CARYL AND NORMAN ROTHMAN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CARYL AND NORMAN ROTHMAN FOUNDATION (EIN 22-6905449)
Tax period: 2019-12-01 to 2020-11-30
Filed: 2021-01-19
IRS object ID: 202140199349100304
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-01-19T14:44:25-06:00	ReturnTs
Tax Period End	2020-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650691589	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WAXMAN & WAXMAN PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7465 NW 4TH STREET	AddressLine1Txt
City	PLANTATION	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33317	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	226905449	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROTHMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTH	BusinessNameControlTxt
Phone	3055342002	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	939 ARTHUR GODFREY ROAD	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33140	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ARNOLD ROTHMAN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	3055342002	PhoneNum
Signature	2021-01-11	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL WAXMAN	PreparerPersonNm
PTIN	P01348367	PTIN
Phone	9549725505	PhoneNum
Preparation	2021-01-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$169,108	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$5,487	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,487	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,757	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$132,989	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,757	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$11,244	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,244	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$875	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$152	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$1,730	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$865	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$3,632	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,740	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$37,280	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$37,280	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,912	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,740	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$37,280	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$29,668	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,504	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$20,871	CashBOYAmt
Cash EOY	$21,609	CashEOYAmt
Cash EOYFMV	$11,609	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,615	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,630	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,630	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$164,413	CorporateStockBOYAmt
Corporate Stock EOY	$134,992	CorporateStockEOYAmt
Corporate Stock EOYFMV	$155,869	CorporateStockEOYFMVAmt
Total Assets BOY	$187,899	TotalAssetsBOYAmt
Total Assets EOY	$158,231	TotalAssetsEOYAmt
Total Assets EOYFMV	$169,108	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$187,899	RetainedEarningBOYAmt
Retained Earning EOY	$158,231	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$187,899	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$158,231	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$187,899	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$158,231	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$187,899	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$29,668	ExcessRevenueOverExpensesAmt
Subtotal	$158,231	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$158,231	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25 SH AAPL	P	2017-01-05	2020-11-23	$2,855	$729	$2,126	$2,126
20 SH MMM	P	2018-07-23	2020-03-02	$3,020	$3,994	-$974	-$974
10 SH AAPL	P		2020-02-06	$3,240	$1,151	$2,089	$2,089
45 SH NEE	P	2018-11-28	2020-11-23	$3,352	$2,015	$1,337	$1,337
350 SH BSCK	P	2017-10-20	2020-03-03	$7,444	$7,516	-$72	-$72
50 SH PFF	P	2019-11-15	2020-07-24	$1,786	$1,866	-$80	-$80
350 SH BSCL	P		2020-03-03	$7,455	$7,258	$197	$197
325 SH PFF	P	2018-03-23	2020-07-24	$11,607	$12,195	-$588	-$588
290 SH BSJK	P	2016-10-04	2020-02-06	$6,916	$7,009	-$93	-$93
15 SH PG	P		2020-02-06	$1,909	$1,302	$607	$607
FRACT SH CASH IN LIEU CNTWW	P		2020-02-07	$6		$6	$6
100 SH SHYG	P		2020-08-28	$4,445	$4,751	-$306	-$306
45 SH CVX	P		2020-03-03	$4,367	$4,912	-$545	-$545
.306 SH VTRS	P		2020-11-20	$5	$4	$1	$1
30 SH DIS	P	2019-03-22	2020-08-28	$4,044	$3,258	$786	$786
120 SH WFC	P		2020-03-02	$4,922	$5,713	-$791	-$791
417 SH FCVSX	P		2020-02-06	$13,382	$11,790	$1,592	$1,592
50 SH XOM	P		2020-03-02	$2,617	$4,187	-$1,570	-$1,570
562.459 SH FGBMX	P	2020-02-11	2020-07-24	$8,139	$8,600	-$461	-$461
30 SH HDV	P	2019-08-01	2020-11-23	$2,605	$2,801	-$196	-$196
350 SH ISTB	P		2020-02-06	$17,705	$17,346	$359	$359
10 SH JNJ	P		2020-02-06	$1,536	$1,142	$394	$394
20 SH JPM	P	2016-10-04	2020-02-06	$2,750	$1,343	$1,407	$1,407
3874.408 SH LLDYX	P	2020-02-10	2020-05-26	$15,808	$16,350	-$542	-$542

