Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)355 EAST LINDEN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LINDEN, NJ07036
A Employer identification number

22-3613766
B Telephone number (see instructions)

(908) 862-4990
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,837,565J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 594 594  
4 Dividends and interest from securities... 346,025 339,553  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-105,431
b Gross sales price for all assets on line 6a 628,216
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 241,188 340,147  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 1,500   8,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,900 885   5,015
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,330 17,008   322
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,989 1,329   4,660
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,219 20,722   18,497
25 Contributions, gifts, grants paid....... 393,600 393,600
26 Total expenses and disbursements. Add lines 24 and 25 432,819 20,722   412,097
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -191,631
b Net investment income (if negative, enter -0-) 319,425
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 281,778 373,674 373,674
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,248,389 Click to see attachment
List of Attached Documents:
// Content
4,127,100 		5,148,592
c Investments—corporate bonds (attach schedule)....... 1,043,466 Click to see attachment
List of Attached Documents:
// Content
994,158 		960,877
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,982,452 Click to see attachment
List of Attached Documents:
// Content
1,739,864 		1,829,422
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 525,000 525,000 525,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,081,085 7,759,796 8,837,565
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,081,085 7,759,796
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,081,085 7,759,796
30 Total liabilities and net assets/fund balances (see instructions). 8,081,085 7,759,796
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,081,085
2
Enter amount from Part I, line 27a .....................
2
-191,631
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,889,454
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
129,658
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,759,796
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 628,216 0 733,647 -105,431
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -105,431
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -105,431
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,440
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,440
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,440
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,120
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -6120 7 6,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,680
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,680 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowEDMUND FAULKNER Telephone no.right arrow (908) 862-4990

Located atright arrow355 E LINDEN AVELINDENNJ ZIP+4right arrow07036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES KOSLOVSKI PRESIDENT
2.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
EDMUND FAULKNER VICE PRESIDENT
2.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
VERONICA DANIEL SECRETARY
1.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
PHYLLIS CORDUAN ASST. SECRETARY
1.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
ROBERT R STANICKI TREASURER
1.00 		2,000 0 0
1435 RARITAN ROAD
CLARK,NJ07066
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,804,440
b
Average of monthly cash balances.......................
1b
127,050
c
Fair market value of all other assets (see instructions)................
1c
525,000
d
Total (add lines 1a, b, and c).........................
1d
8,456,490
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,456,490
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,847
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,329,643
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
416,482
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
416,482
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,440
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,440
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
412,042
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
412,042
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
412,042
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
412,097
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
412,097
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 412,042
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 107,416
b From 2019...... 146,438
c From 2020...... 157,181
d From 2021...... 121,009
e From 2022...... 67,863
f Total of lines 3a through e ........ 599,907
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 412,097
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 412,042
e Remaining amount distributed out of corpus 55
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 599,962
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		107,416
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		492,546
10 Analysis of line 9:
a Excess from 2019.... 146,438
b Excess from 2020.... 157,181
c Excess from 2021.... 121,009
d Excess from 2022.... 67,863
e Excess from 2023.... 55
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MARION BROZOWSKI DATE OF DEATH MAY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EDMUND FAULKNER
355 EAST LINDEN AVENUE
LINDEN,NJ07036
(908) 862-4990
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM
cAny submission deadlines:
NO DEADLINE DATE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICA'S GROW A ROW

