MICHAEL J KOSLOSKI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J KOSLOSKI FOUNDATION (EIN 22-6800804)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-26
- IRS object ID
- 202543309349100104
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-26T11:05:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PEHLE AVE SUITE 601 | AddressLine1Txt |
| City | SADDLE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226800804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J KOSLOSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9737630314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BENJAMIN FRANKLIN DR UNIT 102 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FOTINI ALLTENI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737630314 | PhoneNum |
| Signature | 2025-11-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY TORCHIA | PreparerPersonNm |
| PTIN | P00287611 | PTIN |
| Phone | 2019050400 | PhoneNum |
| Preparation | 2025-11-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,176,887 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $405,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $398,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,543,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,252 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $617,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,869 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,374 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,495 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,487 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,488 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,154 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,077 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,077 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,443 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,984 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,492 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,492 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $432,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,089,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,089,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,521,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,316,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$904,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $722,482 | CashBOYAmt |
| Cash EOY | $503,045 | CashEOYAmt |
| Cash EOYFMV | $503,045 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,694,869 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,770,558 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,751,682 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,050,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,863,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,141,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,570,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,426,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,347,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,796,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,366,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,433,400 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,834,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,930,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,176,887 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $245,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $245,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $245,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,358 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,334,068 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,334,068 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$745,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,649,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,588,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,684,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,834,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,930,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,588,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$904,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,684,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,684,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - 3300 | 2023-01-01 | 2023-12-31 | $229,824 | $237,988 | -$8,164 | -$8,164 | |
| WELLS FARGO - 3300 | 2023-12-31 | $2,295,138 | $2,293,640 | $1,498 | $1,498 | ||
| CAPITAL GAINS DIVIDENDS | $18,918 | $18,918 | $18,918 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,252 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,755 | 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 | $2,861 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737630314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BENJAMIN FRANKLIN DR UNIT 102 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN HEAD | ||||||||
| 90 PARK AVENUE APT 426 | FLORHAM PARK | NJ | 07932 | ADVISOR | 2.00 | $20,000 | $0 | $0 |
| FOTINI ALLTENI | ||||||||
| 1 BENJAMIN FRANKLIN DRIVE | SARASOTA | FL | 34236 | CO-TRUSTEE | 2.00 | $131,869 | $0 | $0 |
| KRISTI ALLTENI | ||||||||
| 1 BENJAMIN FRANKLIN DRIVE | SARASOTA | FL | 34236 | CO-TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| BRITNEY ALLTENI | ||||||||
| 1 BENJAMIN FRANKLIN DRIVE | SARASOTA | FL | 34236 | CO-TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N INDEPENDENCE MALL E 6TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $105,874 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,888,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,501,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,501,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,224,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $911,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $911,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,861 | TotalTaxAmt |
| Distributable Before Adj | $908,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $908,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $908,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,316,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,316,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $908,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $821,595 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,316,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $821,595 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $494,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $413,497 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $120,000 |
| ICAHN SCHOOL OF MEDICINE FOUNDATION | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE | $25,000 |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | NONE | PC | CHARITABLE | $50,000 |
| OVERLOOK HOSPITAL FOUNDATION | |||||||
| 46 BEAUVOIR AVE | SUMMIT | NJ | 07901 | NONE | PC | CHARITABLE | $120,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE ST 4000 | NEW BRUNSWICK | NJ | 08901 | NONE | PC | CHARITABLE | $37,500 |
| SAINT BARNABAS HEALTH CARE CENTER | |||||||
| 95 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | PC | CHARITABLE | $400,000 |
| SEEING EYE INC | |||||||
| WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $40,000 |
| TRINITAS HOSPITAL FOUNDATION | |||||||
| 225 WILLIAMSON ST | ELIZABETH | NJ | 07202 | NONE | PC | CHARITABLE | $51,950 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | CHARITABLE | $60,000 |
| SARASOTA MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1515 S OSPREY AVE SUITE B4 | SARASOTA | FL | 34239 | NONE | PC | CHARITABLE | $65,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 NEW YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $50,000 |
| KEISER UNIVERSITY | |||||||
| 1900 WEST COMMERCIAL BOULEVARD | FT LAUDERDALE | FL | 33309 | NONE | PC | CHARITABLE | $20,000 |
| CENTER FOR HOPE | |||||||
| 12 OVERLOOK AVE | ROCHELLE PARK | NJ | 07662 | NONE | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,089,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $417,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $417,819 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDELBAUM THIRD GENERATION LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 CLINTON ROAD | AddressLine1Txt |
| City | WEST CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $36,154 | Amt |
| Net Investment Income | $18,077 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,077 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REASON FOR AMENDMENT | IdentifierTxt |
| Form And Line Reference | PARTS IX, X AND XII | FormAndLineReferenceDesc |
| Medium Explanation | THE AMOUNTS ON PART IX - LINES 1A, 1B & 1C OF THE ORIGINALLY FILED RETURN WERE OVERSTATED. THIS AMENDED RETURN REFLECTS THE CORRECT AMOUNTS ON THOSE LINES, AS WELL AS THE CHANGES TO PARTS X AND XII RESULTING FROM THESE CHANGES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $2,245,384 | $2,191,252 |
| BOND FUNDS - WELLS FARGO | $1,181,464 | $1,156,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $7,863,498 | EOYBookValueAmt |
| EOYFMV | $11,141,360 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,770,558 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,751,682 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET - WELLS FARGO | AT COST | $460,958 | $460,958 |
| REAL ESTATE INVESTMENT- WELLS FARGO | AT COST | $1,000,743 | $1,064,260 |
| ALTERNATIVE INVESTMENTS - WELLS FARGO | AT COST | $904,576 | $908,182 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $58,975 | LegalFeesAmt |
| Net Investment Income | $29,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,488 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO KOSLOSKI FAMILY FOUNDATION | Desc |
| BOY Book Value | $245,358 | BOYBookValueAmt |
| EOY Book Value | $245,358 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $105,874 | $105,874 | $0 |
| NETWORKING MEETINGS EVENTS | $21,857 | $0 | $21,857 |
| OFFICE EXPENSES | $1,173 | $587 | $586 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES - WELLS FARGO | CategoryTxt |
| Amt | $9,547 | Amt |
| Net Investment Income | $9,547 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |