2025-10-27T13:25:55-05:00 2024-12-31 Brand Sonnenschine LLP 1641 East 16th Street FL 4 Brooklyn NY 11229 990PF 2024-01-01 200488204 THE JONATHAN & ESTHER B ROSENBERG FOUNDATION % JONATHAN ROSENBERG JONA 7328282400 49 HAMLIN ROAD EDISON NJ 08817 JONATHAN ROSENBERG TRUSTEE 7328282400 2025-10-26 true true Bruce Tager P00631278 2122190220 2024 2025-03-06 01:10:19Z X 18193282 X 1000000 139588 139588 746126 735106 -27256 84629 3891430 83359 -27256 -27256 1943087 930797 0 109 109 14686 5810 5810 20605 5919 0 816875 816875 837480 5919 816875 1105607 924878 0 1043821 1094242 1094242 6020932 10908521 10908521 3550000 1189318 929498 922456 6533753 6534363 5127485 134120 104141 104141 29651 36437 36437 18501595 19607202 18193282 0 0 X 18501595 19607202 18501595 19607202 18501595 19607202 18501595 1105607 19607202 19607202 RAYMOND JAMES LT COVERED 2024-12-31 3836250 3806791 28189 29459 LEHMAN BROTHER HOLDINGS INC. 2024-10-04 60 10 50 50 SECTION 1231 GAIN - PEMBROKE APARTMENTS LLC P 2024-12-31 8229 8229 8229 SECTION 1231 GAIN - WHITESTONE EQUITIES LLC 2024-12-31 15093 15093 15093 FIRST TRUST EMERGING MARKERTS P 2024-06-28 1078 1078 1078 CAPITAL GAIN DIVIDENDS P 30720 CAPITAL GAIN DIVIDENDS P 30720 CAPITAL GAIN DIVIDENDS P 30720 CAPITAL GAIN DIVIDENDS P 30720 CAPITAL GAIN DIVIDENDS P 30720 83359 12856 12856 12856 21000 0 23014 44014 12 31146 31146 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 8426432 8431897 121072 16979401 0 16979401 254691 16724710 836236 836236 12856 12856 823380 823380 823380 816875 0 0 0 0 816875 823380 0 2022 2021 2020 0 161586 50247 211833 816875 0 816875 0 6505 6505 205328 0 0 0 0 155081 50247 50247 JONATHAN ESTHER ROSENBERG X AGUDATH ISRAEL OF EDISON 1131 RARITAN AVE HIGHLAND PARK NJ 08904 NONE PC CHARITABLE 1500 AMERICAN FRIENDS OF AMSHINOVER YESHIVA JERUSALEM 921 Park Terrace Lakewood NJ 08701 NONE PC CHARITABLE 130000 AMERICAN FRIENDS OF KUPAT HAIR 4415 14th Ave BROOKLYN NY 11219 NONE PC CHARITABLE 540 BETH HAMEDRASH CHASIDIM 1623 48TH ST BROOKLYN NY 11204 NONE PC CHARITABLE 40000 BONEI OLAM 306 CHESTNUT STREET LAKEWOOD NJ 08701 NONE PC CHARITABLE 1000 CHAIM VEHESED OF RARITAN VALLEY 1608 RT 88 BRICK NJ 08723 NONE PC CHARITABLE 24000 CONG AHAVAS TZDOKAH V'CHESSED 1347 42ND ST BROOKLYN NY 11219 NONE PC CHARITABLE 5400 CONG OHR TORAH 48 EDGEMOUNT RD EDISON NJ 08817 NONE PC CHARITABLE 275 CONG TZEDAKA VUCHESED AMSHINOV 1164 50TH ST BROOKLYN NY 11219 NONE PC CHARITABLE 92000 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 59000 KOLLEL KINYAN TORAH 31 ILLINOIS 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CALENDULA 11 Calendula Ct Jackson NJ 08527 none PC CHARITABLE 4000 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 1000 TOMCHEI SHABBOS OF BERGEN