MARTIN J GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN J GROSS FAMILY FOUNDATION INC (EIN 47-2439743)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349101490
- Schema version
- 2018v3.1
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:26:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCO FALLONE CPA | PreparerPersonNm |
| PTIN | P00061895 | PTIN |
| Phone | 9732284600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.109.51.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 07:21:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89A7E0229D7022EA7BC41862E07DC2F8EB0E7512 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,264,871 | 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 | $1,198,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $96,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $559,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,946 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,588 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,384,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,090 | 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 | $220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $111,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $857,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $857,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,036,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $857,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $347,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,150 | CashBOYAmt |
| Cash EOY | $33,027 | CashEOYAmt |
| Cash EOYFMV | $33,027 | CashEOYFMVAmt |
| Acct Rcvbl | $370,388 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,607 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $370,388 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $370,388 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $18,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,750 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,728,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,083,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,083,049 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,534,423 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,759,657 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,759,657 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,456,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,264,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,264,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,456,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,264,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,456,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,264,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,456,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,264,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,456,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $347,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $477,981 | OtherIncreasesAmt |
| Subtotal | $5,282,219 | SubtotalAmt |
| Other Decreases | $17,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,264,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| PASSTHROUGH - JERICA COMMERICAL REAL ESTATE INDEX FUND | P | 2018-12-31 | $230,744 | -$230,744 | -$230,744 | |
| PASSTHROUGH - JERICA COMMERICAL REAL ESTATE INDEX FUND | P | 2018-12-31 | $227,178 | $227,178 | $227,178 | |
| PASSTHROUGH - OXBRIDGE PARTNERS | P | 2018-12-31 | $12 | $12 | $12 | |
| SALE OF COPERNICUS DEREVOLUTIONBUS | P | 2018-12-31 | $120,000 | $32,000 | $32,000 | $152,000 |
| SALE OF DARWIN THE ORIGIN OF SPECIES | P | 2018-12-31 | $90,000 | $33,500 | $33,500 | $123,500 |
| SALE OF EUCLID ELEMENTA | P | 2018-12-31 | $80,000 | -$23,000 | -$23,000 | $57,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $895,496 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,814,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.493517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $817,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,237,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.660563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $595,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,132,592 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.525443 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,231,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 1.679523 | TotalDistributionRt |
| Average Distribution | 0.419881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,987,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $834,340 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $551 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $834,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $857,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $121 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $1,310,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $594,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,017,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,017,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,987,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $179 | IncomeTaxAmt |
| Total Tax | $730 | TotalTaxAmt |
| Distributable Before Adj | $98,624 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,624 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $857,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $857,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $551 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $856,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $532,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $755,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $805,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,093,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $857,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $758,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,852,276 | 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 | $2,852,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $532,410 | ExcessFromYear3Amt |
