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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$9,623,049J 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 374 374  
4 Dividends and interest from securities... 360,124 352,097  
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
186,715
b Gross sales price for all assets on line 6a 723,253
7 Capital gain net income (from Part IV, line 2)... 186,715
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........ 547,213 539,186  
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
6,500 975   5,525
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,469 20,016   453
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,725 605   3,120
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.......... 40,694 23,096   17,598
25 Contributions, gifts, grants paid....... 497,500 497,500
26 Total expenses and disbursements. Add lines 24 and 25 538,194 23,096   515,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,019
b Net investment income (if negative, enter -0-) 516,090
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 373,674 398,750 398,750
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)....... 4,127,100 Click to see attachment
List of Attached Documents:
// Content
4,291,290 		5,772,357
c Investments—corporate bonds (attach schedule)....... 994,158 Click to see attachment
List of Attached Documents:
// Content
828,802 		794,017
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).......... 1,739,864 Click to see attachment
List of Attached Documents:
// Content
1,862,503 		2,132,925
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) 7,759,796 7,906,345 9,623,049
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........ 7,759,796 7,906,345
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)..... 7,759,796 7,906,345
30 Total liabilities and net assets/fund balances (see instructions). 7,759,796 7,906,345
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
7,759,796
2
Enter amount from Part I, line 27a .....................
2
9,019
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
137,530
4
Add lines 1, 2, and 3 ..........................
4
7,906,345
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,906,345
Form 990-PF (2024)
Form 990-PF (2024)
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 723,253 0 536,538 186,715
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 0 186,715
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 2 186,715
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 7,174
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 7,174
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 7,174
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,800
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 4800 7 4,800
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 2,374
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
8,607,736
b
Average of monthly cash balances.......................
1b
125,308
c
Fair market value of all other assets (see instructions)................
1c
525,000
d
Total (add lines 1a, b, and c).........................
1d
9,258,044
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
9,258,044
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,871
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,119,173
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
455,959
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
455,959
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,174
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,174
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
448,785
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
448,785
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
448,785
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
515,098
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
515,098
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 448,785
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 146,438
b From 2020...... 157,181
c From 2021...... 121,009
d From 2022...... 67,863
e From 2023...... 55
f Total of lines 3a through e ........ 492,546
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 515,098
a Applied to 2023, 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 2024 distributable amount..... 448,785
e Remaining amount distributed out of corpus 66,313
5 Excess distributions carryover applied to 2024.    
(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 5 558,859
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		146,438
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		412,421
10 Analysis of line 9:
a Excess from 2020.... 157,181
b Excess from 2021.... 121,009
c Excess from 2022.... 67,863
d Excess from 2023.... 55
e Excess from 2024.... 66,313
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 10,000

