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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SUSAN AND ELIHU ROSE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)777 THIRD AVENUE 6TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100171307
A Employer identification number

13-3484181
B Telephone number (see instructions)

(212) 210-6666
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$4,278,807J 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 4,493 4,493  
4 Dividends and interest from securities... 64,440 63,950  
5a Gross rents............   41,788  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 379,006
b Gross sales price for all assets on line 6a 2,892,602
7 Capital gain net income (from Part IV, line 2)... 372,193
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
4,841 -1,271  
12 Total. Add lines 1 through 11........ 452,780 481,153  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,946 16,409   5,946
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,000 0   29,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,297 35,697   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
323 329   0
19 Depreciation (attach schedule) and depletion...   1,404  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,743 70,771   484
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,309 124,610   35,430
25 Contributions, gifts, grants paid....... 1,081,813 1,081,813
26 Total expenses and disbursements. Add lines 24 and 25 1,152,122 124,610   1,117,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -699,342
b Net investment income (if negative, enter -0-) 356,543
c Adjusted net income (if negative, enter -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 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.............      
2 Savings and temporary cash investments......... 218,927 213,868 213,868
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)      
b Investments—corporate stock (attach schedule)....... 1,608,074 Click to see attachment
List of Attached Documents:
// Content
419,010 		464,435
c Investments—corporate bonds (attach schedule)....... 200,000 Click to see attachment
List of Attached Documents:
// Content
200,000 		196,480
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).......... 993,728 Click to see attachment
List of Attached Documents:
// Content
1,488,509 		3,404,024
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,020,729 2,321,387 4,278,807
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 3,020,729 2,321,387
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........    
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)..... 3,020,729 2,321,387
30 Total liabilities and net assets/fund balances (see instructions). 3,020,729 2,321,387
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,020,729
2
Enter amount from Part I, line 27a .....................
2
-699,342
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,321,387
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
2,321,387
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b FARALLON CAPITAL INSTITUTIONAL PARTNERS LP P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,892,600   2,513,596 379,004
b       -6,813
c 2     2
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       379,004
b       -6,813
c       2
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 372,193
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 4,956
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 4,956
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 4,956
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 44,722
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 44,722
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 39,766
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow39,766 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowDE, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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 arrowNONE
14
The books are in care ofright arrowMICHAEL SCHINDLER Telephone no.right arrow (212) 210-6666

Located atright arrow777 THIRD AVENUE 6TH FLOORNEW YORKNY ZIP+4right arrow100171307
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 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ELIHU ROSE PRESIDENT/SECRETARY/DIRECTOR
2.00 		0 0 0
777 THIRD AVENUE 6TH FLOOR
NEW YORK,NY100171307
SUSAN W ROSE TREASURER/DIRECTOR
2.00 		0 0 0
777 THIRD AVENUE 6TH FLOOR
NEW YORK,NY100171307
AMY ROSE DIRECTOR
2.00 		0 0 0
777 THIRD AVENUE 6TH FLOOR
NEW YORK,NY100171307
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 (2024)
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 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 (2024)
Form 990-PF (2024)
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
2,278,479
b
Average of monthly cash balances.......................
1b
229,878
c
Fair market value of all other assets (see instructions)................
1c
2,341,000
d
Total (add lines 1a, b, and c).........................
1d
4,849,357
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
4,849,357
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,740
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,776,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
238,831
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
238,831
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,956
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,956
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
233,875
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
233,875
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
233,875
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
1,117,243
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
1,117,243
Form 990-PF (2024)
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 7 233,875
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...... 1,731,535
b From 2020...... 1,354,983
c From 2021...... 1,311,652
d From 2022...... 1,219,800
e From 2023...... 1,085,385
f Total of lines 3a through e ........ 6,703,355
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,117,243
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..... 233,875
e Remaining amount distributed out of corpus 883,368
5 Excess distributions carryover applied to 2024. 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 7,586,723
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 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,731,535
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,855,188
10 Analysis of line 9:
a Excess from 2020.... 1,354,983
b Excess from 2021.... 1,311,652
c Excess from 2022.... 1,219,800
d Excess from 2023.... 1,085,385
e Excess from 2024.... 883,368
Form 990-PF (2024)
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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
ELIHU ROSE
SUSAN W ROSE
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 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)
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)
aPaid during the year

92ND STREET YM-YWHA

1395 LEXINGTON AVENUE
NEW YORK,NY10128 		N/A PC IN HONOR OF JODY AHNOLD 25,000

AMERICAN ACADEMY OF ARTS & SCIENCES

136 IRVING ST
CAMBRIDGE,MA02138 		N/A PC GENERAL OPERATING SUPPORT 375

AMERICAN FRIENDS OF THE SALZBURG EASTER FESTIVAL

C/O ROTHSCHILD 401 E 80TH ST APT27J
NEW YORK,NY10075 		N/A PC GENERAL OPERATING SUPPORT 5,000

AMERICAN MUSEUM OF NATURAL HISTORY

CENTRAL PARK WEST AT 79TH STREET
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 5,000

