Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,451,368J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 689,327 680,136  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 272,411
b Gross sales price for all assets on line 6a 9,005,887
7 Capital gain net income (from Part IV, line 2)... 272,411
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
List of Attached Documents:
// Content
559,626 589,669  
12 Total. Add lines 1 through 11........ 1,521,364 1,542,216  
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....... 45,049 6,757   38,292
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,300 3,345   18,955
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
149,731 149,731   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,472 15,472   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,991 3,149   17,842
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,798 11,669   44,129
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 515,341 217,423   273,918
25 Contributions, gifts, grants paid....... 2,825,935 2,825,935
26 Total expenses and disbursements. Add lines 24 and 25 3,341,276 217,423   3,099,853
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,819,912
b Net investment income (if negative, enter -0-) 1,324,793
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 54,726 3,589 3,589
2 Savings and temporary cash investments......... 3,252,534 2,816,609 2,816,609
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,878,150 Click to see attachment
List of Attached Documents:
// Content
3,220,418 		3,041,742
b Investments—corporate stock (attach schedule)....... 3,879,238 Click to see attachment
List of Attached Documents:
// Content
3,745,670 		4,510,073
c Investments—corporate bonds (attach schedule)....... 1,979,393 Click to see attachment
List of Attached Documents:
// Content
2,443,874 		2,260,902
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,605,103 Click to see attachment
List of Attached Documents:
// Content
21,612,922 		25,710,554
14 Land, buildings, and equipment: basis right arrow14,443
Less: accumulated depreciation (attach schedule) right arrow14,443      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
120,939 		Click to see attachment
List of Attached Documents:
// Content
107,899 		Click to see attachment
List of Attached Documents:
// Content
107,899
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,770,083 33,950,981 38,451,368
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
98 		Click to see attachment
List of Attached Documents:
// Content
908
23 Total liabilities (add lines 17 through 22)......... 98 908
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 35,769,985 33,950,073
29 Total net assets or fund balances (see instructions)..... 35,769,985 33,950,073
30 Total liabilities and net assets/fund balances (see instructions). 35,770,083 33,950,981
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,769,985
2
Enter amount from Part I, line 27a .....................
2
-1,819,912
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,950,073
5
Decreases not included in line 2 (itemize) right arrow
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
33,950,073
Form 990-PF (2022)
Form 990-PF (2022)
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 SPECIAL CREDIT OPPORTUNITIES LP - SERIES C P    
d MARYLAND/ISRAEL TRENDLINES FUND LP - LT P    
e 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 5,509,107   5,077,744 431,363
b 3,435,213   3,593,622 -158,409
c     29,883 -29,883
d     32,227 -32,227
e 61,567     61,567
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       431,363
b       -158,409
c       -29,883
d       -32,227
e       61,567
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 2 272,411
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 18,415
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 18,415
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 18,415
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 13,469
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 41,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,469
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 146
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,908
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow35,908 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMD
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowHOWARD ROSENBLOOM Telephone no.right arrow (410) 653-0239

Located atright arrow8 RESERVOIR CIRCLE SUITE 202BALTIMOREMD ZIP+4right arrow21218
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 20,687 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
SANFORD ROSENBLOOM VICE PRESIDENT
16.00 		20,000 3,392 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
ROBERT M ROSENBLOOM TRUSTEE
2.00 		20,000 3,392 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
MICHELLE ROSENBLOOM TRUSTEE
2.00 		20,000 3,392 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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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 149,731
299 PARK AVENUE 25TH FLOOR
NEW YORK,NY101710002
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
35,069,991
b
Average of monthly cash balances.......................
1b
2,443,091
c
Fair market value of all other assets (see instructions)................
1c
3,472,475
d
Total (add lines 1a, b, and c).........................
1d
40,985,557
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
40,985,557
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
614,783
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,370,774
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,018,539
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
2,018,539
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,415
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,415
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,000,124
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,000,124
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
2,000,124
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
3,099,853
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,099,853
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,000,124
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 578,189
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,099,853
a Applied to 2021, but not more than line 2a 578,189
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 2022 distributable amount..... 2,000,124
e Remaining amount distributed out of corpus 521,540
5 Excess distributions carryover applied to 2022. 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 5 521,540
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		521,540
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 521,540
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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 10,000

