2023-11-09T12:05:40-06:00 2022-12-31 223123305 MEISEL TUTEUR & LEWIS PC 101 EISENHOWER PARKWAY ROSELAND NJ 070681086 990PF 2022-01-01 472439743 THE MARTIN J GROSS FAMILY FOUNDATION I MART 9732338800 1 SANDALWOOD DRIVE LIVINGSTON NJ 07039 MARTIN J GROSS PRESIDENT /CFO 9732338800 2023-11-08 1 MARTIN GROSS 999009999 0 WILLIAM SCHWARZ CPA P00009779 9732284600 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7308269 X 1097989 214957 214957 269261 324437 269261 56471 56471 1638678 540689 0 0 0 50564 0 0 5000 0 0 228340 75000 0 262654 88261 0 546558 163261 0 1057750 1057750 1604308 163261 1057750 34370 377428 469683 78614 78614 353039 244409 244409 2440 3346 2440 2440 40751 4107748 3947126 3947126 3110009 3035680 3035680 8084576 7308269 7308269 0 0 X 0 0 0 0 8084576 7308269 8084576 7308269 8084576 7308269 8084576 34370 33185 8152131 843862 7308269 PASSTHROUGH - CANYON LAUREL FUND P 2022-12-31 5701 5701 5701 PASSTHROUGH - MAVERICK LIEN FUND V LP P 2022-12-31 8304 8304 8304 PASSTHROUGH - OXBRIDGE PARTNERS P 2022-12-31 8442 8442 8442 PASSTHROUGH - PRIVATE II P 2022-12-31 12892 12892 12892 PASSTHROUGH - PRIVATE II P 2022-12-31 4789 4789 4789 PASSTHROUGH - UPPER 90 FUND II P 2022-12-31 1197 1197 1197 THE REAL BROKERAGE INC D 2022-12-31 70742 70742 70742 ISHARES TR RUSSELL 1000 VALUE ETF D 2022-12-31 101282 101282 101282 NEXIMMUNE P 2022-12-31 55176 -55176 -55176 PASSTHROUGH - MADISON V P 2022-12-31 170 170 170 GAIN ON SALE OF BOOKS D 2022-12-31 110918 110918 110918 269261 5246 0 5246 0 5246 3394 0 0 0 3394 0 1852 0 0 0 0 0 0 0 0 1 1 0 1 1 NJ 1 0 1 0 0 1 N/A THE FOUNDATION AS ADDRESSED 9732338800 101 EISENHOWER PARKWAY ROSELAND NJ 07068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3165482 572873 861956 4600311 0 0 4600311 69005 4531306 226565 226565 5246 337 5583 220982 0 220982 0 220982 1057750 0 1057750 220982 0 0 805266 758826 504543 747662 590739 3407036 1057750 0 0 0 220982 836768 0 0 4243804 0 0 0 0 0 0 805266 3438538 758826 504543 747662 590739 836768 X AMERICAN FRIENDS OF THE HEBREW UNIVERSITY ONE BATTERY PARK PLAZA 25TH FLOOR NEW YORK NY 10004 NONE CHARITY 49400 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE CHARITY 75000 AMERICAN ISREAL FRIENDSHIP LEAGUE 1460 BROADWAY NEW YORK NY 10036 NONE CHARITY 1500 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 NONE CHARITY 451395 BALTIMORE SQUASHWISE 3600 CLIPPER MILL ROAD BALTIMORE MD 21211 NONE CHARITY 2000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 10018 NONE CHARITY 15025 JOSEPH KUSHNER HEBREW ACADEMY 110 SOUTH ORANGE AVENUE LIVINGSTON NJ 07039 NONE CHARITY 1800 NATIONAL LIBRARY OF ISRAEL 25 W 45TH STREET STE 701 NEW YORK NY 10036 NONE CHARITY 105200 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST AT RICHARD GILDER WAY NEW YORK NY 10024 NONE CHARITY 25000 SUCCESS ACADEMY CHARTER SCHOOLS 95 PINE STREET FLOOR 6 NEW YORK NY 10005 NONE CHARITY 15000 THE MIRASOL FOUNDATIONS INC 11600 MIRSASOL WAY PALM BEACH GARDEN FL 33418 NONE CHARITY 20000 THE TIVKAH FUND 165 EAST 56TH STREET NEW YORK NY 10222 NONE CHARITY 5000 CENTER FOR SUPPORTIVE SCHOOLS 911 COMMONS WAY PRINCETON NJ 08540 NONE CHARITY 1000 COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH ST