AMERICAN MUSEUM OF NATURAL HISTORY

CENTRAL PARK WEST AT 79TH STREET
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 622

AMERICAN MUSEUM OF NATURAL HISTORY

CENTRAL PARK WEST AT 79TH STREET
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 627

BUSINESS EXECUTIVES FOR NATIONAL SECURITY

1030 15TH ST NW SUITE 200 EAST
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 40,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		N/A PC STAGE OF LEGENDS GALA 12,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		N/A PC JOHN WILLIAMS CONCERT 5,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		N/A PC $100,000 FOR ANNUAL FUND/$25,000 FOR ENSEMBLE CONNECT 125,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 2,000

CARNEGIE HILL NEIGHBORS

1326 MADISON AVENUE
NEW YORK,NY10128 		N/A PC GENERAL OPERATING SUPPORT 1,000

CENTRAL SYNAGOGUE

123 E 55TH STREET
NEW YORK,NY10022 		N/A PC IN HONOR OF CANTOR DANIEL MUTLU MUSIC FUND 10,000

CHINA INSTITUTE

100 WASHINGTON ST
NEW YORK,NY10006 		N/A PC IN HONOR OF YUE-SAI KAN 1,000

CITY CENTER

131 W 55TH STREET
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 5,000

COUNCIL ON FOREIGN RELATIONS

58 EAST 68TH STREET
NEW YORK,NY10065 		N/A PC GENERAL OPERATING SUPPORT 25,750

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC GENERAL OPERATING SUPPORT 1,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

777 GLADES ROAD ADMIN 295
BOCA RATON,FL33431 		N/A PC GENERAL OPERATING SUPPORT 1,500

FRENCH HERITAGE SOCIETY

14 E 60TH STREET SUITE 605
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 1,000

GUGGENHEIM MUSEUM

1071 5TH AVENUE
NEW YORK,NY10128 		N/A PC GENERAL OPERATING SUPPORT 1,235

HARLEM EDUCATIONAL ACTIVITIES FUND INC (HEAF)

2090 ADAM CLAYTON POWELL JR BLVD
10TH FL
NEW YORK,NY10027 		N/A PC GENERAL OPERATING SUPPORT 26,250

HOSPITAL FOR SPECIAL SURGERY

535 E 70TH STREET
NEW YORK,NY10021 		N/A PC HSS TRIBUTE DINNER 10,000

HOSPITAL FOR SPECIAL SURGERY

535 E 70TH STREET
NEW YORK,NY10021 		N/A PC IN HONOR OF DR. JOEL PRESS AND BIKE HSS 25,000

HOSPITAL FOR SPECIAL SURGERY

535 E 70TH STREET
NEW YORK,NY10021 		N/A PC FINAL PLEDGE FOR RIVER BRIDGE BLDG 25,000

JAZZ AT LINCOLN CENTER

3 COLUMBUS CIRCLE 12TH FLOOR
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 2,500

KIPS BAY BOYS AND GIRLS CLUB

1930 RANDALL AVE
BRONX,NY10473 		N/A PC IN HONOR OF ELLIE CULLMAN 3,500

LEARNING ONE TO ONE FOUNDATION

830 ARGONAUT ISLE
DANIA,FL33004 		N/A PC IN HONOR OF DANI BEDONI 1,000

LIBRARY OF AMERICA

14 E 60TH ST 1101
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 25,000

LINCOLN CENTER THEATER

150 W 65TH STREET
NEW YORK,NY10023 		N/A PC SOUTH PACIFIC BENEFIT 10,000

MAKE A WISH FOUNDATION

225 SOUTH PLEASANTBURG DRIVE C17
GREENVILLE,SC29607 		N/A PC IN HONOR OF ROSS SILVERBERG 1,050

MORSE LIFE FOUNDATION

4920 LORING DR
WEST PALM BEACH,FL33417 		N/A PC IN MEMORY OF NATALIE EHLICH 1,500

MUSEUM OF THE AMERICAN REVOLUTION

101 S THIRD STREET
PHILADELPHIA,PA19106 		N/A PC SPECIAL EXHIBITION, WITNESS TO REVOLUTION: THE UNLIKELY TRAVELS OF WASHINGTONS TENT 5,000

MUSEUM OF THE AMERICAN REVOLUTION

101 S THIRD STREET
PHILADELPHIA,PA19106 		N/A PC GENERAL OPERATING SUPPORT 5,182

NATIONAL SAWDUST

80 N 6TH STREET
BROOKLYN,NY11249 		N/A PC SONIC PEARL GALA 5,000

NATIONAL SAWDUST

80 N 6TH STREET
BROOKLYN,NY11249 		N/A PC GENERAL OPERATING SUPPORT 1,000

NATIONAL TRUST FOR HISTORIC

600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PC FOR SHIGERU BAN EVENING 800

