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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$41,032,913J 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... 862,020 850,091  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 84,252
b Gross sales price for all assets on line 6a 11,362,708
7 Capital gain net income (from Part IV, line 2)... 84,252
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
251,892 251,892  
12 Total. Add lines 1 through 11........ 1,198,164 1,186,235  
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....... 76,418 11,463   64,955
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,475 4,871   27,604
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
141,629 141,629   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,384 20,384   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 25,309 3,796   21,513
21 Travel, conferences, and meetings....... 16,699 0   16,699
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,259 32,420   20,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 589,173 241,863   306,305
25 Contributions, gifts, grants paid....... 1,787,600 1,787,600
26 Total expenses and disbursements. Add lines 24 and 25 2,376,773 241,863   2,093,905
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,178,609
b Net investment income (if negative, enter -0-) 944,372
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 3,589 89,311 89,311
2 Savings and temporary cash investments......... 2,816,609 1,187,661 1,187,661
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) 3,220,418 Click to see attachment
List of Attached Documents:
// Content
4,116,990 		4,012,777
b Investments—corporate stock (attach schedule)....... 3,745,670 Click to see attachment
List of Attached Documents:
// Content
3,517,523 		4,801,237
c Investments—corporate bonds (attach schedule)....... 2,443,874 Click to see attachment
List of Attached Documents:
// Content
3,622,558 		3,666,671
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).......... 21,612,922 Click to see attachment
List of Attached Documents:
// Content
20,195,671 		27,233,506
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
107,899 		Click to see attachment
List of Attached Documents:
// Content
41,750 		Click to see attachment
List of Attached Documents:
// Content
41,750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,950,981 32,771,464 41,032,913
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
908 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 908 0
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 33,950,073 32,771,464
29 Total net assets or fund balances (see instructions)..... 33,950,073 32,771,464
30 Total liabilities and net assets/fund balances (see instructions). 33,950,981 32,771,464
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
33,950,073
2
Enter amount from Part I, line 27a .....................
2
-1,178,609
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,771,464
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
32,771,464
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b PUBLICLY TRADED SECURITIES - ST P    
c PARTNERSHIP INVESTMENTS - LT P    
d PARTNERSHIP INVESTMENTS - ST P    
e WHITEBOX MULTI STRATEGY FUND P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,148,194   4,048,514 99,680
b 6,961,282   7,022,050 -60,768
c 686   19,513 -18,827
d     6,249 -6,249
e 250,000   182,130 67,870
2,546     2,546
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       99,680
b       -60,768
c       -18,827
d       -6,249
e       67,870
      2,546
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 84,252
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 13,127
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 13,127
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 13,127
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 35,908
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 35,908
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.......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 22,781
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow22,781 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
Yes
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 TRUSTEE/PRESIDENT/EXECUTIVE DIRECTOR
40.00 		122,000 26,430 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
SANFORD ROSENBLOOM VICE PRESIDENT/GRANTS MANAGER
20.00 		20,000 4,333 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
ROBERT M ROSENBLOOM TRUSTEE/SECRETARY/PROGRAM ASSOCIATE
20.00 		20,000 4,333 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
MICHELLE ROSENBLOOM TRUSTEE/PROGRAM DIRECTOR
20.00 		20,000 4,333 0
8 RESERVOIR CIRCLE
BALTIMORE,MD21208
KEITH ROSENBLOOM TRUSTEE/TREASURER
3.00 		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 (2023)
Form 990-PF (2023)
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 141,629
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 (2023)
Form 990-PF (2023)
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
33,283,033
b
Average of monthly cash balances.......................
1b
2,677,626
c
Fair market value of all other assets (see instructions)................
1c
3,749,529
d
Total (add lines 1a, b, and c).........................
1d
39,710,188
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
39,710,188
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
595,653
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,114,535
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,955,727
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
1,955,727
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,127
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,127
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,942,600
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,942,600
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
1,942,600
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
2,093,905
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
2,093,905
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,942,600
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 521,540
f Total of lines 3a through e ........ 521,540
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,093,905
a Applied to 2022, 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 2023 distributable amount..... 1,942,600
e Remaining amount distributed out of corpus 151,305
5 Excess distributions carryover applied to 2023. 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 5 672,845
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		672,845
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 521,540
e Excess from 2023.... 151,305
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

ALBERT EINSTEIN COLLEGEMONTEFIORE EINSTEIN

1300 MORRIS PARK AVE
BRONX,NY10461 		NONE PC UNRESTRICTED 186,400

HOFFBERGER INSTITUTE FOR TEXT STUDY INC (ALEPH BETA)

