX 9818
    JACKSON,WY83002
    NONE PC HUMANITARIAN ASSISTANCE 1,000
    CHABAD POD INC
    229 W 60TH ST
    NEW YORK,NY10023
    NONE PC HUMANITARIAN ASSISTANCE 36,000
    CHAIM BERLIN YESHIVA
    1585 CONEY ISLAND AVE
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 310,010
    CHESED AVRAHAM ZEV
    201 S BISCAYNE BLVD
    MIAMI,FL33131
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    CONGREGATION AVODAH BRURAH
    187 LAFAYETTE BLVD
    LAKEWOOD,NY08701
    NONE PC HUMANITARIAN ASSISTANCE 4,000
    CONG CHASDEI LEV
    PO BOX 297257
    BROOKLYN,NY11229
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    CONGREGATION AHAVAS CHESED & TORAH
    684 9TH ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 109,665
    CONGREGATION AHAVAS TZDOKAH VCHESED INC
    1347 42ND ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 554,000
    CONGREGATION ANSHI FALLSBURG
    6 YESHIVA LN
    FALLSBURG,NY12733
    NONE PC HUMANITARIAN ASSISTANCE 396,000
    CONGREGATION ATERES ROSH
    16 CHARLOTTE DR
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 21,649
    CONGREGATION BETH MEDRASH GOVOHA
    5113 16TH AVE
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 35,000
    CONGREGATION KHAL CHASIDEI SKWERA INC
    INC 1334 47TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 60,000
    CONGREGATION CHONEN VNOSEN
    6301 17TH AVE
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    CONGREGATION FOREST GLEN INC
    27 GRASSMERE ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 443,350
    CONGREGATION KOL ARYE
    168 SEVEN SPRINGS MOUNTAIN RD
    MONROE,NY10950
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    CONGREGATION MESIFTA
    41 ALBERT DR
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 7,200
    CONGREGATION MESIKUS HATORAH
    109 WHITE RD
    JACKSON,NJ08527
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    CONGREGATION MISHKAN TECHESKEL
    1579 50TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    CONGREGATION OHEL YITZCHOK
    203 AVENUE F
    BROOKLYN,NY11218
    NONE PC HUMANITARIAN ASSISTANCE 44,000
    CONGREGATION OR HACHAIM
    100 S CITRUS AVE
    LOS ANGELES,CA90036
    NONE PC HUMANITARIAN ASSISTANCE 9,000
    CONGREGATION OSEH CHOYIL
    9 MAPLE LEAF RD
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 158,400
    CONGREGATION TEHILA LDUVID
    1340 45TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 30,000
    CONGREGATION TIFERES SHULIM
    11 GWEN LN
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    CONGREGATION TIFERES YAAKOV
    6 SHOSHANA DR
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    CONGREGATION YESHIVA OF GREATER MONSEY
    667 NEW HEMPSTEAD RD
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 100,000
    CONGREGATION ZICHRON REFOEL
    309 DEWEY AVE
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 15,000
    DONORS FUND INC
    1777 AVE OF THE STATES
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 850,000
    DOR YESHORIM INC
    309 RUTLEDGE ST
    BROOKLYN,NY11211
    NONE PC HUMANITARIAN ASSISTANCE 100,000
    DRESSED WITH DIGNITY
    8 CHELSEA LN
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 300,000
    EZRAT ISRAEL INC
    806 EASTERN PKWY
    BROOKLYN,NY11213
    NONE PC HUMANITARIAN ASSISTANCE 24,996
    FRIENDS OF TALMUDIC STUDIES INC
    2036 E 5TH ST
    BROOKLYN,NY11223
    NONE PC HUMANITARIAN ASSISTANCE 410,844
    FRIENDS OF YAD NAFTALI
    CO Y KLEINBARD 1710 54TH STREET
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 882,000
    FUND FOR ISRAEL'S TOMORROW
    3389 SHERIDAN ST 488
    HOLLYWOOD,FL33021
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    GUSH ETZION FOUNDATION
    PO BOX 1030
    MANCHESTER,NH03015
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    HILLEL OF ROCKLAND COUNTY INC
    145 COLLEGE RD
    SUFFERN,NY10901
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    ISRAEL MEDICAL FUND CORP
