2024-11-14T22:55:02-06:00 2023-12-31 Brand Sonnenschine LLP 1641 East 16th Street FL 4 Brooklyn NY 11229 990PF 2023-01-01 200488204 THE JONATHAN & ESTHER B ROSENBERG FOUNDATION % JONATHAN ROSENBERG JONA 7328282400 49 HAMLIN ROAD EDISON NJ 08817 JONATHAN ROSENBERG TRUSTEE 7328282400 2024-11-13 true true Bruce Tager P00631278 2122190220 2024-11-13 2023 2024-10-15 13:58:12Z X 16364651 X 1500000 135410 135410 657480 651843 -25387 -137562 4899912 0 -25387 -25387 2129941 761866 0 4675 2338 0 2337 53 53 17770 3390 3390 25888 5781 0 2337 717155 717155 743043 5781 0 719492 1386898 756085 1043821 1043821 1626608 6020932 6020932 3550000 6800000 3550000 3233860 1192502 1189318 1209991 7319897 6533753 4692276 172310 134120 134120 3380 29651 29651 17114697 18501595 16364651 0 0 X 17114697 18501595 17114697 18501595 17114697 18501595 17114697 1386898 18501595 18501595 RAYMOND JAMES ST COVERED P 3605081 3605204 -123 -123 RAYMOND JAMES LT COVERED 1230915 1432270 -201355 -201355 LEHMAN BROTHER HOLDINGS INC. P 17 0 17 17 SECTION 1231 GAIN - PEMBROKE APARTMENTS LLC P 2023-12-31 19069 19069 19069 SECTION 1231 GAIN - WHITESTONE EQUITIES LLC P 2023-12-31 18919 18919 18919 CAPITAL GAIN DIVIDENDS P 25911 CAPITAL GAIN DIVIDENDS P 25911 CAPITAL GAIN DIVIDENDS P 25911 CAPITAL GAIN DIVIDENDS P 25911 CAPITAL GAIN DIVIDENDS P 25911 -137562 10510 10510 10510 17496 0 17496 6986 6986 false false false false false false false true true NJ false false false false false true JONATHAN ROSENBERG 7328282400 49 HAMLIN ROAD EDISON NJ 08817 false false false false false false false false false false false false false false false false false false X false false false JONATHAN ROSENBERG 49 HAMLIN ROAD EDISON NJ 08817 TRUSTEE 0 0 0 0 ESTHER ROSENBERG 49 HAMLIN ROAD EDISON NJ 08817 TRUSTEE 0 0 0 0 10359397 3278960 163772 13802129 0 13802129 207032 13595097 679755 679755 10510 10510 669245 669245 669245 719492 0 0 0 0 719492 669245 0 2021 2020 2019 0 195432 161586 357018 719492 0 669245 50247 407265 0 0 0 0 195432 211833 161586 50247 JONATHAN ESTHER ROSENBERG X AGUDATH ISRAEL OF EDISON 1131 RARITAN AVE HIGHLAND PARK NJ 08904 NONE PC CHARITABLE 2550 AMERICAN FRIENDS OF AMSHINOVER YESHIVA JERUSALEM 921 Park Terrace Lakewood NJ 08701 NONE PC CHARITABLE 161000 AMERICAN FRIENDS OF KUPAT HAIR 4415 14th Ave BROOKLYN NY 11219 NONE PC CHARITABLE 540 BAIS HILLEL 540 E 3RD ST BROOKLYN NY 11218 NONE PC CHARITABLE 5000 BETH HAMEDRASH CHASIDIM 1623 48TH ST BROOKLYN NY 11204 NONE PC CHARITABLE 80000 BONEI OLAM 306 CHESTNUT STREET LAKEWOOD NJ 08701 NONE PC CHARITABLE 360 CHAIM VEHESED OF RARITAN VALLEY 1608 RT 88 BRICK NJ 08723 NONE PC CHARITABLE 22000 CONG AHAVAS TZDOKAH V'CHESSED 1347 42ND ST BROOKLYN NY 11219 NONE PC CHARITABLE 41000 CONG OHR TORAH 48 EDGEMOUNT RD EDISON NJ 08817 NONE PC CHARITABLE 180 CONG TZEDAKA VUCHESED AMSHINOV 1164 50TH ST BROOKLYN NY 