Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
DAVID ROSENBAUM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)525 ROUTE 70W
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKEWOOD, NJ08701
A Employer identification number

22-3770897
B Telephone number (see instructions)

(732) 901-6600
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,764,785J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 160,002
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 801 801  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 160,803 801  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,000 2,000    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27,044 27,044    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,044 29,044   0
25 Contributions, gifts, grants paid....... 199,871 199,871
26 Total expenses and disbursements. Add lines 24 and 25 228,915 29,044   199,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -68,112
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 654,078 543,689 543,689
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,221,096
Less: allowance for doubtful accounts bullet   1,151,545 Click to see attachment1,221,096 1,221,096
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,274    
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,832,897 1,764,785 1,764,785
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,832,897 1,764,785
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,832,897 1,764,785
31 Total liabilities and net assets/fund balances (see instructions). 1,832,897 1,764,785
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,832,897
2
Enter amount from Part I, line 27a .....................
2
-68,112
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,764,785
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,764,785
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 199,809 647,956 0.308368
2013 151,918 732,886 0.207287
2012 139,024 1,040,268 0.133642
2011 98,253 789,961 0.124377
2010 109,655 656,042 0.167146
2
Total of line 1, column (d) .....................
20.940820
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.188164
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
609,632
5
Multiply line 4 by line 3......................
5
114,711
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
114,711
8
Enter qualifying distributions from Part XII, line 4.............
8
199,871
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletORGANIZATION Telephone no.bullet (732) 901-6600

