Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ROSE FLAUM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7773 ROYALE RIVER LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE WORTH, FL33467
A Employer identification number

27-0285998
B Telephone number (see instructions)

(212) 697-6900
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,792,391J 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) 925,144
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,900 1,900  
4 Dividends and interest from securities... 48,658 48,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 105,445
b Gross sales price for all assets on line 6a 258,734
7 Capital gain net income (from Part IV, line 2)... 105,445
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)....... Click to see attachment
List of Attached Documents:
// Content
16,348 16,348  
12 Total. Add lines 1 through 11........ 1,097,495 172,351  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,274 0   9,274
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
List of Attached Documents:
// Content
3,022 302   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,946 0   0
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
List of Attached Documents:
// Content
20,641 19,902   739
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,883 20,204   10,013
25 Contributions, gifts, grants paid....... 289,410 289,410
26 Total expenses and disbursements. Add lines 24 and 25 325,293 20,204   299,423
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 772,202
b Net investment income (if negative, enter -0-) 152,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 54,608 169,433 169,433
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 439,362 Click to see attachment
List of Attached Documents:
// Content
1,317,696 		1,581,704
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 51,065 Click to see attachment
List of Attached Documents:
// Content
42,483 		41,254
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 545,035 1,529,612 1,792,391
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 545,035 1,529,612
29 Total net assets or fund balances (see instructions)..... 545,035 1,529,612
30 Total liabilities and net assets/fund balances (see instructions). 545,035 1,529,612
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
545,035
2
Enter amount from Part I, line 27a .....................
2
772,202
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
212,536
4
Add lines 1, 2, and 3 ..........................
4
1,529,773
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
161
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,529,612
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1 a .369 SHS AIR PROD & CHEM INC P 2023-02-03 2023-03-16
b 134 SHS ASTRAZENECA PLC ADR P 2023-02-03 2023-11-13
c 95 SHS BP PLC ADS P 2023-02-03 2023-11-13
d 105 SHS CVS HEALTH CORP COM P 2023-02-03 2023-05-10
e 3 SHS ELEVANCE HEALTH INC P 2023-02-03 2023-11-13
13 SHS HONEYWELL INTL INC P 2023-02-03 2023-11-13
15 SHS MICROSOFT CORP P 2023-02-03 2023-11-13
100 SHS ROYALTY PHARMA PLC SHS CLASS A P 2023-02-03 2023-11-13
59 SHS SHELL PLC ADR P 2023-02-03 2023-11-13
24 SHS STANLEY BLACK & DECKER INC P 2023-02-03 2023-11-13
18 SHS STRYKER CORP P 2023-02-03 2023-02-13
78 SHS ABBVIE INC COM P 2014-04-10 2023-11-13
150 SHS ALTRIA GROUP INC P 2014-10-10 2023-11-13
60 SHS CHEVRON CORP P 2020-06-15 2023-11-13
22 SHS CHUBB LTD P 2016-01-19 2023-11-13
220 SHS CISCO SYS INC P 2013-11-14 2023-11-13
178 SHS COCA COLA CO P 2014-02-18 2023-11-13
36 SHS CVS HEALTH CORP COM P 2020-07-01 2023-05-10
113 SHS EMERSON ELECTRIC CO P 2015-08-12 2023-11-13
51 SHS GENL DYNAMICS CORP P 2012-09-27 2023-11-13
135 SHS INTEL CORP P 2012-11-07 2023-11-13
30 SHS INTL BUSINESS MACHINES CORP P 2018-12-10 2023-11-13
86 SHS JOHNSON & JOHNSON P 2012-04-03 2023-11-13
48 SHS KIMBERLY CLARK CORP P 2011-01-18 2023-11-13
34 SHS LOCKHEED MARTIN CORP P 2013-01-28 2023-11-13
301 SHS LOOMIS SAYLES BOND INST P 2015-12-17 2023-11-13
447 SHS LOOMIS SR FLTNG RT & FX INC Y P 2019-11-19 2023-11-13
53 SHS MCDONALDS CORP P 2014-07-23 2023-11-13
63 SHS MERCK & CO INC NEW COM P 2011-02-07 2023-11-13
82 SHS METLIFE INCORPORATED P 2016-08-08 2023-11-13
30 SHS MICROSOFT CORP P 2020-10-28 2023-11-13
39 SHS PHILIP MORRIS INTL INC P 2013-10-11 2023-11-13
89 SHS PHILLIPS 66 COM P 2020-06-15 2023-11-13
89 SHS PROCTER & GAMBLE P 2012-04-03 2023-11-13
54 SHS RTX CORPORATION P 2013-01-31 2023-11-13
63.67 SHS ILL TOOL WORKS P 2010-07-12 2023-11-13
38.72 SHS PEPISCO INC P 2010-07-14 2023-11-13
(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 102     102
b 8,543   9,323 -780
c 3,380   3,210 170
d 7,340   10,756 -3,416
e 1,384   1,588 -204
2,430   2,768 -338
5,506   3,721 1,785
2,711   4,203 -1,492
3,899   3,316 583
2,019   1,902 117
4,785   4,443 342
10,747   3,801 6,946
6,030   5,248 782
8,636   5,403 3,233
4,889   2,442 2,447
11,523   4,750 6,773
10,153   6,880 3,273
2,516   2,337 179
9,782   6,114 3,668
12,502   3,426 9,076
5,181   2,910 2,271
4,438   4,184 254
12,687   5,798 6,889
5,814   2,990 2,824
15,043   3,076 11,967
3,281   4,483 -1,202
3,674   4,099 -425
14,261   5,153 9,108
6,400   1,956 4,444
4,970   3,048 1,922
11,013   6,158 4,855
3,545   3,398 147
10,190   7,838 2,352
13,558   6,114 7,444
4,491   1,274 3,217
14,797   2,727 12,070
6,514   2,452 4,062
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       102
b       -780
c       170
d       -3,416
e       -204
      -338
      1,785
      -1,492
      583
      117
      342
      6,946
      782
      3,233
      2,447
      6,773
      3,273
      179
      3,668
      9,076
      2,271
      254
      6,889
      2,824
      11,967
      -1,202
      -425
      9,108
      4,444
      1,922
      4,855
      147
      2,352
      7,444
      3,217
      12,070
      4,062
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 2 105,445
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,115
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 2,115
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,115
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,645
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,645
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 530
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow530 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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
Yes
 