    5 AROSA HILL
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    JEWISH WOMEN'S CLUB
    234 W 74TH ST
    NEW YORK,NY10023
    NONE PC HUMANITARIAN ASSISTANCE 18,000
    KEREN KIRYAT SEFER INC
    407 PRIVATE WAY
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 858,883
    KEREN TORAH VECHESED INC
    53 FORSGATE WAY
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    KEREN ZICHRON RABBEINU YECHESKEL SHRAGA
    1221 E 8TH ST
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    KESHER GLOBAL INC
    620 FOSTER AVE
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 50,000
    KIDS-N-CAMP FUND INC
    39 PARKER BLVD
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    KOLLEL ANSHEI BRIARWOOD
    19 BRIARWOOD LN
    SUFFERN,NY10901
    NONE PC HUMANITARIAN ASSISTANCE 3,603
    KOLLEL INTERNATIONAL INC
    294 COLES WAY
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 323,245
    KUPA SHEL TZEDAKA RBSA
    PO BOX 992
    CLIFTON,NJ07014
    NONE PC HUMANITARIAN ASSISTANCE 29,275
    LEHAVA-RCTT REVIVING COMMUNITIES
    410 RTE 59
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 333,340
    M Y KEREN HASHLUCHIM INC
    398 CROWN ST
    BROOKLYN,NY11225
    NONE PC HUMANITARIAN ASSISTANCE 41,670
    MACHNE ISRAEL INC
    ATTN RABBI SHMAYA KRINSKY
    BROOKLYN,NY11213
    NONE PC HUMANITARIAN ASSISTANCE 812,375
    MEGED SHOMAYIM
    973 MORRIS AVE
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 11,728,184
    MERKOS LINYONEI CHINUCH CHABAD LUBAVITCH
    34 OLD IVY RD NE
    ATLANTA,GA30342
    NONE PC HUMANITARIAN ASSISTANCE 72,911
    MET COUNCIL ON JEWISH POVERTY
    80 MAIDEN LN
    NEW YORK,NY10038
    NONE PC HUMANITARIAN ASSISTANCE 126,000
    MIKVAH OF ROCKLAND COUNTY INC
    5 EASTVIEW RD
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 150,000
    MIRRER YESHIVA CENTRAL INSTITUTE
    1791 OCEAN PKWY
    BROOKLYN,NY11223
    NONE PC HUMANITARIAN ASSISTANCE 212,883
    MISSOURI TORAH INSTITUTE
    1809 CLARKSON RD
    CHESTERFIELD,MO63017
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    NER ISRAEL RABBINICAL COLLEGE
    400 MT WILSON LN
    PIKESVILLE,MD21208
    NONE PC HUMANITARIAN ASSISTANCE 50,010
    NER L HOREINU INC
    9215 E FAIRWAY BLVD
    SUN LAKES,AZ85248
    NONE PC HUMANITARIAN ASSISTANCEHUMANITARIAN ASSISTANCE 127,000
    OHR TORAH STONE INSTITUTIONS
    49 W 45TH ST
    NEW YORK,NY10036
    NONE PC HUMANITARIAN ASSISTANCE 108,000
    PAAMONIM
    1520 39TH ST
    BROOKLYN,NY11218
    NONE PC HUMANITARIAN ASSISTANCE 33,090
    PARTNERS FOR CHARITY FUND FOR ISRAEL
    5014 16TH AVE
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 185,825
    PILLARS PJ'S INC
    4 ROCHELLE LN
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 97,000
    RAMOT TORAH CENTERS
    4706 18TH AVE
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 58,335
    RAY OF HOPE INSTITUTE INC
    7 BIANCHI DR
    THIELLS,NY10984
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    REFUAH RESOURCES
    5904 13TH AVE
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 8,334
    RELIANT CAMPS
    372 HARRISON AVE
    CAMPBELL,CA95008
    NONE PC HUMANITARIAN ASSISTANCE 7,000
    RODEF SHALOM VACHESED
    EMEK REFAIM ST 43
    JERUSALEM   9108302
    IS
    NONE PC HUMANITARIAN ASSISTANCE 5,380,000
    SALANTER AKIBA RIVERDALE ACADEMY
    655 WEST 254TH ST
    RIVERDALE,NY10471
    NONE PC HUMANITARIAN ASSISTANCE 83,333
    SAMCHAINU
    1432 E 17TH ST
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 50,000
    SIACH EMUNA
    1520 39TH ST
    BROOKLYN,NY112184414
    NONE PC HUMANITARIAN ASSISTANCE 256,355
    SPECIAL CHILDREN CENTER
    1400 PROSPECT ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 1,665,000
    TEMPLE EMANU-EL OF CLOSTER INC
    180 PIERMONT RD
    CLOSTER,NJ07624
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    THE ALEPH INSTITUTE
    9540 COLLINS AVE
    MIAMI,FL33154
    NONE PC HUMANITARIAN ASSISTANCE 1,188,000