ALEPH SOCIETY

25 W 45TH ST STE 1405
NEW YORK,NY10036 		NONE PC UNRESTRICTED 10,000

AMCHA INITIATIVE

PO BOX 408
SANTA CRUZ,CA95061 		NONE PC UNRESTRICTED 1,000

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC UNRESTRICTED 167,000

ARTS FOR LEARNING MARYLAND

21 E NORTH AVE 1ST FLOOR
BALTIMORE,MD21202 		NONE PC UNRESTRICTED 8,000

ASSOCIATED JEWISH FEDERATION OF BALTIMORE - ANNUAL

101 WEST MT ROYAL AVENUE
BALTIMORE,MD21201 		NONE PC UNRESTRICTED 150,000

ASSOCIATED JEWISH FEDERATION OF BALTIMORE - PHILANTHROPIC FUND

102 WEST MT ROYAL AVENUE
BALTIMORE,MD21202 		NONE PC UNRESTRICTED 1,100,000

ASSOCIATED JEWISH FEDERATION OF BALTIMORE - PJ LIBRARY

102 WEST MT ROYAL AVENUE
BALTIMORE,MD21202 		NONE PC UNRESTRICTED 30,000

ASPEN INSTITUTE

2300 N STREET SUITE 700
WASHINGTON,DC20037 		NONE PC UNRESTRICTED 2,500

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 5,000

BALTIMORE SYMPHONY ORCHESTRA

1212 CATHEDRAL STREET
BALTIMORE,MD21201 		NONE PC UNRESTRICTED 84,000

BERMAN INSTITUTE OF BIOETHICS

1809 ASHLAND AVENUE DEERING HALL
BALTIMORE,MD21205 		NONE PC UNRESTRICTED 20,000

BRIGANCE BRIGADE FOUNDATION

11350 MCCORMICK RD
HUNT VALLEY,MD21031 		NONE PC UNRESTRICTED 4,000

CHIZUK AMUNO

8100 STEVENSON ROAD
BALTIMORE,MD21208 		NONE PC UNRESTRICTED 36,000

CLYBURN ARBORETUM FRIENDS INC

4915 GREENSPRING AVE
BALTIMORE,MD21209 		NONE PC UNRESTRICTED 2,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES

1800 M ST NW
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 30,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

