2024-11-12T08:39:21-08:00 2023-12-31 381997231 Rottman Kingston & Neuvirth PC 32871 Middlebelt Road Ste 200 Farmington HIlls MI 48334 990PF 2023-01-01 383161453 THE BRUCE H AND ROSALIE N ROSEN FAMILY FOUNDATION BRUC 6230 ORCHARD LAKE ROAD SUITE 235 WEST BLOOMFIELD MI 48322 JULIE J WIENER TREAS/TRUSTEE 2024-11-12 true true Morris M RottmanCPAABVCFFCGMA P01201140 2488553902 2023 2024-10-15 13:58:12Z X 2951618 X X 102499 102499 231708 1022757 231708 334207 334207 25000 16667 4835 3223 34221 34221 137 137 64193 54248 0 620298 620298 684491 54248 620298 -350284 279959 75226 50114 50114 116681 79285 79285 2363273 2076279 2672204 150000 150000 149997 800 18 18 2705980 2355696 2951618 0 X 2705980 2355696 2705980 2355696 2705980 2355696 2705980 -350284 2355696 2355696 VARIOUS THRU MERRILL LYNCH A/C 02438 P 2022-07-29 2023-07-17 2650 2747 -97 -97 VARIOUS THRU MERRILL LYNCH A/C 02438 P 2020-01-30 2023-07-17 45243 55399 -10156 -10156 VARIOUS THRU MERRILL LYNCH A/C 02440 P 2022-12-12 2023-11-08 30125 31163 -1038 -1038 VARIOUS THRU MERRILL LYNCH A/C 02440 P 2020-02-11 2023-11-08 236245 140738 95507 95507 150,000 ISRAEL ST 8TH SER JUBILEE 10 YR 4% BOND P 2013-11-20 2023-11-30 150000 150000 VARIOUS THRU MERRILL LYNCH A/C 03711 P 2023-12-12 2023-10-12 28891 33008 -4117 -4117 VARIOUS THRU MERRILL LYNCH A/C 03711 P 2018-12-18 2023-12-21 263879 172139 91740 91740 VARIOUS THRU MERRILL LYNCH A/C 04456 P 2022-12-12 2023-07-24 47238 40382 6856 6856 VARIOUS THRU MERRILL LYNCH A/C 04456 P 2016-11-30 2023-07-24 18948 11688 7260 7260 VARIOUS THRU MERRILL LYNCH A/C 04625 P 2022-12-12 2023-11-08 59603 73094 -13491 -13491 VARIOUS THRU MERRILL LYNCH A/C 04625 P 2017-12-15 2023-11-08 139846 80691 59155 59155 Capital Gain Dividends 89 231708 3891 3891 3891 2554 5400 7954 4063 4063 false false false false false false false true true MI true false false false false true N/A JULIE J WIENER 2487372144 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 false false false false true false false false false false false false false false false false false false false false false false ROSALIE N ROSEN 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 PRES/SEC/TTEE 0.50 0 JULIE J WIENER 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 VP/TREAS/TTEE 7.00 25000 PAMELA S ROBERTS 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 Trustee 0.50 0 JOEL S GOLDEN 27777 FRANKLIN SUITE 2500 SOUTHFIELD MI 48034 Trustee 0.10 0 NONE NONE 3141848 187338 0 3329186 0 3329186 49938 3279248 163962 163962 3891 3891 160071 160071 160071 620298 620298 160071 3366 248082 64946 17188 290491 624073 620298 0 160071 460227 1084300 0 3366 1080934 248082 64946 17188 290491 460227 X ADAT SHALOM SYNAGOGUE 29901 MIDDLEBELT ROAD FARMINGTON HILLS MI 48334 NONE PC RELIGIOUS PROGRAMMING AND BUILDING RENOVATIONS 9780 B'NAI B'RITH 6735 TELEGRAPH ROAD SUITE 304 BLOOMFIELD HILLS MI 48301 NONE PC JEWISH YOUTH DEVELOPMENT 110 HOLOCAUST MEMORIAL CENTER 28123 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 NONE PC HOLOCAUST HISTORY 252250 MAKE A WISH FOUNDATION MICHIGAN 7600 GRAND RIVER AVE SUITE 175 BRIGHTON MI 48114 NONE PC GRANT WISHES TO ILL CHILDREN 150 CONGREGATION SHAAREY ZEDEK 27375 BELL ROAD SOUTHFIELD MI 48034 NONE PC RELIGIOUS PROGRAMMING 26 TAMARACK CAMPS 6735 TELEGRAPH RD STE 