TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025

Name of foundation
BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)SUITE 180 20 MONTCHANIN RD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GREENVILLE, DE19807

A Employer identification number

22-6753977

B Telephone number (see instructions)

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$28,702,655J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	597,461		596,466
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		194,813
b	Gross sales price for all assets on line 6a 7,444,975
7	Capital gain net income (from Part IV, line 2)...			194,813
8	Net short-term capital gain.........				0
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).......	List of Attached Documents: // Content	136	136
12	Total. Add lines 1 through 11........	792,410		791,415
13	Compensation of officers, directors, trustees, etc.	145,657		72,829		72,829
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,000	0	0	1,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	59,265	59,265		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	16,720	15,835		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	750			750
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	223,392		147,929	0	74,579
25	Contributions, gifts, grants paid.......	0				0
26	Total expenses and disbursements. Add lines 24 and 25	223,392		147,929	0	74,579
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	569,018
b	Net investment income (if negative, enter -0-)			643,486
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	182,022	1,480,356	1,480,356
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	21,417,390	List of Attached Documents: // Content 20,681,732	27,222,299
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	21,599,412	22,162,088	28,702,655
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	21,599,412	22,162,088
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	21,599,412	22,162,088
	30	Total liabilities and net assets/fund balances (see instructions).	21,599,412	22,162,088

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

21,599,412

Enter amount from Part I, line 27a .....................

569,018

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

22,168,430

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

6,342

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

22,162,088

Form 990-PF (2024)