NEUE GALLERIE

1048 FIFTH AVE
NEW YORK,NY10028 		N/A PC GENERAL OPERATING SUPPORT 1,000

NEW YORK FESTIVAL OF SONG

209 WEST 29TH STREET 6108
NEW YORK,NY10001 		N/A PC 2024 SPRING GALA CONTRIBUTOR 1,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC NY PHILHARMONIC SPRING GALA 5,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC NY PHILHARMONIC SPRING GALA 20,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC ANNUAL GIFT 200,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC GEFFEN PLEDGE PAYMENT 4 OF 5 200,000

NEW YORK PRESBYTERIAN HOSPITAL

525 E 68TH ST 156
NEW YORK,NY10065 		N/A PC IN HONOR OF EMME DELAND 5,000

NEW YORK UNIVERSITY

70 WASHINGTON SQUARE SOUTH
NEW YORK,NY10012 		N/A PC IFA CONNOISSEURS CIRCLE 10,000

NSI

1563 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		N/A PC HARVARD INTERNATIONAL NEGOTIATION PROGRAM 5,000

PERFORMANCE SPACE NEW YORK

150 FIRST AVENUE 4TH FLOOR
NEW YORK,NY10009 		N/A PC PERFORMANCE SPACE NEW YORK IN HONOR OF TOMMY ROM 5,000

SEVENTH REGIMENT ARMORY

643 PARK AVENUE
NEW YORK,NY10065 		N/A PC PARK AVENUE ARMORY - ILLINOISE SUPPORT 5,000

THE FRICK COLLECTION

1 EAST 70TH STREET
NEW YORK,NY10021 		N/A PC PATRON MEMBERSHIP 1,500

THE JEWISH MUSEUM

1109 5TH AVE
NEW YORK,NY10028 		N/A PC GENERAL OPERATING SUPPORT 10,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC CHINESE NEW YEAR GALA 1,500

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC BOARD GIFT - $50,000/CELEBRATION PAYMENT - $25,000 75,000

THE JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC SCHOLARSHIP PLEDGE 1 OF 4 - $25,000 25,000

THE KNIGHTS

1275 PROSPECT AVENUE
BROOKLYN,NY11218 		N/A PC ANNUAL BENEFIT 5,000

THE METROPOLITAN OPERA

LINCOLN CENTER
NEW YORK,NY10023 		N/A PC GENERAL OPERATING SUPPORT 10,000

THE MORGAN LIBRARY

225 MADISON AVENUE
NEW YORK,NY10016 		N/A PC GENERAL OPERATING SUPPORT 6,000

THE MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		N/A PC MUSEUM OF MODERN ART YEARLY DONATION 5,000

THE MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		N/A PC 2024 DONATION 1,500

THE NEW YORK CITY BALLET

20 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC NYC BALLET YEARLY DONATION 5,000

THE ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		N/A PC THE ROCKEFELLER UNIVERSITY - SYDNEY R. SHUMAN WOMEN & SCIENCE GRADUATE FELLOWSHIP 1,000

THE SAMUEL WAXMAN CANCER RESEARCH FOUNDATION

420 LEXINGTON AVENUE 825
NEW YORK,NE10170 		N/A PC IN HONOR OF SAM WAXMAN 5,182

THE SING SING PRISON MUSEUM

127 MAIN STREET
OSSINING,NY10562 		N/A PC 2024 DONATION 10,000

THE VIVIAN BEAUMONT THEATER

150 WEST 65TH STREET
NEW YORK,NY10023 		N/A PC LINCOLN CENTER THEATER RENEWAL 15,000

VAIL DANCE FESTIVAL

90 BENCHMARK RD STE 300
AVON,CO81620 		N/A PC VAIL DANCE FESTIVAL SUPPORT 5,000

WEILL CORNELL MEDICAL COLLEGE

1300 YORK AVE
NEW YORK,NY10065 		N/A PC DONATION IN HONOR OF DR. ORLI ETINGEN 5,000

WEILL CORNELL MEDICAL COLLEGE

1300 YORK AVE
NEW YORK,NY10065 		N/A PC $5,000 TO DR. RODRIGUEZS RESEARCH PROGRAM/$5,000 TO DR.HRTLS TANZANIA PROJECT 10,000

WIKIMEDIA FOUNDATION INC

1 MONTGOMERY STREET SUITE 1600
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 1,040

WNET - THIRTEEN

825 EIGHTH AVENUE
NEW YORK,NY10019 		N/A PC CHANNEL 13 SUPPORT 5,000

WNYC RADIO

160 VARICK STREET
NEW YORK,NY10013 		N/A PC WNYC PRODUCERS CIRCLE 1,200

YOUNG CONCERT ARTISTS

1776 BROADWAY SUITE 1500
NEW YORK,NY10019 		N/A PC YOUNG CONCERT ARTISTS YEARLY DONATION 5,000
Total .................................right arrow 3a 1,081,813
bApproved for future payment

