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 MARION & NORMAN TANZMAN
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)10 WOODBRIDGE CENTER DRIVE 605
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODBRIDGE, NJ07095
A Employer identification number

22-3506061
B Telephone number (see instructions)

(732) 750-5757
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$21,826,768J 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) 2,740,572
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 547,019 547,019  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,740,191
b Gross sales price for all assets on line 6a 7,076,870
7 Capital gain net income (from Part IV, line 2)... 1,740,191
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).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,864 13,450  
12 Total. Add lines 1 through 11........ 5,066,646 2,300,660  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
721 0   721
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,833 2,075   11,758
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
281,483 56,161   225,322
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,500 3,500   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
197 0   197
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 320,734 61,736   237,998
25 Contributions, gifts, grants paid....... 1,791,550 1,791,550
26 Total expenses and disbursements. Add lines 24 and 25 2,112,284 61,736   2,029,548
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,954,362
b Net investment income (if negative, enter -0-) 2,238,924
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............. 615,271 33,859 33,859
2 Savings and temporary cash investments......... 153,395 629,008 629,008
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 49,484 0 0
b Investments—corporate stock (attach schedule)....... 5,059,007 Click to see attachment
List of Attached Documents:
// Content
4,973,470 		11,957,602
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,190,806 Click to see attachment
List of Attached Documents:
// Content
8,290,863 		9,206,299
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,067,963 13,927,200 21,826,768
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
9,114 		Click to see attachment
List of Attached Documents:
// Content
9,272
23 Total liabilities (add lines 17 through 22)......... 9,114 9,272
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,058,849 13,917,928
29 Total net assets or fund balances (see instructions)..... 11,058,849 13,917,928
30 Total liabilities and net assets/fund balances (see instructions). 11,067,963 13,927,200
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
11,058,849
2
Enter amount from Part I, line 27a .....................
2
2,954,362
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,714
4
Add lines 1, 2, and 3 ..........................
4
14,022,925
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
104,997
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,917,928
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 RAYMOND JAMES & ASSOCIATES [4991] LONG TERM NONCOVERED P 2022-12-31 2023-12-31
b CHARLES SCHWAB [9491] SHORT TERM COVERED P 2023-01-01 2023-12-31
c CHARLES SCHWAB [9491] LONG TERM COVERED P 2022-12-31 2023-12-31
d CHARLES SCHWAB [9491] LONG TERM NONCOVERED P 2022-12-31 2023-12-31
e STIFEL 7549 - SHORT TERM COVERED P 2023-01-01 2023-12-31
STIFEL 7549 - LONG TERM COVERED P 2022-12-31 2023-12-31
UBS ACCOUNT V6 21321 SHORT TERM NONCOVERED P 2023-01-01 2023-12-31
UBS ACCOUNT V6 21321 LONG TERM NONCOVERED P 2022-12-31 2023-12-31
UBS ACCOUNT V6 21269 SHORT TERM NONCOVERED P 2023-01-01 2023-12-31
UBS ACCOUNT V6 21269 LONG TERM NONCOVERED P 2022-12-31 2023-12-31
UBS ACCOUNT V6 21267 SHORT TERM NONCOVERED P 2023-01-01 2023-12-31
UBS ACCOUNT V6 21267 LONG TERM NONCOVERED P 2022-12-31 2023-12-31
UBS ACCOUNT V6 21267 UNDETERMINED P 2022-12-31 2023-12-31
SALES OF APARTMENT BUILDING P 2022-12-31 2023-05-23
CAPITAL GAINS DIVIDENDS P    
(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 149,206   194,043 -44,837
b 346,465   349,949 -3,484
c 1,018,611   1,037,395 -18,784
d 40,427   31,858 8,569
e 48,878   50,051 -1,173
894,172   345,804 548,368
15,969   16,220 -251
42,159   37,649 4,510
140,620   143,017 -2,397
271,758   166,263 105,495
142,802   147,008 -4,206
66,787   76,850 -10,063
137     137
3,883,681   2,740,572 1,143,109
15,198     15,198
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       -44,837
b       -3,484
c       -18,784
d       8,569
e       -1,173
      548,368
      -251
      4,510
      -2,397
      105,495
      -4,206
      -10,063
      137
      1,143,109
      15,198
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 1,740,191
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 31,121
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 31,121
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 31,121
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,420
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 4,799
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,799 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
 
