2025-11-14T15:06:30-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2024-01-01 136158412 JOSEPH ROSEN FOUNDATION INC JOSE 2122491550 PO BOX 334 LENOX HILL STATION NEW YORK NY 10021 DAVID J KOEPPEL AUTHORIZED SIGNATORY 2122491550 2025-11-11 0 0 VIVIAN JIN P01085339 2125038800 2025-11-14 2024 2025-03-06 01:10:19Z X 42625631 X X 437468 437468 1190195 1190195 -356781 808986 1465831 808986 434822 66454 2871471 2503103 0 0 0 192145 82145 55000 52713 52713 0 60190 30095 30095 33990 16995 16995 158186 97625 60561 569700 426911 0 73070 73070 1129916 1129573 0 2269910 1909127 162651 2020000 2020000 4289910 1909127 2182651 -1418439 593976 1534523 417278 417278 9991738 8858747 10206892 3548314 2319493 1156528 1228821 9776000 7103221 7278410 22225461 276960 281781 0 20062970 18065037 42625631 2654562 2164250 2654562 2164250 X 22253078 22253078 0 0 -4844670 -6352291 17408408 15900787 20062970 18065037 17408408 -1418439 0 15989969 89182 15900787 BONUS EVENTUS TWO - LONG TERM CAP GAIN P 127049 127049 127049 BONUS EVENTUS - LONG TERM CAP GAIN P 80114 80114 80114 PUBLICLY TRADED SECURITIES - JP MORGAN P 175542 143754 31788 31788 PUBLICLY TRADED SECURITIES - JP MORGAN P 554256 513091 41165 41165 PUBLICLY TRADED SECURITIES -RILEY WEALTH MANAGEMENT P 503360 503360 503360 PUBLICLY TRADED SECURITIES -RILEY WEALTH MANAGEMENT P 25510 25510 25510 808986 8256 0 8256 0 8256 11955 0 0 0 11955 90 3609 3609 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 N/A DAVID J KOEPPEL 2122491550 40 EAST 69TH STREET 4TH FL NEW YORK NY 10021 0 0 0 0 1 0 0 0 0 1 2023 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 JONATHAN P ROSEN 40 E 69TH STREET NEW YORK NY 10021 PRESIDENT/SECRETARY/TREASURER/TREASURE 10.00 0 0 0 JEANNETTE ROSEN 40 E 69TH STREET NEW YORK NY 10021 VICE PRESIDENT/TREASURER 10.00 0 0 0 NONE 0 ROSEN EQUITIES LLC 40 E 69TH STREET NEW YORK NY 10021 MANAGEMENT 94732 EXCEL GUARD CORP 505 8TH AVENUE SUITE 1700 NEW YORK NY 10018 PROTECTION AND GUARD 55767 CHAMPION ELEVATOR 1450 BROADWAY 5TH FLOOR NEW YORK NY 10018 OPERATING AND MAINTENANCE 55722 0 0 8100968 1728611 32001461 41831040 0 0 41831040 627466 41203574 2060179 2060179 8256 69589 77845 1982334 0 1982334 0 1982334 2182651 0 2182651 1982334 1983974 2022 190671 0 2182651 1983974 190671 0 8006 0 0 0 0 0 0 0 0 1974328 0 0 0 X CORNELL LAB OF ORNITHOLOGY 902 BROADWAY 13TH FLOOR NEW YORK NY 10010 PC FURTHER DONEE'S EXEMPT PURPOSE 15000 THE EDUCATIONAL ALLIANCE 197 E BROADWAY NEW YORK NY 10002 PC FURTHER DONEE'S EXEMPT PURPOSE 5000 NORTHWELL 159 SAPSUCKER WOODS RD ITHACA NY 14850 PC FURTHER DONEE'S EXEMPT PURPOSE 2000000 2020000 0 14 437468 16 -356781 532000 368368 16 66454 18 808986 368368 956127 0 1324495 0 0 0 0 0 0 0 0 0 0 CBIZ - ACCOUNTING FEES 33990 16995 16995 THE ORGANIZATION IS MAKING AN ELECTION UNDER 53.492(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FROM YEARS PRIOR TO 2023. 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