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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
Yes
 
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE ROSE FLAUM FOUNDATION Telephone no.right arrow (212) 697-6900

Located atright arrow7773 ROYALE RIVER LANELAKE WORTHFL ZIP+4right arrow33467
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
TERRY WACHALTER TRUSTEE
10.00 		9,274 0 0
7773 ROYALE RIVER LANE
LAKE WORTH,FL33467
SCOTT TARRIFF TRUSTEE
5.00 		0 0 0
7773 ROYALE RIVER LANE
LAKE WORTH,FL33467
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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 VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,629,209
b
Average of monthly cash balances.......................
1b
89,391
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,718,600
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,718,600
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,779
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,692,821
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
84,641
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
84,641
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,115
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,115
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
82,526
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
82,526
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
82,526
Part XI
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
299,423
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
299,423
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 82,526
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 151,852
b From 2019...... 108,975
c From 2020...... 227,131
d From 2021...... 169,914
e From 2022...... 182,355
f Total of lines 3a through e ........ 840,227
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 299,423
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 82,526
e Remaining amount distributed out of corpus 216,897
5 Excess distributions carryover applied to 2023. 0 0
(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 1,057,124
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		151,852
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		905,272
10 Analysis of line 9:
a Excess from 2019.... 108,975
b Excess from 2020.... 227,131
c Excess from 2021.... 169,914
d Excess from 2022.... 182,355
e Excess from 2023.... 216,897
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN CANCER SOCIETY (EASTERN DIVISION)

2 LYON PLACE
WHITE PLAINS,NY10601 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH STREET
NEW YORK,NY10018 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

AMERICAN FRIENDS OF TEL AVIV UNIVERSITY

39 BROADWAY SUITE 1510
NEW YORK,NY10006 		NONE PUBLIC CHARITY SEE STATEMENT A 15,000

AMERICAN INSTITUTE FOR STUTTERING

27 WEST 20TH ST SUITE 1203
NEW YORK,NY10011 		NONE PUBLIC CHARITY SEE STATEMENT A 13,240

AMERICAN JEWISH CONGRESS

233 PARK AVE S
NEW YORK,NY10003 		NONE PUBLIC CHARITY SEE STATEMENT A 500

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA

520 EIGHTH AVENUE 7TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC CHARITY SEE STATEMENT A 500

AMERICAN SOCIETY FOR YAD VASHEM

500 FIFTH AVENUE 42ND FLOOR
NEW YORK,NY10110 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

ANTI DEFAMATION LEAGUE

605 THIRD AVE
NEW YORK,NY10158 		NONE PUBLIC CHARITY SEE STATEMENT A 500

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		NONE PUBLIC CHARITY SEE STATEMENT A 100