| Excess From Year2 | $755,774 | ExcessFromYear2Amt |
| Excess From Year1 | $805,266 | ExcessFromYear1Amt |
| Excess From Current Year | $758,826 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 | $25,000 | |
| 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 | $38,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | NONE | CHARITY | $10,000 | |
| AMERICAN FRIENDS OF IDC | |||||||
| 142 W 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | CHARITY | $14,000 | |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | CHARITY | $10,000 | |
| AMERICAN JEWISH COMMITEE | |||||||
| 225 MILBURN AVE SUITE 305 | MILBURN | NJ | 07041 | NONE | CHARITY | $500 | |
| CENTER FOR FAMILY SERVICES OF PALM BEACH COUNTY INC | |||||||
| 4101 PARKER AVENUE | WEST PALM BEACH | FL | 33405 | NONE | CHARITY | $2,500 | |
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITY | $25,000 | |
| EXODUS INSTITUTE | |||||||
| 101 EISENHOWER PARKWAY | ROSELAND | NJ | 07068 | NONE | CHARITY | $12,500 | |
| FOUDATION OF PHILANTHROPIC FUNDS | |||||||
| 520 8TH AVE FLOOR 20 | NEW YORK | NY | 10018 | NONE | CHARITY | $5,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITY | $10,000 | |
| FRIENDSHIP CIRCLE METROWEST INC | |||||||
| 10 MICROLAB ROAD | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $5,000 | |
| LUPUS RESEARCH ALLIANCE | |||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | CHARITY | $16,000 | |
| MUSEUM OF ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | CHARITY | $2,500 | |
| JEFFERSON AWARDS FOUNDATION | |||||||
| 100 WEST 10TH STREET SUITE 215 | WILMINGTON | DE | 19801 | NONE | CHARITY | $16,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 PO BOX 929 | WHIPPANY | NJ | 07981 | NONE | CHARITY | $100,000 | |
| NYU DAILY GIFT ACCOUNT | |||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 110121119 | NONE | CHARITY | $25,000 | |
| JOSEPH KUSHNER HEBREW ACADEMY | |||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $3,600 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | CHARITY | $30,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | $4,000 | |
| SOUTH ORANGE PERFORMING ARTS CENTER | |||||||
| 1 CENTER STREET | NEWARK | NJ | 07102 | NONE | CHARITY | $5,000 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST AT RICHARD | NEW YORK | NY | 10024 | NONE | CHARITY | $121,850 | GILDER WAY |
| SQUASH WISE | |||||||
| 3600 CLIPPER MILL ROAD SUITE 107 | BALTIMORE | MD | 21211 | NONE | CHARITY | $1,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | CHARITY | $15,000 | |
| THE POSSE FOUNDATION | |||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | CHARITY | $10,000 | |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | CHARITY | $250,000 | |
| UNIVERSITY OF CHICAGO LAW SCHOOL | |||||||
| 111 EAST 60TH STREET | CHICAGO | IL | 60637 | NONE | CHARITY | $10,000 | |
| ZIONIST ORANIZATION OF AMERICA | |||||||
| 4 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | CHARITY | $10,000 | |
| ALGEMEINER | |||||||
| 788 EASTERN PARKWAY SUITE 303 | BROOKLYN | NY | 11213 | NONE | CHARITY | $2,500 | |
| ASMEA | |||||||
| 2021 STREET NW 101-291 | WASHINGTON | DC | 20036 | NONE | CHARITY | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $857,450 | 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 | $96,556 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Related Or Exempt Function Incm | $50,588 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $147,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,090 | 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 |
|---|---|---|---|---|---|---|
| MARTIN J GROSS | ||||||
| 1 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $248,000 | Yes (X) |
| SANDALWOOD ASSOCIATES 11 INC | ||||||
| 2 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $750,000 | Yes (X) |
| SANDALWOOD ASSOCIATES 111 INC | ||||||
| 3 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $200,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | AT COST | $1,691,843 | $1,691,843 |
| MARKETABLE SECURITIES | AT COST | $391,206 | $391,206 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $220 | 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 | $2,534,423 | BOYBookValueAmt |
| EOY Book Value | $2,759,657 | EOYBookValueAmt |
| EOYFMV | $2,759,657 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACRES CAPITAL DEBT OPPORTUNITY | $1,697 |
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $14,192 |
| MAVERICK LIEN FUND V CO-INVESTORS | $96 |
| MAVERICK LIEN FUND V LP | $492 |
| OXBRIDGE PARTNERS | $871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,460 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $396 | $0 | $0 |
| OFFICE EXPENSE | $3,201 | $0 | $0 |
| PORTFOLIO DEDUCTIONS - OXBRIDGE PARTNERS LP | $1,585 | $1,585 | $0 |
| INSURANCE | $5,982 | $0 | $0 |
| PORTFOLIO DEDUCTIONS - JERICA COMMERCIAL REAL ESTATE INDEX FUND, LP | $12,117 | $12,117 | $0 |
| PORTFOLIO DEUDCTIONS - CANYON LAUREL FUND | $7,544 | $7,544 | $0 |
| OTHER INCOME (LOSS) - CANYON LAUREL FUND | $1,115 | $1,115 | $0 |
| OTHER INCOME (LOSS) - JERRICA COMMERCIAL REAL ESTATE INDEX FUND | $29,324 | $29,324 | $0 |
| OTHER INCOME (LOSS) MAVERICK LIEN FUND V LP | $375 | $375 | $0 |
| PORTFOLIO DEDUCTIONS - MAVEREICK LIEN FUND V CO-INVESTORS | $73 | $73 | $0 |
| PORTFOLIO DEDUCTIONS - LEIN FUND V | $3,851 | $3,851 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OXBRIDGE PARTNERS | $5,345 | $5,345 | $5,345 |
| ACRES CAPITAL DEBT OPPORTUNITY FUND | $11,683 | $11,683 | $11,683 |
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $33,560 | $33,560 | $33,560 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CANYON LAUREL FUND | $14,973 |
| JERICA COMMERCIAL REAL ESTATE INDEX FUND | $91,588 |
| OTHER UNREALIZED | $371,420 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $35,920 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $75,000 | $75,000 | $0 |
| MISCELLANEOUS | $500 | $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 | $385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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