Civic Intelligence

The Jack & Mae Rosenberg Charitable Trust

990PF • Fiscal year 2020 • EIN 13-7050361

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
c/o Curtis Mallet 101 Park AveNew York, NY 10178-0061

(212) 696-6074

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

0.2%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-12%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,839,561

Up $4,891 (+0.2%) from 2019

Net Assets

$2,839,561

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Down

$161,888

Down $22,335 (-12%) from 2019

Expenses

Up

$156,997

Up $13,854 (+9.7%) from 2019

Net Income

Down

$4,891

Down $36,189 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,437,358Liabilities 2011: $02011Assets 2012: $3,394,992Liabilities 2012: $02012Assets 2013: $3,464,553Liabilities 2013: $02013Assets 2014: $3,476,121Liabilities 2014: $02014Assets 2015: $3,394,185Liabilities 2015: $02015Assets 2019: $2,834,670Liabilities 2019: $02019Assets 2020: $2,839,561Liabilities 2020: $0Net Assets 2020: $2,839,5612020Assets 2021: $2,830,959Liabilities 2021: $0Net Assets 2021: $2,830,9592021Assets 2022: $1,695,380Liabilities 2022: $0Net Assets 2022: $1,695,3802022Assets 2023: $908,174Liabilities 2023: $0Net Assets 2023: $908,1742023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$2,839,561
Liabilities$0
Net Assets$2,839,561
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $159,975Expenses 2011: $183,500Net Income 2011: -$23,5252011Revenue 2012: $157,314Expenses 2012: $199,678Net Income 2012: -$42,3642012Revenue 2013: $258,519Expenses 2013: $188,958Net Income 2013: $69,5612013Revenue 2014: $217,765Expenses 2014: $206,196Net Income 2014: $11,5692014Revenue 2015: $148,012Expenses 2015: $229,948Net Income 2015: -$81,9362015Revenue 2019: $184,223Expenses 2019: $143,143Net Income 2019: $41,0802019Revenue 2020: $161,888Expenses 2020: $156,997Net Income 2020: $4,8912020Revenue 2021: $188,840Expenses 2021: $197,442Net Income 2021: -$8,6022021Revenue 2022: $11,145Expenses 2022: $1,146,721Net Income 2022: -$1,135,5762022Revenue 2023: $355,926Expenses 2023: $1,143,310Net Income 2023: -$787,3842023Revenue 2024: $881,303Expenses 2024: $1,789,477Net Income 2024: -$908,1742024

Highlighted filing

2020

Revenue$161,888
Expenses$156,997
Net Income$4,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marsha Stoller trusteeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jack & Mae Rosenberg Charitable Trust
EIN
13-7050361
Phone
2126966074
Address
c/o Curtis Mallet 101 Park Ave, New York, NY 10178-0061

Signing Officer

Name
Marsha Stoller
Title
Trustee
Phone
2126966074
Signed
2021-05-15

Preparer

Firm
Curtis Mallet-Prevost Colt & Mosle LLP
Address
101 Park Ave Fl 35, New York, NY 10178
Preparer
Vivian F Jennings
Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See Schedule A-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1See Schedule B
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0603661
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1786576
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0843544
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1622497
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0239883
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-164079
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See schedule attached
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01051857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01084868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01667657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02446450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See schedule attached
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt024950
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt025185
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03780
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01682
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt085881
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt075804
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0203
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0161888
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0161888
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075804
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt085881
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085881
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04891
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01466041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010507
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010508
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt021015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075804
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0118808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032541
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032541
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0156997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0161888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0161888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0603661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1786576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0239883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-164079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0239883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-164079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0843544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1622497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Schedule A-1 attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Schedule B attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075804
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04891
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02839561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02834670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02839561
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0161119
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0161119
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0161119
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162770
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01651
IRS990PF/DistributableAmountGrp/TotalTaxAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-3301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03301
IRS990PF/FMVAssetsEOYAmt03649502
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02834670
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02839561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01231966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01051857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01084868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01541721
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01667657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02446450
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt058755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt091317
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt091317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02834670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02839561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03649502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02834670
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02839561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02834670
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02839561
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02228
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt028730
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt026867
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03304978
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128479
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03176499
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0162770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03255403
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03304978
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marsha Stoller trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01120 Fifth Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0110917
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0110917
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110917
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 Park Avenue 35th floor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0101780061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Curtis Mallet-Prevost et al LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126966074
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.guidestar.com
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Nashoba Learning Group
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 Oak Park Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bedford
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0110917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt050202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0524494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0474292
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0474292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0474292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0524494
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Curtis, Mallet legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010507
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt021015
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010508
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY Law Journal ad
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020706
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Neuberger Berman Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Morgan Stanley Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020706
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111835
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0Excise
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marsha Stoller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02126966074
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jack & Mae Rosenberg Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0137050361
ReturnHeader/Filer/PhoneNum02126966074
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Curtis Mallet 101 Park Ave
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101780061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Curtis Mallet-Prevost Colt & Mosle LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 Park Ave Fl 35
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010178
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vivian F Jennings
ReturnHeader/ReturnTs02021-08-03T11:40:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marsha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stoller
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,839,561
Liabilities
$0
Net assets
$2,839,561
Revenue
$161,888
Expenses
$156,997
Net income
$4,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.88$1.79$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.36$1.14$0.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.01$1.15$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.19$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16$0.16$0.00
2019Summary only. Only limited summary data is available for this year.$2.83$0.00$0.18$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$3.39$0.00$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$3.48$0.00$0.22$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.26$0.19$0.07
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.16$0.20$0.04
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.16$0.18$0.02