COUNTY INC 13 Foster St BERGENFIELD NJ 07621 NONE PC CHARITABLE 1000 TORAH LINKS OF MIDDLESEX COUNTY 261 Dunhams Corner Rd EAST BRUNSWICK NJ 08816 NONE PC CHARITABLE 180 YESHIVA OF SPRING VALLEY INC 121 College Rd SUFFERN NY 10901 NONE PC CHARITABLE 45400 YESHIVA SHAAREI TZION 51 Park Ave Piscataway NJ 08854 NONE PC CHARITABLE 5000 AMERICAN FRIENDS OF SFATH EMETH YESHIVA 4608 10th Ave BROOKLYN NY 11219 NONE PC CHARITABLE 24000 CHESED OF LAKEWOOD 72B Park Ave S Lakewood NJ 08701 NONE PC CHARITABLE 40700 CONG KEHAL CHASIDY CHERNOBLE 4403 15th Ave Brooklyn NY 11219 NONE PC CHARITABLE 10000 CONG TIFERES YAAKOV 6 Shoshanna Dr Lakewood NJ 08701 NONE PC CHARITABLE 100 CONG ZICHRON BINYAMIN YOSEF INC 681 River Ave Ste 2C Lakewood NJ 08701 NONE PC CHARITABLE 7500 KOLEL CHIBAS JERUSALEM 4802 12th Ave Brooklyn NY 11219 NONE PC CHARITABLE 540 KUPATH RABBI MEIR BAAL HANESS 1349 49th St Brooklyn NY 11219 NONE PC CHARITABLE 180 PILLARS PJS 4 Rochelle Lane Spring Valley NY 10977 NONE PC CHARITABLE 12250 TZUR FOUNDATION 418 Clifton Avenue Suite 204 Lakewood NJ 08701 NONE PC CHARITABLE 2500 816875 14 139588 14 746126 16 -27256 18 84629 943087 943087 false false false false false false false false false false X X 1 JER ROSE MANAGEMENT CORP 49 HAMLIN ROAD EDISON NJ 08817 1000000 X CITIGROUP 15 3511 1056 LIBERTY 1385 9583 10905 FANNIE MAE PFD 2000 50000 21832 FIDELITY ADVISOR CL A 8930.984 169761 195137 EATON VANCE 16 257 292 PFIZER 1000 42865 26530 FIDELITY ADVISOR CL C 5830.856 248948 240244 FRANKLIN DYNATECH FUND CL C 183188 202408 HARTFORD GROWTH OPP FUND CL C 491482 398573 HARTFORD GROWTH OPP FUND CL A 657579 672406 BLACKROCK INNOVATION AND GRW 379168 204600 MAINSTAY CBRE GBL INFRSTR MEGA 245268 152125 VANGUARD INFORMATION TECHNOLOG 99952 150476 VANGUARD INDEX FUNDS S&P 500 99942 132008 ABERDEEN INCOME CREDIT PFD 196275 162473 AEGON FUNDING COMPANY PFD 465698 355250 THE ALLSTATE CORPORATION PFD 548424 437600 ATLANTIC UNION BANKSHARES PFD 113000 91920 AXIS CAPITAL HOLDINGS PFD 192923 153750 BANK OF AMERICA CORP PFD 202741 185550 CMS ENERGY CORP PFD 202376 173475 CAPITAL ONE FIN CORP 4.375%PFD 186900 126675 CAPITAL ONE FIN CORP 4.8% PFD 188810 137325 FIRST REPUBLIC BANK SF PFD 268351 0 JPMORGAN CHASE & CO PFD 263800 204700 NATIONAL RURAL UTILS COOP PFD 202961 170475 PUBLIC STORAGE PFD 276671 194100 PARTNERRE LTD. PFD 543929 325600 PEMBROKE APARTMENTS LLC 26807 26807 RIVERSITE APARTMENTS LLC 25794 25794 WHITESTONE EQUITIES LLC 51540 51540 DISTRIBUTION RECEIVABLE 19508 0 0 DUE FROM BROKER 10135 36429 36429 DUE FROM PARTNERSHIPS 8 8 8 BANK FEES 5810 5810 FROM K-1 PEMBROKE -2392 -2392 FROM K-1 RIVERSITE -19014 -19014 FROM K-1 WHITESTONE -5860 -5860 MISC 10 10 CASH OVERDRAFT FOREIGN TAX 672 FEDERAL TAX 14014