Civic Intelligence

Joshua Rosenthal Charitable Trust

EIN 81-4661049 • Lee, MA

Pub. 78 Eligible
55 Stockbridge TerraceLee, MA 01238
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

56%

Higher net margin than 88% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

49th percentile

3.8%

Faster asset growth than 49% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

306%

Faster revenue growth than 95% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$20,739,181

Up $750,697 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,739,181

Up $750,697 (+3.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$2,500,098

Up $1,883,728 (+306%) from 2023

Expenses

Down

$1,105,147

Down $34,393 (-3.0%) from 2023

Net Income

Up

$1,394,951

Up $1,918,121 (+367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1,000Liabilities 2017: $0Net Assets 2017: $1,0002017Assets 2019: $22,021,871Liabilities 2019: $1,667,000Net Assets 2019: $20,354,8712019Assets 2020: $20,324,775Liabilities 2020: $0Net Assets 2020: $20,324,7752020Assets 2021: $21,235,338Liabilities 2021: $0Net Assets 2021: $21,235,3382021Assets 2022: $20,511,654Liabilities 2022: $0Net Assets 2022: $20,511,6542022Assets 2023: $19,988,484Liabilities 2023: $0Net Assets 2023: $19,988,4842023Assets 2024: $20,739,181Liabilities 2024: $0Net Assets 2024: $20,739,1812024

Highlighted filing

2024

Assets$20,739,181
Liabilities$0
Net Assets$20,739,181
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $1,000Expenses 2017: $0Net Income 2017: $1,0002017Revenue 2019: $527,443Expenses 2019: $173,874Net Income 2019: $353,5692019Revenue 2020: $986,084Expenses 2020: $1,017,021Net Income 2020: -$30,9372020Revenue 2021: $2,074,351Expenses 2021: $1,163,788Net Income 2021: $910,5632021Revenue 2022: $507,623Expenses 2022: $1,231,307Net Income 2022: -$723,6842022Revenue 2023: $616,370Expenses 2023: $1,139,540Net Income 2023: -$523,1702023Revenue 2024: $2,500,098Expenses 2024: $1,105,147Net Income 2024: $1,394,9512024

Highlighted filing

2024

Revenue$2,500,098
Expenses$1,105,147
Net Income$1,394,951
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,739,181
Liabilities
$0
Net assets
$20,739,181
Revenue
$2,500,098
Expenses
$1,105,147
Net income
$1,394,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.50$1.11$1.39
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$0.62$1.14$0.52
2022Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.51$1.23$0.72
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.07$1.16$0.91
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.99$1.02$0.03
2019Detailed filing. Detailed filing data is available for this year.$22.0$1.67$20.4$0.53$0.17$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA ROSENTHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joshua Rosenthal Charitable Trust
EIN
81-4661049
Phone
9177011954
Address
55 STOCKBRIDGE TERRACE, LEE, MA 01238

Signing Officer

Name
Joshua Rosenthal
Title
Trustee
Phone
9177011954
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
Mark Scott Jd Llm
Phone
3058585600
Raw XML Appendix333 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.

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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE JOSHUA ROSENTAHL CHARITABLE TRUST ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: YEAR END: 2017AMOUNT 14.00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOSHUA ROSENTHAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01027339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BLVD MAIL ZONE NCW4B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01027339
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01027339
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01081074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01027339
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01081074
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01027339
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSHUA ROSENTHAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt055 STOCKBRIDGE TERRACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001238
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01725454
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01725454
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0AMAZON.COM INC 9580 SHARES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-08-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05736
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt171804
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PURCHASED INTEREST RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0565601
OtherDecreasesSchedule/OtherDecreasesDetail/Amt171804
OtherDecreasesSchedule/OtherDecreasesDetail/Amt26849
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS FROM CONTRIBUTED SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PY PURCHASED OF ACCRUED INTEREST PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2OTHER CHANGES IN NET ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GO BLUE ZONES LLC - NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061044
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26399
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-747869
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GO BLUE ZONES LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-747869
TaxesSchedule/TaxesDetail/Amt06115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06115
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA ROSENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09177011954
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSHUA ROSENTHAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0814661049
ReturnHeader/Filer/PhoneNum09177011954
ReturnHeader/Filer/USAddress/AddressLine1Txt055 STOCKBRIDGE TERRACE
ReturnHeader/Filer/USAddress/CityNm0LEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 MARY STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK SCOTT JD LLM
ReturnHeader/ReturnTs02025-11-10T09:06:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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