No
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
 
No
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 arrowJANICE BERSHAD TRUSTEE Telephone no.right arrow (732) 750-5757

Located atright arrowAS LISTEDWOODBRIDGENJ ZIP+4right arrow07095
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
 
 
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
Yes
 
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
 
No
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
 
No
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
JEFFRIES SHEIN TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
BARBARA SOUSA TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
JENNIFER TURNER TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
JANICE BARSHAD TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
SANDERS KLEINFELD TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
ROY H TANZMAN TRUSTEE
0.00 		0 0 0
4 TALIA ROAD
KENDALL PARK,NJ08824
DRU KLEINFELD TRUSTEE
0.00 		0 0 0
10 WOODBRIDGE CENTER DR SUITE 605
WOODBRIDGE,NJ07095
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 arrow0
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
19,859,149
b
Average of monthly cash balances.......................
1b
511,932
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,371,081
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
0
3
Subtract line 2 from line 1d.........................
3
20,371,081
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
305,566
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,065,515
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,003,276
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
1,003,276
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,121
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,234
c
Add lines 2a and 2b............................
2c
34,355
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
968,921
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
968,921
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
968,921
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
2,029,548
b
Program-related investments—total from Part VIII-B..................
1b
0
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
2,029,548
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 7 968,921
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,272,413
b From 2019...... 1,660,873
c From 2020...... 860,347
d From 2021...... 786,565
e From 2022...... 765,333
f Total of lines 3a through e ........ 5,345,531
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,029,548
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 968,921
e Remaining amount distributed out of corpus 1,060,627
5 Excess distributions carryover applied to 2023. 0 0
(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 6,406,158
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...... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,272,413
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,133,745
10 Analysis of line 9:
a Excess from 2019.... 1,660,873
b Excess from 2020.... 860,347
c Excess from 2021.... 786,565
d Excess from 2022.... 765,333
e Excess from 2023.... 1,060,627
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

RWJ VISITING NURSES

972 SHOPPES BLVD
NORTH BRUNSWICK TOWNSH,NJ089022776 		NONE EXEMPT CHARITABLE 1,000

EMBRACE KIDS FOUNDATION

121 SOMERSET STREET
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 2,000

200 CLUB OF MIDDLESEX COUNTY

PO BOX 387
WOODBRIDGE,NJ07095 		NONE EXEMPT CHARITABLE 2,000

RUTGERS - NEW BRUNSWICK COMMUNITY INTERPRETER

125 PATTERSON STREET
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 2,000

ASAP - ADULT SUBSTANCE ABUSE PROGRAM

PO BOX 1481
HIGHLAND PARK,NJ08904 		NONE EXEMPT CHARITABLE 2,500

BERKS CO COMM FOUNDATION-CYSTIC FIBROSIS FUND

237 COURT STREET
READING,PA19601 		NONE EXEMPT CHARITABLE 2,500

JCC ASSOCIATION OF NORTH AMERICA

520 EIGHTH AVENUE - 4TH FLOOR
NEW YORK,NY10018 		NONE EXEMPT CHARITABLE 2,500

CHRISTOPHER & DANA REEVE FOUNDATION

636 MORRIS TURNPIKE SUITE 3A
SHORT HILLS,NJ07078 		NONE EXEMPT CHARITABLE 2,500

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		NONE EXEMPT CHARITABLE 2,500