HOSPITAL FOR SPECIAL SURGERY
535 E 70TH ST
NEW YORK,NY10021 		N/A PC RIVER BUILDING EXPANSION CONSTRUCTION 25,000

NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC DAVID GEFFEN RENOVATION CAMPAIGN 200,000

THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC SUSAN W. ROSE SCHOLORSHIP 50,000
Total ................................. right arrow 3b 275,000
Form 990-PF (2024)
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
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 ........... 		    14 4,493  
4 Dividends and interest from securities ....     14 64,440  
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 .....     14 4,841  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 379,006  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 452,780 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
452,780
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND RETURN PREPARATION FEES 29,000 0   29,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Name of Bond End of Year Book Value End of Year Fair Market Value
BCS10% WORSTOF CONTINGENT DAILY (06745PBS9) 200,000 QTY 200,000 196,480

TY 2024 InvestmentsCorpStockSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD ADR (ABBNY) 55.590 SHARES 3,116 3,010
ABBOTT LABORATORIES (ABT) 8.999 SHARES 733 1,018
ABBVIE INC COM (ABBV) 9.211 SHARES 1,646 1,637
ACCENTURE PLC IRELAND CL A (ACN) 1.072 SHARES 126 377
ADIDAS AG (ADDYY) 8.553 SHARES 955 1,049
AIA GROUP LTD SPON ADR (AAGIY) 58.243 SHARES 1,681 1,689
AIR LIQUIDE ADR (AIQUY) 37.739 SHARES 1,263 1,226
AIR PROD & CHEM INC (APD) 5.939 SHARES 1,953 1,723
AIRBUS SE UNSPONSORED ADR (EADSY) 44.652 SHARES 1,600 1,789
ALEXANDRIA REAL ESTATE EQ INC (ARE) 2.619 SHARES 285 255
ALLEGION PUB LTD CO (ALLE) 30.941 SHARES 4,218 4,043
AMADEUS IT GROUP S.A ADR (AMADY) 36.885 SHARES 2,606 2,605
AMERICAN EXPRESS CO (AXP) 6.337 SHARES 1,894 1,881
ANALOG DEVICES INC (ADI) 7.530 SHARES 1,607 1,600
ANHEUSER BUSCH INBEV SA SPON (BUD) 27.422 SHARES 1,500 1,373
APPLE INC (AAPL) 1.241 SHARES 281 311
APPLE INC (AAPL) 31.000 SHARES 5,406 7,763
ARES MANAGEMENT CORP CL A (ARES) 5.949 SHARES 1,043 1,053
ASHTEAD GROUP PLC ADR (ASHTY) 4.203 SHARES 1,362 1,028
ASML HOLDING NV NY REG NEW (ASML) 3.960 SHARES 2,654 2,745
ASPEN TECHNOLOGY INC (AZPN) 20.490 SHARES 4,243 5,115
ASTRAZENECA PLC ADR (AZN) 40.262 SHARES 2,666 2,638
AVALONBAY COMM INC (AVB) 1.648 SHARES 383 363
B&M EUROPEAN VALUE RET SA ADR (BMRRY) 16.823 SHARES 293 305
BAE SYS PLC SPON ADR (BAESY) 22.824 SHARES 1,525 1,313
BANK OF AMERICA CORP (BAC) 55.002 SHARES 2,586 2,417
BANK OF NEW YORK MELLON CORP (BK) 7.299 SHARES 584 561
BECTON DICKINSON & CO (BDX) 3.453 SHARES 778 783
BEIGENE LTD (BGNE) 3.140 SHARES 601 580
BENTLEY SYS INC COM CL B (BSY) 132.000 SHARES 6,857 6,164
BERKLEY W R CORP (WRB) 98.805 SHARES 3,993 5,782
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 9.000 SHARES 2,676 4,080
BHP GROUP LIMITED ADR (BHP) 9.119 SHARES 475 445
BJS WHSL CLUB HLDGS INC (BJ) 40.839 SHARES 3,271 3,649
BLACKROCK INC (BLK) 1.136 SHARES 1,181 1,165
BLACKSTONE INC (BX) 52.000 SHARES 5,295 8,966
BLACKSTONE INC (BX) 7.804 SHARES 914 1,346
BP PLC ADS (BP) 33.392 SHARES 986 987
BRIGHT HORIZONS FAMILY SOLUT (BFAM) 33.543 SHARES 4,379 3,718
BRISTOL MYERS SQUIBB CO (BMY) 29.455 SHARES 1,729 1,666
BRITISH AMER TOB SPON ADR (BTI) 22.937 SHARES 856 833
CANADIAN NATL RAILWAY CO (CNI) 15.537 SHARES 1,723 1,577
CAPGEMINI S E UNSPONSORED ADR (CGEMY) 58.679 SHARES 1,895 1,905
CAPITAL ONE FINANCIAL CORP (COF) 6.700 SHARES 585 1,195
CARLSBERG AS (CABGY) 41.408 SHARES 851 793
CENCORA INC (COR) 2.314 SHARES 570 520
CHARLES RIVER LABS INTL INC (CRL) 20.905 SHARES 7,090 3,859
CHARLES SCHWAB NEW (SCHW) 26.035 SHARES 2,126 1,927
CHEMED CORPORATION (CHE) 6.236 SHARES 3,102 3,304
CHENIERE ENERGY INC (LNG) 27.000 SHARES 3,985 5,801
CHEVRON CORP (CVX) 12.563 SHARES 2,033 1,820
CHOICE HOTELS INTL INC NEW (CHH) 32.587 SHARES 4,148 4,627
CHUBB LTD (CB) 3.098 SHARES 886 856
CHUGAI PHARMACEUTIC UNSP ADR (CHGCY) 37.575 SHARES 762 837
CME GROUP INC (CME) 2.487 SHARES 571 578
CMS ENERGY CP (CMS) 8.399 SHARES 584 560
COCA COLA CO (KO) 14.733 SHARES 693 917