150 PITTSTOWN ROAD
PITTSTOWN,NJ08867 		  PUBLIC FOOD DONATIONS 5,100

ASSOCIATED HUMANE SOCIETIES ANIMAL RESCUE

124 EVERGREEN AVENUE
NEWARK,NJ07114 		  PUBLIC ANIMAL WELFARE 7,000

BONNIE BRAE

3415 VALLEY ROAD
LIBERTY CORNER,NJ07938 		  PUBLIC YOUTH SERVICES 12,000

CAT ADOPTION AND PET INFO CENTER

PO BOX 266
MARTINSVILLE,NJ08836 		  PUBLIC ANIMAL WELFARE 6,000

CENTER FOR HOPE HOSPICE

1900 RARITAN ROAD
SCOTCH PLAINS,NJ07076 		  PUBLIC HOSPICE CARE 21,000

COMMUNITY FOOD BANK OF NJ

33 EVANS TERMINAL ROAD
HILLSIDE,NJ07205 		  PUBLIC FOOD DONATIONS 8,000

DEBORAH HOSPITAL FOUNDATION

20 PINE MILL ROAD
BROWNS MILLS,NJ08015 		  PUBLIC HEALTHCARE 8,000

FOOD BANK OF OCEAN & MONMOUTH COUNTIES

3300 ROUTE 66
NEPTUNE,NJ07753 		  PUBLIC FOOD DONATIONS 13,000

FRANCISCAN CHARITIES

117 HIGHWAY 35 SOUTH
KEYPORT,NJ07735 		  PUBLIC ASSISTANCE TO THE POOR 30,000

FRIENDS OF LINDEN ANIMAL SHELTER

1305 WOODLAWN AVENUE
LINDEN,NJ07036 		  PUBLIC ANIMAL WELFARE 6,000

TAMERLAINE FARM SANCTUARY

147 RIVER ROAD
MONTAGUE,NJ07827 		  PUBLIC ANIMAL WELFARE 16,000

HOUR CHILDREN

36-11A 12TH STREET
LONG ISLAND CITY,NY11106 		  PUBLIC ASSISTANCE TOINCARCERATEDWOMEN AND CHILDREN 20,000

JERSEY SHORE ANIMAL CENTER

185 BRICK BOULEVARD
BRICK,NJ08723 		  PUBLIC ANIMAL WELFARE 8,000

NOAH'S ARK ANIMAL RESCUE

PO BOX 5734
CLARK,NJ07066 		  PUBLIC ANIMAL WELFARE 4,500

OPERATION SMILE

6435 TIDEWATER DRIVE
NORFOLK,VA23509 		  PUBLIC CHILDREN'S HEALTHCARE 9,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE
MANHATTAN BEACH,CA90266 		  PUBLIC CANCER RESEARCH 15,000

ST HUBERT'S ANIMAL SHELTER

575 WOODLAND AVENUE
MADISON,NJ07940 		  PUBLIC ANIMAL WELFARE 3,500

ST JOSEPH'S SOCIAL SERVICE CENTER

118 DIVISION STREET
ELIZABETH,NJ07201 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 50,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PUBLIC CHILDREN'S HEALTHCARE 25,000

SPAY USA FUND SOMERSET

100 COMMONS WAY
BRIDGEWATER,NJ08807 		  PUBLIC ANIMAL WELFARE 2,000

TABBY'S PLACE

1100 US HWY 202
RINGOES,NJ08551 		  PUBLIC ANIMAL WELFARE 2,000

THE LUSTGARTEN FOUNDATION FOR RESEARCH

1111 STEWART AVENUE
BETHPAGE,NY11714 		  PUBLIC CANCER RESEARCH 14,000

THE SALVATION ARMY

PO BOX 1428
ALEXANDRIA,VA22313 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 9,000

VICTORY JUNCTION

4500 ADAMS WAY
RANDLEMAN,NC27317 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 8,500

WOODLANDS WILDLIFE REFUGE

676 COUNTY ROAD 513
PITTSTOWN,NJ08867 		  PUBLIC ANIMAL WELFARE 6,500

WOUNDED WARRIOR PROJECT

370 7th AVE STE 1802
NEW YORK,NY10001 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 20,000

