MARTIN J GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN J GROSS FAMILY FOUNDATION INC (EIN 47-2439743)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349100901
- Schema version
- 2024v5.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T07:29:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 105 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 | 2024-01-01 | 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 | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SCHWARZ CPA | PreparerPersonNm |
| PTIN | P00009779 | PTIN |
| Phone | 9732284600 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,459,528 | 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 | $2,815,384 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $214,651 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,651 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $843,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,446,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $843,737 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $120,000 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $120,000 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $142,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $142,747 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,136,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,201,135 | 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 | $22,215 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,961 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $383,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,007 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $342,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $333,228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $758,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $801,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $801,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,559,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,576,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $848,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,466 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $23,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,259 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,178,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,432,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,432,609 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,168,425 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,940,660 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,940,660 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,405,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,459,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,459,528 | 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 | $7,405,123 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,459,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,405,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,459,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,405,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,459,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,405,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,576,775 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,187 | OtherIncreasesAmt |
| Subtotal | $9,992,085 | SubtotalAmt |
| Other Decreases | $532,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,459,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH - COLUMBIA LAKE | P | 2024-12-31 | $7,790 | $7,790 | $7,790 | ||
| PASSTHROUGH - FBA CAPITAL PARTNERS | P | 2024-12-31 | $4 | $4 | $4 | ||
| PASSTHROUGH - MADISON V | P | 2024-12-31 | -$122,978 | -$122,978 | $122,978 | ||
| PASSTHROUGH - MANIFOLD | D | 2024-12-31 | $131 | $131 | $131 | ||
| PASSTHROUGH - MANIFOLD | D | 2024-12-31 | -$2 | -$2 | $2 | ||
| PASSTHROUGH - MAVERICK V | P | 2024-12-31 | $4,637 | $4,637 | $4,637 | ||
| PASSTHROUGH - MAVERICK V | P | 2024-12-31 | -$8 | -$8 | $8 | ||
| PASSTHROUGH - OXBRIDGE | P | 2024-12-31 | $1,529 | $1,529 | $1,529 | ||
| PASSTHROUGH - PRIVATE II | P | 2024-12-31 | $11,870 | $11,870 | $11,870 | ||
| PASSTHROUGH - PRIVATE II | P | 2024-12-31 | $21,364 | $21,364 | $21,364 | ||
| PASSTHROUGH - UPPER90 FUND II | P | 2024-12-31 | -$3,869 | -$3,869 | $3,869 | ||
| LOSS ON SALE OF BOOKS | D | 2024-12-31 | -$32,378 | -$32,378 | $32,378 | ||
| NVDA | D | 2024-03-11 | $86,227 | $25,927 | $25,927 | $60,300 | 2024-03-07 |
| NVDA | D | 2024-06-14 | $129,916 | $69,616 | $69,616 | $60,300 | 2024-03-07 |