COMCAST CORP (NEW) CLASS A (CMCSA) 39.295 SHARES 1,710 1,475
CONOCOPHILLIPS (COP) 20.693 SHARES 2,317 2,052
CORNING INC (GLW) 17.755 SHARES 861 844
COSTCO WHOLESALE CORP NEW (COST) 7.000 SHARES 3,941 6,414
CRH PLC (CRH) 66.000 SHARES 5,674 6,106
CVS HEALTH CORP COM (CVS) 14.971 SHARES 860 672
DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 62.389 SHARES 1,795 1,728
DAIKIN INDS LTD UNSPON ADR (DKILY) 79.473 SHARES 940 944
DANONE SPONSORED ADR (DANOY) 70.798 SHARES 972 955
DBS GROUP HOLDINGS LTD SP (DBSDY) 17.071 SHARES 2,143 2,188
DEERE & CO (DE) 3.740 SHARES 1,667 1,585
DEUTSCHE BK AG REG SHS (DB) 67.927 SHARES 1,102 1,158
DNB ASA ADR (DNBBY) 54.313 SHARES 1,131 1,085
DOMINION ENERGY INC (D) 16.166 SHARES 943 871
DOVER CORP (DOV) 7.508 SHARES 1,534 1,409
DSV AS ADR (DSDVY) 14.361 SHARES 1,510 1,525
EATON CORP PLC SHS (ETN) 3.837 SHARES 1,438 1,273
ELI LILLY & CO (LLY) 0.599 SHARES 379 462
ELI LILLY & CO (LLY) 9.000 SHARES 3,055 6,948
ENGIE SPONS ADR (ENGIY) 87.882 SHARES 1,414 1,393
EOG RESOURCES INC (EOG) 11.154 SHARES 1,522 1,367
EPIROC AKTIEBOLAG ADR (EPOKY) 113.000 SHARES 2,003 1,969
EQUIFAX INC (EFX) 20.319 SHARES 5,038 5,178
ESSILORLUXOTTICA ADR (ESLOY) 21.582 SHARES 2,644 2,633
EVOLUTION AB ADR (EVVTY) 7.485 SHARES 666 578
EXPONENT INC (EXPO) 35.412 SHARES 3,294 3,155
EXXON MOBIL CORP (XOM) 10.846 SHARES 1,321 1,167
FAIR ISAAC & CO INC (FICO) 1.353 SHARES 701 2,694
FERRARI N V (RACE) 1.985 SHARES 866 843
FUJITSU LTD ADR NEW (FJTSY) 55.697 SHARES 997 992
GALLAGHER ARTHUR J & CO (AJG) 2.809 SHARES 850 797
GENL DYNAMICS CORP (GD) 5.535 SHARES 836 1,458
GENMAB A S ADR (GMAB) 39.688 SHARES 827 828
GIVAUDAN SA ADR (GVDNY) 19.246 SHARES 1,693 1,685
GOLDMAN SACHS GRP INC (GS) 1.132 SHARES 677 648
GOLDMAN SACHS GRP INC (GS) 15.000 SHARES 5,145 8,589
HARTFORD FIN SERS GRP INC (HIG) 1.700 SHARES 205 186
HERMES INTL SCA UNSPON ADR (HESAY) 6.032 SHARES 1,277 1,450
HERSHEY COMPANY (HSY) 3.269 SHARES 570 554
HITACHI 10 COM NEW ADR (HTHIY) 40.222 SHARES 1,995 2,015
HOME DEPOT INC (HD) 3.618 SHARES 1,511 1,407
HONEYWELL INTL INC (HON) 4.589 SHARES 1,061 1,037
HONG KONG EXCHANGES & CLEARING (HKXCY) 28.441 SHARES 1,039 1,079
HOVNANIAN ENTERPRISES INC CL A (HOV) 37.000 SHARES 3,664 4,951
HOYA CORP SPONS ADR (HOCPY) 5.214 SHARES 657 657
IBERDROLA SA SPON ADR (IBDRY) 17.013 SHARES 962 937
IMPERIAL BRANDS PLC SPD ADR (IMBBY) 36.036 SHARES 1,143 1,152
INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 82.672 SHARES 2,288 2,125
INTERACTIVE BROKERS GROUP CL A (IBKR) 40.529 SHARES 3,862 7,160
INTL BUSINESS MACHINES CORP (IBM) 2.543 SHARES 563 559
ITOCHU CORP ADR (ITOCY) 23.885 SHARES 2,358 2,381
JACK HENRY & ASSOC INC (JKHY) 26.483 SHARES 4,454 4,642
JOHNSON & JOHNSON (JNJ) 9.338 SHARES 1,463 1,350
JPMORGAN CHASE & CO (JPM) 26.000 SHARES 3,776 6,232
KEYENCE CORP (KYCCF) 3.765 SHARES 1,624 1,546
KONINKLIJKE KPN NV ADR (KKPNY) 253.000 SHARES 949 921
L OREAL CO ADR (LRLCY) 25.051 SHARES 1,720 1,774
LCI INDS (LCII) 9.534 SHARES 1,157 986
LENNOX INTL INC (LII) 13.082 SHARES 5,393 7,971
LONDON STK EXCHANGE GROUP ADR (LNSTY) 93.620 SHARES 3,294 3,308
LOWES COMPANIES INC (LOW) 6.396 SHARES 1,339 1,579
LPL FINL HLDGS INC COM (LPLA) 21.231 SHARES 3,995 6,932
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 14.948 SHARES 2,087 1,967
MARSH & MCLENNAN COS INC (MMC) 1.671 SHARES 379 355
MARUBENI CORP ADR (MARUY) 5.804 SHARES 901 884
MC DONALDS CORP (MCD) 4.938 SHARES 1,330 1,431
MEDTRONIC PLC SHS (MDT) 8.913 SHARES 711 712
MERCK & CO INC NEW COM (MRK) 6.666 SHARES 607 663
METLIFE INCORPORATED (MET) 5.704 SHARES 494 467
MICROCHIP TECHNOLOGY INC (MCHP) 12.977 SHARES 619 744
MICROSOFT CORP (MSFT) 3.443 SHARES 185 1,451
MICROSOFT CORP (MSFT) 9.000 SHARES 2,441 3,794
MONDELEZ INTL INC COM (MDLZ) 10.387 SHARES 669 620
MORGAN STANLEY (MS) 16.000 SHARES 2,164 2,012
MTU AERO ENGINES AG (MTUAY) 6.897 SHARES 1,144 1,150
MUENCHENER RUECK-UNSPONS ADR (MURGY) 124.000 SHARES 1,288 1,251
NATIONAL GRID PLC SPON ADR (NGG) 15.200 SHARES 960 903
NATWEST GROUP PLC ADR (NWG) 161.000 SHARES 1,593 1,637
NESTLE SPON ADR REP REG SHR (NSRGY) 23.432 SHARES 1,995 1,936