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	595. ALPHABET INC CAP STK CL A		2024-06-04	2024-08-07
b	179. CHARLES RIV LABORATORIES INTL INC		2024-06-04	2024-10-22
c	166. UNITEDHEALTH GROUP INC		2024-06-04	2024-10-22
d	95. ARISTA NETWORKS INC		2024-06-04	2024-11-01
e	487. MICROCHIP TECHNOLOGY INC		2024-06-04	2024-11-01
	434. MICROCHIP TECHNOLOGY INC		2024-06-04	2024-11-07
	773. SCHWAB CHARLES CORP NEW		2024-06-04	2024-11-07
	85. ARISTA NETWORKS INC		2024-06-04	2024-11-15
	806. COMCAST CORP NEW CL A		2024-06-04	2024-11-15
	614. MICROCHIP TECHNOLOGY INC		2024-06-04	2024-11-15
	519. MICROCHIP TECHNOLOGY INC		2023-06-22	2024-11-15
	269. VANGUARD SMALL-CAP ETF		2024-06-04	2024-12-05
	401. ABBVIE INC		2024-06-04	2025-01-03
	188. BROADCOM INC COM		2024-06-04	2025-01-03
	226. ORACLE CORP		2024-06-04	2025-01-03
	489. RTX CORPORATION		2024-06-04	2025-01-03
	39. BLACKROCK INC COM		2024-06-04	2025-01-24
	151. CHARLES RIV LABORATORIES INTL INC		2024-06-04	2025-01-24
	252. CHARLES RIV LABORATORIES INTL INC		2023-11-28	2025-01-24
	624. COMCAST CORP NEW CL A		2024-06-04	2025-01-24
	1247. COMCAST CORP NEW CL A		2012-11-02	2025-01-24
	24765. VANGUARD BD IDX FD INC SHORT TERM BD		2024-12-05	2025-02-21
	11500. VANGUARD BD IDX FD INC SHORT TERM BD		2020-01-02	2025-02-21
	7224. VANGUARD BD IDX FD TOTAL BD MKT ETF		2024-12-05	2025-02-21
	7325. VANGUARD BD IDX FD TOTAL BD MKT ETF		2022-01-03	2025-02-21
	720. ARISTA NETWORKS INC COM USD0.0001 (PST REV S		2024-06-04	2025-03-06
	35. ARISTA NETWORKS INC COM USD0.0001 (PST REV S		2020-08-21	2025-03-06
	347. BROADCOM INC COM		2024-06-04	2025-03-06
	858. DOW INC COM		2024-06-04	2025-03-06
	743. DOW INC COM		2021-08-12	2025-03-06
	688. BOSTON SCIENTIFIC CORP		2024-06-04	2025-04-07
	92. HOME DEPOT INC		2024-06-04	2025-04-07
	318. ORACLE CORP		2024-06-04	2025-04-07
	1234. TRUIST FINL CORP COM		2024-06-04	2025-04-07
	1043. TRUIST FINL CORP COM		2021-09-09	2025-04-07
	755. WAL MART STORES INC		2024-06-04	2025-04-07
	10000. U S TREAS NTS 2.2500% 02/15/27		2025-02-24	2025-04-25
	43000. U S TREAS NTS .3750% 07/31/27		2025-02-24	2025-04-25
	48000. U S TREAS NTS 4.0000% 01/15/27		2025-02-24	2025-04-25
	179. UNITEDHEALTH GROUP INC		2024-06-04	2025-05-15
	290. UNITEDHEALTH GROUP INC		2013-01-08	2025-05-15
	109000. U S TREAS NTS 2.2500% 02/15/27		2025-02-24	2025-05-21
	88000. U S TREAS NTS .6250% 11/30/27		2025-02-24	2025-05-21
	76000. U S TREAS NTS 4.1250% 10/31/27		2025-02-24	2025-05-21
	731. CROWN CASTLE INC		2024-06-04	2025-06-05
	253. DARDEN RESTAURANTS INC		2024-06-04	2025-06-05
	38. DEERE & CO		2024-06-26	2025-06-05
	56. DEERE & CO		2023-04-20	2025-06-05
	200. ORACLE CORP		2024-06-04	2025-06-05
	121000. U S TREAS NTS 2.8750% 08/15/28		2025-02-24	2025-06-17
	124000. U S TREAS NTS 2.3750% 05/15/29		2025-02-24	2025-06-17
	126000. U S TREAS NTS 1.8750% 02/28/29		2025-02-24	2025-06-17
	73000. U S TREAS NTS 4.0000% 02/29/28		2025-02-24	2025-06-17
	114000. U S TREAS NTS 4.1250% 10/31/29		2025-02-24	2025-06-17
	15000. U S TREAS NTS 4.3750% 12/31/29		2025-02-24	2025-06-17
	5. ABBOTT LABS		2021-10-26	2025-06-18
	9. AMAZON COM INC		2024-06-04	2025-06-18
	10. APPLE COMPUTER INC		2024-06-04	2025-06-18
	2. APPLIED MATERIALS INC		2024-06-04	2025-06-18
	1. AUTOMATIC DATA PROCESS		2024-06-04	2025-06-18
	14. BANK OF AMERICA CORP		2024-06-04	2025-06-18
	2. BERKSHIRE HATHAWAY INC-CL B		2024-06-04	2025-06-18
	13. CABOT OIL & GAS CORP CL A		2022-10-21	2025-06-18
	1. CHENIERE ENERGY INC		2024-06-04	2025-06-18
	4. CHEVRONTEXACO CORP		2023-10-10	2025-06-18
	4. CONSOLIDATED EDISON INC		2024-06-04	2025-06-18
	6. CORTEVA INC COM USD0.01 WI		2024-06-04	2025-06-18
	1. CUMMINS INC		2024-06-04	2025-06-18
	3. J. P . MORGAN CHASE & CO F/K/A		2024-06-04	2025-06-18
	3. KEYSIGHT TECHNOLOGIES INC		2022-08-18	2025-06-18
	1. LOCKHEED MARTIN CORP		2023-04-20	2025-06-18
	4. MERCK & CO INC NEW		2024-06-04	2025-06-18
	6. MICROSOFT CORP		2024-06-04	2025-06-18
	6. MONDELEZ INTL INC		2024-06-04	2025-06-18
	5. MORGAN STANLEY, DEAN WITTER,		2024-06-04	2025-06-18
	2. PALO ALTO NETWORKS INC		2024-06-04	2025-06-18
	3. PROCTOR & GAMBLE CO		2024-06-04	2025-06-18
	3. PULTE HOMES INC		2024-06-04	2025-06-18
	1. QUANTA SERVICES INC		2024-06-04	2025-06-18
	1. TAKE-TWO INTERACTIVE SOFTWARE PAR .01		2024-06-04	2025-06-18
	1. THERMO ELECTRON CORP		2024-06-04	2025-06-18
	2. UNION PAC CORP		2024-06-04	2025-06-18
	2. VALERO ENERGY CORP COM NEW		2024-06-04	2025-06-18
	2071. VANGUARD FTSE EMERGING MARKETS ETF		2018-05-03	2025-06-18
	2. VISA INC-CLASS A SHARES		2024-06-04	2025-06-18
	4. APTIV HOLDINGS LTD. ORD USD0.01		2023-03-14	2025-06-18
	11634. VANGUARD FTSE DEVELOPED MARKETS ETF		2024-06-04	2025-06-26
	1771. VANGUARD FTSE DEVELOPED MARKETS ETF		2024-06-04	2025-06-27
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	96,250	102,740	-6,490
b	33,487	37,512	-4,025
c	94,736	83,960	10,776
d	37,320	27,819	9,501
e	36,374	45,992	-9,618
	32,361	40,987	-8,626
	56,930	55,690	1,240
	31,699	24,891	6,808
	34,364	31,947	2,417
	38,860	53,585	-14,725
	32,847	42,863	-10,016
	69,646	58,724	10,922
	72,569	65,155	7,414
	43,839	24,664	19,175
	37,587	27,159	10,428
	56,711	52,880	3,831
	39,738	30,626	9,112
	24,932	31,644	-6,712
	41,608	49,628	-8,020
	23,385	24,733	-1,348
	46,733	23,568	23,165
	1,921,919	1,895,293	26,626
	892,472	916,084	-23,612
	525,333	521,215	4,118
	532,678	560,055	-27,377
	60,471	52,710	7,761
	2,940	486	2,454
	62,766	45,523	17,243
	31,876	47,467	-15,591
	27,604	46,603	-18,999
	63,096	52,224	10,872
	31,252	30,187	1,065
	40,368	38,215	2,153
	43,324	45,109	-1,785
	36,618	44,953	-8,335
	63,392	50,240	13,152
	9,730	9,639	91
	39,852	39,268	584
	48,124	47,850	274
	48,125	90,536	-42,411
	77,967	16,046	61,921
	105,743	105,070	673
	80,908	79,922	986
	76,190	75,917	273
	73,315	67,015	6,300
	54,386	37,999	16,387
	19,416	14,052	5,364
	28,612	21,840	6,772
	34,208	24,035	10,173
	117,285	115,867	1,418
	117,025	115,267	1,758
	117,160	115,221	1,939
	73,174	72,629	545
	114,713	113,497	1,216
	15,248	15,091	157
	664	667	-3
	1,933	1,613	320
	1,961	1,947	14
	347	419	-72
	307	246	61
	630	555	75
	970	819	151
	348	385	-37
	235	161	74
	596	668	-72
	404	376	28
	447	324	123
	318	273	45
	825	598	227
	483	538	-55
	472	490	-18
	318	515	-197
	2,871	2,484	387
	401	410	-9
	662	483	179
	399	290	109
	474	501	-27
	299	339	-40
	364	269	95
	239	166	73
	393	571	-178
	442	455	-13
	281	311	-30
	99,734	93,210	6,524
	690	545	145
	271	451	-180
	656,457	589,460	66,997
	100,430	89,731	10,699
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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			-6,490
b			-4,025
c			10,776
d			9,501
e			-9,618
			-8,626
			1,240
			6,808
			2,417
			-14,725
			-10,016
			10,922
			7,414
			19,175
			10,428
			3,831
			9,112
			-6,712
			-8,020
			-1,348
			23,165
			26,626
			-23,612
			4,118
			-27,377
			7,761
			2,454
			17,243
			-15,591
			-18,999
			10,872
			1,065
			2,153
			-1,785
			-8,335
			13,152
			91
			584
			274
			-42,411
			61,921
			673
			986
			273
			6,300
			16,387
			5,364
			6,772
			10,173
			1,418
			1,758
			1,939
			545
			1,216
			157
			-3
			320
			14
			-72
			61
			75
			151
			-37
			74
			-72
			28
			123
			45
			227
			-55
			-18
			-197
			387
			-9
			179
			109
			-27
			-40
			95
			73
			-178
			-13
			-30
			6,524
			145
			-180
			66,997
			10,699

