2024-06-13T13:07:14-05:00 2023-09-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2022-10-01 223082471 THE JAN M AND EUGENIA KROL CHARITABLE FOUNDATION INC C/O R ROSENTHAL JANM 3104743044 8730 WILSHIRE BLVD 350 BEVERLY HILLS CA 90211 RICHARD ROSENTHAL PRESIDENT 6096070556 2024-02-24 1 RICHARD ROSENTHAL 999009999 0 HELENA LYNCH P00611142 9734726250 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1996420 X X 74356 73253 -402 22919 0 5000 29 78954 73282 0 0 0 8850 4425 4425 1116 166 0 384 353 31 10350 4944 4456 76500 76500 86850 4944 80956 -7896 68338 465485 454337 454337 904642 905555 1468163 75000 75000 73910 0 10 10 1445127 1434902 1996420 945 0 945 0 X 0 0 0 0 1444182 1434902 1444182 1434902 1445127 1434902 1444182 -7896 0 1436286 1384 1434902 400.000 SHS SPDR KBW REGIONAL BANKIN P 2017-03-09 2022-12-21 22919 23321 -402 -402 -402 950 0 950 0 950 960 0 0 0 960 X 0 10 10 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 N/A THE JAN M AND EUGENIA KROL CHARFD 6092762488 8730 WILSHIRE BLVD STE 350 BEVERLY HILLS CA 90211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDER ROSENTHAL 2 HORATIO STREET APT 2R NEW YORK NY 100141638 TRUSTEE 1.00 0 0 0 ELISABETH ROSENTHAL 10434 TABOR ST LOS ANGELES CA 90034 TRUSTEE 1.00 0 0 0 ELIZABETH BOSSONE 115 W 73RD ST APT 2C NEW YORK NY 10023 TRUSTEE & VICE-PRESIDENT 1.00 0 0 0 JEFFREY KOZLOWSKI 165 WEST 91ST STREET APT 6G NEW YORK NY 10024 TRUSTEE 1.00 0 0 0 JEFFREY ROSENTHAL 12407 LA MAIDA STREET VALLEY VILLAGE CA 91607 TRUSTEE & ASST TREASURER 1.00 0 0 0 LISA ROSENTHAL 141 ELM STREET HATFIELD MA 01038 TRUSTEE & SECRETARY 1.00 0 0 0 MICHAEL GATTI 65 HARRISTOWN ROAD SUITE 102 GLEN ROCK NJ 07452 TRUSTEE & TREASURER 1.00 0 0 0 RICHARD ROSENTHAL 8730 WILSHIRE BLVD STE 350 BEVERLY HILLS CA 90211 TRUSTEE & PRESIDENT 1.00 0 0 0 PATRICK AMARANTE 45 RIVERCLIFF DRIVE MILFORD CT 06460 TRUSTEE 1.00 0 0 0 SAJA TORUNCZYK-RUIZ PADEWSKA 19-7 00-777 WARSAW PL TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 1542344 480976 0 2023320 0 0 2023320 30350 1992970 99649 99649 950 950 98699 0 98699 0 98699 80956 0 80956 98699 76167 0 0 80956 76167 0 0 4789 0 0 0 0 0 0 0 0 93910 0 0 0 RICK ROSENTHAL 8730 WILSHIRE BLVD BEVERLY HILLS CA 90211 3104743044 COPY OF EXEMPTION LETTER, LETTER SIGNED BY AN OFFICER'S STATEMENT THAT EXEMPTION IS CURRENT: CHARITABLE PURPOSE OF FUNDS REQUESTED. SEPTEMBER 30 OR CURRENT FISCAL YEAR NONE DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE MA 02215 N/A PUBLIC MEDICAL TREATMENT AND RESEARCH 10000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A PUBLIC HUMANITARIAN RELIEF 3000 DR SUSAN LOVE RESEARCH FOUNDATION 8605 SANTA MONICA BLVD SUITE 89002 WEST