NETEASE.COM INC ADS (NTES) 5.434 SHARES 477 485
NEXTERA ENERGY INC (NEE) 14.869 SHARES 1,135 1,066
NITORI HLDGS CO LTD ADR (NCLTY) 45.392 SHARES 533 538
NOMURA RESH INST LTD ADR (NRILY) 43.185 SHARES 1,253 1,280
NORDSON CP (NDSN) 21.640 SHARES 4,962 4,528
NORFOLK SOUTHERN CORP (NSC) 7.087 SHARES 1,908 1,663
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 0.952 SHARES 472 447
NOVO NORDISK A/S ADR (NVO) 38.124 SHARES 3,563 3,279
NVIDIA CORPORATION (NVDA) 51.000 SHARES 1,257 6,849
NXP SEMICONDUCTORS NV (NXPI) 3.343 SHARES 753 695
OLLIES BARGAIN OUTLET HLDG INC (OLLI) 32.368 SHARES 3,043 3,552
PALO ALTO NETWORKS INC (PANW) 30.000 SHARES 3,200 5,459
PARKER HANNIFIN CORP (PH) 1.640 SHARES 316 1,043
PEPSICO INC NC (PEP) 4.139 SHARES 689 629
PHILIP MORRIS INTL INC (PM) 14.665 SHARES 1,917 1,765
PNC FINL SVCS GP (PNC) 8.125 SHARES 967 1,567
POOL CORP (POOL) 15.967 SHARES 6,922 5,444
PPG INDUSTRIES INC (PPG) 4.599 SHARES 565 549
PROCTER & GAMBLE (PG) 7.601 SHARES 1,016 1,274
PROGRESSIVE CORP OHIO (PGR) 2.539 SHARES 673 608
PROLOGIS INC COM (PLD) 5.807 SHARES 669 614
PUBLIC SERVICE ENTERPRISE GP (PEG) 8.252 SHARES 760 697
RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 134.000 SHARES 1,705 1,901
RELX PLC SPONSORED ADR (RELX) 48.929 SHARES 2,288 2,222
REPUBLIC SERVICES INC (RSG) 1.785 SHARES 385 359
ROLLINS INC (ROL) 100.000 SHARES 3,940 4,635
ROLLS ROYCE HOLDINGS PLC (RYCEY) 300.000 SHARES 2,076 2,136
RTX CORPORATION (RTX) 40.000 SHARES 3,465 4,629
RTX CORPORATION (RTX) 8.791 SHARES 1,065 1,017
SAFRAN SA (SAFRY) 69.965 SHARES 4,024 3,842
SAIA INC (SAIA) 8.940 SHARES 3,214 4,074
SALESFORCE INC (CRM) 9.000 SHARES 2,424 3,009
SAP AG (SAP) 21.500 SHARES 5,063 5,294
SEAGATE TECHNOLOGY HLDNGS PLC (STX) 7.543 SHARES 753 651
SHIN ETSU CHEM CO LTD ADR (SHECY) 72.651 SHARES 1,327 1,224
SHOPIFY INC (SHOP) 8.585 SHARES 562 913
SIKA AG ADR (SXYAY) 59.398 SHARES 1,538 1,414
SIMON PPTY GROUP INC (SPG) 16.000 SHARES 1,954 2,755
SITEONE LANDSCAPE SUPPLY INC (SITE) 23.408 SHARES 3,888 3,084
SMC CORP COMMON (SMECF) 3.067 SHARES 1,367 1,212
SPOTIFY TECHNOLOGY SA (SPOT) 1.002 SHARES 479 448
STRAUMANN HLDG AG ADR (SAUHY) 53.348 SHARES 666 673
SUZUKI MTR CORP ADR (SZKMY) 20.527 SHARES 972 935
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 16.941 SHARES 3,234 3,346
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 35.000 SHARES 3,668 6,912
TDK CP ADR NEW (TTDKY) 115.000 SHARES 1,407 1,517
TELEDYNE TECH INC (TDY) 8.617 SHARES 3,605 3,999
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 24.252 SHARES 1,242 1,290
TERADYNE INC (TER) 30.938 SHARES 3,764 3,896
TERUMO CORP ADR UNSPONS ADR (TRUMY) 33.630 SHARES 669 655
TEXAS INSTRUMENTS (TXN) 6.727 SHARES 1,330 1,261
TFI INTL INC (TFII) 8.929 SHARES 1,329 1,206
THE CIGNA GROUP (CI) 3.398 SHARES 1,101 938
THE COOPER COMPANIES INC (COO) 63.438 SHARES 6,313 5,832
THE SCOTTS MIRACLE-GRO COMPANY (SMG) 42.222 SHARES 6,560 2,801
THOR INDUSTRIES INC (THO) 32.238 SHARES 3,524 3,086
TJX COS INC NEW (TJX) 11.826 SHARES 1,438 1,429
TOKYO ELECTRON LTD UNSPON ADR (TOELY) 14.537 SHARES 1,046 1,119
TOTALENERGIES SE SPONSORED ADS (TTE) 51.184 SHARES 3,242 2,790
TRAVELERS COMPANIES INC COM (TRV) 2.542 SHARES 666 612
TRUIST FINL CORP (TFC) 26.429 SHARES 1,259 1,146
UNICHARM CORP UNSPON ADR (UNICY) 77.941 SHARES 378 314
UNICREDIT SPA-ADR (UNCRY) 84.082 SHARES 1,700 1,677
UNION PACIFIC CORP (UNP) 4.382 SHARES 1,062 999
UNITED PARCEL SER INC CL-B (UPS) 10.054 SHARES 1,349 1,268
UNITEDHEALTH GP INC (UNH) 4.623 SHARES 1,441 2,339
UNIVERSAL DISPLAY CORP (OLED) 22.679 SHARES 4,459 3,316
VAIL RESORTS (MTN) 25.000 SHARES 4,564 4,686
VENTAS INC (VTR) 10.744 SHARES 687 633
VERIZON COMMUNICATIONS (VZ) 13.374 SHARES 554 535
WALMART INC (WMT) 12.425 SHARES 1,127 1,123
WALMART INC (WMT) 63.000 SHARES 2,916 5,692
WATSCO INC (WSO) 11.646 SHARES 4,208 5,519
WELLS FARGO & CO NEW (WFC) 43.209 SHARES 3,240 3,035
XCEL ENERGY INC (XEL) 12.073 SHARES 797 815
YUM BRANDS INC (YUM) 4.196 SHARES 567 563
ZEBRA TECH CL-A (ZBRA) 14.839 SHARES 7,498 5,731
ZETA GLOBAL HOLDINGS CORP CL A (ZETA) 116.000 SHARES 2,413 2,087
ZURN ELKAY WATER SOLNS CORP (ZWS) 138.000 SHARES 4,292 5,147

