MARTIN J GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN J GROSS FAMILY FOUNDATION INC (EIN 47-2439743)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349100514
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T08:21:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SCHWARZ CPA | PreparerPersonNm |
| PTIN | P00009779 | PTIN |
| Phone | 9732284600 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.210.238.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 08:26:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9608160E92189E6F3C0D2BD7B16A8C2571F11FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,370,995 | 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 | $2,718,726 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $154,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,023 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,040 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,951,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,967 | 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 |
| Accounting Fees Rev And Expnss | $54,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,742 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $664,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $664,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,025,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,027 | CashBOYAmt |
| Cash EOY | $248,015 | CashEOYAmt |
| Cash EOYFMV | $248,015 | CashEOYFMVAmt |
| Acct Rcvbl | $13,210 | AcctRcvblAmt |
| Acct Rcvbl BOY | $370,388 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,210 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,210 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $18,750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,959 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,959 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,083,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,304,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,304,084 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,759,657 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,793,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,793,727 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,264,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,370,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,370,995 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,250 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,250 | 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 | $5,264,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,362,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,264,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,362,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,264,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,370,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,264,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,025,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,409 | OtherIncreasesAmt |
| Subtotal | $7,396,477 | SubtotalAmt |
| Other Decreases | $33,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,362,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 | 2019-12-31 | $21,025 | $21,025 | $21,025 | |
| PASSTHROUGH - COLUMBIA LAKE PARTNERS | P | 2019-12-31 | $5,745 | $5,745 | $5,745 | |
| PASSTHROUGH - COLUMBIA LAKE PARTNERS | P | 2019-12-31 | $3,744 | $3,744 | $3,744 | |
| PASSTHROUGH - JERICA COMMERCIAL REAL ESTATE INDEX FUND | P | 2019-12-31 | -$2,251 | -$2,251 | $2,251 | |
| PASSTHROUGH - JERICA COMMERCIAL REAL ESTATE INDEX FUND | P | 2019-12-31 | $12,663 | $12,663 | $12,663 | |
| PASSTHROUGH - MAVERICK LIEN FUND V LP | P | 2019-12-31 | $5,525 | $5,525 | $5,525 | |
| PASSTHROUGH - OXBRIDGE PARTNERS | P | 2019-12-31 | $571 | $571 | $571 | |
| PASSTHROUGH - SSCOF | P | 2019-12-31 | $7,423 | $7,423 | $7,423 | |
| PASSTHROUGH - SSCOF | P | 2019-12-31 | $4,578 | $4,578 | $4,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $856,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,987,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.431234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $895,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,814,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.493517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $817,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,237,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.660563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,132,592 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.525443 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,231,206 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 2.110757 | TotalDistributionRt |
| Average Distribution | 0.422151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,284,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,386,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $992 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,387,405 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $664,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,985 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,985 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,985 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,569 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $422 | 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 | $2,822,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $370,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,334,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,334,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,284,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,985 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,516 | IncomeTaxAmt |
| Total Tax | $4,501 | TotalTaxAmt |
| Distributable Before Adj | $159,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $664,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $532,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $755,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $805,266 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $758,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,852,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $504,543 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,356,819 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,356,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $532,410 | ExcessFromYear4Amt |
| Excess From Year3 | $755,774 | ExcessFromYear3Amt |