CENTRAL SYNAGOGUE

123 EAST 55TH STREET
NEW YORK,NY100223566 		NONE PUBLIC CHARITY SEE STATEMENT A 970

CHILDREN'S CANCER RESEARCH FUND

7301 OHMS LANE SUITE 355
MINNEAPOLIS,MN55439 		NONE PUBLIC CHARITY SEE STATEMENT A 500

DISABLED AMERICAN VETERANS

860 DOLWICK DR
ERIANGER,KY41018 		NONE PUBLIC CHARITY SEE STATEMENT A 200

DISABLED VETERANS NATIONAL FOUNDATION

4601 FORBES BLVD STE 130
LANHAM,MD20706 		NONE PUBLIC CHARITY SEE STATEMENT A 200

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		NONE PUBLIC CHARITY SEE STATEMENT A 100

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC

40 WALL STREET 8TH FLOOR
NEW YORK,NY10005 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 EIGHTH STREET NW
WASHINGTON,DC20001 		NONE PUBLIC CHARITY SEE STATEMENT A 100

HOLLINS COMMUNICATION RESEARCH INSTITUTE

7851 ENON DRIVE
ROANOKE,VA24019 		NONE PUBLIC CHARITY SEE STATEMENT A 20,000

JEWISH HERITAGE FOR THE BLIND

1655 E 24TH ST
BROOKLYN,NY11229 		NONE PUBLIC CHARITY SEE STATEMENT A 500

JEWISH NATIONAL FUND-USA INC

42 E 69TH ST
NEW YORK,NY10021 		NONE PUBLIC CHARITY SEE STATEMENT A 500

MAKE A WISH FOUNDATION

152 WEST 57TH STREET
NEW YORK,NY10019 		NONE PUBLIC CHARITY SEE STATEMENT A 500

MEMORIAL SLOAN KETTERING CANCER CENTER

PO BOX 27106
NEW YORK,NY100877106 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

MOTHERS AGAINST DRUNK DRIVING

511 E JOHN CARPENTER FWY SUITE 200
IRVING,TX75062 		NONE PUBLIC CHARITY SEE STATEMENT A 200

MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO THE HOLOCAUST

EDMOND J SAFRA PLAZA 36 BATTERY
PLACE
NEW YORK,NY10280 		NONE PUBLIC CHARITY SEE STATEMENT A 500

NATIONAL 911 MEMORIAL & MUSEUM

180 GREENWICH STREET
NEW YORK,NY10007 		NONE PUBLIC CHARITY SEE STATEMENT A 200

NATIONAL STUTTERING ASSOCIATION

119 W 40TH STREET 14TH FL
NEW YORK,NY10017 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

OPERATION FINALLY HOME

1659 STATE HIGHWAY 46 WEST SUITE
115-606
NEW BRAUNFELS,TX78132 		NONE PUBLIC CHARITY SEE STATEMENT A 200

PARALYZED VETERANS OF AMERICA

1875 EYE STREET NW SUITE 1100
WASHINGTON,DC20006 		NONE PUBLIC CHARITY SEE STATEMENT A 200

PATROLMEN'S BENEVOLENT ASSOCIATION

125 BROAD STREET 11TH FL
NEW YORK,NY100042400 		NONE PUBLIC CHARITY SEE STATEMENT A 100

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951 		NONE PUBLIC CHARITY SEE STATEMENT A 300

PLANNED PARENTHOOD

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC CHARITY SEE STATEMENT A 100