TY 2024 InvestmentsOtherSchedule2
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP AT COST 206,143 153,313
GOODHUE RESIDENTAL COMPANY AT COST 245,021 242,000
INVESCO QQQ TRUST, SERIES 1 (QQQ) 47.000 SHARES AT COST 16,573 24,028
ISHARES 0-5 HY CORP (SHYG) 157.000 SHARES AT COST 6,728 6,690
ISHARES CORE MSCI EAFE ETF (IEFA) 651.000 SHARES AT COST 35,847 45,752
ISHARES CORE S&P 500 ETF (IVV) 124.000 SHARES AT COST 55,475 72,996
ISHARES CORE S&P 500 ETF (IVV) 6.000 SHARES AT COST 3,638 3,532
ISHARES CORE S&P SMALL CAP E (IJR) 380.000 SHARES AT COST 47,451 43,784
ISHARES CORE S&P SMALL CAP E (IJR) 203.000 SHARES AT COST 21,152 23,390
ISHARES DOW JONES US ETF (IYY) 204.000 SHARES AT COST 22,347 29,190
ISHARES RUSSELL 1000 GRW ETF (IWF) 699.000 SHARES AT COST 275,574 280,704
ISHARES S&P MIDCAP 400 INDEX (IJH) 405.000 SHARES AT COST 20,993 25,236
ISHARES S&P MIDCAP 400 INDEX (IJH) 711.000 SHARES AT COST 47,381 44,302
JANUS HENDERSON AAA CLO ETF (JAAA) 365.00 SHARES AT COST 18,460 18,507
LORD ABBETT FLT RT I (LFRIX) 2,363.478 SHARES AT COST 19,186 19,310
LORD ABBETT INCOME I (LAUYX) 9,533.098 SHARES AT COST 23,772 22,975
LORD ABBETT SHT DURATION INC I (LLDYX) 2,357.363 SHARES AT COST 9,061 9,099
PIMCO MORTGAGE OPP & BD I2 (PMZPX) 361.444 SHARES AT COST 3,396 3,333
REAL ESTATE - 20 EAST 35TH STREET AT COST 167,162 2,099,000
SPDR BLOOMBERG 1-3 MONTH T-B (BIL) 35.623 SHARES AT COST 3,267 3,257
VANGUARD FTSE EMERGING MARKETS (VWO) 313.000 SHARES AT COST 11,294 13,785
VANGUARD RUSSELL 1000 VAL ETF (VONV) 2,194.000 SHARES AT COST 190,504 178,263
VANGUARD RUSSELL 1000 VAL ETF (VONV) 386.000 SHARES AT COST 27,856 31,363
WISDOMTREE FLOATING RATE TRE (USFR) 203.000 SHARES AT COST 10,228 10,215