ASSOCIATED HUMANE SOCIETIES ANIMAL RESCUE

124 EVERGREEN AVENUE
NEWARK,NJ07114 		  PUBLIC ANIMAL WELFARE 8,500

BONNIE BRAE

3415 VALLEY ROAD
LIBERTY CORNER,NJ07938 		  PUBLIC YOUTH SERVICES 13,000

CAT ADOPTION AND PET INFO CENTER

PO BOX 266
MARTINSVILLE,NJ08836 		  PUBLIC ANIMAL WELFARE 11,000

CENTER FOR HOPE HOSPICE

1900 RARITAN ROAD
SCOTCH PLAINS,NJ07076 		  PUBLIC HOSPICE CARE 26,000

COMMUNITY FOOD BANK OF NJ

33 EVANS TERMINAL ROAD
HILLSIDE,NJ07205 		  PUBLIC FOOD DONATIONS 11,000

DEBORAH HOSPITAL FOUNDATION

20 PINE MILL ROAD
BROWNS MILLS,NJ08015 		  PUBLIC HEALTHCARE 11,000

FOOD BANK OF OCEAN & MONMOUTH COUNTIES

3300 ROUTE 66
NEPTUNE,NJ07753 		  PUBLIC FOOD DONATIONS 16,000

FRANCISCAN CHARITIES

117 HIGHWAY 35 SOUTH
KEYPORT,NJ07735 		  PUBLIC ASSISTANCE TO THE POOR 31,000

FRIENDS OF LINDEN ANIMAL SHELTER

1305 WOODLAWN AVENUE
LINDEN,NJ07036 		  PUBLIC ANIMAL WELFARE 8,500

TAMERLAINE FARM SANCTUARY

147 RIVER ROAD
MONTAGUE,NJ07827 		  PUBLIC ANIMAL WELFARE 21,000

HOUR CHILDREN

36-11A 12TH STREET
LONG ISLAND CITY,NY11106 		  PUBLIC ASSISTANCE TOINCARCERATEDWOMEN AND CHILDREN 23,500

JERSEY SHORE ANIMAL CENTER

185 BRICK BOULEVARD
BRICK,NJ08723 		  PUBLIC ANIMAL WELFARE 11,000

NOAH'S ARK ANIMAL RESCUE

PO BOX 5734
CLARK,NJ07066 		  PUBLIC ANIMAL WELFARE 7,000

OPERATION SMILE

6435 TIDEWATER DRIVE
NORFOLK,VA23509 		  PUBLIC CHILDRENS HEALTHCARE 15,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE
MANHATTAN BEACH,CA90266 		  PUBLIC CANCER RESEARCH 18,500

ST HUBERT'S ANIMAL SHELTER

575 WOODLAND AVENUE
MADISON,NJ07940 		  PUBLIC ANIMAL WELFARE 5,500

ST JOSEPH'S SOCIAL SERVICE CENTER

118 DIVISION STREET
ELIZABETH,NJ07201 		  PUBLIC SOCIAL SERVICES 51,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PUBLIC CHILDRENS HEALTHCARE 31,000