11219 NONE PC CHARITABLE 17000 FRIENDS OF THE PITTSBURGH INSTITUTIONS 411 N CITRUS AVE LOS ANGELES CA 90036 NONE PC CHARITABLE 30000 KEREN MATAN BESESER 1520 39TH ST BROOKLYN NY 11218 NONE PC CHARITABLE 36000 KHAL ANSHEI TALLYMAWR 409 BRENTWOOD AVE TOMS RIVER NJ 08755 NONE PC CHARITABLE 10000 KOLLEL KINYAN TORAH 31 ILLINOIS AVE JACKSON NJ 08527 NONE PC CHARITABLE 6000 MESAMCHE LEV 1364 53RD ST BROOKLYN NY 11219 NONE PC CHARITABLE 37000 MOSDOS PNEI MENACHEM 1310 48TH ST BROOKLYN NY 11219 NONE PC CHARITABLE 3600 YESHIVA OHR YEHUDA 110 FRANKLIN BLVD LAKEWOOD NJ 08701 NONE PC CHARITABLE 28000 YESHIVA ORCHOS CHAIM 410 OBERLIN AVE LAKEWOOD NJ 08701 NONE PC CHARITABLE 2400 AVOS UBANIM 17 CARLTON ROAD MONSEY NY 10952 NONE PC CHARITABLE 180 BAIS HAMEDRASH CHASIDEI AMSHINOV 4408 15TH AVE BROOKLYN NY 11219 NONE PC CHARITABLE 31000 BNOS ESTHER MALKA INC PO BOX 1461 LAKEWOOD NJ 08701 NONE PC CHARITABLE 360 CONG NEIMARK 2390 FOREST CIRCLE TOMS RIVER NJ 08755 NONE PC CHARITABLE 6500 CONG OHAV EMETH 415 RARITAN AVE HIGHLAND PARK NJ 08904 NONE PC CHARITABLE 410 LEV LEYELED 502 W CENTRAL AVE SPRING VALLEY NY 10977 NONE PC CHARITABLE 360 PROSPECT PARK YESHIVA 1782 E 17TH ST BROOKLYN NY 11229 NONE PC CHARITABLE 30000 RABBI JACOB JOSEF SCHOOL 1 PLAINFIELD AVE EDISON NJ 08817 NONE PC CHARITABLE 18000 CHAIM LECHAG INC 2606 Bishop Road Wickliffe OH 44092 NONE PC CHARITABLE 1800 CONG KHAL BAIS AVROHOM INC 6 Poplar St Lakewood NJ 08701 NONE PC CHARITABLE 4000 CONG LEV SIMCHA 28 Maple Ter Monsey NY 10952 NONE PC CHARITABLE 60000 CONG MAGEN AVROHOM 4408 15th Ave Brooklyn NY 11219 NONE PC CHARITABLE 5000 CONG OF CALENDULA 11 Calendula Ct Jackson NJ 08527 none PC CHARITABLE 3000 CONG RAMAT SCHLOMO 10 Buttell Ave LAKEWOOD NJ 08701 none PC CHARITABLE 12900 CONG RAV LEHOSHIA 1303 53rd St Brooklyn NY 11219 none PC CHARITABLE 1800 CONG STOLIN KARLIN 1640 W County Line Rd LAKEWOOD NJ 08701 NONE PC CHARITABLE 5600 HIGHLAND PARK COMM KOLLEL 415 Raritan Avenue HIGHLAND PARK NJ 08904 NONE PC CHARITABLE 360 KESER TORAH 5420 15 Ave BROOKLYN NY 11219 NONE PC CHARITABLE 10000 KHAL BOBOV 45 INC 1362 49th St BROOKLYN NY 11219 NONE PC CHARITABLE 1080 KHAL CHASIDIM 1601 Central Ave HIGHLAND PARK NJ 08904 NONE PC CHARITABLE 500 KHAL ZICHRON YECHEZKEL 16 Gamble Rd SOUTH FALLSBURG NY 12779 NONE PC CHARITABLE 400 KOLLEL CHESHEK SHLOMO 506 New Egypt Rd LAKEWOOD NJ 08701 NONE PC CHARITABLE 4800 MY JUDAISM INC 383 Kingston Ave PMB 197 BROOKLYN NY 11213 NONE PC CHARITABLE 1500 NACHLAS BAIS YAAKOV 1 13th St LAKEWOOD NJ 08701 NONE PC CHARITABLE 10000 TOMCHEI SHABBOS OF BERGEN COUNTY INC 13 Foster St BERGENFIELD NJ 07621 NONE PC CHARITABLE 1500 TORAH LINKS OF MIDDLESEX COUNTY 261 Dunhams Corner Rd EAST BRUNSWICK NJ 08816 NONE PC CHARITABLE 625 YESHIVA OF SPRING VALLEY INC 121 College Rd SUFFERN NY 10901 NONE PC CHARITABLE 3000 YESHIVA SHAAREI TZION 51 Park