    THE FLATBUSH COMMUNITY FUND INC
    1968 FLATBUSH AVE
    BROOKLYN,NY11234
    NONE PC HUMANITARIAN ASSISTANCE 250,000
    THE HAROLD GRINSPOON FOUNDATION
    67 HUNT ST
    AGAWAM,MA01001
    NONE PC HUMANITARIAN ASSISTANCE 16,670
    THE KINGS REPLY
    PO BOX 25764
    MUNDS PARK,AZ86017
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    TOMCHEI SHABBOS
    78 COLLEGE RD
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 577,680
    TORAH ACADEMY FOR GIRLS
    4-44 BEACH 6TH ST
    FAR ROCKAWAY,NY11691
    NONE PC HUMANITARIAN ASSISTANCE 21,507
    TOURO COLLEGE
    50 W 47TH ST
    NEW YORK,NY100368621
    NONE PC HUMANITARIAN ASSISTANCE 110,000
    TOV LATET INC
    1025 40TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 14,550
    TOVA U VRACHA
    101 WALWORTH ST
    BROOKLYN,NY11205
    NONE PC HUMANITARIAN ASSISTANCE 94,050
    TOVA UVRUCHA
    45 THROOP AVE STE A
    BROOKLYN,NY11206
    NONE PC HUMANITARIAN ASSISTANCE 731,310
    TZUR FOUNDATION
    418 CLIFTON AVE
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 97,050
    UNION OF COUNCILS
    PO BOX 11676
    WASHINGTON,DC20008
    NONE PC HUMANITARIAN ASSISTANCE 76,800
    UNION OF COUNCILS-UKRAINE (LVOV) FOOD AID DISTRIBU
    PO BOX 11676
    WASHINGTON,DC20008
    NONE PC HUMANITARIAN ASSISTANCE 9,000
    UNIONPORT FOUNDATION INC
    1072 A HAVEMEYER AVE
    BRONX,NY104625310
    NONE PC HUMANITARIAN ASSISTANCE 50,000
    UNITED JEWISH ORGANIZATION
    45 THROOP AVE
    BROOKLYN,NY11206
    NONE PC HUMANITARIAN ASSISTANCE 3,000
    US FRIENDS OF YAD EZRAH
    12A N AIRMONT RD
    SUFFERN,NY10901
    NONE PC HUMANITARIAN ASSISTANCE 327,201
    VYAZREIM INC
    12 WIDMAN CT
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 5,000
    WOMEN'S NETWORK FOR SINGLE PARENTS
    21 SHONNY DR
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 14,000
    YAD ELKA INC
    99 WALWORTH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 50,000
    YESHIVA ATERET YISRAEL
    1429 43RD ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 25,000
    YESHIVA BAIS ISAAC ZVI
    1019 46TH ST
    BROOKLYN,NY11219
    NONE PC HUMANITARIAN ASSISTANCE 43,000
    YESHIVA EITZ CHAIM
    641 5TH ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 2,000
    YESHIVA EITZ CHAIM
    641 5TH ST
    LAKEWOOD,NJ08701
    NONE PC HUMANITARIAN ASSISTANCE 22,000
    YESHIVA GEDOLAH NER MESHULEM INC
    870 E 16TH ST
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 3,000
    YESHIVA GEDOLAH OF SPRING VALLEY
    1247 E 10 ST
    BROOKLYN,NY11230
    NONE PC HUMANITARIAN ASSISTANCE 100,000
    YESHIVA GEDOLAH ZICHRON MOSHE
    PO BOX 580
    SOUTH FALLSBURG,NY12779
    NONE PC HUMANITARIAN ASSISTANCE 145,835
    YESHIVA ZICHRON MOSHE
    LAUREL PARK RD S
    FALLSBURGH,NY12779
    NONE PC HUMANITARIAN ASSISTANCE 104,165
    YESHIVAS OHR V'DAAS
    972 CHESTNUT RIDGE RD
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    ZECHER AVROHOM INC
    1715 51ST ST
    BROOKLYN,NY11204
    NONE PC HUMANITARIAN ASSISTANCE 124,345
    ZICHRON MENACHEM INC
    8 ELYON RD
    MONSEY,NY10952
    NONE PC HUMANITARIAN ASSISTANCE 280,000
    ZIV YEHUDA
    12 HRB D POBARSKY BNEI BRAK
    JERUSALEM    
    IS
    NONE PC HUMANITARIAN ASSISTANCE 10,050
    VARIOUS INDIVIDUALS INFORMATION AVA
    C/O 3330 CUMBERLD BLVD STE 1000
    ATLANTA,GA30339
    NONE I HUMANITARIAN ASSISTANCE 756,798
    JAIPUR FOOT INC (RETURN OF GRANT FROM THE PRIOR FISCAL YEAR)
    20 GLENN DR
    WOODBURY,NY11797
    NONE PC HUMANITARIAN ASSISTANCE -50,000
    ATERES BAIS YAAKOV
    200 SUMMIT PARK RD
    SPRING VALLEY,NY10977
    NONE PC HUMANITARIAN ASSISTANCE 10,000
    Total .................................bullet 3a 72,779,419
    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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (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.)
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
     
