2025-11-17T09:39:09-05:00 2024-12-31 382954392 SHINDEL ROCK & ASSOCIATES PC 28100 CABOT DR STE 102 NOVI MI 48377 990PF 2024-01-01 383161453 THE BRUCE H AND ROSALIE N ROSEN FAMILY FOUNDATION BRUC 2487372144 6230 ORCHARD LAKE ROAD SUITE 235 WEST BLOOMFIELD MI 48322 JULIE J WIENER VP/TREAS/TTEE 2487372144 2025-05-15 true true MORRIS M ROTTMAN P01201140 2488558833 2025-11-13 2024 2025-03-06 01:10:19Z X 2641112 X X 90900 90900 358516 1341099 358516 449416 449416 25000 16667 5535 3690 30274 30274 5468 68 52 52 66329 50751 0 648182 648182 714511 50751 648182 -265095 398665 50114 13924 13924 79285 86954 86954 2076279 1837470 2387983 150000 150000 149998 18 2253 2253 2355696 2090601 2641112 0 X 2355696 2090601 2355696 2090601 2355696 2090601 2355696 -265095 2090601 2090601 MERRILL LYNCH 02438 P 2024-10-15 209744 190761 18983 18983 MERRILL LYNCH 02438 P 161863 183850 -21987 -21987 MERRILL LYNCH 02440 P 2024-03-14 48871 43820 5051 5051 MERRILL LYNCH 02440 P 301172 186542 114630 114630 MERRILL LYNCH 04456 P 52154 52093 61 61 MERRILL LYNCH 04456 P 133274 83781 49493 49493 MERRILL LYNCH 04625 P 2024-10-15 13424 11933 1491 1491 MERRILL LYNCH 04625 P 333474 166056 167418 167418 MERRILL LYNCH 03711 P 3801 5011 -1210 -1210 MERRILL LYNCH 03711 P 83211 58736 24475 24475 358516 24376 5541 5541 5541 4063 7100 11163 5622 5622 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 ROSALIE N ROSEN 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 PRES/SEC/TTE 0.50 0 0 0 JULIE J WIENER 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 VP/TREAS/TTE 7.00 25000 0 0 PAMELA S ROBERTS 6230 ORCHARD LAKE RD 235 WEST BLOOMFIELD MI 48322 TRUSTEE 0.50 0 0 0 JOEL S GOLDEN 27777 FRANKLIN SUITE 2500 SOUTHFIELD MI 48034 TRUSTEE 0.10 0 0 0 NONE NONE N/A 2898657 113508 2253 3014418 3014418 45216 2969202 148460 148460 5541 5541 142919 142919 142919 648182 648182 142919 248082 64946 17188 290491 460227 1080934 648182 142919 505263 1586197 0 248082 1338115 64946 17188 290491 460227 505263 X ADAT SHALOM SYNAGOGUE 29901 MIDDLEBELT ROAD FARMINGTON HILLS MI 48334 NONE PC RELIGIOUS PROGRAMMING 10203 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 110 NEW YORK NY 10018 NONE PC EMERGENCY MEDICAL SERVICES 130000 ALZHEIMER'S ASSOCIATION - MICHIGAN 25200 TELEGRAPH RD STE 100 SOUTHFIELD MI 48033 NONE PC COMMUNITY CONNECT PROGRAM 40000 AMERICA GIVES INC 1732 1ST AVE 27091 NEW YORK NY 10128 NONE PC TO ASSIST NONPROFITS IN ISRAEL 121 B'NAI B'RITH 6735 TELEGRAPH ROAD SUTE 304 BLOOMFIELD HILLS MI 48301 NONE PC JEWISH YOUTH DEVELOPMENT 110 FRIENDS OF THE ISRAELI DEFENSE FORCES PO BOX 999 WALLED LAKE MI 48390 NONE PC COMMUNITY OUTREACH 100 HADASSAH 5030 ORCHARD LAKE ROAD WEST BLOOMFIELD MI 48323 NONE PC MEDICAL RESEARCH 1000 HOLOCAUST MEMORIAL CENTER 28123 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 NONE PC HOLOCAUST HISTORY 250050 JARC 30301 NORTHWESTERN HWY FARMINGTON