YOUTH CONSULTATION SERVICE FOUNDATION

284 BROADWAY
NEWARK,NJ07104 		  PUBLIC YOUTH SERVICES 1,500

RISING TIDE

334 MARTIN LUTHER KING DR
JERSEY CITY,NJ07305 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 10,000

ROOTS AND WINGS

75 BLOOMFIELD AVENUE
DENVILLE,NJ07834 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 15,000

RIDING WITH HEART

639 COUNTY ROAD 513
PITTSTOWN,NJ08867 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 8,000

MAIJA GOLDEN CREATIVE WRITING FOUNDATION

1767 LONG HILL RD
MILLINGTON,NJ07946 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 2,000

STRAYS R US

PO BOX 345
RAHWAY,NJ07065 		  PUBLIC ANIMAL WELFARE 9,000

KID'S CHANCE OF NJ

PO BOX 166
MATAWAN,NJ07747 		  PUBLIC SCHOLARSHIPS 10,000

IMAGINE

244 SHEFFIELD STREET
MOUNTAINSIDE,NJ07092 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 4,500

DINA'S DWELLINGS - TOWN CLOCK CDC

11 BAYARD STREET
NEW BRUNSWICK,NJ08901 		  PUBLIC GENERAL CHARITABLE CONTRIBUTION 4,500
Total .................................right arrow 3a 393,600
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 594  
4 Dividends and interest from securities ....     14 346,025  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -105,431  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   241,188  
13Total. Add line 12, columns (b), (d), and (e)..................
13
241,188
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -6,120


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICLY TRADED SECURITIES         628,216 733,647 FMV   -105,431  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Name of Bond End of Year Book Value End of Year Fair Market Value
TRINITY INDUSTRIES 4.55% 50,893 49,250
FORD 5.15% 50,000 49,576
CITIGROUP 4.40% 51,463 49,353
GOLDMAN SACHS 5.10% 52,243 49,123
GOLDMAN SACHS 5.00% 100,000 98,963
MORGAN STANLEY 3.11% 49,722 48,232
GOLDMAN SACHS 5.00% 75,000 73,824
JERSEY CENTRAL 6.40% 63,932 58,972
WESTERN UNION 6.20% 163,235 155,323
AMGEN INC 6.37% 85,597 78,550
JP MORGAN CHASE 5.50% 102,073 103,905
CREDIT SUISSE 4.00% 50,000 48,420
TORONTO DOMINION BANK 5.00% 100,000 97,386

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 20,106 50,985
ALPHABET INC 25,020 83,814
AMAZON COM 20,449 75,970
AMERIPRISE FINCL 10,077 29,246
BANK OF AMERICA CORP 9,940 11,784
BLACKSTONE GROUP INC 17,489 91,644
CATERPILLAR INC 13,415 45,828
CISCO SYS INC 20,249 22,936
CITIGROUP INC 25,066 22,324
CLEARWAY ENERGY INC 20,238 48,523
COMCAST CORP 2,535 13,155
CONSTELLATION BRANDS 12,000 14,505
COSTAMARE INC 23,278 57,723
HOME DEPOT INC 11,889 23,218
IQVIA HOLDINGS INC 10,088 24,294
META PLATFORMS 10,059 25,485
MICROSOFT CORP 10,146 42,492
NEXTERA ENERGY 10,099 15,063
PEPSICO INC 20,129 32,269
RTX CORPORATION 11,077 15,061
SALESFORCE.COM 25,088 82,362
STARBUCKS CORP 25,089 43,108
T MOBILE US INC 10,134 26,935
VERIZON COMMUNICATIONS 21,442 32,082
WALT DISNEY CO 20,051 16,884
ABBVIE INC 63,193 104,059
ALTRIA GROUP 86,807 96,555
AT&T 225,268 168,649
BRISTOL MYERS 117,077 146,879
BRITISH AMERN TOB 134,038 66,828
DOMINION ENERGY 151,737 116,834
DUKE ENERGY 138,093 168,313
GLAXOSMITHKLINE PLC 247,269 221,408
GOLUB CAP 67,135 60,281
INVESCO 222,154 178,320
ISHARES ETF 217,564 177,433
KIMBERLY CLARK CORP 99,107 153,506
LOCKHEED MARTIN 72,696 200,454
PPL CORPORATION 164,331 141,171
ROYAL DUTCH SHELL 146,123 173,445
SIMON PROPERTY GROUP 60,286 58,924
SOUTHERN COMPANY 199,416 305,206
SPDR PORTFOLIO ETF 301,344 275,507
VANGUARD LONG TERM ETF 301,961 280,116
VERIZON COMMUNICATIONS 195,983 173,213
ACCENTURE 8,714 9,474
ALPHABET INC 22,072 50,707
AMAZON 17,588 18,384
APPLE INC 21,467 70,851
AUTOZONE 19,347 25,856
BERKSHIRE HATHAWAY 25,474 44,225
BROOKFIELD ASSET MANAG 13,275 16,228
CARRIER GLOBAL 8,548 16,488
CELANESE CORP 23,307 27,500
CHEVRON 20,355 19,241
CONSTELLATION BRANDS 20,795 27,317
CONSTELLATION ENERGY 13,972 34,365
DISCOVER FINANCIAL 10,874 18,546
FEDEX 12,077 12,901
HESS 15,875 15,857
HOME DEPOT INC 6,154 25,298
KARUNA THERAPEUTICS 13,006 23,105
KEYSIGHT TECHNOLOGIES 8,988 11,454
LINDE PLC 17,063 24,642
MASTERCARD INC 7,375 32,841
MCKESSON CORP 16,163 22,223
MICROCHIP TECH 9,484 22,995
MICROSOFT CORP 22,423 68,815
MONDELEZ 17,968 20,570
NETFLIX 19,081 22,883
NVIDIA CORP 10,829 44,074
OCCIDENTAL PETROLEUM 8,697 10,568
OLD DOMINION FREIGHT 5,513 36,885
ROSS STORES INC 5,874 17,990
S&P GLOBAL 7,101 20,263
STRYKER CORP 15,146 22,459
TESLA 23,136 22,114
THERMO FISHER 10,128 13,800
U HAUL HOLDINGS 12,180 15,496
UNITEDHEALTH GROUP 7,473 20,532
VERTEX PHARMACEUTICALS 12,843 26,854