Ave Piscataway NJ 08854 NONE PC CHARITABLE 5000 KNESET MORDECHAI 1545 E 9th St BROOKLYN NY 11230 NONE PC CHARITABLE 4850 PRESS FDN OF AMERICA 1720 57th St BROOKLYN NY 11204 NONE PC CHARITABLE 10000 717155 14 135410 14 657480 16 -25387 18 -137562 629941 629941 false false false false false false false false false false X X 1 JER ROSE MANAGEMENT CORP 49 HAMLIN ROAD EDISON NJ 08817 1500000 X ACCOUNTING FEES 4675 2338 2337 CITIGROUP 15 3511 772 LIBERTY 1385 9593 9289 FANNIE MAE PFD 2000 50000 5820 FIDELITY ADVISOR CL A 8930.984 158915 144647 EATON VANCE 16 257 274 PFIZER 1000 42865 28790 FT EMERGING MARKETS - SER 52 FT EMERGING MARKETS - SER 53 FT EUROPEAN DEEP VALUE FT CYBERSECURITY PORTFOLIO FIDELITY ADVISOR CL C 5830.856 230758 179431 FRANKLIN DYNATECH FUND CL C 183188 156185 HARTFORD GROWTH OPP FUND CL C 491482 283171 HARTFORD GROWTH OPP FUND CL A 657579 473863 BLACKROCK INNOVATION AND GRW 402099 201575 MAINSTAY CBRE GBL INFRSTR MEGA 250000 162250 VANGUARD INFORMATION TECHNOLOG 99952 117128 VANGUARD INDEX FUNDS S&P 500 99942 107016 ABERDEEN INCOME CREDIT PFD 196275 167310 AEGON FUNDING COMPANY PFD 466283 380450 THE ALLSTATE CORPORATION PFD 548424 424200 ATLANTIC UNION BANKSHARES PFD 113000 84080 AXIS CAPITAL HOLDINGS PFD 192923 156825 BANK OF AMERICA CORP PFD 202741 185475 CMS ENERGY CORP PFD 202421 187275 CAPITAL ONE FIN CORP 4.375%PFD 186900 121050 CAPITAL ONE FIN CORP 4.8% PFD 188810 132300 FIRST REPUBLIC BANK SF PFD 268351 900 JPMORGAN CHASE & CO PFD 263800 205000 NATIONAL RURAL UTILS COOP PFD 203083 188700 PUBLIC STORAGE PFD 276671 213900 PARTNERRE LTD. PFD 543930 374600 PEMBROKE APARTMENTS LLC 31697 31697 RIVERSITE APARTMENTS LLC 44787 44787 WHITESTONE EQUITIES LLC 57636 57636 DISTRIBUTION RECEIVABLE 19508 19508 DUE FROM BROKER 3372 10135 10135 DUE FROM PARTNERSHIPS 8 8 8 BANK CHARGES 3390 3390 FROM K-1 PEMBROKE -2763 -2763 FROM K-1 RIVERSITE -16646 -16646 FROM K-1 WHITESTONE -5978 -5978 MISC CASH OVERDRAFT CITIGROUP JETS CONTINGENT COUPON 150000 150000 2021-08 2024-08 8.5 JP MORGAN XBI CONTINGENT COUPON 250000 250000 2021-08 2024-08 7. BOFA FINANCIAL SELECT SECTOR 75 350000 350000 2021-09 2024-09 7.5 BOFA FINANCIAL SELECT SECTOR 95 200000 200000 2021-09 2024-09 9.5 BOFA FINANCIAL SELECT SECTOR 765 250000 250000 2021-11 2024-11 7.65 UBS SPDR S&P BIOTECH CONTINGENT COUPON 250000 250000 2021-11 2024-11 7. MORGAN STANLEY US EQUI CONTINGENT COUPON 200000 200000 2021-12 2024-12 6.5 JP MORGAN SPDR S&P BIOTECH 250000 250000 2021-12 2024-12 10. JP MORGAN FINANCIAL SELECT SECTOR 250000 250000 2021-12 2024-12 8.25 UBS AG 3Y SPDR S&P BIOTECH ETF 400000 400000 2022-02 2025-02 10.3 MORGAN STANLEY 3Y US EQUITY 400000 400000 2022-03 2025-03 8.85 CREDIT SUISSE AG 3Y US EQUITY 500000 500000 2022-04 2025-04 7.25 BOFA FINANCE LLC 3Y US EQUITY 100000 100000 2022-08 2025-08 9.65 FOREIGN TAX 2770 FEDERAL TAX 15000