SPAY USA FUND SOMERSET

100 COMMONS WAY
BRIDGEWATER,NJ08807 		  PUBLIC ANIMAL WELFARE 4,000

TABBY'S PLACE

1100 US HWY 202
RINGOES,NJ08551 		  PUBLIC ANIMAL WELFARE 4,000

THE LUSTGARTEN FOUNDATION FOR RESEARCH

1111 STEWART AVENUE
BETHPAGE,NY11714 		  PUBLIC CANCER RESEARCH 17,000

THE SALVATION ARMY

PO BOX 1428
ALEXANDRIA,VA22313 		  PUBLIC SOCIAL SERVICES 13,000

VICTORY JUNCTION

4500 ADAMS WAY
RANDLEMAN,NC27317 		  PUBLIC YOUTH SERVICES 9,500

WOODLANDS WILDLIFE REFUGE

676 COUNTY ROAD 513
PITTSTOWN,NJ08867 		  PUBLIC ANIMAL WELFARE 8,500

WOUNDED WARRIOR PROJECT

370 7th AVE STE 1802
NEW YORK,NY10001 		  PUBLIC ASSISTANCE FOR WOUNDED SOLDIERS 23,500

YOUTH CONSULTATION SERVICE FOUNDATION

284 BROADWAY
NEWARK,NJ07104 		  PUBLIC YOUTH SERVICES 3,000

RISING TIDE

334 MARTIN LUTHER KING DR
JERSEY CITY,NJ07305 		  PUBLIC CANCER RESEARCH 11,000

ROOTS AND WINGS

75 BLOOMFIELD AVENUE
DENVILLE,NJ07834 		  PUBLIC YOUTH SERVICES 19,000

RIDING WITH HEART

639 COUNTY ROAD 513
PITTSTOWN,NJ08867 		  PUBLIC HORSEBACK RIDINGFOR THE DISABLED 9,000

MAIJA GOLDEN CREATIVE WRITING FOUNDATION

1767 LONG HILL RD
MILLINGTON,NJ07946 		  PUBLIC PROMOTES CREATIVEWRITING FOR YOUTHS 2,000

STRAYS R US

PO BOX 345
RAHWAY,NJ07065 		  PUBLIC ANIMAL WELFARE 11,000

KID'S CHANCE OF NJ

PO BOX 166
MATAWAN,NJ07747 		  PUBLIC SCHOLARSHIPS 15,000

IMAGINE

244 SHEFFIELD STREET
MOUNTAINSIDE,NJ07092 		  PUBLIC GRIEF SUPPORT 7,500

DINA'S DWELLINGS - TOWN CLOCK CDC

11 BAYARD STREET
NEW BRUNSWICK,NJ08901 		  PUBLIC AFFORDABLE HOUSING 6,000

MARY'S PLACE BY THE SEA

22 MAIN AVENUE
OCEAN GROVE,NJ07756 		  PUBLIC CANCER THERAPY 5,000
Total .................................right arrow 3a 497,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 374  
4 Dividends and interest from securities ....     14 360,124  
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 ............ 		    18 186,715  
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) ..   547,213  
13Total. Add line 12, columns (b), (d), and (e)..................
13
547,213
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 - Tax Paid with the Original Return: 4,800


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 2024 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         723,253 536,538 FMV   186,715  

TY 2024 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
FORD 5.15% 50,000 49,890
GOLDMAN SACHS 5.10% 52,243 49,736
GOLDMAN SACHS 5.00% 75,000 74,307
MORGAN STANLEY 3.11% 49,722 49,841
GOLDMAN SACHS 5.00% 87,000 86,696
JERSEY CENTRAL 6.40% 63,932 57,673
WESTERN UNION 6.20% 163,235 151,881
AMGEN INC 6.37% 85,597 75,389
JP MORGAN CHASE 5.50% 102,073 99,500
TORONTO DOMINION BANK 5.00% 100,000 99,104

TY 2024 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 67,412 123,625
ALTRIA GROUP 96,615 136,370
APPLE 25,134 35,685
AT&T 236,687 242,526
BRISTOL MYERS 124,081 170,030
BRITISH AMERN TOB 141,010 90,626
CISCO SYS INC 25,726 29,750
DOMINION ENERGY 158,508 140,898
DUKE ENERGY 127,447 168,695
GOLUB CAP 66,987 60,521
GSK PLC 224,897 184,282
INVESCO 233,108 189,924
ISHARES ETF 229,189 190,237
KIMBERLY CLARK CORP 99,758 159,359
LOCKHEED MARTIN 73,591 194,762
PPL CORPORATION 169,680 175,140
SHELL PLC 153,487 172,031
SIMON PROPERTY GROUP 63,698 74,799
SOUTHERN COMPANY 153,311 253,625
SPDR PORTFOLIO 315,052 270,649
VANGUARD LONG TERM ETF 315,843 274,706
VERIZON COMMUNICATIONS 208,564 195,959
ALPHABET 17,852 45,621
AMAZON 31,346 45,194
APPLE 21,467 92,154
AUTOZONE 13,602 22,414
BANK OF NEW YORK 15,660 15,980
BERKSHIRE HATHAWAY 25,474 56,206
BROOKFIELD ASSET MGMT 13,275 21,892
BROWN & BROWN 13,976 15,711
CARRIER GLOBAL 8,548 19,590
CHEVRON CORP 10,857 9,414
COMCAST CORP 10,926 9,307
CONSTELLATION ENERGY 7,223 34,003
ECOLAB 11,203 10,544
FEDEX 12,077 14,347
HESS 9,925 9,177
HOME DEPOT 6,154 28,396
KRYSTAL BIOTECH 16,915 16,919
LINDE PLC 17,063 25,120
MASTERCARD 5,655 23,169
MCKESSON CORP 16,163 27,355
MICROSOFT CORP 22,423 77,134
MKS INSTRS 14,935 12,422
MONDELEZ INTL 17,968 16,963
NETFLIX 19,081 41,892
NVIDIA 7,333 73,993
OLD DOMINION FREIGHT 5,513 32,104
ROSS STORES 5,874 19,665
S&P GLOBAL 7,101 22,909
SCHLUMBERGER LTD 20,144 16,562
SELECT WATER SOLUTIONS 8,186 8,500
SENTINELONE INC 21,389 19,669
SERVICENOW INC 18,993 26,503
STRYKER CORP 15,146 27,003
TETRA TECH INC 9,759 9,561
U HAUL HOLDING 12,180 14,091
UNITEDHEALTH GROUP 11,028 18,210
VERALTO CORP 10,613 10,490
VERTEX PHARMACEUTICALS 12,843 26,578
VISA INC 19,494 22,754
WALMART 15,007 19,786
ABBVIE INC 22,174 60,580
ALPHABET 25,380 113,972
AMAZON 20,449 109,695
AMERIPRISE FINCL 10,525 41,524
BANK OF AMERICA 10,293 15,771
BLACKSTONE INC 18,472 123,808
CATERPILLAR INC 14,260 57,101
CISCO SYS 20,980 27,733
CITIGROUP INC 26,025 31,637
CLEARWAY ENERGY 21,526 49,046
COMCAST 2,535 11,600
CONSTELLATION BRANDS 12,236 13,472
COSTAMARE 25,868 74,008
HOME DEPOT 12,497 26,690
IQVIA HOLDINGS 10,088 20,633
META PLATFORMS 10,203 42,313
MICROSOFT CORP 10,495 47,973
NEXTERA ENERGY 10,616 18,296
PEPSICO INC 21,136 29,785
RTX CORPORATION 11,525 21,186
SALESFORCE INC 25,464 105,095
STARBUCKS CORP 26,141 42,018
T-MOBILE US 10,613 37,633
VERIZON COMMUNICATIONS 21,442 36,292
WALT DISNEY CO 20,191 20,995

