BETA

RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC (EIN 59-3695159)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201943169349101244
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T14:00:29-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591843700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENNIS PELLUM & ASSOCIATES CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15150 BELFORT ROAD SOUTH BLDG 600AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593695159EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RONNIE & JERROLD ROSENBAUM FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRONNBusinessNameControlTxt
Phone9042850828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11283 PONTE VEDRA BLVDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETH ANGELOPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9042850828PhoneNum
Signature2019-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRON R PELLUMPreparerPersonNm
PTINP00851057PTIN
Phone9043965965PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-04IPDt
IP Tm09:57:19IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id08F4D1F8867CAA78A805179CA2ACF6BD6D6DFA78AtSubmissionCreationDeviceId
At Submission Filing Device Id34D4C2B3B5F33B79F9032B79C3E0478FF1611E63AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,384,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$58,529DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,529DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$465,782GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,254CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$166,783TotalRevAndExpnssAmt
Total Net Invst Incm$166,783TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,575AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,575AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,038TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,605OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,537OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$68OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,793TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,643TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,893TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$93,743TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$57,890ExcessRevenueOverExpensesAmt
Net Investment Income$157,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,787SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$165,205SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$165,205SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,117,650CorporateStockBOYAmt
Corporate Stock EOY$2,075,011CorporateStockEOYAmt
Corporate Stock EOYFMV$2,219,479CorporateStockEOYFMVAmt
Total Assets BOY$2,182,437TotalAssetsBOYAmt
Total Assets EOY$2,240,216TotalAssetsEOYAmt
Total Assets EOYFMV$2,384,684TotalAssetsEOYFMVAmt
Other Liabilities BOY$424OtherLiabilitiesBOYAmt
Other Liabilities EOY$424OtherLiabilitiesEOYAmt
Total Liabilities BOY$424TotalLiabilitiesBOYAmt
Total Liabilities EOY$424TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,182,013RetainedEarningBOYAmt
Retained Earning EOY$2,239,792RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,182,013TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,239,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,182,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,240,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,182,013TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$57,890ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,239,903SubtotalAmt
Other Decreases$111OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,239,792TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$294,972$223,594$71,378$71,378
PUBLICLY TRADED SECURITIES$134,828$133,934$894$894
CAPITAL GAINS DIVIDENDS$35,982$35,982$35,982P
FieldValueIRS element (for citing)
Capital Gain Net Income$108,254CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$128,546AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,497,931NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051461DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,993AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,242,091NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067622DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,173,388NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033237DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,959AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,202,272NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036563DistributionYr4Rt
Adjusted Qlfy Distri Yr5$58,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,178,261NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049225DistributionYr5Rt
Total Distribution0.238108TotalDistributionRt
Average Distribution0.047622AverageDistributionRt
Net Vl Noncharitable Assets$2,580,501NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,889AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,577NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,466AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$93,743QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,153InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,153SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,153TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$52EsPenaltyAmt
Overpayment$395OverpaymentAmt
Applied To ES Tax$395AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBETH ANGELOIndividualWithBooksNm
Phone9042850828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11283 PONTE VEDRA BOULEVARDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JERROLD ROSENBAUM
1283 PONTE VEDRA BLVDPONTE VEDRA BEACHFL32082PRESIDENT1.00$0$0$0
BETH ANGELO
1283 PONTE VEDRA BLVDPONTE VEDRA BEACHFL32082VP/TREASURER1.00$0$0$0
LAURIE BAUGUSS
2601 SIMS COVE LANEJACKSONVILLEFL32217VP/SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,525,055AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,619,798TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,619,798AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,297CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,580,501NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,153TaxBasedOnInvestmentIncomeAmt
Total Tax$3,153TotalTaxAmt
Distributable Before Adj$125,872DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,872DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,872DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,743ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$93,743QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$93,743AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,872DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$22,756ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,537ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,293TotalExcessDistributionCyovAmt
Qualifying Distributions$93,743QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,743AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$32,129ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$32,129ExcessDistributionCyovAppCYAmt
Total Corpus$1,164TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,164ExcessDistriCyovToNextYrAmt
Excess From Year1$1,164ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERROLD ROSENBAUMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BOLLES SCHOOL
7400 SAN JOSE BLVDJACKSONVILLEFL32217N/APUBLICIN MEMEORY OF ELISE BUSH$100
CHILDREN'S HOME SOCIETY
482 S KELLER ROADORLANDOFL32810N/APUBLICGENERAL FUND$5,000
GUARDIAN AD LITEM FOUNDATION OF FL 1ST COAST
214 NORTH HOGAN STREET 6TH FLOORJACKSONVILLEFL32202N/APUBLICGENERAL FUND$500
HOSPICE OF NE FLORIDA
4266 SUNBEAM ROADJACKSONVILLEFL32257N/APUBLICGENERAL FUND$2,500
JACKSONVILLE ZOO AND GARDENS
370 ZOO PKWYJACKSONVILLEFL32218N/APUBLICGENERAL FUND$1,000
JEWISH FAMILY & COMMUNITY SERVICES
6261 DUPONT STATION COURT EASTJACKSONVILLEFL32217N/APUBLICGENERAL FUND$42,500
JEWISH FEDERATION OF JACKSONVILLE
8505 SAN JOSE BLVDJACKSONVILLEFL32217N/APUBLICGENERAL FUND$10,000
MAYO CLINIC FUND
200 FIRST ST SWROCHESTERMN55905N/APUBLICGENERAL FUND$10,000
MUSCULAR DYSTROPHY ASSOCIATION
222 S RIVERSIDE PLAZA STE 1500CHICAGOIL60606N/APUBLICGENERAL FUND$5,000
NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION
223 MILL CREEK ROADJACKSONVILLEFL32211N/APUBLICGENERAL FUND$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208N/APUBLICKELLOGG SCHOOL ANNUAL FUND$5,000
RIVER GARDEN FOUNDATION
11401 OLD SAINT AUGUSTINE RDJACKSONVILLEFL32258N/APUBLICGENERAL FUND$2,000
UNIVERSITY OF FLORIDA
PO BOX 117153GAINESVILLEFL32611N/APUBLICMILLER CENTER FOR RETAILING EDUCATION AND RESEARCH$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,529ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$166,783ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,783TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,150Amt
Net Investment Income$1,575NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,575DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1200 INVESTMENTSStockNm
EOY Book Value$2,075,011EOYBookValueAmt
EOYFMV$2,219,479EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN BASISDesc
Amt$111Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$7,469$7,469$0
ANNUAL REPORT FEE$136$68$68

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BARLEY, MCNAMARA & WILDDesc
BOY Book Value$424BOYBookValueAmt
EOY Book Value$424EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$6,038Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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