HOLLYWOOD CA 90069 N/A PUBLIC MEDICAL RESEARCH 10000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 N/A PUBIC HELP REFUGEE FAMILIES 3000 RETT SYNDROME RESEARCH TRUST INC 67 UNDER CLIFF ROAD TRUMBULL CT 06611 N/A PUBLIC MEDICAL TREATMENT AND RESEARCH 10000 SAVE A CHILD'S HEART FOUNDATION US PO BOX 59172 POTOMAC MD 208599172 N/A PUBLIC MEDICAL TREATMENT AND RESEARCH 10000 US HOLOCUST MEMORIAL MUSEUM 60 EAST 42ND STREET SUITE 1000 NEW YORK NY 10165 N/A PUBLIC TEACHERS TRAINING PROGRAMS 3000 WARSAW UNIVERSITY OF TECHNOLOGY PL POLTECHNIKI I WARSAW PL 00-661 N/A PUBLIC UNIVERSITY SCHOLARSHIPS 27500 76500 0 14 74356 01 29 18 -402 MISC INCOME 01 4000 FEDERAL TAX REFUND 01 971 0 78954 0 78954 0 0 0 0 0 0 0 0 0 0 SAX LLP - ACCOUNTING & TAX PREPARATION SERVICES 8850 4425 4425 NO LONGER REQUIRED TO FILE WITH NEW JERSEY SINCE GROSS CONTRIBUTIONS ARE LESS THAN $10,000. ZIONS BANCORPORATION (2000 PREF STK) 50000 50100 JP MORGAN CHASE (1000 PREF STK) 25000 23810 VERIZON COMMUNICATIONS CORP (1357 SH) 62747 43980 VALLEY NATL BANCORP (4218 SH) 58341 36106 PFIZER INC (2000 SH) 52044 66340 JOHNSON & JOHNSON (800 SH) 51591 124600 META PLATFORMS INC (400 SH) 45598 120084 BLACKROCK MUNIVEST FUND (4000 SH) 40684 24240 CALAMOS STRAT TOT RETURN (3800 SH) 40419 53466 OTTERTAIL CORP (1700 SH) 39850 129064 CISCO SYSTEMS INC (1500 SH) 37334 80640 PHYSICIANS RLTY TR (2000 SH) 37240 24380 BOEING CO (500 SH) 34668 95840 OBSIDIAN ENERGY LTD (214 SH) 32560 1759 PETRLEO BRAS (2000 SH) 30957 29980 WALMART STORES INC (350 SH) 29368 55976 GLOBAL X SUPERDIVID ETF (433 SH) 29194 9487 MERCK & CO (500 SH) 24400 51475 EXXON MOBIL CORP (2150 SH) 23883 252797 ROCHE HLDG LTD (1000 SH) 23085 33930 GENERAL ELECTRIC (187 SH) 20534 20673 CHEVRON CORP (225 SH) 20189 37940 CVS HEALTH CORP (250 SH) 16041 17455 SECTOR SPDR UTILITIES (300 SH) 15658 17679 PIMCO DYNAMIC INCOME (1200 SH) 15521 14256 INTEL CORP (325 SH) 15308 11554 NEW YORK CMNTY BANCORP (1200 SH) 15104 13608 TARGET CORP (250 SH) 14972 27643 VODAFONE GROUP PLC (500 SH) 14785 4740 ASTRAZENCA PLC SPND ADR (350 SH) 14185 23702 AT&T INC (500 SH) 13035 7510 COCA COLA COM (250 SH) 11571 13995 VALE SA (900 SH) 9538 12060 GE HEALTHCARE (62 SH) 6089 4218 WARNER BROS DISCOVERY (120 SHS) 4051 1303 VIATRIS INC (248 SH) 2869 2445 ORGANON AND CO (50 SH) 1205 868 WABTEC (8 SH) 624 850 VERITIV CORP ISSUES (9 SH) 313 1520 FEDERAL TAX OVERPAYMENT 10 10 NON-DEDUCTIBLE EXPENSE 1384 INVESTMENT FEES 323 323 0 WIRE TRANSFER FEES 30 30 0 NJ ANNUAL REPORT 31 0 31 OTHER INVESTMENT INCOME 29 29 29 MISC INCOME 4000 4000 FEDERAL TAX REFUND 971 971 FEDERAL TAX PAYABLE 945 0 FOREIGN WITHHOLDING TAXES 166 166 0 FEDERAL EXCISE TAX 950 0 0