LET'S GET READY

50 BROADWAY 25TH FLOOR
NEW YORK,NY10004 		NONE EXEMPT CHARITABLE 2,500

PERTH AMBOY HIGH SCHOOL

30300 EAGLE AVENUE
PERTH AMBOY,NJ08861 		NONE EXEMPT CHARITABLE 5,000

MESORAH NJ

116 LINCOLN AVENUE
HIGHLAND PARK,NJ08904 		NONE EXEMPT CHARITABLE 5,000

ST JOSEPH'S SENIOR RESIDENCE

1 SAINT JOSPEHS TERRACE
WOODBRIDGE,NJ07095 		NONE EXEMPT CHARITABLE 5,000

ST JAMES ROMAN CATHOLIC CHURCH

148 GREENVILLE STREET
WOODBRIDGE,NJ07095 		NONE EXEMPT CHARITABLE 5,000

SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE

812 E COUNTY LINE ROAD
LAKEWOOD,NJ08701 		NONE EXEMPT CHARITABLE 5,000

LIFETOWN INC

10 MICROLAB ROAD
LIVINGSTON,NJ070391602 		NONE EXEMPT CHARITABLE 5,000

IMAGINATION PRODUCTION - FORMERLY RETHINK ISRAEL INITIATIVE INC

11110 W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL33351 		NONE EXEMPT CHARITABLE 5,000

NJY CAMPS

21 PLYMOUTH ST
FAIRFIELD,NJ07004 		NONE EXEMPT CHARITABLE 5,000

JEWISH NATIONAL FUND

42 EAST 69TH STREEET
NEW YORK,NY10021 		NONE EXEMPT CHARITABLE 5,000

CHELSEA DAY SCHOOL INC

319 5TH AVE FL 2
NEW YORK,NY100165056 		NONE EXEMPT CHARITABLE 5,000

CONGREGATION BROTHERS OF ISRAEL

250 PARK AVENUE
ELBERON,NJ07740 		NONE EXEMPT CHARITABLE 5,250

FULFILL FOODBANK OF MONMOUTH & OCEAN COUNTIES

3300 ROUTE 66
NEPTUNE,NJ07753 		NONE EXEMPT CHARITABLE 6,500

JEWISH SOCIAL SERVICE COMMITTEE

58 HARRISON STREET
HIGHLAND PARK,NJ10128 		NONE EXEMPT CHARITABLE 7,500

ELIJAH'S PROMISE

211 LIVINGSTON AVENUE
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 10,000

AMERICAN CANCER SOCIETY

2310 ROUTE 34 SUITE 1D
MANASQUAN,NJ08736 		NONE EXEMPT CHARITABLE 10,000

MEMORIAL SLOAN KETTERING CANCER CENTER

633 THIRD AVENUE 28TH FLOOR
NEW YORK,NY10017 		NONE EXEMPT CHARITABLE 10,000

JEWISH FAMILY & VOCATIONAL SERVICE OF MIDDLESEX COUNTY

32 FORD AVENUE SECOND FLOOR
MILLTOWN,NJ08850 		NONE EXEMPT CHARITABLE 10,000

JEWISH FAMILY & CHILDREN'S SERVICE OF MONMOUTH COUNTY

705 SUMMERFIELD AVENUE
ASBURY PARK,NJ07712 		NONE EXEMPT CHARITABLE 10,000

ANTI-DEFAMATION LEAGUE

30A VREELAND AVENUE SUITE 230
FLORHAM PARK,NJ07932 		NONE EXEMPT CHARITABLE 11,800

NEW JERSEY INSTITUTE FOR DISABILITIES

10 OAK DRIVE
EDISON,NJ08837 		NONE EXEMPT CHARITABLE 22,500

AMERICAN FRIENDS OF GALILEE MEDICAL CENTER

PO BOX 789856
PHILADELPHIA,PA191789856 		NONE EXEMPT CHARITABLE 50,000

COMMUNITY ALLIANCE FOR JEWISH-AFFILIATED CEMETERIES

368 OWEN AVE
FAIR LAWN,NJ07410 		NONE EXEMPT CHARITABLE 50,000

YOUNG ISRAEL OF EAST BRUNSWICK

193 DUNHAMS CORNER RD
EAST BRUNSWICK,NJ08816 		NONE EXEMPT CHARITABLE 50,000

CHILDRENS SPECIALIZED HOSPITAL FOUNDATION INC

150 NEW PROVIDENCE ROAD
MOUNTAINSIDE,NJ070922590 		NONE EXEMPT CHARITABLE 100,000

DEBORAH HOSPITAL FOUNDATION

212 TRENTON ROAD
BROWNS MILLS,NJ08015 		NONE EXEMPT CHARITABLE 100,000