| NVDA | D | 2024-10-23 | $138,896 | $78,596 | $78,596 | $60,300 | 2024-03-07 |
| AAPL | D | 2024-08-22 | $359,237 | $257,274 | $257,274 | $101,963 | 2024-08-15 |
| GINKGO | P | 2024-08-20 | $4 | -$56 | -$56 | $60 | 2022-08-03 |
| EVOLV | D | 2024-04-03 | $24,637 | $19,803 | $19,803 | $4,834 | 2024-04-03 |
| D | 2024-11-15 | $127,660 | $65,866 | $65,866 | $61,794 | 2024-10-31 | |
| D | 2024-12-09 | $63,012 | $38,294 | $38,294 | $24,718 | 2024-10-31 | |
| TRB | P | 2024-03-07 | $34,039 | $19,681 | $19,681 | $14,358 | 2023-03-01 |
| TRB | P | 2024-03-11 | $33,262 | $18,904 | $18,904 | $14,358 | 2023-03-01 |
| TRB | P | 2024-04-24 | $57,058 | $35,521 | $35,521 | $21,537 | 2023-03-01 |
| TRB | P | 2024-07-11 | $5,235 | $3,799 | $3,799 | $1,436 | 2023-03-01 |
| TRB | D | 2024-04-05 | $41,534 | $38,747 | $38,747 | $2,787 | 2021-10-18 |
| TRB | D | 2024-07-11 | $47,115 | $44,607 | $44,607 | $2,508 | 2021-10-18 |
| TRB | D | 2024-08-26 | $32,133 | $30,740 | $30,740 | $1,393 | 2021-10-18 |
| TRB | D | 2024-09-20 | $114,789 | $109,215 | $109,215 | $5,574 | 2021-10-18 |
| TRB | D | 2024-10-23 | $104,757 | $99,113 | $99,113 | $5,644 | 2021-10-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $843,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,765 | 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 | $3,765 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,035 | 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 | 105 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 | ||||||||
| 105 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 | $6,305,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,031,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,409,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,409,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,283,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,800 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,942 | IncomeTaxAmt |
| Total Tax | $15,742 | TotalTaxAmt |
| Distributable Before Adj | $398,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $398,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $398,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $801,422 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $504,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $747,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $590,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $836,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $511,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,191,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $801,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $398,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,983 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,594,624 | 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 | $504,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,090,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $747,662 | ExcessFromYear4Amt |
| Excess From Year3 | $590,739 | ExcessFromYear3Amt |
| Excess From Year2 | $836,768 | ExcessFromYear2Amt |
| Excess From Year1 | $511,929 | ExcessFromYear1Amt |
| Excess From Current Year | $402,983 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | ||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | CHARITY | $79,272 | ||||
| AMERICAN FRIENDS OF ANU-MUSEUM | ||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | CHARITY | $55,000 | ||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | CHARITY | $75,000 | ||||
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH STREET | WALTHAM | ME | 02453 | NONE | CHARITY | $50,000 | ||||
| CENTER FOR ISRAEL EDUCATION | ||||||||||
| PO BOX 15129 | ATLANTA | GA | 30333 | NONE | CHARITY | $10,000 | ||||
| DURHAM UNIVERSITY | ||||||||||
| NONE | CHARITY | $15,000 | PALENTINE CENTRE | DURHAM | UK | |||||
| ETZ CHAIM OF LIVINGSTON | ||||||||||
| 1 LAFAYETTE DRIVE | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $6,050 | ||||
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||||
| 310 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITY | $10,000 | ||||
| HETERODOX ACADEMY | ||||||||||
| 82 NASSAU STREET 646 | NEW YORK | NY | 10038 | NONE | CHARITY | $5,000 | ||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | CHARITY | $10,000 | ||||
| HUDSON INSTUTUTE | ||||||||||
| 1201 PENNSYLVANIA AVE NW 400 | WASHINGTON | DC | 20004 | NONE | CHARITY | $10,000 | ||||
| IN SHIFRAS ARM INC | ||||||||||
| PO BOX 7212 | SILVER SPRING | MD | 20910 | NONE | CHARITY | $5,000 | ||||
| JEWBELONGORG | ||||||||||