| Excess From Year2 | $805,266 | ExcessFromYear2Amt |
| Excess From Year1 | $758,826 | ExcessFromYear1Amt |
| Excess From Current Year | $504,543 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALGEMEINER | |||||||
| 788 EASTERN PARKWAY SUITE 303 | BROOKLYN | NY | 11213 | NONE | CHARITY | $2,500 | |
| AMERICAN FRIENDS OF TEL AVIV UNIV | |||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | CHARITY | $10,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | $50,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITY | $75,000 | |
| AMERICANS FOR OXFORD INC | |||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | CHARITY | $39,000 | |
| BALTIMORE SQUASHWISE | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | CHARITY | $1,000 | |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | CHARITY | $10,000 | |
| CENTRAL FUND OF ISREAL - ALIYAH ASSISTANCE | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 10018 | NONE | CHARITY | $5,000 | |
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITY | $10,000 | |
| EVAS VILLAGE | |||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | NONE | CHARITY | $1,000 | |
| EVERY CHILD IS OURS | |||||||
| 630 EAST 24TH STREET | BROOKLYN | NY | 11210 | NONE | CHARITY | $10,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITY | $10,000 | |
| GLASS ROOTS | |||||||
| 10 BLEEKER STREET | NEWARK | NJ | 07102 | NONE | CHARITY | $10,000 | |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITY | $10,000 | |
| JENNIE LIVTACK MEMORIAL FUND | |||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITY | $10,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | NONE | CHARITY | $100,000 | |
| JEWISH REVIEW OF BOOKS | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | CHARITY | $10,000 | |
| JOSEPH KUSHNER HEBREW ACADEMY | |||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $5,400 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | CHARITY | $30,000 | |
| MULTIPLYING GOOD | |||||||
| 15 W 38TH STREET | NEW YORK | NY | 10018 | NONE | CHARITY | $5,000 | |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | CHARITY | $1,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | NONE | CHARITY | $2,500 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST AT RICHARD | NEW YORK | NY | 10024 | NONE | CHARITY | $121,850 | GILDER WAY |
| SOPAC | |||||||
| ONE SOPAC WAY | SOUTH ORANGE | NJ | 07079 | NONE | CHARITY | $5,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | CHARITY | $15,000 | |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | CHARITY | $100,000 | |
| TIKVAH FUND | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | CHARITY | $5,000 | |
| ZIONIST ORANIZATION OF AMERICA | |||||||
| 4 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | CHARITY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $664,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Related Or Exempt Function Incm | $154,904 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Related Or Exempt Function Incm | $19,040 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $173,944 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,967 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARTIN J GROSS | ||||||
| 1 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $118,726 | Yes (X) |
| SANDALWOOD ASSOCIATES II INC | ||||||
| 2 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $1,000,000 | Yes (X) |
| SANDALWOOD ASSOCIATES III INC | ||||||
| 3 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $300,000 | Yes (X) |
| SANDALWOOD ASSOCIATES I INC | ||||||
| 4 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $300,000 | Yes (X) |
| SANDALWOOD SECURITIES INC | ||||||
| 5 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $1,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,230 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | AT COST | $3,954,084 | $3,954,084 |
| MARKETABLE SECURITIES | AT COST | $350,000 | $350,000 |
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 | $2,759,657 | BOYBookValueAmt |
| EOY Book Value | $2,793,727 | EOYBookValueAmt |
| EOYFMV | $2,793,727 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CANYON LAUREL FUND | $20,373 |
| OXBRIDGE PARTNERS | $13,330 |
| UPPER90 THRASIO II LLC | $29 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $311 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $895 | $0 | $0 |
| INSURANCE | $4,994 | $0 | $0 |
| MEALS & ENTERTAINMENT | $8,546 | $0 | $0 |
| OFFICE EXPENSE | $3,280 | $0 | $0 |
| OTHER INCOME (LOSS) - CANYON LAUREL FUND | $396 | $396 | $0 |
| OTHER INCOME (LOSS) - JERRICA COMMERCIAL REAL ESTATE INDEX FUND | $13,893 | $13,893 | $0 |
| OTHER INCOME (LOSS) - SSCOF | $663 | $663 | $0 |
| PORTFOLIO DEDUCTIONS - JERICA COMMERCIAL REAL ESTATE INDEX FUND, LP | $8,677 | $8,677 | $0 |
| PORTFOLIO DEDUCTIONS - MAVERICK LEIN FUND V | $12,676 | $12,676 | $0 |
| PORTFOLIO DEDUCTIONS - MAVEREICK LIEN FUND V CO-INVESTORS | $688 | $688 | $0 |
| PORTFOLIO DEDUCTIONS - OXBRIDGE PARTNERS LP | $3,406 | $3,406 | $0 |
| PORTFOLIO DEUDCTIONS - CANYON LAUREL FUND | $8,793 | $8,793 | $0 |
| PORTFOILIO DEDUCTIONS - 651 NY AVE FUNDING LLC | $285 | $285 | $0 |
| PORTFOILIO DEDUCTIONS - LCP NPL 7 2018 LLC | $6 | $6 | $0 |
| PORTFOILIO DEDUCTIONS - SANDALWOOD PRIVATE II | $205 | $205 | $0 |
| PORTFOILIO DEDUCTIONS - SSCOF | $8,685 | $8,685 | $0 |
| PORTFOILIO DEDUCTIONS - UPPER90 THRASIO II LLC | $369 | $369 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACRES CAPITAL DEBT OPPORTUNITY FUND | $8,526 | $8,526 | $8,526 |
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $2,240 | $2,240 | $2,240 |
| MAVERICK LIEN FUND V LP | $1,536 | $1,536 | $1,536 |
| OXBRIDGE PARTNERS | $6,738 | $6,738 | $6,738 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (8 entries)
| DescDesc | AmtAmt |
|---|---|
| ACRES CAPITAL DEBT OPPORTUNITY | $1,242 |
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $11,091 |
| JERICA COMMERCIAL REAL ESTATE INDEX FUND | $25,852 |
| MAVERICK LIEN FUND V CO-INVESTORS | $16,292 |
| MAVERICK LIEN FUND V LP | $42,229 |
| SANDALWOOD PRIVATE II | $537 |
| SANDALWOOD SPECIAL CREDIT OPPORTUNITY FUND | $8,694 |
| S3 BERGENLINE INVESTOR LLC | $472 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $52,500 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $75,000 | $75,000 | $0 |
| MISCELLANEOUS | $498 | $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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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