    Located atbullet525 ROUTE 70WLAKEWOODNJ ZIP+4bullet08701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID ROSENBAUM TRUSTEE
    3.00     		0 0 0
    619 SIXTH STREET
    LAKEWOOD,NJ08701
    ESTHER ROSENBAUM TRUSTEE
    1.00     		0 0 0
    619 SIXTH STREET
    LAKEWOOD,NJ08701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    618,916
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    618,916
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    618,916
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,284
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    609,632
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,482
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    30,482
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,482
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    30,482
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    30,482
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    199,871
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    199,871
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    199,871
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 30,482
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 77,130
    b From 2011...... 58,883
    c From 2012...... 87,121
    d From 2013...... 115,302
    e From 2014...... 167,411
    fTotal of lines 3a through e........ 505,847
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 199,871
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 30,482
    e Remaining amount distributed out of corpus 169,389
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 675,236
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		77,130
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		598,106
    10 Analysis of line 9:
    a Excess from 2011.... 58,883
    b Excess from 2012.... 87,121
    c Excess from 2013.... 115,302
    d Excess from 2014.... 167,411
    e Excess from 2015.... 169,389
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID ROSENBAUM
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID ROSENBAUM
    619 SIXTH STREET
    LAKEWOOD,NJ08701
    (732) 901-6600
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS IN ALL FORMS ARE CONSIDERED. INFORMATION SHOULD INCLUDE A DESCRIPTION OF THE CHARITY AND USE TO WHICH GRANTS APPLIED FOR WILL BE PUT.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CHAYEI OLAM
    CHAYEI OLAM
    1000 BENNETT BLVD
    1000 BENNETT BLVD
    LAKEWOOD,NJ08701     		    EDUCATIONAL 250
    AMERICAN FRIENDS OF AMOLAH SHEL TOR
    AMERICAN FRIENDS OF AMOLAH SHEL TORAH
    1072 MADISON AVE
    1072 MADISON AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 5,360
    KEREN HATORAH
    KEREN HATORAH
    1083 BROOK RD
    1083 BROOK RD
    LAKEWOOD,NJ08701     		    EDUCATIONAL 10,100
    V'YELIPOL YESHIVA
    V'YELIPOL YESHIVA
    1088 E 21ST STREET
    1088 E 21ST STREET
    BROOKLYN,NY11210     		    EDUCATIONAL 360
    TIFERES TZVI
    TIFERES TZVI
    11 12TH STREET
    11 12TH STREET
    LAKEWOOD,NJ08701     		    EDUCATIONAL 236
    YESHIVA YESODEI HACHAIM
    YESHIVA YESODEI HACHAIM
    11 DAHILL COURT
    11 DAHILL COURT
    BROOKLYN,NY11204     		    EDUCATIONAL 360
    ALIYOS ELIYAHU
    ALIYOS ELIYAHU
    1160 E 19TH ST
    1160 E 19TH ST
    BROOKLYN,NY11230     		    EDUCATIONAL 360
    YESHIVA KETANA
    YESHIVA KETANA
    120 2ND ST
    120 2ND ST
    LAKEWOOD,NJ08701     		    EDUCATIONAL 6,650
    BNOS MELECH
    BNOS MELECH
    120 ROSEBANK ST
    120 ROSEBANK ST
    LAKEWOOD,NJ08701     		    EDUCATIONAL 7,600
    CONG ANSHEI SFARD
    CONG ANSHEI SFARD
    1250 MADISON AVE
    1250 MADISON AVE
    LAKEWOOD,NJ08701     		    CHARITABLE 450
    CONG TYY-SKVER
    CONG TYY-SKVER
    13 CATHEDRAL DRIVE
    13 CATHEDRAL DRIVE
    LAKEWOOD,NJ08701     		    CHARITABLE 216
    YESHIVA BAIS BINYAMINBAIS PINCHOS
    YESHIVA BAIS BINYAMIN/BAIS PINCHOS SHOLOM
    132 PROSPECT ST
    132 PROSPECT ST
    LAKEWOOD,NJ08701     		    EDUCATIONAL 360
    CHESED L'AVROHOM
    CHESED L'AVROHOM
    1320 53RD STREET
    1320 53RD ST
    BROOKLYN,NY11219     		    CHARITABLE 1,000