TY 2023 InvestmentsOtherSchedule2
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK INNOVATION   58,592 23,456
BLACKSTONE SENIOR   35,043 25,818
CONS STAPLES   11,871 15,126
INDUSTRIAL SEL SECT   20,101 35,564
ISHARES GLOBAL   30,123 39,603
ISHARES INTL SELECT   33,374 29,025
PIMCO DYNAMIC   50,000 30,600
VANGUARD FTSE   10,085 10,275
WISDOMTREE TR   39,122 35,106
VANGUARD SMALL CAP   26,059 26,666
AB MUNI INC NJ   67,439 63,010
JANUS HENDERSON   103,654 218,463
AMERICAN HIGH INCOME   78,606 63,820
LORD ABBETT HIGH YIELD   78,523 62,440
PIMCO HIGH YIELD   78,012 64,601
PRINCIPAL FDS   78,189 63,781
NUVEEN QUALITY   145,602 114,062
NUVEEN TAXABLE   88,036 61,370
FIDELITY LOW VOLATILITY   60,911 82,580
ISHARES TRUST CORE S&P   86,520 93,528
ISHARES TRUST CORE DIVIDEND   104,210 128,855
JP MORGAN ETF BETABUILDERS   27,995 36,933
JP MORGAN ETF DIV   46,223 50,093
SCHWAB INTERNATIONAL   154,079 178,073
SPDR S&P 400 MID CAP   82,660 92,241
VANGUARD VALUE ETF   144,835 184,333

TY 2023 LegalFeesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MACKEVICH, BURKE & STANICKI LEGAL 5,900 885    


TY 2023 OtherDecreasesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Description Amount
UNREALIZED LOSS 129,658


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WELLS FARGO MANAGEMENT FEES 218 214    
TD AMERITRADE MANAGEMENT FEES 17,012 16,694    
MORGAN STANLEY MANAGEMENT FEES 100 100    


TY 2023 TaxesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MORGAN STANLEY - FOREIGN TAX 381 381   0
TD AMERITRADE - FOREIGN TAX 305 305   0
SCHWAB - FOREIGN TAX 580 580   0
NJ REGISTRATION TAX 30 30   0
ESTIMATED TAX 4,660 0   4,660
NJ ANNUAL REPORT 33 33   0