POLICE ATHLETIC LEAGUE

34 1/2 EAST 12TH STREET
NEW YORK,NY10003 		NONE PUBLIC CHARITY SEE STATEMENT A 100

SIMON WIESENTHAL CENTER

1399 S ROXBURY 2ND FL
LOS ANGELES,CA90035 		NONE PUBLIC CHARITY SEE STATEMENT A 500

SPECIAL OLYMPICS

1133 19TH STREET NW - 12TH FLOOR
WASHINGTON,DC20036 		NONE PUBLIC CHARITY SEE STATEMENT A 200

ST JUDE'S CHILDREN'S RESEARCH HOSP

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PUBLIC CHARITY SEE STATEMENT A 3,000

TEAM RUBICON

6171 W CENTURY BLVD SUITE 310
LOS ANGELES,CA90045 		NONE PUBLIC CHARITY SEE STATEMENT A 200

THE FRESH AIR FUND

633 THIRD AVE - 14TH FLOOR
NEW YORK,NY10017 		NONE PUBLIC CHARITY SEE STATEMENT A 500

THE HELLEN KELLER FOUNDATION

2208 UNIVERSITY BLVD STE 101
BIRMINGHAM,AL35233 		NONE PUBLIC CHARITY SEE STATEMENT A 500

THE JED FOUNDATION

1140 BROADWAY - SUITE 803
NEW YORK,NY10001 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

THE JEWISH MUSEUM

1109 5TH AVE
NEW YORK,NY10128 		NONE PUBLIC CHARITY SEE STATEMENT A 500

THE OHIO STATE UNIVERSITY

ENARSON HALL 154 W 12 AVENUE
COLUMBUS,OH43210 		NONE PUBLIC CHARITY SEE STATEMENT A 205,500

THE OHIO STATE UNIVERSITY - JAMES CANCER HOSPITAL

460 W 10TH AVE
COLUMBUS,OH43210 		NONE PUBLIC CHARITY SEE STATEMENT A 5,000

THE STUTTERING FOUNDATION

PO BOX 11749
MEMPHIS,TN381110749 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

THIRTEENWNET

825 8TH AVE FL 14
NEW YORK,NY10019 		NONE PUBLIC CHARITY SEE STATEMENT A 200

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY SEE STATEMENT A 5,000

UNITED SERVICE ORGANIZATIONS INC (USO WORLD HEADQUARTERS)

2111 WILSON BLVD SUITE 1200
ARLINGTON,VA22201 		NONE PUBLIC CHARITY SEE STATEMENT A 200

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		NONE PUBLIC CHARITY SEE STATEMENT A 500

VETERANS OF FOREIGN WARS

PO BOX 547
MORAVIA,NY13118 		NONE PUBLIC CHARITY SEE STATEMENT A 500

VIETNAM VETERANS MEMORIAL FUND

1235 SOUTH CLARK STREET SUITE 910
ARLINGTON,VA22202 		NONE PUBLIC CHARITY SEE STATEMENT A 1,000

WORLD JEWISH CONGRESS

501 MADISON AVENUE
NEW YORK,NY10022 		NONE PUBLIC CHARITY SEE STATEMENT A 500

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC200371193 		NONE PUBLIC CHARITY SEE STATEMENT A 300

WOUNDED WARRIOR PROJECT

370 7TH AVENUE SUITE 1802
NEW YORK,NY10001 		NONE PUBLIC CHARITY SEE STATEMENT A 2,000
Total .................................right arrow 3a 289,410
bApproved for future payment

THE OHIO STATE UNIVERSITY
OHIO UNION 1739 N HIGH ST
COLUMBUS,OH43210 		NONE PUBLIC CHARITY SEE STATEMENT A 489,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STREET
NEW YORK,NY10018 		NONE PUBLIC CHARITY SEE STATEMENT A 60,000

AMERICAN INSTITUTE FOR STUTTERING
27 WEST 20TH ST SUITE 1203
NEW YORK,NY10011 		NONE PUBLIC CHARITY SEE STATEMENT A 30,000
Total ................................. right arrow 3b 579,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,900  
4 Dividends and interest from securities ....     14 48,658  
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 .....     14 16,348  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 105,445  
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) .. 0 172,351 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
172,351
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE ROSE FLAUM FOUNDATION
 
Employer identification number

27-0285998
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ROSE FLAUM FOUNDATION
  		Employer identification number
27-0285998
Part I
Contributors
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
THE ESTATE OF SANDER FLAUM
 
7773 ROYALE RIVER LAND
 
LAKE WORTH, FL33467

$ 916,831


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ROSE FLAUM FOUNDATION
  		Employer identification number