CHABAD HOUSEFRIENDS LUBAVITCH-RUTGERS

170 COLLEGE AVENUE
NEW BRUNSWICK,NJ08902 		NONE EXEMPT CHARITABLE 110,000

RUTGERS UNIVERSITY FOUNDATION

57 US HIGHWAY 1
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 112,500

VISITING NURSE ASSOCIATION HEALTH GROUP INC

23 MAIN ST STE D1
HOLMDEL,NJ077332136 		NONE EXEMPT CHARITABLE 125,000

RUTGERS HILLEL

93 COLLEGE AVENUE
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 138,000

CHABAD OF THE SHORE

620 OCEAN AVENUE
LONG BRANCH,NJ07740 		NONE EXEMPT CHARITABLE 155,000

HIGHLAND PARK CONSERVATIVE TEMPLE

201 SOUTH THIRD AVENUE
HIGHLAND PARK,NJ08904 		NONE EXEMPT CHARITABLE 204,000

RWJ UNIVERSITY HOSPITAL FOUNDATION

10 PLUM STREET SUITE 910
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 210,000

JEWISH FEDERATION IN THE HEART OF NEW JERSEY

230 OLD BRIDGE TURNPIKE
SOUTH RIVER,NJ08882 		NONE EXEMPT CHARITABLE 211,500
Total .................................right arrow 3a 1,791,550
bApproved for future payment

VISITING NURSE ASSOCIATION HEALTH GROUP INC
23 MAIN ST STE D1
HOLMDEL,NJ077332136 		NONE EXEMPT CHARITABLE 125,000

RWJ UNIVERSITY HOSPITAL FOUNDATION
10 PLUM STREET SUITE 910
NEW BRUNSWICK,NJ08901 		NONE EXEMPT CHARITABLE 400,000
Total ................................. right arrow 3b 525,000
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 ........... 		         
4 Dividends and interest from securities ....     14 547,019  
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 1,740,191  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASS THROUGH LOSS FROM DISPLAY MATRIX CORPORATION 		    01 -158  
bOTHER INCOME     01 25,572  
cOTHER INCOME     01 13,450  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,326,074 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,326,074
(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:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE MARION & NORMAN TANZMAN
CHARITABLE FOUNDATION
Employer identification number

22-3506061
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE MARION & NORMAN TANZMAN
CHARITABLE FOUNDATION 		Employer identification number
22-3506061
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DOROTHY RAPAPORT TANZMAN INCOME TRUST UWO NORMAN TANZMAN
 
10 WOODBRIDGE CTR DR SUITE 605
 
WOODBRIDGE, NJ07095

$ 2,740,572


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE MARION & NORMAN TANZMAN
CHARITABLE FOUNDATION 		Employer identification number

22-3506061
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APARTMENT BUILDING $ 2,740,572 2023-05-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE MARION & NORMAN TANZMAN
CHARITABLE FOUNDATION 		Employer identification number

22-3506061
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 13,833 2,075   11,758