298 5TH AVENUE STE 5
NEW YORK,NY10001 		NONE PC UNRESTRICTED 16,000

FRIENDS OF THE UNITED HATZALAH

208 EAST 51ST STREET SUITE 303
NEW YORK,NY10022 		NONE PC UNRESTRICTED 50,000

GALILEE DREAMERS CO NORTH AMERICAN FRIENDS OF ORANIM

1111 E FAIRY CHASM RD
MILWAUKEE,WI53217 		NONE PC UNRESTRICTED 10,000

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

HEBREW AT THE CENTER

550 COCHITUATE ROAD SUITE 25
FRAMINGHAM,MA01701 		NONE PC UNRESTRICTED 58,500

HILLEL - UNIVERSITY OF MARYLAND

7612 MOWATT LANE
COLLEGE PARK,MD20740 		NONE PC UNRESTRICTED 421,085

HILLEL - WASHINGTON AND LEE UNIVERSITY

204 W WASHINGTON STREET
LEXINGTON,VA24450 		NONE PC UNRESTRICTED 5,000

HOPWELL CANCERT SUPPORT

10628 FALLS ROAD
LUTHERVILLE,MD21093 		NONE PC UNRESTRICTED 1,500

INTERNET DEVELOPMENT FUND

1828 CORTE GALEANA
CHULA VISTA,CA91914 		NONE PC UNRESTRICTED 10,000

INVESTIGATIVE PROJECT ON TERRORISM

5614 CONNECTICUT AVE NW 341
WASHINGTON,DC20015 		NONE PC UNRESTRICTED 20,000

JEWISH COMMUNITY CENTER - BALTIMORE

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 20,000

JCC ASSOCIATION OF NORTH AMERICA - CHAPLAIN

520 EIGHTH AVENUE
NEW YORK,NY10018 		NONE PC UNRESTRICTED 10,000

MACCABI WORLD UNION

521 EIGHTH AVENUE
NEW YORK,NY10019 		NONE PC UNRESTRICTED 15,000

MIDDLE EAST FORUM

1650 MARKET STREET SUITE 3600
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 20,000

NE'EMAN FOUNDATION USA

18 HAZELTON ROAD
NEWTOWN,MA02459 		NONE PC UNRESTRICTED 1,800

PEF ISRAEL ENDOWMENT FUND

630 3RD AVENUE
NEW YORK,NY10017 		NONE PC UNRESTRICTED 237,000

PEARL STONE CENTER

5425 MT GILEAD ROAD
REISTERSTOWN,MD21136 		NONE PC UNRESTRICTED 5,000

SINAI HOSPITAL

OFFICE OF DEVELOPMENT ONE GUSTAVE L
LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE PC UNRESTRICTED 50,000

ST JOHN'S COLLEGE

PO BOX 75905
BALTIMORE,MD21275 		NONE PC UNRESTRICTED 6,000

TEAM UP FOR 1 - YESHIVAS LUBAVITCH OF BALTIMORE

PO BOX 41
STEVENSON,MD21153 		NONE PC UNRESTRICTED 15,000

THE CENTER FOR THE STUDY OF GREAT IDEAS

175 E DELAWARE PL STE 4056
CHICAGO,IL60611 		NONE PC UNRESTRICTED 2,500

DEN COLLECTIVE

8215 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		NONE PC UNRESTRICTED 5,000

TOFTE LAKE

2209 FERNBERG ROAD
ELY,MN55731 		NONE PC UNRESTRICTED 5,000

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 77,050

YESHIVAS LUBAVITZ OF BALTIMORE

6702 PARK HEIGHTS AVE
BALTIMORE,MD21215 		NONE PC UNRESTRICTED 25,000
Total .................................right arrow 3a 2,825,935
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 680,136 9,191
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 ............ 		    18 272,411  
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 -30,043 14    
bORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 -160  
cOTHER INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 20,088  
dOTHER INCOME - LEGAL SETTLEMENT 523000   14 257  
ePRIOR PERIOD NII ADJUSTMENT 523000   14 569,484  
12 Subtotal. Add columns (b), (d), and (e) .. -30,043 1,542,216 9,191
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,521,364
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 22,300 3,345   18,955

TY 2022 InvestmentsCorpBondsSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Name of Bond End of Year Book Value End of Year Fair Market Value
ADVISORY GRAHAM ABSOLUTE RETURN LTD FUND 750,000 750,000
AGNC INVT CORP 6.125% 58,055 49,550
ALLSPRING INCOME OPPORTUNITIES FUND 10,138 9,764
ALLY FINANIAL INC 4.700% 04/22/70 36,206 24,075
ALLY FINANIAL INC 4.700% 08/15/70 66,735 41,333
ANNALY CAPITAL MGMT INC 6.750% 45,636 43,445
AT&T INC 5.625% 6,627 5,698
ATHENE HLDG LTD DEP CUM PREF 7.75% 17,650 18,172
BANK OF NEW YORK MELLON RATE 4.7% 15,205 14,402
BLACKROCK CORPORATE HIGH YIELD FUND 22,380 20,233
BLACKROCK CREDIT ALLOCATION INCOME TRUST 4,713 3,697
BLACKROCK LTD DURATION INCOME TRUST 4,225 3,647
BLACKROCK MUNIHOLDINGS FUND INC 6,714 5,730
BLACKROCK MUNIVEST FUND INC 12,869 10,648
BLACKROCK MUNIYIELD QUALITY FUND III 20,743 18,059
BLACKROCK SHORT MAT BOND ETF 109,909 108,098
BOEING CO NTS 86,045 85,840
BP CAPITAL MARKETS RATE 4.875% 113,895 97,125
CHARLES SCHWAB CORP RATE 5.375% 84,290 79,218
CITIGROUP INC B/E 5.95% 16,939 16,834
CITIGROUP INC RATE 4% 25,792 22,649
CITIZENS FINL GROUP RATE 5.65% 54,076 51,712
COHEN & STEERS LTD 25,635 18,716
EATON VANCE MUNICIPAL BOND FUND 22,462 18,827
EBRIDGE INC NTS B/E 12,995 12,548
EDISON INTL 5.375% 66,484 56,612
ENERGY TRANSFER PARTNERS 7.457% 19,754 20,847
ENTERGY ARKANSAS 4.875% 4,559 3,698
ENTERGY LOUISIANA 4.875% 16,758 13,480
ENTERGY MISSISSIPPI 4.9% 576 509
FIFTH THIRD BANCORP RATE 4.5% 26,180 24,155
FIRST TRUST HIGH INCOME 4,106 3,412
FIRST TRUST INTER DURATION 14,244 10,493
FS KKR CPTL CORP NTS B/E 19,931 16,721
GENL MOTORS FINL CO 32,954 33,546
INVESCO MUNICIPAL OPPORTUNITY 23,803 20,425
INVESCO MUNICIPAL TRUST 13,695 11,405
INVESCO TRUST FOR INVT GRADE MUNICIPALS 11,417 10,120
ISHARES IBOXX HIGH YIELD CORP BOND ETF 15,955 15,462
JP MORGAN ULTRASHORT INCOME ETF 59,972 60,006
MACY'S RETAIL HLDGS INC 9,453 9,643
MICRON TECHNOLOGY INC NTS B/E 1,712 1,877
MORGAN STANLY SER E PFD 7.125% 725 729
NATIONAL RURAL 5.5% 26,306 23,887
NEXTERA ENERGY CPTL 19,057 18,771
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 41,958 34,769
NUVEEN PFD & INCOME OPPORTUNITIES FUND 37,533 29,637
NUVEEN PFD & INCOME SECURITIES 24,995 17,857
NUVEEN QUALITY MUNICIPAL 44,344 38,055
OAKTREE SPECIALTY LEND 14,827 14,239
REGIONS FINL CORP RATE 5.75% 54,428 52,635
REINSURANCE GRP OF AMER 7.125% 20,982 21,694
SEMPRA ENERGY RATE 4.875% 119,570 110,037
STIFEL FINANCIAL CORP 5.2% 15,091 12,203
VIRTUS CONVERTIBLE * INCOME FD 5.625% 22,541 18,415
WELLS FARGO 3.9% 1,690 1,751
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND 16,916 13,521
WESTERN ASSET HIGH YIELD 11,424 10,271

