MARTIN J GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN J GROSS FAMILY FOUNDATION INC (EIN 47-2439743)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349101565
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T12:05:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223123305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISEL TUTEUR & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EISENHOWER PARKWAY | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070681086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472439743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN J GROSS FAMILY FOUNDATION I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 9732338800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SANDALWOOD DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN J GROSS | PersonNm |
| Person Title | PRESIDENT /CFO | PersonTitleTxt |
| Phone | 9732338800 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | GROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SCHWARZ CPA | PreparerPersonNm |
| PTIN | P00009779 | PTIN |
| Phone | 9732284600 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,308,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,097,989 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $214,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $269,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $324,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,471 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,471 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,638,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $50,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $262,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,261 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $546,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,057,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,057,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,604,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,057,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $469,683 | CashBOYAmt |
| Cash EOY | $78,614 | CashEOYAmt |
| Cash EOYFMV | $78,614 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $353,039 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,409 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,440 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,346 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,440 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,440 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,751 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $4,107,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,947,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,947,126 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,110,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,035,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,035,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,084,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,308,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,308,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,084,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,308,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,084,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,308,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,084,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,308,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,084,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,185 | OtherIncreasesAmt |
| Subtotal | $8,152,131 | SubtotalAmt |
| Other Decreases | $843,862 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,308,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PASSTHROUGH - CANYON LAUREL FUND | P | 2022-12-31 | $5,701 | $5,701 | $5,701 | |
| PASSTHROUGH - MAVERICK LIEN FUND V LP | P | 2022-12-31 | $8,304 | $8,304 | $8,304 | |
| PASSTHROUGH - OXBRIDGE PARTNERS | P | 2022-12-31 | $8,442 | $8,442 | $8,442 | |
| PASSTHROUGH - PRIVATE II | P | 2022-12-31 | $12,892 | $12,892 | $12,892 | |
| PASSTHROUGH - PRIVATE II | P | 2022-12-31 | $4,789 | $4,789 | $4,789 | |
| PASSTHROUGH - UPPER 90 FUND II | P | 2022-12-31 | $1,197 | $1,197 | $1,197 | |
| THE REAL BROKERAGE INC | D | 2022-12-31 | $70,742 | $70,742 | $70,742 | |
| ISHARES TR RUSSELL 1000 VALUE ETF | D | 2022-12-31 | $101,282 | $101,282 | $101,282 | |
| NEXIMMUNE | P | 2022-12-31 | -$55,176 | -$55,176 | $55,176 | |
| PASSTHROUGH - MADISON V | P | 2022-12-31 | $170 | $170 | $170 | |
| GAIN ON SALE OF BOOKS | D | 2022-12-31 | $110,918 | $110,918 | $110,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,394 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,394 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,852 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION AS ADDRESSED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732338800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EISENHOWER PARKWAY | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTIN J GROSS | ||||||||
| 1 SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON ALTMAN | ||||||||
| 504 LONG HILL DRIVE | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL S LEWIS CO MEISEL TUTEUR | ||||||||
| 101 EISENHOWER PARKWAY | ROSELAND | NJ | 07068 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,165,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $572,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $861,956 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,600,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,600,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,531,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,246 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $337 | IncomeTaxAmt |
| Total Tax | $5,583 | TotalTaxAmt |
| Distributable Before Adj | $220,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $220,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $220,982 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,057,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,057,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $805,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $758,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $504,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $747,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $590,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,407,036 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,057,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,982 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $836,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,243,804 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $805,266 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,438,538 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $758,826 | ExcessFromYear4Amt |