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 10,898 17,202
AMER EXPRESSCO 10,295 16,486
ASTRAZENECA PLC SPON ADR 14,889 15,288
BECTON DICKINSON & CO 15,622 15,849
BROADCOM INC 6,171 22,325
CISCO SYSTEMS INC 12,559 15,004
CME GROUP INC 12,006 13,057
CONOCOPHILLIPS 4,758 14,393
CROWN CASTLE INC REIT 15,935 11,980
CVS HEALTH CORP 21,112 18,319
EMERSON ELECTRIC CO 11,488 12,556
EXXON MOBIL CORP 21,169 24,095
FEDEX CORP 13,437 14,419
GOLDMAN SACHS GROUP INC 11,475 18,131
JPMORGAN CHASE & CO 9,069 17,690
JPMORGAN CHASE & CO 13,889 22,589
LOCKHEED MARTIN CORP 10,747 13,144
MCDONALDS CORPS 13,451 18,384
MORGAN STANLEYS 12,315 18,370
NORFOLK STHN CORPS 13,643 16,074
ORACLE CORPS 12,890 14,338
PROCTER & GAMBLE COS 14,732 16,266
PROLOGIS INC COMS 14,603 18,529
RTX CORP 6,985 8,835
SYSCO CORP 14,478 13,383
TRAVELERS COS INC/THE 9,947 14,858
UNITED PARCEL SERVICEINC CL B 13,517 11,478
WALMARTINC 15,429 18,287
WELLS FARGO & CO NEW 12,827 14,471
YUM! BRANDS INC 9,417 9,930
0 REILLY AUTOMOTIVE INCS 8,057 10,451
ABBOTT LABS 13,424 20,803
ACCENTURE PLC IRELAND CL A 13,171 15,089
ADOBE INC. (DELAWARE) 8,284 14,915
AIR PROD & CHEMICAL INC 9,077 16,976
ALPHABET INC CL A 6,178 16,912
ALPHABET INC CL A 24,809 33,665
AMAZON.COM INCS 48,466 72,931
AMERICAN TOWER CORP REITS 17,430 19,429
AMERIPRISE FINANCIAL INCS 6,246 16,333
APPLE INC 7,830 48,325
APPLIED MATERIALS INCS 18,671 24,311
ASML HLDG NV SPON ADRS 4,028 17,409
BLACKROCK INCS 4,764 17,048
BROADCOM INCS 6,501 22,325
CHEVRON CORPS 12,189 14,916
COCA COLA CO COMS 10,536 19,506
COMCAST CORP NEW CL A 12,549 21,004
COSTCO WHOLESALE CORPS 18,462 25,743
DANAHER CORPS 10,480 12,955
EXXON MOBIL CORPS 19,010 23,195
FREEPORT-MCMORAN INC 2,522 8,812
HESS CORP 9,302 13,839
HOME DEPOT INCS 13,402 14,902
HONEYWELL INTL INCS 13,102 14,680
INTERCONTINENTALEXCHANGE GROUPS 14,368 25,686
INTUITIVE SURGICAL INC 10,010 18,892
JOHNSON CTLS !NTL PLC 7,225 12,393
JPMORGAN CHASE & CO 9,403 31,128
LENNAR CORP CL A 7,923 23,697
LILLY ELI & CO 13,379 23,317
MASTERCARD INC CL A 7,139 13,648
MCDONALDS CORPS 5,372 18,087
MCKESSON CORPS 6,235 20,371
META PLATFORMS INC CL AS 12,489 17,698
METLIFE INCS 8,318 11,705
MICROSOFT CORP 17,212 83,481
MOLINA HEALTHCARE INCS 6,724 17,343
NESTLE S A SPONSORED ADR 5,042 14,338
NIKE INC CL B 10,820 15,743
NOVO NORDISK ADR DENMARK ADR 10,963 37,863
NVIDIA CORP 3,611 13,866
ON SEMICONDUCTOR CORPS 4,565 14,701
PALO ALTO NETWORKS INCS 8,268 14,744
PEPSICO INCS 6,820 11,518
PEPSICO INCS 11,818 21,400
PROCTER & GAMBLE COS 13,701 14,361
PROGRESSIVE CORP OHIOS 4,666 9,875
ROCKWELL AUTOMATION INC NEWS 12,904 14,903
S&P GLOBAL INCS 7,646 12,775
SALESFORCE, INC.S 13,741 24,998
SCHLUMBERGER LTD NETHERLANDS ANTILLESS 10,855 11,709
SERVICENOW INCS 8,073 13,423
SHERWIN WILLIAMS COS 9,990 17,155
TEXAS INSTRUMENTSS 3,919 19,773
TEXTRON INCS 4,971 12,787
THERMO FISHER SCIENTIFIC INCS 16,621 18,578
TJX COS INC NEW 9,811 14,259
UNION PACIFIC CORPS 11,687 22,351
UNITED PARCEL SERVICE INC CL B 6,597 9,748
UNITEDHEALTH GROUP INCS 17,935 32,641
VISA INC CLAS 14,805 27,337
ALTRIA GROUP INC 54,079 80,680
APPLE INC 100,366 673,855
AT&T INC 209,437 134,240
BLACKSTONE SECURED 96,156 94,667
CHEVRON CORP 133,501 223,740
DUKE ENERGY CORP NEW 142,286 194,080
ETFIS 65,620 70,414
ETFIS SER TR I 99,725 110,552
HOME DEPOT INC 170,779 433,188
JOHNSON & JOHNSON 492,554 1,200,785
MEDICAL PROPERTIES 65,352 24,550
MICROSOFT CORP 82,946 507,654
MIDDLESEX WATER COMPANY 1,558,110 5,479,270
NEXTERA ENERGY INC 5,354 10,326
PROVIDENT FINANCIAL 206,385 571,984
SERIES 47,801 49,940
TRUIST FINANCIAL CORP 44,260 55,380
UGI CORP NEW 47,604 30,944
VALLEY NATIONAL BANCORP 100,655 102,518
VERIZON COMMUNICATIONS 196,631 158,339