TY 2024 LegalFeesSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL FEES 5,946 0   5,946
LEGAL FEES THRU RENTAL PROPERTY 0 16,409   0


TY 2024 OtherExpensesSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES, AGENT CUSTODIAN FEES AND OTHER STOCK FEES 1,241 1,241   0
FILING FEES 484 0   484
OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1'S 0 193   0
RENTAL PROPERTY INSURANCE 0 2,108   0
RENTAL PROPERTY MAINTENANCE CHARGES 0 63,914   0
RENTAL PROPERTY MISCELLANEOUS EXPENSES 0 2,569   0
BANK FEES 18 18   0
RENTAL PROPERTY COLLECTION LOSSES 0 554   0
RENTAL PROPERTY DUES 0 174   0


TY 2024 OtherIncomeSchedule2
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME (LOSS) THRU SCHEDULE K-1'S   -169  
ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S   -1,113  
OTHER INCOME 4,841 11 4,841


TY 2024 OtherProfessionalFeesSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES THRU RENTAL PROPERTY 0 2,400   0
INVESTMENT MANAGEMENT FEES 33,297 33,297   0


TY 2024 TaxesSchedule
Name:
SUSAN AND ELIHU ROSE FOUNDATION INC
EIN:
13-3484181
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 323 323   0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S 0 6   0