| Excess From Year3 | $504,543 | ExcessFromYear3Amt |
| Excess From Year2 | $747,662 | ExcessFromYear2Amt |
| Excess From Year1 | $590,739 | ExcessFromYear1Amt |
| Excess From Current Year | $836,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | $49,400 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITY | $75,000 | |
| AMERICAN ISREAL FRIENDSHIP LEAGUE | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | CHARITY | $1,500 | |
| AMERICANS FOR OXFORD INC | |||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | CHARITY | $451,395 | |
| BALTIMORE SQUASHWISE | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | CHARITY | $2,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 10018 | NONE | CHARITY | $15,025 | |
| JOSEPH KUSHNER HEBREW ACADEMY | |||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $1,800 | |
| NATIONAL LIBRARY OF ISRAEL | |||||||
| 25 W 45TH STREET STE 701 | NEW YORK | NY | 10036 | NONE | CHARITY | $105,200 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST AT RICHARD | NEW YORK | NY | 10024 | NONE | CHARITY | $25,000 | GILDER WAY |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | CHARITY | $15,000 | |
| THE MIRASOL FOUNDATIONS INC | |||||||
| 11600 MIRSASOL WAY | PALM BEACH GARDEN | FL | 33418 | NONE | CHARITY | $20,000 | |
| THE TIVKAH FUND | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10222 | NONE | CHARITY | $5,000 | |
| CENTER FOR SUPPORTIVE SCHOOLS | |||||||
| 911 COMMONS WAY | PRINCETON | NJ | 08540 | NONE | CHARITY | $1,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH ST | NEW YORK | NY | 10065 | NONE | CHARITY | $5,000 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | CHARITY | $10,000 | |
| FRIENDSHIP CIRCLE | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $2,500 | |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | NONE | CHARITY | $10,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE ST | HILLSDALE | MI | 49242 | NONE | CHARITY | $500 | |
| JEWISH FEDERATION OF GREATER MIDWEST | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | CHARITY | $100,000 | |
| JEWISH REVIEW OF BOOKS | |||||||
| 3091 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | CHARITY | $10,000 | |
| LUPUS RESEARCH ALLIANCE | |||||||
| 150 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | CHARITY | $10,000 | |
| THE CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH ST | NEW YORK | NY | 10011 | NONE | CHARITY | $9,750 | |
| THE JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | CHARITY | $35,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | CHARITY | $92,000 | |
| THE UNIVERSITY OF CHICAGO LAW SCHOOL | |||||||
| 1111 E 60TH ST | CHICAGO | IL | 60637 | NONE | CHARITY | $2,500 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | CHARITY | $3,180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,057,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,957 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $269,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $540,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,689 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT MADE TO INCREASE THE REVENUE OF THE FOUNDATION |
| 7 | INVESTMENT MADE TO INCREASE THE REVENUE OF THE FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARTIN J GROSS | |||||||
| 1 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $348,000 | Yes (X) | |
| SANDALWOOD ASSOCIATES II INC | |||||||
| 2 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $200,000 | Yes (X) | |
| MARTIN J GROSS | |||||||
| 3 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $549,989 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | PARTNERSHIP INTERESTS | NoncashPropertyDesc |
| Fair Market Value | $549,989 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | AT COST | $3,667,645 | $3,667,645 |
| MARKETABLE SECURITIES | AT COST | $150,000 | $150,000 |
| MARKETABLE SECURITIES | AT COST | $129,481 | $129,481 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $50,564 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKS AND MANUSCRIPTS USED IN CHARITABLE PURPOSE | Desc |
| BOY Book Value | $3,110,009 | BOYBookValueAmt |
| EOY Book Value | $3,035,680 | EOYBookValueAmt |
| EOYFMV | $3,035,680 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (7 entries)
| DescDesc | AmtAmt |
|---|---|
| CANYON LAUREL FUND | $2,022 |
| MAVERICK LIEN FUND V LP | $43,501 |
| SANDALWOOD PRIVATE II | $3,114 |
| UPPER90 FUND II LLC | $21,879 |
| UPPER90 ACQUCO I S LLC | $98,578 |
| WINDROSE OPPORTUNITY FUND SERIES C LLC | $890 |
| FIRST MANHATTAN BROKERAGE | $673,878 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,970 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $0 | $0 | $0 |
| INSURANCE | $5,557 | $0 | $0 |
| NON DEDUCTIBLE CONTRIBUTIONS | $165,850 | $0 | $0 |
| OFFICE EXPENSE | $16 | $0 | $0 |
| PORTFOILIO DEDUCTIONS - COLUMBIA LAKE PARTNERS | $5,724 | $5,724 | $0 |
| PORTFOILIO DEDUCTIONS - LCP NPL 7 2018 LLC | $234 | $234 | $0 |
| PORTFOILIO DEDUCTIONS - SANDALWOOD PRIVATE II | $33,721 | $33,721 | $0 |
| PORTFOILIO DEDUCTIONS - UPPER90 FUND II LLC | $6,345 | $6,345 | $0 |
| PORTFOILIO DEDUCTIONS - UPPER90 ACQUCO I S LLC | $767 | $767 | $0 |
| PORTFOLIO DEDUCTIONS - JERICA COMMERCIAL REAL ESTATE INDEX FUND, LP | $1,748 | $1,748 | $0 |
| PORTFOILIO DEDUCTIONS - MADISON V | $16,505 | $16,505 | $0 |
| PORTFOLIO DEDUCTIONS - MAVERICK LEIN FUND V | $10,835 | $10,835 | $0 |
| PORTFOLIO DEDUCTIONS - OXBRIDGE PARTNERS LP | $10,780 | $10,780 | $0 |
| PORTFOLIO DEUDCTIONS - CANYON LAUREL FUND | $957 | $957 | $0 |
| PORTFOILIO DEDUCTIONS - WINDROSE OPPORTUNITIES FUND SERIES C | $645 | $645 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CANYON COMMERICAL REAL ESTATE INDEX FUND | $70 | $70 | $70 |
| JERICA COMMERCIAL REAL ESTATE INDEX FUND | $4,505 | $4,505 | $4,505 |
| MAVERICK LIEN FUND V LP | $31 | $31 | $31 |
| MADISON REALTY CAPITAL DEBT FUND V | $378 | $378 | $378 |
| OXBRIDGE PARTNERS | $16,916 | $16,916 | $16,916 |
| SANDALWOOD PRIVATE II | $31,971 | $31,971 | $31,971 |
| UPPER90 FUND II | $2,600 | $2,600 | $2,600 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $11,236 |
| JERICA COMMERCIAL REAL ESTATE INDEX FUND | $2,289 |
| MADISON V | $6,786 |
| OXBRIDGE PARTNERS | $12,874 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $0 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $75,000 | $75,000 | $0 |
| OUTSIDE CONTRACT SERVICES | $17,500 | $0 | $0 |
| RESEARCH AND DEVELOPMENT | $135,840 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN J GROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SANDALWOOD DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Comments