2024-05-23T09:11:04-05:00 2023-12-31 390859910 BAKER TILLY US LLP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2023-01-01 270285998 THE ROSE FLAUM FOUNDATION ROSE 2126976900 7773 ROYALE RIVER LANE LAKE WORTH FL 33467 TERRY WACHALTER TRUSTEE 2126976900 2024-05-17 1 TERRY WACHALTER XXX-XX-XXXX 1 RANDI A SCHUSTER P00747022 2126976900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1792391 X 925144 1900 1900 48658 48658 105445 258734 105445 16348 16348 1097495 172351 9274 0 9274 3022 302 0 2946 0 0 20641 19902 739 35883 20204 10013 289410 289410 325293 20204 299423 772202 152147 54608 169433 169433 439362 1317696 1581704 51065 42483 41254 545035 1529612 1792391 0 0 X 0 0 0 0 545035 1529612 545035 1529612 545035 1529612 545035 772202 212536 1529773 161 1529612 .369 SHS AIR PROD & CHEM INC P 2023-02-03 2023-03-16 102 102 102 134 SHS ASTRAZENECA PLC ADR P 2023-02-03 2023-11-13 8543 9323 -780 -780 95 SHS BP PLC ADS P 2023-02-03 2023-11-13 3380 3210 170 170 105 SHS CVS HEALTH CORP COM P 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113 SHS EMERSON ELECTRIC CO P 2015-08-12 2023-11-13 9782 6114 3668 3668 51 SHS GENL DYNAMICS CORP P 2012-09-27 2023-11-13 12502 3426 9076 9076 135 SHS INTEL CORP P 2012-11-07 2023-11-13 5181 2910 2271 2271 30 SHS INTL BUSINESS MACHINES CORP P 2018-12-10 2023-11-13 4438 4184 254 254 86 SHS JOHNSON & JOHNSON P 2012-04-03 2023-11-13 12687 5798 6889 6889 48 SHS KIMBERLY CLARK CORP P 2011-01-18 2023-11-13 5814 2990 2824 2824 34 SHS LOCKHEED MARTIN CORP P 2013-01-28 2023-11-13 15043 3076 11967 11967 301 SHS LOOMIS SAYLES BOND INST P 2015-12-17 2023-11-13 3281 4483 -1202 -1202 447 SHS LOOMIS SR FLTNG RT & FX INC Y P 2019-11-19 2023-11-13 3674 4099 -425 -425 53 SHS MCDONALDS CORP P 2014-07-23 2023-11-13 14261 5153 9108 9108 63 SHS MERCK & CO INC NEW COM P 2011-02-07 2023-11-13 6400 1956 4444 4444 82 SHS METLIFE INCORPORATED P 2016-08-08 2023-11-13 4970 3048 1922 1922 30 SHS MICROSOFT CORP P 2020-10-28 2023-11-13 11013 6158 4855 4855 39 SHS PHILIP MORRIS INTL INC P 2013-10-11 2023-11-13 3545 3398 147 147 89 SHS PHILLIPS 66 COM P 2020-06-15 2023-11-13 10190 7838 2352 2352 89 SHS PROCTER & GAMBLE P 2012-04-03 2023-11-13 13558 6114 7444 7444 54 SHS RTX CORPORATION P 2013-01-31 2023-11-13 4491 1274 3217 3217 63.67 SHS ILL TOOL WORKS P 2010-07-12 2023-11-13 14797 2727 12070 12070 38.72 SHS PEPISCO INC P 2010-07-14 2023-11-13 6514 2452 4062 4062 105445 2115 0 2115 0 2115 2645 0 0 0 2645 0 530 530 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE ROSE FLAUM FOUNDATION 2126976900 7773 ROYALE RIVER LANE LAKE WORTH FL 33467 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY WACHALTER 7773 ROYALE RIVER LANE LAKE WORTH FL 33467 TRUSTEE 10.00 9274 0 0 SCOTT TARRIFF 7773 ROYALE RIVER LANE LAKE WORTH FL 33467 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 1629209 89391 0 1718600 0 0 1718600 25779 1692821 84641 84641 2115 2115 82526 0 82526 0 82526 299423 0 299423 82526 0 0 151852 108975 227131 169914 182355 840227 299423 0 0 0 82526 216897 0 0 1057124 0 0 0 0 0 0 151852 905272 108975 227131 169914 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CHARITY SEE STATEMENT A 60000 AMERICAN INSTITUTE FOR STUTTERING 27 WEST 20TH ST SUITE 1203 NEW YORK NY 10011 NONE PUBLIC CHARITY SEE STATEMENT A 30000 579000 14 1900 14 48658 14 16348 18 105445 0 172351 0 172351 0 0 0 0 0 0 0 0 0 0 X X 1 THE ESTATE OF SANDER FLAUM 7773 ROYALE RIVER LAND LAKE WORTH FL 33467 916831 X 1 VARIOUS STOCK CONTRIBUTIONS 916831 2023-02-03 ACCOUNTING FEES 3022 302 0 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. 3M CO 7060 6122 ABBVIE INC COM 53037 68807 AFLAC INCORPORATED 17060 20048 AIR PROD & CHEM INC 20693 17797 ALLY FINANCIAL INC 3354 4679 ALTRIA GROUP INC 49650 34208 AMAZON COM INC 9274 9116 AMERICAN EXPRESS CO 6973 8430 AMGEN INC 11032 13825 APPLE INC 9504 16558 ASTRAZENECA PLC ADR 24628 23842 BOEING CO 5113 7298 BP PLC ADS 18134 18904 CARDINAL HEALTH INC 4961 6350 CHEVERON CORP 57485 50864 CHUBB LTD 20091 27798 CISCO SYS INC 58215 63201 COCA COLA CO 60241 59755 COSTCO CORP 12172 21783 CVS HEALTH CORP 8903 11212 DOVER CORP 4288 4768 ELI LILLY & CO 15383 24483 EMERSON ELECTRIC CO 57341 62389 GENL DYNAMICS CORP 48199 72708 GOLDMAN SACHS GRP INC 8994 9644 ILL TOOL WORKS INC 38487 66271 INTEL CORP 19803 38592 INTL BUSINESS MACHINE CORP 22943 27476 JOHNSON AND JOHNSON 77322 76489 JPMORGAN CHASE & CO 8472 24494 KIMBERLY CLARK CORP 31775 32808 LOCKHEED MARTIN CORP 70453 82943 MCDONALDS CORP 66062 87470 MERK & CO 31712 38484 METLIFE INC 26109 30618 MICROSOFT CORP 61768 93634 PALO ALTO NETWORKS INC 6004 10616 PEPSICO INC 29825 36516 PHILIP MORRIS INTL INC 21007 20604 PHILLIPS 66 COM 56768 67635 PROCTER & GAMLBE 69784 73417 PRUDENTIAL FINANCIAL INC 6675 6845 RTX CORPORATION 15837 25579 SHELL PLC ADR 18828 22043 SNOWFLAKE INC CL A 10606 13333 THE CIGNA GROUP 9799 11080 UNITEDHEALTH GP INC 9128 12635 VALERO ENERGY CP DELA NEW 9354 10400 WALTDISNEY CO HLDG CO 7390 7133 LOOMIS SAYLES BOND INST AT COST 21691 20088 LOOMIS SR FLTING RT & RX INC AT COST 20792 21166 ADJUSTMENT FOR WASH SALES 161 INVESTMENT FEES 19902 19902 0 NYS FILING FEE 100 0 100 SUPPLIES 639 0 639 MISC. INCOME 16348 16348 16348 ADJUSTMENT TO COST BASIS 212536 UNITED STATES TREASURY 2946 0 0