TY 2023 InvestmentsOtherSchedule2
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EXCHANGE TRADED FUNDS - CHARLES SCHWAB AT COST 4,076,926 4,834,656
MUTUAL FUNDS - STIFEL AT COST 335,151 335,151
PREFERRED SECURITIES - STIFEL AT COST 297,528 271,019
OTHER INVESTMENTS - STIFEL AT COST 113,023 69,298
MUTUAL FUNDS - UBS V6 21269 AT COST 1,002,373 1,075,158
EXCHANGE TRADED FUNDS - UBS V6 21269 AT COST 328,717 376,482
MUTUAL FUNDS - UBS V6 21267 AT COST 1,353,216 1,347,066
EXCHANGE TRADED FUNDS - UBS V6 21267 AT COST 99,827 103,519
ASSET BACKED SECURITIES - UBS V6 21267 AT COST 525 538
HEDGE FUND - UBS V6 21270 AT COST 200,000 210,842
OTHER INVESTMENTS - UBS V6 21270 AT COST 258,968 349,253
OTHER INVESTMENTS - UBS V6 24410 AT COST 195,000 202,061
EXCHANGE TRADED FUNDS - UBS V6 21269 AT COST 29,609 31,256

TY 2023 LegalFeesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 721 0   721


TY 2023 OtherDecreasesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Description Amount
CONTRIBUTED UNREALIZED GAIN 94,298
EXPENSES ALLOCABLE TO FORM 990-T 10,699


TY 2023 OtherExpensesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 197 0   197


TY 2023 OtherIncomeSchedule2
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASS THROUGH LOSS FROM DISPLAY MATRIX CORPORATION -158   -158
OTHER INCOME 25,572   25,572
OTHER INCOME 13,450 13,450 13,450


TY 2023 OtherIncreasesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Description Amount
NONDIVIEND DISTRIBUTION 9,714


TY 2023 OtherLiabilitiesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Description Beginning of Year - Book Value End of Year - Book Value
EXCESS OF LOSSES OVER CASH INVESTED IN DISPLAY MATRIX CORPORATION 9,114 9,272


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 2,106 0   2,106
BROKER FEES 56,161 56,161   0
REPAIRS AND MAINTENANCE 90,643 0   90,643
MANAGEMENT FEES 132,573 0   132,573


TY 2023 TaxesSchedule
Name:
THE MARION & NORMAN TANZMAN
 
CHARITABLE FOUNDATION
EIN:
22-3506061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAXES 3,500 3,500   0
FEDERAL EXCISE TAX 21,000 0   0