    ZICHRON GEDALYAHU
    ZICHRON GEDALYAHU
    1354 SHAFTO
    1354 SHAFTO
    LAKEWOOD,NJ08701     		    CHARITABLE 360
    NY BOTA SEFER
    NY BOTA SEFER
    14 ENGLEBERG TERRACE
    14 ENGLEBERG TERRACE
    LAKEWOOD,NJ08701     		    CHARITABLE 1,100
    ZICHRON CHAIM
    ZICHRON CHAIM
    14 ENGLEBERG TERRACE
    14 ENGLEBERG TERRACE
    LAKEWOOD,NJ08701     		    CHARITABLE 1,300
    YESHIVA KOL TORAH
    YESHIVA KOL TORAH
    1406 14TH STREET
    1406 14TH STREET
    LAKEWOOD,NJ08701     		    EDUCATIONAL 500
    YESHIVA SHAAREI ORAH
    YESHIVA SHAAREI ORAH
    1408 LEXINGTON AVE
    1408 LEXINGTON AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 360
    OHR CHAIM
    OHR CHAIM
    1424 49TH STREET
    1424 49TH ST
    BROOKLYN,NY11219     		    CHARITABLE 360
    MEKOR HACHINUCH
    MEKOR HACHINUCH
    1430 ARDENWOOD AVE
    1430 ARDENWOOD AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 500
    ZICHRON MOSHE
    ZICHRON MOSHE
    1441 MONMOUTH AVENUE
    1441 MONMOUTH AVENUE
    LAKEWOOD,NJ08701     		    CHARITABLE 9,880
    BAIS MORDECHAI
    BAIS MORDECHAI
    1455 HEATHWOOD
    1455 HEATHWOOD
    LAKEWOOD,NJ08701     		    CHARITABLE 600
    RELIEF
    RELIEF
    150 JAMES ST
    150 JAMES ST
    LAKEWOOD,NJ08701     		    CHARITABLE 2,000
    MOSDOS OHR HATORAH
    MOSDOS OHR HATORAH
    1508 WARRENSVILLE CENTER
    1508 WARRENSVILLE CENTER
    CLEVELAND,OH44121     		    EDUCATIONAL 9,100
    MEKOR CHAIM
    MEKOR CHAIM
    1571 55TH ST
    1571 55TH ST
    BROOKLYN,NY11219     		    EDUCATIONAL 1,800
    CONGREGATION MESIVTA TAT
    CONGREGATION MESIVTA TAT
    16 AUGUSTA LANE
    16 AUGUSTA LANE
    MONSEY,NY10952     		    CHARITABLE 180
    BAIS AHARON B'YISROEL
    BAIS AHARON B'YISROEL
    1673 55TH ST
    1673 55TH ST
    BROOKLYN,NY11204     		    EDUCATIONAL 10,600
    YESHIVAS NOVOMINSK
    YESHIVAS NOVOMINSK
    1690 60TH ST
    1690 60TH ST
    BROOKLYN,NY11204     		    EDUCATIONAL 4,740
    PONOVEZ YESHIVA
    PONOVEZ YESHIVA
    178 TUDOR COURT
    178 TUDOR COURT
    LAKEWOOD,NJ08701     		    EDUCATIONAL 250
    CHASDEI CHASHI L'KALLAH
    CHASDEI CHASHI L'KALLAH
    1863 E 13TH STREET
    1863 E 13TH ST
    BROOKLYN,NY11229     		    CHARITABLE 180
    MESIVTA OF LONG BEACH
    MESIVTA OF LONG BEACH
    205 W BEECH STREET
    205 W BEECH STREET
    LONG BEACH,NY11561     		    EDUCATIONAL 3,860
    BIRCHAS SHMUEL
    BIRCHAS SHMUEL
    21 NOAM LANE
    21 NOAM LANE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 360
    TOMCHE SHABBOS
    TOMCHE SHABBOS
    212 2ND ST SUITE 403
    212 2ND ST SUITE 403
    LAKEWOOD,NJ08701     		    CHARITABLE 1,000
    BY HIGH SCHOOL
    BY HIGH SCHOOL
    277 JAMES
    277 JAMES
    LAKEWOOD,NJ08701     		    EDUCATIONAL 8,000
    TELSHE YESHIVA-CLEVELAND
    TELSHE YESHIVA-CLEVELAND
    28400 EUCLID AVE
    28400 EUCLID AVE
    WICKLIFFE,OH44092     		    EDUCATIONAL 1,000
    YESHIVA TORAS ARON
    YESHIVA TORAS ARON
    285 RIVER AVE
    285 RIVER AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 18,400
    BAIS RIVKA ROCHEL
    BAIS RIVKA ROCHEL
    285 RIVER AVENUE
    285 RIVER AVENUE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 16,300
    CHESED 247
    CHESED 24/7
    286 N MAIN ST SUITE 21
    286 N MAIN ST SUITE 21
    SPRING VALLEY,NY10977     		    CHARITABLE 500
    BAIS REUVEN KAMENETZ
    BAIS REUVEN KAMENETZ
    299 MONMOUTH
    299 MONMOUTH
    LAKEWOOD,NJ08701     		    EDUCATIONAL 800
    ADAS YEREIM
    ADAS YEREIM
    31 SOUT RIGAUD RD
    31 SOUT RIGAUD RD
    SPRING VALLEY,NY10977     		    EDUCATIONAL 1,000
    EITZ CHAIM
    EITZ CHAIM
    310 FOREST AVE
    310 FOREST AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 540
    BROOKHILL SHUL
    BROOKHILL SHUL
    33 AROSA HILL
    33 AROSA HILL
    LAKEWOOD,NJ08701     		    CHARITABLE 4,000
    HAICHAL HATORAH
    HAICHAL HATORAH
    3323 RICHMOND AVE
    3323 RICHMOND AVE
    STATEN ISLAND,NY10312     		    EDUCATIONAL 500
    SCHI
    SCHI
    345 OAK STREET
    345 OAK STREET
    LAKEWOOD,NJ08701     		    EDUCATIONAL 1,040
    YESHIVA GEDOLAH OF PASSAIC