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,757	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$1,083	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$39,353	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$207,640	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.189525	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$50,316	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$248,640	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.202365	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$45,859	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$273,962	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.167392	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$33,791	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$185,247	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.182411	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$31,338	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$151,369	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.207031	DistributionYr5Rt
Total Distribution	0.948724	TotalDistributionRt
Average Distribution	0.189745	AverageDistributionRt
Net Vl Noncharitable Assets	$172,751	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$32,779	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$95	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$32,874	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$37,280	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$95	InvestmentIncomeExciseTaxAmt
Subtotal	$95	SubtotalAmt
Tax Based On Investment Income	$95	TaxBasedOnInvestmentIncomeAmt
Tax Due	$95	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	ARNOLD ROTHMAN	IndividualWithBooksNm
Phone	3055342002	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	939 ARTHUR GODFREY ROAD	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33140	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ARNOLD ROTHMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	939 ARTHUR GODFREY ROAD	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33140	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$156,587	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$18,795	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$175,382	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$175,382	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,631	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$172,751	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,638	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,638	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$95	TaxBasedOnInvestmentIncomeAmt
Total Tax	$95	TotalTaxAmt
Distributable Before Adj	$8,543	DistributableBeforeAdjAmt
Distributable Before Ded	$8,543	DistributableBeforeDedAmt
Distributable As Adjusted	$8,543	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$37,280	ExpensesAndContributionsAmt
Qualifying Distributions	$37,280	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$95	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$37,185	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,543	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$23,934	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$24,665	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$32,343	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$38,012	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$29,275	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$148,229	TotalExcessDistributionCyovAmt
Qualifying Distributions	$37,280	QualifyingDistributionsAmt
Applied To Current Year	$8,543	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$28,737	RemainingDistriFromCorpusAmt
Total Corpus	$176,966	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$23,934	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$153,032	ExcessDistriCyovToNextYrAmt
Excess From Year4	$24,665	ExcessFromYear4Amt
Excess From Year3	$32,343	ExcessFromYear3Amt
Excess From Year2	$38,012	ExcessFromYear2Amt
Excess From Year1	$29,275	ExcessFromYear1Amt
Excess From Current Year	$28,737	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MIAMI BEACH KOLLEL
3767 CHASE AVE	MIAMI BEACH	FL	33140	NONE	EXEMPT	CONTRIBUTION	$1,500
TALMUDIC UNIVERSITY
4000 ALTON ROAD	MIAMI BEACH	FL	33140	NONE	EXEMPT	CONTRIBUTION	$8,760
GREATER MIAMI JEWISH
4200 BISCAYNE BLVD	MIAMI BEACH	FL	33140	NONE	EXEMPT	CONTRIBUTION	$500
FRIENDS OF LUBAVITCH
17330 NW 7TH AVE	MIAMI	FL	33137	NONE	EXEMPT	CONTRIBUTION	$9,800
CHABAD OF N BRWDSO PB
7170 LOXAHATCHEE ROAD	PARKLAND	FL	33067	NONE	EXEMPT	CONTRIBUTION	$360
YESHIVA ELEMENTARY SCHOOL
7902 CARLYLE AVE	MIAMI BEACH	FL	33141	NONE	EXEMPT	CONTRIBUTION	$1,000
MOUNT SINAI MED CTR FOUNDATION
4300 ALTON ROAD	MIAMI BEACH	FL	33140	NONE	EXEMPT	CONTRIBUTION	$15,000
CHABAD JEWISH CENTER OF DORAL
10181 NW 58TH STREET	DORAL	FL	33178	NONE	EXEMPT	CONTRIBUTION	$180
HOBART & WILLIAM SMITH COLLEGES
300 PULTENEY STREET	GENOVA	NY	14456	NONE	EXEMPT	CONTRIBUTION	$180

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$37,280	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,487	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,757	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$11,244	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11,244	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$1,750	Amt
Net Investment Income	$875	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES PFD STK PFF
FIDELITY CONVERT SEC FCVSX
ISHARES CORE HIGH DIV
ISHARES 1-5 USD BOND ISTB
ISHARES 0-5 HIGH YLD SHYG	$12,701	$12,394
ATT	$5,784	$4,169
AEP	$3,441	$3,820
APPLE	$1,021	$4,167
BERKSHIRE B	$3,592	$5,723
CHEVRON
CISCO	$1,663	$2,366
DISNEY
EXXON MOBIL
JP MORGAN CHASE	$2,577	$3,537
JOHNSON & JOHNSON	$1,650	$2,170
MMM
MEDTRONIC	$2,653	$3,411
MERCK	$2,430	$3,216
MICROSOFT	$977	$3,211
NEXTERA	$1,567	$2,576
PEPSICO	$1,619	$2,163
PFIZER	$2,251	$2,873
PROCTOR & GAMBLE	$1,660	$2,777
UPS	$3,515	$5,132
VERIZON	$4,103	$4,833
WAL-MART	$1,710	$3,820
WELLS FARGO
BSCK 2020 CB
BSJK 2020HY
BSCL 2021 CB
BSJM 2022HY
FID ADVISOR TOTAL BOND FBKWX	$24,300	$23,930
FID ADVISOR INV GRADE BD FIKQX	$16,500	$16,089
BSJL 2021 HY	$4,042	$4,037
BSCP 2025 CB	$6,156	$6,194
BSCO 2024 CB	$6,110	$6,135
BSJM 2022 HY	$7,097	$6,728
DFS	$3,412	$4,570
HD	$2,136	$2,774
MCD	$1,887	$2,175
PNC	$3,072	$4,142
SBUX	$2,558	$3,431
VTRS	$122	$151
V	$2,686	$3,155

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ADVISORY FEES	$1,651	$826
BANK CHARGES	$79	$39

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF INC TAX PAID	CategoryTxt
Amt	$152	Amt

CARYL AND NORMAN ROTHMAN FOUNDATION: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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