BETA

RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC (EIN 59-3695159)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-31
IRS object ID
201712439349100606
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-31T10:23:08-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-08-29SignatureDt
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 Address50.79.92.229IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-29IPDt
IP Tm08:20:35IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFADB9788308223999070A0EEB4B6A23BC9DBC0E9AtSubmissionCreationDeviceId
At Submission Filing Device Id0982A4007B39798D537A156C00F93CADDB1BDC95AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,339,408FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$923,580ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,890DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,721NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$667,792GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,721CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$973,191TotalRevAndExpnssAmt
Total Net Invst Incm$49,611TotalNetInvstIncmAmt
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$3,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,863AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,862AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$838OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$838OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,875TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,528OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,463OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$65OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,966TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,164TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,164TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$879,725ExcessRevenueOverExpensesAmt
Net Investment Income$43,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$466,929SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$229,031SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$229,031SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$384,237CorporateStockBOYAmt
Corporate Stock EOY$1,740,962CorporateStockEOYAmt
Corporate Stock EOYFMV$2,110,377CorporateStockEOYFMVAmt
Corporate Bonds BOY$243,135CorporateBondsBOYAmt
Total Assets BOY$1,094,301TotalAssetsBOYAmt
Total Assets EOY$1,969,993TotalAssetsEOYAmt
Total Assets EOYFMV$2,339,408TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,457OtherLiabilitiesBOYAmt
Other Liabilities EOY$424OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,457TotalLiabilitiesBOYAmt
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$1,089,844RetainedEarningBOYAmt
Retained Earning EOY$1,969,569RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,089,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,969,569TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,094,301TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,969,993TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,089,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$879,725ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,969,569SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,969,569TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$655,755$639,071$16,684$16,684
CAPITAL GAINS DIVIDENDS$12,037$12,037$12,037P
FieldValueIRS element (for citing)
Capital Gain Net Income$28,721CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,173,388NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033237DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,959AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,202,272NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036563DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,178,261NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049225DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,049,713NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038106DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,145AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$491,580NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.152864DistributionYr5Rt
Total Distribution0.309995TotalDistributionRt
Average Distribution0.061999AverageDistributionRt
Net Vl Noncharitable Assets$1,242,091NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$77,008AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$434NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$77,442AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$84,427QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Overpayment$1,006OverpaymentAmt
Applied To ES Tax$1,006AppliedToESTaxAmt
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

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$1,125,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,419AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,261,006TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,261,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,242,091NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$434TaxBasedOnInvestmentIncomeAmt
Total Tax$434TotalTaxAmt
Distributable Before Adj$61,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$61,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$61,671DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,427ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$84,427QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$434PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$83,993AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,671DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,512ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$40,512TotalExcessDistributionCyovAmt
Qualifying Distributions$84,427QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,671AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,756RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$63,268TotalCorpusAmt
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$40,512ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,756ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,756ExcessFromCurrentYearAmt

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
GABRIEL HOUSE OF CARE
4599 WORRALL WAYJACKSONVILLEFL32224N/APUBLICGENERAL FUND$1,000
JEWISH FAMILY & COMMUNITY SERVICES
6261 DUPONT STATION COURT EASTJACKSONVILLEFL32217N/APUBLICGENERAL FUND$20,000
JEWISH FEDERATION OF JACKONVILLE
8505 SAN JOSE BLVDJACKSONVILLEFL32217N/APUBLICGENERAL FUND$20,000
TULANE UNIVERSITY
1555 POYDRAS STREET SUITE 1000NEW ORLEANSLA70112N/APUBLICANNUAL FUND: BUSINESS$2,500
UNIVERSITY OF FLORIDA
PO BOX 117153GAINESVILLEFL32611N/APUBLICMILLER CENTER FOR RETAILING EDUCATION AND RESEARCH$7,500
UNITED WAY OF NE FLORIDA
40 E ADAMS STREET STE 200JACKSONVILLEFL32202N/APUBLICGENERAL FUND$10,000
BETTY GRIFFIN HOUSE
2450 OLD MOULTRIE ROAD STE 202ST AUGUSTINEFL32086N/APUBLICGENERAL FUND$5,000
MUSCULAR DYSTROPHY ASSOCIATION
222 S RIVERSIDE PLAZA STE 1500CHICAGOIL60606N/APUBLICGENERAL FUND$2,000
CHILDREN'S HOME SOCIETY
482 S KELLER ROADORLANDOFL32810N/APUBLICGENERAL FUND$5,000
RIVER GARDEN FOUNDATION
11401 OLD SAINT AUGUSTINE RDJACKSONVILLEFL32258N/APUBLICGENERAL FUND$3,000
JACKSONVILLE ZOO AND GARDENS
370 ZOO PKWYJACKSONVILLEFL32218N/APUBLICGENERAL FUND$1,500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303N/APUBLICGENERAL FUND$2,500
HOSPICE OF NE FLORIDA
4266 SUNBEAM ROADJACKSONVILLEFL32257N/APUBLICGENERAL FUND$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,500TotalGrantOrContriPdDurYrAmt
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$20,890ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,721ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,611ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,611TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJERROLD ROSENBAUMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11283 PONTE VEDRA BLVDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,189,375TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property995SHS ABBVIE INC., 1010SHS BECTON DICKINSON & CO., 3,030SHS NIKE INC., 960SHS STRYKER CORPNoncashPropertyDesc
Fair Market Value$486,809FairMarketValueAmt
Received2016-12-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,725Amt
Net Investment Income$1,863NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,862DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1200 INVESTMENTSStockNm
EOY Book Value$1,740,962EOYBookValueAmt
EOYFMV$2,110,377EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$3,397$3,397$0
ANNUAL REPORT FEE$131$66$65

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO BARLEY, MCNAMARA & WILDDesc
BOY Book Value$4,457BOYBookValueAmt
EOY Book Value$424EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$838Amt
Net Investment Income$838NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF EXCISE TAXCategoryTxt
Amt$2,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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