380 BLOOMFIELD HILLS MI 48301 NONE PC SUPPORT ANNUAL FUND DRIVE 750 LUBAVITCH FOUNDATION 14100 WEST NINE MILE ROAD OAK PARK MI 48237 NONE PC SUPPORT JEWISH EDUCATION 18000 AMERICAN FRIENDS OF MAGEN DAVID ADO 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 NONE PC EMERGENCY MEDICAL SERVICES 50000 ALZHEIMER'S ASSOCIATION 25200 TELEGRAPH RD STE 100 SOUTHFIELD MI 48033 NONE PC COMMUNITY CONNECT PROGRAM 40000 JARC 30301 NORTHWESTERN HWY FARMINGTON HILLS MI 48334 NONE PC SUPPORT DISABLED INDIVIDUALS IN RESIDENTIAL CARE 20000 JEWISH FAMILY SERVICES 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE PC SOCIAL SERVICES 550 JEWISH FEDERATION OF PALM BEACH COU 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE PC JEWISH COMMUNITY NEEDS 250 JEWISH FEDERATION OF METRO DETROIT 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 NONE PC SUPPORT JEWISH COMMUNITY NEEDS IN DETROIT 94459 JEWISH HOSPICE AND CHAPLAINCY NETWO 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE PC SUPPORT SERVICES FOR FAMILIES WITH ILLNESS 25 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE PC SUPPORT PERFORMING ARTS 1000 SISTERHOOD OF ADAT SHALOM 29901 MIDDLEBELT RD FARMINGTON HILLS MI 48334 NONE PC FURTHER SPIRITUAL AND SOCIAL INTERESTS IN THE CONSERVATIVE JUDAISM COMMUNITY 144 THE CHURCH OF PENTECOST USA INC 27835 E LARKMOOR STREET SOUTHFIELD MI 48076 NONE PC CHARITABLE CONTRIBUTION 400 VARIETY THE CHILDREN'S CHARITY 600 S ADAMS STE 230 BIRMINGHAM MI 48009 NONE PC MEDICAL CARE FOR CHILDREN 25175 HADASSAH 5030 ORCHARD LAKE ROAD WEST BLOOMFIELD MI 48323 NONE PC MEDICAL RESEARCH 100 NATIONAL COUNCIL OF JEWISH WOMEN 26400 LAHSER ROAD SUITE 100 SOUTHFIELD MI 48034 NONE PC CHARITABLE CONTRIBUTION 154 MARCH OF DIMES 141 WEST JACKSON SUITE 1875 CHICAGO IL 60604 NONE PC GENERAL SUPPORT - HEALTH OF MOTHERS AND BABIES 360 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET STE 540 BOSTON MA 02114 NONE PC SUPPORT TOURETTE'S SYNDROME RESEARCH 50335 THE TORAH FUND 29901 Middlebelt RoaD FARMINGTON HILLS MI 48334 NONE PC CHARITABLE CONTRIBUTION 180 WILLIAM DAVIDSON JEWISH COLLEGE LOA 6735 TELEGRAPH ROAD SUITE 300 BLOOMFIELD HILLS MI 48301 NONE PC INTEREST FREE COLLEGE LOANS 5000 UNITED STATE HOLOCAUST MEMORIAL MUS PO BOX 1568 MERRIFIELD VA 22116 NONE PC PRESERVE THE HISTORY OF THE HOLOCAUST 500 UNIVERSITY OF FLORIDA FOUNDATION IN PO BOX 14425 GAINESVILLE FL 32604 NONE PC EDUCATIONAL 50335 WOUNDED WARRIOR PROJECT PO BOX 758540 TOPEKA KS 66675 NONE PC TO ASSIST VETERANS AND THEIR FAMILIES 50 AMERICAN MACULAR DEGENERATION FOUND PO BOX 515 NORTHAMPTON MA 01061 PC TO EDUCATE AND ASSIST THOSE WITH AGE-RELATED MACULAR DEGENERATION 50 CHARITYVEST 75 FIFTH ST SUITE 2200 ATLANTA GA 30308 NONE PC TO DONATE IN MEMORY OF DECEASED 115 THE CORTNEY GIVES BAK FOUNDATION 18540 HILLCREST ST BEVERLY HILLS MI 48025 NONE PF TO FUND CONGENITAL HEART DEFECT RESEARCH 50 620298 14 102499 18 231708 334207 334207 false false false false false false false false false false ACCOUNTING FEES 4835 3223 0 0 ML 03710 150000 149997 ML 03711 350017 454321 ML 02438 861688 897152 ML 02440 225190 333609 ML 04456 223788 308227 ML 04625 415596 678895 DIVIDENDS & STOCK SALES SETTLED NEXT YR 800 18 18 BROKERAGE FEES 34221 34221 0 0 FOREIGN TAXES PAID 117 117 MICHIGAN ANNUAL REPORT 20 20