420 LEXINGTON AVE STE 2400
NEW YORK,NY10170 		NONE PC UNRESTRICTED 1,800

AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY

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 10,000

ASPEN INSTITUTE

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

ASSOCIATED JEWISH FEDERATION OF BALTIMORE

101 WEST MT ROYAL AVENUE
BALTIMORE,MD21201 		NONE PC UNRESTRICTED 398,950

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 50,000

BERMAN INSTITUTE OF BIOETHICS AT JOHNS HOPKINS

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

BRIGANCE BRIGADE FOUNDATION

11350 MCCORMICK RD
HUNT VALLEY,MD21031 		NONE PC UNRESTRICTED 5,000

CHIZUK AMUNO

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

CENTER FOR THE STUDY OF GREAT IDEAS

175 E DELAWARE PL STE 4056
CHICAGO,IL60611 		  PC UNRESTRICTED 2,500

DEN COLLECTIVE

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

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES

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

FRIENDS OF THE UNITED HATZALAH

208 EAST 51ST STREET SUITE 303
NEW YORK,NY10022 		NONE PC UNRESTRICTED 36,000

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 33,500

HILLEL ISRAEL

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC UNRESTRICTED 15,450

HILLEL - UNIVERSITY OF MARYLAND

7612 MOWATT LANE
COLLEGE PARK,MD20740 		NONE PC UNRESTRICTED 25,000

JEWISH COMMUNITY CENTER - BALTIMORE

5700 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		NONE PC UNRESTRICTED 50,000

JEWISH EMERGENCY PREPAREDNESS PROJECT

45 HAVERFORD ROAD
WYNNEWOOD,PA19096 		NONE PC UNRESTRICTED 10,000

JEWISH FUNDERS NETWORK

150 W 3OTH STREET SUITE 900
NEW YORK,NY10001 		NONE PC UNRESTRICTED 20,000

JEWISH GRANDPARENTS NETWORK

PO BOX 566293
SANDY SPRINGS,GA31156 		NONE PC UNRESTRICTED 1,500

KULANU ACADEMY

620 CENTRAL AVE
CEDARHURST,NY11516 		NONE PC UNRESTRICTED 15,000

MIDDLE EAST FORUM

1650 MARKET STREET SUITE 3600
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 21,000

PEF ISRAEL ENDOWMENT FUND (RASHI)

630 3RD AVENUE
NEW YORK,NY10017 		NONE PC UNRESTRICTED 236,000

PJ LIBRARY

67 HUNT STREET STSE 100
AGAWAM,MA01001 		NONE PC UNRESTRICTED 50,000

ST JOHN'S COLLEGE

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

TOFTE LAKE

2209 FERNBERG ROAD
ELY,MN55731 		NONE PC UNRESTRICTED 6,000

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 75,000

YESHIVAS LUBAVITZ OF BALTIMORE

6702 PARK HEIGHTS AVE
BALTIMORE,MD21215 		NONE PC UNRESTRICTED 35,000

ZAMIR CHORAL FOUNDATION

475 RIVERSIDE DRIVE 1948
NEW YORK,NY10115 		NONE PC UNRESTRICTED 7,000

ASSOCIATED JEWISH FEDERATION OF BALTIMORE

101 WEST MT ROYAL AVENUE
BALTIMORE,MD21201 		NONE PC UNRESTRICTED 113,000

FRIENDS OF ISRAEL DEFENSE FORCES

60 E 42ND STREET
NEW YORK,NY10165 		NONE PC UNRESTRICTED 12,000

HILLEL WASHINGTON & LEE

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

JEWISH EDUCATION IN MEDIA INC (JEWISH BROADCASTING SERVICE)

PO BOX 360
STAMFORD,CT06904 		NONE PC UNRESTRICTED 5,000

LIFEBRIDGE HEALTH - KRIEGER EYE INSTITUTE SINAI

2401 W BELVEDERE AVE
BALTIMORE,MD21215 		NONE PC UNRESTRICTED 50,000
Total .................................right arrow 3a 1,787,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 850,091 11,929
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 84,252  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH 		523000   14 -646  
bOTHER INCOME FROM PARTNERSHIP PASSTHROUGH 523000   14 812  
cOTHER INCOME - LEGAL SETTLEMENT 523000   14 32  
dPRIOR PERIOD NII ADJUSTMENT 523000   14 251,694  
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,186,235 11,929
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,198,164
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 32,475 4,871   27,604

TY 2023 InvestmentsCorpBondsSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Name of Bond End of Year Book Value End of Year Fair Market Value
ENBRIDGE INC NTS B/E 14,946 14,932
NEXTERA ENERGY CPTL 20,053 19,804
JP MORGAN CHASE AND CO 3.220% 134,905 136,440
BANK OF AMER CORP 9/25/25 72,519 73,355
WELLS FARGO 2.406% 9,720 9,729
BROOKFIELD FIN INC B/E 50,048 53,286
MORGAN STANLEY B/E 18,212 19,862
ORACLE CORP B/E 20,585 23,215
CHARTER COMM OPT LLC 3.5% 14,371 16,305
DUKE ENERGY CORP 3.3% 16,887 19,199
GOLDMAN SACHS GROUP INC 3.210% 8,055 9,220
MACY'S RETAIL HLDGS INC 14,253 17,521
3M CO MED TERM NTS 17,747 20,495
SIMON PPTY GROUP LP 16,575 19,577
WELLS FARGO & CO 19,778 19,775
BOEING CO NTS 25,165 29,613
AMER ELEC POWER CO 8,467 10,003
NASDAQ 3.25% 16,555 19,101
BIOGEN 17,551 20,446
ARCH CAPITAL GROUP LTD 9,831 11,497
PACIFIC GAS & ELECTRIC 14,777 17,321
KINDER MORGAN INC 12,947 14,799
STARBUCKS 13,580 16,367
VERIZON 15,361 18,401
AMERICAN TOWER 5,988 7,361
LYB INT FIN III 19,483 22,623
BERKSHIRE HATHAWAY 6,142 7,464
ATHENE HLDG LTD DEP CUM PREF 7.75% 17,516 20,359
WILLIAMS COS INC. 17,019 19,782
MICRON TECHNOLOGY INC NTS B/E 18,091 21,838
VALERO ENERGY CORP 8,747 10,202
RAYTHEON TECHNOLOGIES 15,848 18,707
BP CAPITAL MARKETS 3.001% 7,118 8,453
ORACLE SYSTEMS 13,862 16,025
ENERGY TRANSFER PARTNERS 23,975 26,705
CHARLES SCHWAB CORP RATE 5.375% 114,614 110,495
CITIGROUP INC RATE 5% 42,138 43,769
SEMPRA ENERGY RATE 4.875% 145,563 142,852
BP CAPITAL MARKETS 4.875% 144,729 136,872
REGIONS FINL CORP RATE 5.75% 43,417 41,756
BANK OF NEW YORK MELLON RATE 4.7% 18,997 18,520
CITIGROUP INC RATE 4% 32,141 30,453
ALLY FINANCIAL FLOAT 27,202 20,235
ALLY FINANIAL INC 4.700% 08/15/70 76,568 53,612
AMERICAN EXPRESS CO 21,579 22,290
EDISON INTL 5.375% 99,758 97,417
LINCOLN NATL CORP BE 9.25% 61,740 66,614
ENBRIDGE INC 8.5% 11,247 11,701
CITIZENS FINL GROUP RATE 5.65% 38,033 36,025
ALLSPRING INCOME OPPORTUNITIES FUND 5,195 5,125
BLACKROCK LTD DURATION INCOME TRUST 3,163 3,425
BLACKROCK MUNIHOLDINGS FUND INC 17,596 16,769
BLACKROCK MUNIYIELD QUALITY FUND III 37,465 36,876
BLACKROCK CORPORATE HIGH YIELD FUND 20,023 19,897
BLACKROCK MUNIVEST FUND INC 13,929 13,606
BLACKROCK SHORT DURATION 141,611 143,123
EATON VANCE MUNICIPAL BOND FUND 37,683 33,581
FIRST TRUST HIGH INCOME 2,251 1,959
INVESCO MUNICIPAL OPPORTUNITY 44,525 40,429
INVESCO MUNICIPAL TRUST 24,769 22,272
INVESCO TRUST FOR INVT GRADE MUNICIPALS 24,132 23,182
ISHARES 0-5 INVT GRADE CORP BOND 18,627 19,040
ISHARES 0-5 YEAR HY CORP BOND 207,356 207,934
JP MORGAN ULTRASHORT INCOME ETF 103,240 103,323
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 73,821 65,098
NUVEEN QUALITY MUNICIPAL 91,478 83,505
PIMCO ENHANCED SHORT MAT ACTIVE ETF 27,743 27,841
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND 23,605 20,350
WESTERN ASSET HIGH YIELD 13,314 12,005
AGNC INVT CORP 6.125% 68,145 66,542
ANNALY CAPITAL MGMT INC 6.750% 48,700 50,547
ENTERGY LOUISIANA 4.875% 10,945 9,439
LINCOLN NATL CORP DEPOSIT PFD 9.0% 56,489 60,038
REINSURANCE GRP OF AMER 7.125% 23,813 24,698
STIFEL FINANCIAL CORP 5.2% 10,537 8,816
VIRTUS CONVERTIBLE INCOME FD 5.625% 26,419 22,533
WISDOMTREE FLOATING RATE TREASURY ETF 81,581 81,389
ADVISORY GRAHAM ABSOLUTE RETURN LTD FUND 750,000 800,936