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	194,813
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,944
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	8,944
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	8,944
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,560
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

7	Total credits and payments. Add lines 6a through 6d..............		7	4,560
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.......		9	4,384
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

CITIBANK NA Telephone no. right arrow

(800) 770-8444

Located at right arrow

ONE COURT SQUARE-19TH FLOORLONG ISLAND CITYNY ZIP+4 right arrow

11120

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
CITIBANK N A	TRUSTEE, AS REQ'D 1	145,657
ONE COURT SQUARE-19TH FLOOR LONG ISLAND CITY,NY11120	TRUSTEE, AS REQ'D 1	145,657

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...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

26,550,248

Average of monthly cash balances.......................

419,340

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

26,969,588

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

26,969,588

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

404,544

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

26,565,044

Minimum investment return. Enter 5% (0.05) of line 5................

1,328,252

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.)

Minimum investment return from Part IX, line 6..................

1,328,252

Tax on investment income for 2024 from Part V, line 5 .......

8,944

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

8,944

Distributable amount before adjustments. Subtract line 2c from line 1............

1,319,308

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,319,308

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,319,308

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

74,579

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

74,579

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					1,319,308
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	275,401
f Total of lines 3a through e ........		275,401
4Qualifying distributions for 2024 from Part
XI, line 4: $ 74,579
a Applied to 2023, 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 2024 distributable amount.....					74,579
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		275,401			275,401
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					969,328
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 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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).)

NONE

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.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year

Total ................................. 3a

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	597,461
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	194,813
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER REVENUE			1	35
bPROLOGIS INC			1	101
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				792,410

13Total. Add line 12, columns (b), (d), and (e)..................

792,410

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,000			1,000

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SEE ATTACHED STATEMENT	AT COST	20,681,732	27,222,299

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Description	Amount
PURCHASE OF ACCRUED INTEREST CARRYOVER	2,208
PY RETURN OF CAPITAL ADJUSTMENT	1,711
COST BASIS ADJUSTMENT	2,423

- TIN:

TY 2024 OtherExpensesSchedule

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE INCOME TAXES	750	0		750

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER REVENUE	35	35
PROLOGIS INC	101	101

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	59,265	59,265

- TIN:

TY 2024 TaxesSchedule

Name:

BARBARA & WILLIAM ROSENTHAL FAMILY FOUNDATION

EIN:

22-6753977

Category	Amount	Net Investment Income
FEDERAL ESTIMATES - PRINCIPAL	885	0
FOREIGN TAXES ON QUALIFIED FOR	9,119	9,119
FOREIGN TAXES ON NONQUALIFIED	6,716	6,716