TY 2022 InvestmentsCorpStockSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Name of Stock End of Year Book Value End of Year Fair Market Value
ABSOLUTE SOFTWARE CORP CAD 15,918 15,315
AIR TRANS SERVICES GROUP INC 35,576 45,673
AKOYA BIOSCIENCES INC 33,038 28,184
ALLEGION PLC 79,449 77,577
ALPHA AND OMEGA SEMICONDUCTOR 16,991 42,341
ALPINE INCOME PPTY TR INC REIT 39,394 39,667
ANSYS INC 65,267 88,180
ASPEN TECHNOLOGY INC 55,872 65,317
AZZ INC 17,650 22,070
BABCOCK & WILCOX ENTERPRISES INC 20,506 14,944
BANCO LATINOAMERICANO DE 31,160 34,490
BENSON HILL INC 28,443 17,559
BENTLEY SYSTEMS INC 117,518 118,752
BERKLEY W R CORP 75,520 151,744
BIOCERES CROP SOLUTIONS CORP 45,177 40,288
BIOLIFE SOLUTIONS INC COM NEW 27,402 31,468
BK TECHNOLOGIES CORP 19,080 19,847
BRIGHT HORIZONS FAMILY 107,130 54,455
BRILLIANT EARTH GROUP INC CL A 8,061 8,297
CASS INFORMATION SYSTEMS INC 7,571 7,789
CERUS CORP 38,325 27,087
CEVA INC 14,222 9,618
CHARLES RIVER LABORATORIES 67,356 110,475
CHEMED CORP NEW 67,399 76,054
CHESAPEAKE UTILITIES CRP 35,316 47,272
COMMUNITY TRUST BANCORP INC 28,166 32,702
CONS WATER LTD 21,145 26,314
COOPER COMPANIES INC 105,751 126,977
COPART INC 38,004 99,555
CTS CORP 18,821 34,690
DHI GROUP INC COM 3,441 3,666
DOLBY LABORATORIES INC CL A 85,798 82,250
EPLUS INC 30,079 38,656
EQUIFAX INC 75,553 94,070
ESQUIRE FINL HLDGS INC 27,112 32,661
EXPONENT INC 85,453 98,793
FAIR ISAAC CORP 38,926 71,830
FARMLAND PARTNERS INC 22,895 41,978
GLOBUS MED INC CL A 93,607 102,641
H&E EQUIPMENT SERVICES INC 55,827 57,749
HARROW HEALTH INC 21,718 54,582
HENRY JACK AND ASSOC INC 47,447 68,468
HUDSON TECHNOLOGY INC 7,674 7,843
INTERACTIVE BROKERS GROUP INC 75,781 94,851
INTERDIGITAL INC (PA) 22,561 23,602
LENNOX INTL INC 66,882 77,032
LINCOLN EDL SERVICES CORP 35,732 33,009
LINCOLN NATL CORP BE 9.25% 50,430 52,666
LINCOLN NATL CORP DEPOSIT PFD 9.0% 47,091 51,131
LPL FINL HLDGS INC COM 66,024 106,788
MATERION CORP 16,236 28,703
MEDIWOUND LTD ILS 24,171 10,468
NAPCO SECURITY TECHNOLOGIES 28,048 62,627
NORDSON CORP 66,481 121,713
NORTHEAST BK ME 30,552 43,237
OIL DRI CORP 16,058 20,694
PLYMOUTH INDL REIT INC SBI 48,688 42,426
POOL CORP 52,836 117,002
POSTAL REALTY TRUST INC 33,028 30,600
RADIUS GLOBAL INFRASTRUCTURE 35,746 38,699
RIMINI STR INC DEL COM 29,797 15,168
ROLLINS INC 38,012 63,653
SAFETY INSURANCE GROUP INC 15,820 15,504
SCOTTS MIRACLE-GRO CO CL A 81,872 48,639
SEELOS THERAPEUTICS INC 6,588 6,879
SIGA TECHNOLOGIES INC 8,641 5,358
SIMULATIONS PLUS INC 24,104 17,005
SITEONE LANDSCAPE SUPPLY INC 48,425 89,046
SITIO ORYALTIES CORP NEW CL A 35,786 51,007
SOLARIS OILFIELD INFRASTRUCTUR 36,486 30,644
SP PLUS CORP COM 7,418 7,569
TELEDYNE TECHNOLOGIES INC 96,115 84,781
TERADYNE INC 39,782 92,242
THIRD POINT OFFSHORE INVESTORS 299,983 361,174
THOR INDUSTRIES INC 73,596 82,511
TITAN MACHINERY INC 7,623 7,827
UFP TECHNOLOGIES INC 24,186 33,127
UNIVERSAL LOGISTICS HOLDINGS I 7,523 7,424
URANIUM ENERGY CORP 24,767 23,482
VERITONE INC 40,497 22,366
VISHAY PRECISION GROUP INC 45,694 56,622
WATSCO INC 84,200 69,832
ZEBRA TECHNOLOGIES CORP CL A 75,652 93,077