    Employer identification number

    58-1947342
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
     
    Employer identification number
    58-1947342
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    FNH HOLDING CORPORATION
     
    3330 CUMBERLAND BLVD SUITE 1000
     
    ATLANTA, GA30339

    $ 30,891,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    GREYSTONE FUNDING COMPANY LLC
     
    3330 CUMBERLAND BLVD SUITE 1000
     
    ATLANTA, GA30339

    $ 434,700


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    LISA & HOWARD LIFSHITZ
     
    C/O 119 WEST 23RD STREET SUITE 206
     
    NEW YORK, NY10011

    $ 198,644


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    FNH HOLDING CORPORATION II
     
    3330 CUMBERLAND BLVD SUITE 1000
     
    ATLANTA, GA30339

    $ 30,891,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    ADAM & DANA SASOUNESS
     
    153 DWIGHT PLACE
     
    ENGLEWOOD, NJ07631

    $ 69,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    FOUNDATION FOR AFFORDABLE RENTAL HOUSING HOLDINGS INC
     
    3330 CUMBERLAND BLVD SUITE 1000
     
    ATLANTA, GA30339

    $ 12,500,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
     
    Employer identification number

    58-1947342
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
     
    Employer identification number

    58-1947342
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
    EIN:
    58-1947342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 280 0   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
    EIN:
    58-1947342
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    RODEF SHALOM VACHESED
     
    EMEK REFAIM 43
    JERUSALEM   9108302
    IS
    2021-07-01 5,380,000 THE FOUNDATION PROVIDED GRANTS TO RODEF SHALOM VACHESED ON MULTIPLE DATES DURING THE FYE 6-30-2022. GRANTS ARE PROVIDED FOR HUMANITARIAN ASSISTANCE.         GRANTS ARE MADE AND VERIFICATION OCCURS ON VARIOUS DATES. FUNDS ARE EXPENDED IN ACCORDANCE TO PREDETERMINED CRITERIA ESTABLISHED BY THE MURRAY & SYDELL ROSENBERG FOUNDATION.
    AHAVAT CHESED GEMACH
     
    4 BEIT YISRAEL ST
    JERUSALEM    
    IS
    2021-09-03 111,247 THE FOUNDATION PROVIDED GRANTS TO AHAVAT CHESED GEMACH DURING THE FYE 6-30-2022. GRANTS ARE PROVIDED FOR HUMANITARIAN ASSISTANCE.         GRANTS ARE MADE AND VERIFICATION OCCURS ON VARIOUS DATES. FUNDS ARE EXPENDED IN ACCORDANCE TO PREDETERMINED CRITERIA ESTABLISHED BY THE MURRAY & SYDELL ROSENBERG FOUNDATION.
    AMERICAN FRIENDS OF B NAI LEVY
     
    2 BETH HALEVY AVE
    BOISBRIAND   J7E4H4
    CA
    2021-08-04 1,000,000 THE FOUNDATION PROVIDED GRANTS TO AMERICAN FRIENDS OF B NAI LEVY DURING THE FYE 6-30-2022. GRANTS ARE PROVIDED FOR HUMANITARIAN ASSISTANCE.         GRANTS ARE MADE AND VERIFICATION OCCURS ON VARIOUS DATES. FUNDS ARE EXPENDED IN ACCORDANCE TO PREDETERMINED CRITERIA ESTABLISHED BY THE MURRAY & SYDELL ROSENBERG FOUNDATION.
    ASSOCIATION OR
     
    171 RUE SAINT MAUR
    PARIS   75011
    FR
    2022-01-12 594,300 THE FOUNDATION PROVIDED GRANTS TO ASSOCIATION OR ON MULTIPLE DATES DURING THE FYE 6-30-2022. GRANTS ARE PROVIDED FOR HUMANITARIAN ASSISTANCE.         GRANTS ARE MADE AND VERIFICATION OCCURS ON VARIOUS DATES. FUNDS AR EXPENDED IN ACCORDANCE TO PREDETERMINED CRITERIA ESTABLISHED BY THE MURRAY & SYDELL ROSENBERG FOUNDATION.

    TY 2021 LegalFeesSchedule
    Name:
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
    EIN:
    58-1947342
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 536 0   0


    TY 2021 OtherExpensesSchedule
    Name:
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
    EIN:
    58-1947342
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 24 0   0
    SOFTWARE SUBSCRIPTION 365 0   0
    TAXES AND LICENSE 310 0   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    MURRAY & SYDELL ROSENBERG FOUNDATIONINC
    EIN:
    58-1947342
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD 0 5,000