27-0285998
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
1
 VARIOUS STOCK CONTRIBUTIONS $ 916,831 2023-02-03
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ROSE FLAUM FOUNDATION
  		Employer identification number

27-0285998
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,022 302   0

TY 2023 GeneralExplanationAttachment
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Identifier Return Reference Explanation
  FORM 990-PF STATEMENT A:FORM 990-PF, PART XV,LINE 3, PURPOSE OF GRANT OR CONTRIBUTION:ALL CONTRIBUTIONS WERE MADE TO THE RESPECTIVE CHARITIES FOR CHARITABLE PROGRAMS. ALL CONTRIBUTIONS WERE MADE FOR PURPOSES ALLOWABLE UNDER SECTION 501(C)(3) AND WERE CONSISTENT WITH THE PURPOSES FOR WHICH EACH OF THE CHARITIES WERE GRANTED TAX-EXEMPT STATUS.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 7,060 6,122
ABBVIE INC COM 53,037 68,807
AFLAC INCORPORATED 17,060 20,048
AIR PROD & CHEM INC 20,693 17,797
ALLY FINANCIAL INC 3,354 4,679
ALTRIA GROUP INC 49,650 34,208
AMAZON COM INC 9,274 9,116
AMERICAN EXPRESS CO 6,973 8,430
AMGEN INC 11,032 13,825
APPLE INC 9,504 16,558
ASTRAZENECA PLC ADR 24,628 23,842
BOEING CO 5,113 7,298
BP PLC ADS 18,134 18,904
CARDINAL HEALTH INC 4,961 6,350
CHEVERON CORP 57,485 50,864
CHUBB LTD 20,091 27,798
CISCO SYS INC 58,215 63,201
COCA COLA CO 60,241 59,755
COSTCO CORP 12,172 21,783
CVS HEALTH CORP 8,903 11,212
DOVER CORP 4,288 4,768
ELI LILLY & CO 15,383 24,483
EMERSON ELECTRIC CO 57,341 62,389
GENL DYNAMICS CORP 48,199 72,708
GOLDMAN SACHS GRP INC 8,994 9,644
ILL TOOL WORKS INC 38,487 66,271
INTEL CORP 19,803 38,592
INTL BUSINESS MACHINE CORP 22,943 27,476
JOHNSON AND JOHNSON 77,322 76,489
JPMORGAN CHASE & CO 8,472 24,494
KIMBERLY CLARK CORP 31,775 32,808
LOCKHEED MARTIN CORP 70,453 82,943
MCDONALDS CORP 66,062 87,470
MERK & CO 31,712 38,484
METLIFE INC 26,109 30,618
MICROSOFT CORP 61,768 93,634
PALO ALTO NETWORKS INC 6,004 10,616
PEPSICO INC 29,825 36,516
PHILIP MORRIS INTL INC 21,007 20,604
PHILLIPS 66 COM 56,768 67,635
PROCTER & GAMLBE 69,784 73,417
PRUDENTIAL FINANCIAL INC 6,675 6,845
RTX CORPORATION 15,837 25,579
SHELL PLC ADR 18,828 22,043
SNOWFLAKE INC CL A 10,606 13,333
THE CIGNA GROUP 9,799 11,080
UNITEDHEALTH GP INC 9,128 12,635
VALERO ENERGY CP DELA NEW 9,354 10,400
WALTDISNEY CO HLDG CO 7,390 7,133

TY 2023 InvestmentsOtherSchedule2
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LOOMIS SAYLES BOND INST AT COST 21,691 20,088
LOOMIS SR FLTING RT & RX INC AT COST 20,792 21,166

TY 2023 OtherDecreasesSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Description Amount
ADJUSTMENT FOR WASH SALES 161


TY 2023 OtherExpensesSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 19,902 19,902   0
NYS FILING FEE 100 0   100
SUPPLIES 639 0   639


TY 2023 OtherIncomeSchedule2
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISC. INCOME 16,348 16,348 16,348


TY 2023 OtherIncreasesSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Description Amount
ADJUSTMENT TO COST BASIS 212,536


TY 2023 TaxesSchedule
Name:
THE ROSE FLAUM FOUNDATION
EIN:
27-0285998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UNITED STATES TREASURY 2,946 0   0