TY 2022 InvestmentsGovtObligationsSch
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
US Government Securities - End of Year Book Value:

3,220,418
US Government Securities - End of Year Fair Market Value:

3,041,742
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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
AG ENERGY CREDIT OPPS OFFSHORE HOLDINGS IV, LP AT COST 433,159 32,464
ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITY FUND AT COST 467,272 1,011,304
CLOVER PCO II ORIGINATION FEEDER AT COST 729,639 644,343
CLOVER PCO II SECONDARY FEEDER AT COST 214,908 283,233
ENERGY TRANSFER SERIES G AT COST 4,000 4,000
GUGGENHEIM MACRO OPPORTUNITIES FUND CL INST AT COST 1,712,412 1,483,239
ISHARES MSCI EMERGING MRKTS AT COST 591,950 588,006
ISHARES RUSSELL 1000 GROWTH AT COST 1,733,573 3,753,699
ISHARES RUSSELL 1000 VALUE ETF AT COST 4,435,034 6,047,044
MARYLAND/ISRAEL TRENDLINES FUND L.P AT COST 46,647 46,647
MATTHEWS CHINA FUND AT COST 1,042,665 859,729
OXBRIDGE PARTNERS, LP AT COST 222,883 222,883
PRINCIPAL GLOBAL REAL ESTATE SEC FUND AT COST 905,274 832,354
SANDALWOOD OVERSEAS FUND AT COST 2,250,000 3,098,940
SPDR GOLD SHARES ETF AT COST 262,382 432,921
SPECIAL CREDIT OPPORTUNITIES, L.P. C AT COST 8,138 13,400
VANGUARD FTSE DEVELOPED MKT AT COST 1,598,992 1,446,160
VANGUARD FTSE EUROPE ETF AT COST 530,560 585,779
VANGUARD FTSE PAC ETF AT COST 682,374 619,240
WHITEBOX MULTI-STRATEGY FUND AT COST 750,000 1,029,483
WISDOMTREE EMERGING MARKETS SMALLCAP AT COST 299,504 298,340
WISDOMTREE EUROPE SMALLCAP AT COST 390,108 328,618
WISDOMTREE INTL EQUITY FUND AT COST 1,530,378 1,556,695
WISDOMTREE TR EM EX ST-OWNED AT COST 771,070 492,033

TY 2022 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 97,569 57,076 57,076
INTEREST & DIVIDENDS RECEIVABLE - UBS 2,909 7,894 7,894
EXCISE TAX RECEIVABLE 13,440 35,908 35,908
UBIT TAX RECEIVABLE 2,000 2,000 2,000
PAYROLL TAX RECEIVABLE 3,401 3,401 3,401


TY 2022 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 813 0   813
TRAVEL 33,574 0   33,574
OFFICE EXPENSES 9,742 0   9,742
OTHER EXPENSES 2,485 2,485   0
PARTNERSHIP INVESTMENT MGMT FEES 9,184 9,184   0


TY 2022 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 -30,043   -30,043
ORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH -160 -160 -160
OTHER INCOME FROM PARTNERSHIP PASSTHROUGH 20,088 20,088 20,088
OTHER INCOME - LEGAL SETTLEMENT 257 257 257
PRIOR PERIOD NII ADJUSTMENT 569,484 569,484 569,484


TY 2022 OtherLiabilitiesSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Description Beginning of Year - Book Value End of Year - Book Value
OTHER PAYABLES 98 908


TY 2022 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 149,731 149,731   0


TY 2022 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 14,106 14,106   0
FOREIGN TAXES - ALPHAKEYS RENAISSANCE 1,366 1,366   0
PY EXCISE TAXES 24,000 0   0