HILLS MI 48334 NONE PC SUPORT DISABLE INDIVIDUALS 20000 JEWISH FAMILY SERVICES OF METRO DETROIT 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE PC SOCIAL SERVICES 500 JEWISH FEDERATION OF METRO DETROIT 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 NONE PC SUPPORT JEWISH COMMUNITY NEEDS 44959 JEWISH FEDERATION OF SO PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE PC JEWISH COMMUNITY NEEDS 250 JEWISH HOSPICE AND CHAPLAINCY NETWORK 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE PC SUPPORT SERVICES FOR FAMILIES OF ILL 16100 JEWISH SENIOR LIFE 6710 W MAPLE RD WEST BLOOMFIELD TWP MI 48322 NONE PC HOUSING FOR SENIORS 25 LUBAVITCH FOUNDATION 14100 WEST NINE MILE ROAD OAK PARK MI 48237 NONE PC SUPPORT JEWISH EDUCATION 18000 MAKE-A-WISH FOUNDATION 7600 GRAND RIVER AVE SUITE 175 BRIGHTON MI 48114 NONE PC GRANT WISHES TO ILL CHILDREN 50 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET STE 54 BOSTON MA 02114 NONE PC SUPPORT TOURETTE'S SYNDROME RESEARC 50335 NATIONAL COUNCIL OF JEWISH WOMEN 26400 LAHSER ROAD SUITE SOUTHFIELD MI 48034 NONE PC CHARITABLE PURPOSES 150 PANCREATIC CANCER ACTION NETWORK 422 EAST 72ND STREET SUITE 9D NEW YORK NY 10021 NONE PC CANCER RESEARCH 75 SISTERHOOD OF ADAT SHALOM 29901 MIDDLEBELT RD FARMINGTON HILLS MI 48334 NONE PC SPIRITUAL & SOCIAL INTERESTS IN COMM 108 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 NONE PC EDUCATION 1063 TAMARACK CAMPS 6735 TELEGRAPH RD STE 380 BLOOMFIELD HILLS MI 48301 NONE PC ASSISTANCE FOR CHILDREN CAMPS 800 TEMPLE BETH EL 7400 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48301 NONE PC RELIGIOUS PROGRAMMING 50 THE AMERICAN LUNG ASSOCIATION 55 W WACKER DR STE 1150 CHICAGO IL 60601 NONE PC IMPROVE LUNG HEALTH 25 TORAH FUND 29901 MIDDLEBELT RD FARMINGTON HILLS MI 48334 NONE PC RELIGIOUS EDUCATION 180 UNITED HATZALAH 442 5TH AVE SUITE 1866 NEW YORK NY 10018 NONE PC VOLUNTEER EMERGENCY MEDICAL SERVICES 468 UNITED STATES HOLOCAUST MEMORIAL MUSEUM PO BOX 1568 MERRIFIELD VA 22116 NONE PC TO REMEMBER THE HOLOCAUST 500 UNIVERSITY OF FLORIDA FOUNDATIONS INC PO BOX 14425 GAINESVILLE FL 32604 NONE PC EDUCATION 50335 USC SHOAH FOUNDATION ALM 2ND FLOOR MC 0461 LOS ANGELES CA 90089 NONE PC TO EDUCATE ABOUT THE HOLOCAUST 50 VARIETY THE CHILDREN'S CHARITY 600 S ADAMS STE 230 BIRMINGHAM MI 48009 NONE PC MEDICAL CARE FOR CHILDREN 10075 W DAVIDSON JEWISH COLLEGE LOAN PROGRAM 6735 TELEGRAPH ROAD STE 300 BLOOMFIELD HILLS MI 48301 NONE PC INTEREST FREE COLLEGE LOANS 2500 648182 14 90900 14 358516 449416 449416 false false false false false false false false false false ACCOUNTING FEES 5535 3690 ML 03710 150000 149998 ML 03711 377207 503884 ML 02438 709037 796609 ML 02440 ML 04456 447298 568047 ML 04625 303928 519443 PROCEEDS RECEIVABLE 18 2253 2253 EXPENSES BANK FEES 52 52 INVESTMENT EXPENSES 30274 30274 FOREIGN TAXES 48 48 EXCISE TAXES 5400 MI ANNUAL REPORT 20 20