    YESHIVA GEDOLAH OF PASSAIC
    35 ASCENSION ST
    35 ASCENSION ST
    PASSAIC PARK,NJ07055     		    EDUCATIONAL 760
    BAIS FAIGA
    BAIS FAIGA
    350 COURTNEY
    350 COURTNEY
    LAKEWOOD,NJ08701     		    EDUCATIONAL 4,700
    TOMCHEI TZEDOKAH OF LAKEWOOD
    TOMCHEI TZEDOKAH OF LAKEWOOD
    40 CLIFTON AVE 3204
    40 CLIFTON AVE 3204
    LAKEWOOD,NJ08701     		    CHARITABLE 15,301
    BAIS MEDRASH LAKEWOOD COMMONS
    BAIS MEDRASH LAKEWOOD COMMONS
    40 COLE WAY
    40 COLES WAY
    LAKEWOOD,NJ08701     		    CHARITABLE 500
    STAM GEMACH
    STAM GEMACH
    425 8TH ST
    425 8TH ST
    LAKEWOOD,NJ08701     		    CHARITABLE 1,000
    EZRA L'KALLAH
    EZRA L'KALLAH
    425 8TH STREET
    425 8TH STREET
    LAKEWOOD,NJ08701     		    CHARITABLE 1,000
    YESHIVA TORAH V'DAAS
    YESHIVA TORAH V'DAAS
    425 E 9TH ST
    425 E 9TH ST
    BROOKLYN,NY11218     		    EDUCATIONAL 360
    VECHAI OCHICHA
    VECHAI OCHICHA
    489 E 2ND ST
    489 E 2ND ST
    BROOKLYN,NY11218     		    CHARITABLE 1,000
    ICHUD
    ICHUD
    489 E 2ND STREET
    489 E 2ND STREET
    BROOKLYN,NY11218     		    EDUCATIONAL 1,000
    HATZOLAH
    HATZOLAH
    501 W COUNTY LINE RD
    501 W COUNTY LINE RD
    LAKEWOOD,NJ08701     		    CHARITABLE 56
    LEV L'ACHIM
    LEV L'ACHIM
    502 6TH ST
    502 6TH ST
    LAKEWOOD,NJ08701     		    CHARITABLE 360
    BONEI OLAM
    BONEI OLAM
    54 BUTTELL AVE
    54 BUTTELL AVE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 1,000
    YESHIVA GEDOLA OF PATTERSON
    YESHIVA GEDOLA OF PATTERSON
    555 15TH AVENUE
    555 15TH AVENUE
    PATERSON,NJ07504     		    EDUCATIONAL 360
    BIKUR CHOLIM OF MONTREAL
    BIKUR CHOLIM OF MONTREAL
    561 COTE ST CATHERINE
    MONTREAL QC
    LAKEWOOD,NJ08701     		    CHARITABLE 360
    KESER BY
    KESER BY
    60 KEW GARDENS
    60 KEW GARDENS
    LAKEWOOD,NJ08701     		    EDUCATIONAL 236
    TALMUDICAL YESHIVA PHIL
    TALMUDICAL YESHIVA PHIL
    6063 DREXEL RD
    6063 DREXEL RD
    PHILADELPHIA,PA19131     		    EDUCATIONAL 360
    BETH MEDRASH GOVOHA
    BETH MEDRASH GOVOHA
    617 6TH ST
    617 6TH ST
    LAKEWOOD,NJ08701     		    EDUCATIONAL 18,200
    CONG AHAVAS ACHIM
    CONG AHAVAS ACHIM
    629 LEXINGTON
    629 LEXINGTON
    LAKEWOOD,NJ08701     		    CHARITABLE 1,000
    VAYOEL MOSHE
    VAYOEL MOSHE
    636 7TH ST
    636 7TH ST
    LAKEWOOD,NJ08701     		    CHARITABLE 360
    VAAD HARABBANIM
    VAAD HARABBANIM
    639 N LAKE DRIVE
    639 N LAKE DRIVE
    LAKEWOOD,NJ08701     		    CHARITABLE 360
    AHAVAS TZEDOKAH
    AHAVAS TZEDOKAH
    655 8TH ST
    655 8TH ST
    LAKEWOOD,NJ08701     		    CHARITABLE 250
    BAIS MEDRASH ELYON
    BAIS MEDRASH ELYON
    73 MAIN ST
    73 MAIN ST
    MONSEY,NY10952     		    EDUCATIONAL 1,000
    NER YISROEL
    NER YISROEL
    733 RIDGE AVE
    733 RIDGE AVE
    LAKEWOOD,NJ08701     		    CHARITABLE 236
    RCCS
    RCCS
    762 BEDFORD
    762 BEDFORD
    BROOKLYN,NY11205     		    CHARITABLE 180
    TIFERES DEVORAH L'KALLAH
    TIFERES DEVORAH L'KALLAH
    79 ROSELLE COURT
    79 ROSELLE COURT
    LAKEWOOD,NJ08701     		    CHARITABLE 1,000
    SHEARITH ISRAEL CHARITY FUND
    SHEARITH ISRAEL CHARITY FUND
    795 CYPRESS AVENUE
    795 CYPRESS AVENUE
    LAKEWOOD,NJ08701     		    EDUCATIONAL 500
    YESHIVA BETH MOSHE
    YESHIVA BETH MOSHE
    930 HICKORY ST
    930 HICKORY ST
    SCRANTON,PA18505     		    EDUCATIONAL 800
    SHAAGAS ARYEH
    SHAAGAS ARYEH
    975 CROSS STREET
    975 CROSS STREET
    LAKEWOOD,NJ08701     		    EDUCATIONAL 3,700
    BAIS KAILA
    BAIS KAILA
    PO BOX 952
    PO BOX 952
    LAKEWOOD,NJ08701     		    EDUCATIONAL 360
    LAKEWOOD CHEDER SCHOOL
    LAKEWOOD CHEDER SCHOOL
    POB 838
    POB 838
    LAKEWOOD,NJ08701     		    EDUCATIONAL 9,160
    Total .................................bullet 3a 199,871
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 801  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   801  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13801
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    DAVID ROSENBAUM FAMILY FOUNDATION
     