NEW YORK NY 10065 NONE CHARITY 5000 FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 NONE CHARITY 10000 FRIENDSHIP CIRCLE 10 MICROLAB ROAD LIVINGSTON NJ 07039 NONE CHARITY 2500 HETERODOX ACADEMY 82 NASSAU STREET 646 NEW YORK NY 10038 NONE CHARITY 10000 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 100000 JEWISH REVIEW OF BOOKS 3091 MAYFIELD ROAD CLEVELAND HEIGHTS OH 44118 NONE CHARITY 10000 LUPUS RESEARCH ALLIANCE 150 EAST 42ND ST NEW YORK NY 10017 NONE CHARITY 10000 THE CENTER FOR JEWISH HISTORY 15 WEST 16TH ST NEW YORK NY 10011 NONE CHARITY 9750 THE JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 NONE CHARITY 35000 THE JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE CHARITY 92000 THE UNIVERSITY OF CHICAGO LAW SCHOOL 1111 E 60TH ST CHICAGO IL 60637 NONE CHARITY 2500 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 NONE CHARITY 3180 1057750 0 523000 14 214957 523000 14 56471 18 269261 0 540689 0 540689 4 INVESTMENT MADE TO INCREASE THE REVENUE OF THE FOUNDATION 7 INVESTMENT MADE TO INCREASE THE REVENUE OF THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN J GROSS ONE SANDALWOOD DRIVE LIVINGSTON NJ 07039 348000 X 2 SANDALWOOD ASSOCIATES II INC ONE SANDALWOOD DRIVE LIVINGSTON NJ 07039 200000 X 3 MARTIN J GROSS ONE SANDALWOOD DRIVE LIVINGSTON NJ 07039 549989 X 3 PARTNERSHIP INTERESTS 549989 ACCOUNTING FEES 5000 0 0 INVESTMENTS AT COST 3667645 3667645 MARKETABLE SECURITIES AT COST 150000 150000 MARKETABLE SECURITIES AT COST 129481 129481 LEGAL FEES 50564 0 0 BOOKS AND MANUSCRIPTS USED IN CHARITABLE PURPOSE 3110009 3035680 3035680 CANYON LAUREL FUND 2022 MAVERICK LIEN FUND V LP 43501 SANDALWOOD PRIVATE II 3114 UPPER90 FUND II LLC 21879 UPPER90 ACQUCO I S LLC 98578 WINDROSE OPPORTUNITY FUND SERIES C LLC 890 FIRST MANHATTAN BROKERAGE 673878 BANK FEES 2970 0 0 DUES AND SUBSCRIPTIONS 0 0 0 INSURANCE 5557 0 0 NON DEDUCTIBLE CONTRIBUTIONS 165850 0 0 OFFICE EXPENSE 16 0 0 PORTFOILIO DEDUCTIONS - COLUMBIA LAKE PARTNERS 5724 5724 0 PORTFOILIO DEDUCTIONS - LCP NPL 7 2018 LLC 234 234 0 PORTFOILIO DEDUCTIONS - SANDALWOOD PRIVATE II 33721 33721 0 PORTFOILIO DEDUCTIONS - UPPER90 FUND II LLC 6345 6345 0 PORTFOILIO DEDUCTIONS - UPPER90 ACQUCO I S LLC 767 767 0 PORTFOLIO DEDUCTIONS - JERICA COMMERCIAL REAL ESTATE INDEX FUND, LP 1748 1748 0 PORTFOILIO DEDUCTIONS - MADISON V 16505 16505 0 PORTFOLIO DEDUCTIONS - MAVERICK LEIN FUND V 10835 10835 0 PORTFOLIO DEDUCTIONS - OXBRIDGE PARTNERS LP 10780 10780 0 PORTFOLIO DEUDCTIONS - CANYON LAUREL FUND 957 957 0 PORTFOILIO DEDUCTIONS - WINDROSE OPPORTUNITIES FUND SERIES C 645 645 0 CANYON COMMERICAL REAL ESTATE INDEX FUND 70 70 70 JERICA COMMERCIAL REAL ESTATE INDEX FUND 4505 4505 4505 MAVERICK LIEN FUND V LP 31 31 31 MADISON REALTY CAPITAL DEBT FUND V 378 378 378 OXBRIDGE PARTNERS 16916 16916 16916 SANDALWOOD PRIVATE II 31971 31971 31971 UPPER90 FUND II 2600 2600 2600 COLUMBIA LAKE PARTNERS GROWTH LENDING 11236 JERICA COMMERCIAL REAL ESTATE INDEX FUND 2289 MADISON V 6786 OXBRIDGE PARTNERS 12874 APPRAISAL FEES 0 0 0 INVESTMENT ADVISORY FEES 75000 75000 0 OUTSIDE CONTRACT SERVICES 17500 0 0 RESEARCH AND DEVELOPMENT 135840 0 0 MARTIN J GROSS 1 SANDALWOOD DRIVE LIVINGSTON NJ 07039