TY 2023 InvestmentsCorpStockSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLEGION PLC 75,532 89,063
ANSYS INC 61,797 124,105
ASPEN TECHNOLOGY INC 89,099 102,590
BENTLEY SYSTEMS INC 112,965 159,253
BERKLEY W R CORP 57,365 105,868
BRIGHT HORIZONS FAMILY 94,409 71,905
CHARLES RIVER LABORATORIES 63,751 113,236
CHEMED CORP NEW 64,258 83,035
CHOICE HOTELS 70,524 64,921
COOPER COMPANIES INC 99,984 135,860
DOLBY LABORATORIES INC CL A 81,666 95,832
EQUIFAX INC 71,632 113,012
EXPONENT INC 81,112 82,670
FAIR ISAAC CORP 23,625 82,645
HENRY JACK AND ASSOC INC 83,959 97,719
INTERACTIVE BROKERS GROUP INC 55,380 76,848
LENNOX INTL INC 63,797 136,941
LPL FINL HLDGS INC COM 64,414 109,713
NORDSON CORP 63,331 128,646
POOL CORP 51,479 146,725
ROLLINS INC 59,903 99,349
SAIA INC 55,924 89,835
SCOTTS MIRACLE-GRO CO CL A 76,195 59,670
SITEONE LANDSCAPE SUPPLY INC 35,225 90,350
TELEDYNE TECHNOLOGIES INC 91,910 90,151
TERADYNE INC 37,996 108,520
THOR INDUSTRIES INC 68,619 123,453
WATSCO INC 80,525 114,830
ZEBRA TECHNOLOGIES CORP CL A 71,698 94,026
ZURN ELKAY WAER SOLUTION CORP 89,289 91,171
AKOYA BIOSCIENCES INC 44,041 22,341
ALPHA AND OMEGA SEMICONDUCTOR 24,511 42,504
ALPINE INCOME PPTY TR INC REIT 35,272 31,605
AZZ INC 16,057 28,813
BANCO LATINOAMERICANO DE 33,510 55,368
BIOCERES CROP SOLUTIONS CORP 45,401 47,355
BIOLIFE SOLUTIONS INC COM NEW 32,952 31,444
BK TECHNOLOGIES CORP 22,446 18,087
BLADE AIR MOBILITY INC CL A 27,973 27,626
BOWMAN CONSULTING GROUP INC CL A 13,344 16,410
BRILLIANT EARTH GROUP INC CL A 16,118 16,201
CASS INFORMATION SYSTEMS INC 30,612 31,805
CEVA INC 12,844 7,699
CIVEO CORP CAD 7,891 7,883
COLLEGIUM PHARMACEUTICAL INC. 27,395 34,658
CONS WATER LTD 14,683 40,833
CTS CORP 17,131 35,036
DAKTRONICS INC. 14,098 13,042
EPLUS INC 16,949 35,609
FARMLAND PARTNERS INC 21,255 37,927
GORMAN RUPP CO. 27,721 30,236
H&E EQUIPMENT SERVICES INC 38,378 46,617
HERITAGE GLOBAL INC. 21,845 17,242
HUDSON TECHNOLOGY INC 14,995 22,946
INNOVIVA INC. 17,853 22,584
INSTEEL INDUSTRIES INC 10,270 11,372
INTERDIGITAL INC (PA) 20,415 46,781
KARAT PACKAGING INC. 10,651 16,401
KURA SUSHI USA INC CL A 15,107 16,340
LIFEMED INC 7,718 7,793
LINCOLN EDL SERVICES CORP 33,804 53,814
LUXURBAN HOTELS INC. 12,156 17,062
MAMA'S CREATIONS INC. 15,163 19,940
MATERION CORP 10,235 27,327
MEDIWOUND LTD ILS 25,759 10,933
NAPCO SECURITY TECHNOLOGIES 20,843 56,136
NEWPARK RES INC. 10,636 11,839
PARK AEROSPACE CORP 10,282 9,687
PLYMOUTH INDL REIT INC SBI 42,288 47,153
POSTAL REALTY TRUST INC 29,690 27,548
SIGA TECHNOLOGIES INC 28,999 24,853
SIMULATIONS PLUS INC 29,262 26,761
SOLARIS OILFIELD INFRASTRUCTURE 32,717 21,946
SP PLUS CORP COM 26,067 37,515
SPOK HOLDINGS INC 19,577 18,189
SPROTT INC 13,600 13,716
UFP TECHNOLOGIES INC 17,660 34,580
URANIUM ENERGY CORP 22,068 34,630
VISHAY PRECISION GROUP INC 41,944 45,041
WWW INTL INC. 17,991 19,831
THIRD POINT OFFSHORE INVESTORS 299,983 340,236