| 37 WEST 20TH STREET SUTIE 307 | NEW YORK | NY | 10011 | NONE | CHARITY | $5,000 | ||||
| JEWISH FEDERATION OF GREATER MIDWEST | ||||||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | CHARITY | $100,000 | ||||
| JEWISH INSTITUTE FOR NATIONAL SECURITY | ||||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | CHARITY | $10,000 | ||||
| JOSEPH KUSHNER HEBREW ACADEMY | ||||||||||
| 110 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | CHARITY | $3,600 | ||||
| MIRASOL FOUNDATION INC | ||||||||||
| 11600 MIRASOL WAY | PALM BEACH GARDENS | FL | 33418 | NONE | CHARITY | $10,000 | ||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||
| 170 CENTRAL PARK WEST AT RICHARD | NEW YORK | NY | 10024 | NONE | CHARITY | $27,500 | GILDER WAY | |||
| THE POSSE FOUNDATION | ||||||||||
| 14 WALL STREET 8A | NEW YORK | NY | 10005 | NONE | CHARITY | $10,000 | ||||
| THE TIVKAH FUND | ||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10222 | NONE | CHARITY | $25,000 | ||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | CHARITY | $200,000 | ||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | CHARITY | $75,000 | ||||
| THE UNIVERSITY OF CHICAGO LAW SCHOOL | ||||||||||
| 5235 SOUTH HARPER COURT | CHICAGO | IL | 60615 | NONE | CHARITY | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $801,422 | 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 | $214,651 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $843,737 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,201,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $120,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,321,135 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SANDALWOOD ASSOCIATES II INC | |||||||
| 1 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $310,000 | Yes (X) | |
| MARTIN J GROSS | |||||||
| 2 | ONE SANDALWOOD DRIVE | LIVINGSTON | NJ | 07039 | $2,505,384 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | LP INTERESTS AND STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,505,384 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,961 | 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 | $5,798,530 | $5,798,530 |
| MARKETABLE SECURITIES | AT COST | $575,000 | $575,000 |
| MARKETABLE SECURITIES | AT COST | $1,059,079 | $1,059,079 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,215 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOOKS AND MANUSCRIPTS USED IN CHARITABLE PURPOSE | $2,168,425 | $1,895,533 | $1,895,533 |
| DISTRIBUTIONS RECEIVABLE | $0 | $45,127 | $45,127 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (10 entries)
| DescDesc | AmtAmt |
|---|---|
| CANYON LAUREL FUND | $5,040 |
| COLUMBIA LAKE PARTNERS GROWTH LENDING | $7,196 |
| FIRST MANHATTAN BROKERAGE | $118,537 |
| HOF CAPITAL GROWTH II | $152,978 |
| HOF XVIII | $63,439 |
| MAVERICK LIEN FUND V LP | $31,969 |
| OXBRIDGE PARTNERS | $23,791 |
| SANDALWOOD PRIVATE II | $30,199 |
| UPPER90 ACQUCO I S LLC | $87,472 |
| UPPER90 FUND II LLC | $11,936 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $3,931 | $0 | $0 |
| INSURANCE | $5,007 | $0 | $0 |
| OFFICE EXPENSE | $319 | $0 | $0 |
| PORTFOILIO DEDUCTIONS - COLUMBIA LAKE PARTNERS | $1,850 | $1,850 | $0 |
| PORTFOILIO DEDUCTIONS - MADISON V | $30 | $30 | $0 |
| PORTFOILIO DEDUCTIONS - SANDALWOOD PRIVATE II | $53,536 | $53,536 | $0 |
| PORTFOILIO DEDUCTIONS - UPPER90 ACQUCO I S LLC | $618 | $618 | $0 |
| PORTFOILIO DEDUCTIONS - UPPER90 FUND II LLC | $9,498 | $9,498 | $0 |
| PORTFOILIO DEDUCTIONS - WINDROSE OPPORTUNITIES FUND SERIES C | $304 | $304 | $0 |
| PORTFOLIO DEDUCTIONS - MAVERICK LEIN FUND V | $6,408 | $6,408 | $0 |
| PORTFOLIO DEDUCTIONS - OXBRIDGE PARTNERS LP | $8,508 | $8,508 | $0 |
| PORTFOLIO DEUDCTIONS - CANYON LAUREL FUND | $4,699 | $4,699 | $0 |
| PORTFOLIO DEDUCTIONS - MANIFOLD GROUP | $212,372 | $212,372 | $0 |
| PORTFOLIO DEDUCTIONS - NGC SY OWNER | $33,398 | $33,398 | $0 |
| PORTFOLIO DEDUCTIONS - FBA CAPITAL PARTNERS | $2,007 | $2,007 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OXBRIDGE PARTNERS | $4,914 | $4,914 | $4,914 |
| SANDALWOOD PRIVATE II | $137,833 | $137,833 | $137,833 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIAMETER CREDIT | $6,790 |
| MADISON V | $3,397 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $19,007 | $19,007 | $0 |
| OUTSIDE CONTRACT SERVICES | $15,825 | $0 | $0 |
| RESEARCH AND DEVELOPMENT | $327,804 | $0 | $0 |
| PUBLISHING FEES | $21,000 | $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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $25 | $0 | $0 |
Comments