    Employer identification number

    22-3770897
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    DAVID ROSENBAUM FAMILY FOUNDATION
          		Employer identification number
    22-3770897
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    DAVID ROSENBAUM  
    619 SIXTH
     
    LAKEWOOD, NJ08701

    		$ 160,002


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    DAVID ROSENBAUM FAMILY FOUNDATION
          		Employer identification number

    22-3770897
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    DAVID ROSENBAUM FAMILY FOUNDATION
          		Employer identification number

    22-3770897
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    DAVID ROSENBAUM FAMILY FOUNDATION
    EIN:
    22-3770897
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 2,000 2,000    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    DAVID ROSENBAUM FAMILY FOUNDATION
    EIN:
    22-3770897
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NORTHWEST LEASING CO. AT COST    

    TY 2015 OtherExpensesSchedule
    Name:
    DAVID ROSENBAUM FAMILY FOUNDATION
    EIN:
    22-3770897
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 35 35    
    EDUCATIONAL PROMOTION 26,982 26,982    
    OFFICE 27 27    


    TY 2015 OtherNotesLoansRcvblShortSch2
    Name:
    DAVID ROSENBAUM FAMILY FOUNDATION
    EIN:
    22-3770897
    Name of 501(c)(3) Organization Balance Due
    LOAN RECEIVABLE
          		1,221,096