TY 2023 InvestmentsGovtObligationsSch
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
US Government Securities - End of Year Book Value:

4,116,990
US Government Securities - End of Year Fair Market Value:

4,012,777
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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
PRINCIPAL GLOBAL REAL ESTATE SEC FUND AT COST 481,080 488,187
ISHARES RUSSELL 1000 GROWTH ETF AT COST 4,332,382 6,461,440
ISHARES RUSSELL 1000 GROWTH AT COST 1,690,082 5,182,388
ENERGY TRANSFERS PARTNER SERIES G AT COST 4,000 4,000
ALPHAKEYS RENAISSANCE INSTITUTIONAL EQUITIES FUND II AT COST 448,022 966,274
MARYLAND/ISRAEL TRENDLINES FUND LP AT COST 49,918 49,918
OXBRIDGE PARTNERS LP AT COST 288,218 288,218
SANDALWOOD OVERSEAS FUND AT COST 2,250,000 3,215,676
SANDALWOOD PRIVATE PARTNERSHIP II LP AT COST 149,967 149,967
SPDR GOLD SHARES ETF AT COST 184,129 386,737
CLOVER PCO II ORIGINATION FEEDER AT COST 779,300 726,406
CLOVER PCO II SECONDARY FEEDER AT COST 330,782 374,369
ISHARES MSCI EMERGING MRKTS AT COST 531,350 572,937
WISDOMTREE EMERGING MARKETS SMALLCAP AT COST 119,753 123,203
WISDOMTREE TR EM EX ST-OWNED AT COST 981,664 753,768
VIRTUS KAR EMERGING MARKETS SMALL CAP FUND CLASS I AT COST 107,235 124,490
VANGUARD FTSE DEVELOPED MKT AT COST 1,651,591 1,705,575
VANGUARD FTSE EUROPE ETF AT COST 552,063 704,122
VANGUARD FTSE PAC ETF AT COST 704,064 715,618
WISDOMTREE EUROPE SMALLCAP AT COST 407,562 376,921
WISDOMTREE INTL EQUITY FUND AT COST 1,603,447 1,814,588
WHITEBOX MULTI-STRATEGY FUND AT COST 567,870 852,762
MATTHEWS CHINA FUND AT COST 1,048,033 694,494
AG ENERGY CREDIT OPPS OFFSHORE HOLDINGS IV, LP AT COST 433,159 1,448
KKR PVT EQUITY CONGLOMERATE LLC ADV AT COST 500,000 500,000

TY 2023 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 57,076 0 0
INTEREST & DIVIDENDS RECEIVABLE - UBS 7,894 15,349 15,349
EXCISE TAX RECEIVABLE 35,908 22,781 22,781
UBIT TAX RECEIVABLE 2,000 2,000 2,000
PAYROLL TAX RECEIVABLE 3,401 0 0


TY 2023 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
OFFICE EXPENSES 7,295 0   7,295
OTHER EXPENSES 1,580 0   1,580
PARTNERSHIP EXPENSES 30,996 30,991   0
DUES & SUBSCRIPTIONS 3,860 0   3,860
BANK FEES 9,528 1,429   8,099


TY 2023 OtherIncomeSchedule2
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INCOME FROM PARTNERSHIP PASSTHROUGH -646 -646 -646
OTHER INCOME FROM PARTNERSHIP PASSTHROUGH 812 812 812
OTHER INCOME - LEGAL SETTLEMENT 32 32 32
PRIOR PERIOD NII ADJUSTMENT 251,694 251,694 251,694


TY 2023 OtherLiabilitiesSchedule
Name:
BEN & ESTHER ROSENBLOOM FOUNDATION INC
EIN:
52-1258672
Description Beginning of Year - Book Value End of Year - Book Value
OTHER PAYABLES 908 0


TY 2023 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 141,629 141,629   0


TY 2023 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 19,304 19,304   0
FOREIGN TAXES - PARTNERSHIPS 1,080 1,080   0
PY EXCISE TAXES 41,000 0   0