TY 2024 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   58,947 26,556
BLACKSTONE SENIOR   37,329 30,027
CONS STAPLES   12,333 16,969
INDUSTRIAL SEL SECT   20,696 41,718
ISHARES GLOBAL   31,410 49,813
ISHARES INTL SELECT   35,249 30,225
PIMCO DYNAMIC   53,699 37,881
VANGUARD FTSE   10,440 11,362
WISDOMTREE TR   40,981 36,669
VANGUARD SMALL CAP   26,452 30,446
AB MUNI INC NJ   69,541 64,419
JANUS HENDERSON   125,603 310,976
AMERICAN HIGH INCOME   82,861 69,874
LORD ABBETT HIGH YIELD   83,135 67,669
PIMCO HIGH YIELD   81,858 68,703
PRINCIPAL FDS   82,294 68,272
NUVEEN QUALITY   153,537 124,025
NUVEEN TAXABLE   92,216 62,170
FIDELITY LOW VOLATILITY   60,911 94,459
ISHARES TRUST CORE S&P   86,520 99,550
ISHARES TRUST CORE DIVIDEND   104,210 148,788
ISHARES 0 TO 3 MNTH   35,956 35,914
JP MORGAN ETF BETABUILDERS   27,995 40,659
JP MORGAN DVSFD RETN EMRG   46,223 49,703
SCHWAB INTERNATIONAL   154,079 178,266
SPDR S&P 400 MID CAP   82,660 105,918
VANGUARD VALUE ETF   144,835 208,746
PROLOGIS REIT   20,533 23,148

TY 2024 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 6,500 975    


TY 2024 OtherIncreasesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Description Amount
UNREALIZED GAIN 137,530


TY 2024 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 265 259    
SCHWAB/CORIENT MANAGEMENT FEES 20,025 19,578    
MORGAN STANLEY MANAGEMENT FEES 179 179    


TY 2024 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 504 504    
SCHWAB - FOREIGN TAX 38 38    
NJ REGISTRATION TAX 30 30    
ESTIMATED TAX 3,120     3,120
NJ ANNUAL REPORT 33 33